All Episodes
Focused Compounding — 478 episodes · page 4 of 5
Ep 182. Continued Turmoil on Wall Street and a Cheap Stock to Think About Investing In
Ep 181. Stock Market Update and Cheap Stocks to Buy
Ep 180. The CoronaVirus, Current Market, Stocks to Buy, and Games Workshop
Ep 179. CoronaVirus, Stock Market Crash, Bank Stocks, Bill Ackman, and More
Ep 178. Revisiting Stocks Written-Up On Focused Compounding After Market Sell-Off
Ep 176. How to Value Stocks and Think About Intrinsic Value
Ep 175. Analyzing Entertainment Stocks After Coronavirus Market Sell-Off
Ep 174. Reading 10ks, ScuttleButt, Retained Earnings, DCF’s, and Other Questions from Twitter
Ep 173. Analyzing a 10k and Valuing an Insurance Stock
Ep 172. Key Takeaways From Warren Buffett’s 2019 Shareholder Letter
Ep 170. How to Think About ROE, ROA, ROIC and ROIIC
Ep 169. How to Read and Interpret a Balance Sheet
Ep 168. Investing in Bank Stocks - Going Through CFR’s 10k
Ep 167. The Art of Finding Stock Ideas
Ep 166. How to Read the Cash Flow Statement: The Most Important Statement
Ep 165. Going Through Geoff’s Marked-Up 10k of Transcat
Ep 164. Snap Judgments: GANS, PLOW, BKE, EGOV, and PLAY
Ep 163. Investing in Stocks: 47 Minute Walk-Through of a 10k
Ep 162. Good Debt vs. Bad Debt: How Much Leverage is Too Much?
Ep 161. The Art Of NOT Selling a Stock
Ep 160. Snap Judgements: VTSI, PMD, BJRI, BGS, and CAKE
Ep 159. Trey Henninger of DIYINVESTING Talks about His Investing Process and ETM, NFPC, and PLWN
Ep. 158. Snap Judgements: SMDM, FSCR, ATUSF, CODA, and KFRC
Ep 157. Using Historical Financials to Your Advantage: What We’re Trying to Get From Financial Statements
Ep 156. How to Avoid Value Traps and Melting Ice Cubes
Ep 155. Our Biggest Mistakes as Investors, and How We’ve Improved
Ep 154. Process Over Outcome - How to Build the Right Process to Become a Great Investor
Ep 153. Snap Judgements: MHGU, CTEK, VALU, and LOTB
Ep 152. How Andrew Finds Stocks for Geoff to Research
Ep 151. Snap Judgements: INSG, THO, SBGI, EAF, and SKAS
Ep 150. Answering Investing Questions from Twitter
Ep 149. Snap Judgments: IHC, SMIT, WINA, PAYS, STLJF
Ep 148. Business Models We Like and Business Models We Don’t Like
Ep 147. Going Over 5 Stocks: Sydney Airport, F.W. Thorpe, Gamehost, Vitreous Glass, A-Mark Precious Metals
Ep 146. Valuing Stocks, and How we think About Returns
Ep 145. Snap Judgements - Magic Formula Edition - TZOO, KFY, HRB, DHX, and GTX
Ep 144. Snap Judgements: MLR, MATX, BADFF, EQGPF, GHIFF
Ep 143. The Bullcase for Investing in Burford Capital with Stephen Gamble
Ep 142. Our Thoughts on Spinoffs and What we think about Them Going Forward
Ep 141. How We Find Stock Ideas
Ep 140. Snap Judgements on Stocks From Twitter
Ep 139. Portfolio Allocation – Selling a Position to Buy a New Stock
Ep 138. Investing in Stocks with Bargaining Power
Ep 137. Our First 5 Minutes on 5 Stocks: LRN, SCVL, ETH, WNC and JVA
Ep 136. Superinvestor Series: Charlie Munger
Ep 135. Appraising a Stock: How we Valued $OTCM
Ep 134. Revisiting Geoff’s Recent Investing Writeups: AMRK, DJCO, PMD and VTU
Ep 133. Why Reading Business Books Will Make You a Better Investor, and What We’ve Been Reading Lately
Ep 132. Analyzing an Income Statement: How to Think Above the Bottom Line - and Profit from It
Ep 131. Snap Judgments: Our First 5-Minutes on 5 Stocks
Ep 130. Answering Investing Questions From Twitter @FocusedCompound
Ep 129. Why Buy and Hold Rarely Works: Portfolio Turnover the Warren Buffett Way vs. the Peter Lynch Way
Ep 128. The Secret to Snap Judgments: Why 95% of Stocks Aren’t Worth Your Time - And How to Instantly Spot the 5% That Are
Ep 127. Free Cash Flow Plus Growth: Investing the Warren Buffett Way
Ep 126. The Only Way That Buy and Hold Ever Works: How Compounders Create Value
Ep 125. Investing in Bank Stocks: Why Interest Rates and the Yield Curve Matter
