All Episodes
Focused Compounding — 478 episodes · page 5 of 5
Ep 78. Buffetts Berkshire Letter
Ep 77. Insider Ownership, Institutional ownership, Moats, and Other Questions From Listeners
Ep 76. Common Mistakes Investors Make
Ep 75. Our 5 Investing Filters
Ep 74. Our Research Pipeline
Ep 73. Revisiting Geoffs Initial Interest posts -- USLM, REZI, PCOA, KEWL, MLP, GRBK, VULC
Ep 72. Guarding Against Attachment Bias, Updates on Stocks, Our Thoughts On Facebook, and More Questions From Listeners
Ep 71. Oil, Running a Public Company, and the Business of Life with Jeff Johnson - CEO of Epus Global Energy
Ep 70. Cyclical Stocks, BWXT, Buy and Hold Forever, Timberland, Portfolio Decisions, and Other Questions From Twitter
Ep 69. Talking MicroCap Investing with MicroCapClub’s Ian Cassel
Ep 68. Talking Deep Value Investing in Japanese stocks with Clayton Young
Ep 67. Revisiting ALL of Geoff’s Singular Diligence Reports
Ep 66. Checking Stock Prices, Detecting Frauds, Avoiding Behavioral Biases, and other FAQs
Ep 65. His Investing Process, Being Short Tesla, and His Path to Starting Artko Capital with Peter Rabover
Ep 64. Oddball Stocks, Investing in Banks, Why Price Is The Most Important Information Point, and Much More with Nate Tobik
Ep 63. Good vs. Bad When It Comes to Business, Management, Incentives, Accounting, and A lot More
Ep 62. SuperInvestor Series: Joel Greenblatt
Ep 61. The Most Important Concept For Investors: Deep Work
Ep 60. Mental Models, Investing, Sleep and Much More With Samir Patel from Askeladden Capital
Ep 59. Investing in Turnarounds, Outperformance Anxiety, Value Investing in the 21st Century, and Why We Don’t Short
Ep 58. Checklist For Going Beyond the 10K
Ep 57. Our Real Life Investing Checklist
Ep 56. Volatility in Microcaps and ”Overlooked Stocks”
Ep 55. Improving Your Reading Habits
Ep 54. Let’s Talk About Macro Stuff...
Ep 53. SuperInvestor Series: Warren Buffett
Ep 52. Float and Where to Look For It
Ep 51. Our Research Process
Ep 50. Talking Entercom Communications with Focused Compounding Member Vetle Forsland
Ep 49. Pattern Recognition in Investing
Ep 48. Talking GameStop with Focused Compounding Member Vetle Forsland
Ep 47. Good Net-Nets vs Bad Net-Nets
Ep 46. The Importance of Temperament in Investing
Ep 