Ep 124. How to Read a 10k
Ep 123. Investing Other People’s Money: Float, Deposits, Backlog, & AUM
Ep 122. How to Read a Balance Sheet
Ep 121. Investing in Stocks: ROC, ROE, ROIC, ROIIC
Ep 120. Focused Compounding Q3 Results +9.6% | +37.8% YTD
Ep 119. Investing Mistakes, Creative Things We’ve Done For Research, DCF’s, Screens, Projections, and Other Questions From Twitter
Ep 118. How to Read a Cash flow Statement - The MOST Important Statement
Ep 117. Why Investors Are Hardwired to Keep Making The Same Mistakes - REITS, MLPs, IPOs, Shorting Good Stocks, and More
Ep 116. How to Think About Margin of Safety, Seth Klarman, The Intelligent Investor, and Advice on Looking for Stocks With a Margin of Safety
Ep 115. Mr. Market from Chapter 8 in The Intelligent Investor by Benjamin Graham
Ep 114. All About Investing in Insurance Stocks
Ep 113. Investing in Stocks: Monarch Cement $MCEM
Ep 112. Investment Qualities That Make a Great Investor from Peter Cundill and How to Develop Them
Ep 111. Warren Buffett’s Investment Filters, Hurdle Rate, Financial Models, and Alice Schroeder
Ep 110. Energy Stocks, NACCO, Replacement Value, Valuing Stocks, and Thoughts on the Warren Buffett Partnership Fee Structure
Ep 109. Upcoming Spinoffs, Information Overload, Portfolio Allocation, and Walking Through an Appraisal
Ep 108. Investing, Market Cycles, Tesla, Portfolio Management, and Life With Vitaliy Katsenelson From Investment Management Associates
Ep 107. Interest Rates, Discount Rates, The Market Cycle, Tariffs, WeWork, and Much More
Ep 106. Our Thoughts on NACCO, KLXI, Selling, Currency Over/Under Valuation, and The Big Mac Index
Ep 105. EV-EBITDA for Handicapping Stocks, Compensation for Management, Competitive Advantages, and Geoff’s Best Investment Ever
Ep 104. Our Daily Routine
Ep 102. Stocks to Research from Our Watchlist
Ep 101. Talking About Stocks on the Focused Compounding Gazette
Ep 100. What We Look For in Management, How We Judge Management, Compensation, Capital Allocation, and Much More
Ep 99. Analyzing Stocks, Moats, Research, Advice to New Investors and Cigar Butts vs Quality Businesses
Ep 98. Focus, Deep Work, and Reading Books/10ks,
Ep 97. Pari-Mutual System, Probabilities, and Handicapping a stock
Ep 96. All About Investing in Banks
Ep 95. International Stocks, Screening, FCF and NI, Managing Money, and Much More
Ep 93. Investing Mistakes, Passing on NFLX, Coefficient Variation and Reading the Footnotes
Ep 92. Growth vs. Value, Magical Formula vs. The Acquires Multiple, Shareholder Value in Dark Stocks and Investor Letters We Like
Ep 91. Stock Talk: North American Energy Partners ($NOA) With Alex Middleton
Ep 90. All About Illiquid Stocks, Our Thoughts on LEAPS and Talking About Merger Arbitrage
Ep 89. Sonics & Materials Inc: A Profitable Net-Net Building A Cash Pile with Luke Elliott
Ep 88. All About Berkshire Hathaway’s 2019 Shareholder Meeting and Other Thoughts on the Company Going Forward
Ep 87. Favorite Psychology Books, Career Advice, Specialization, Moats and Becoming a Better Investor
Ep 86. Berkshire Meeting, 10k’s, Books We Reread Often, ROE/ROCE, Inflation and Much More
Ep 85. Using Volatility to Your Advantage
Ep 84. Discount rates, Is there a place for Lower return investments in a portfolio, and Geoffs thoughts on regional banks and Majestic Wines
Ep 83. All About Overlooked Stocks
Ep 82. Focused Compounding Capital Management, Auditing the Accounting in Dark Stocks, Bidding for Illiquid Stocks, Spinoffs, and How We Think About O...
Ep 81. Value vs. Book Value, Investing in Other Countries, and How to Prejudge a Stock
Ep 80. Avoiding Confirmation Bias, Doing Research, Changes to Investing Style, and Much More
Ep 79. Cloning Super Investors, Alpha, Investing Without the Internet and the Next 30 years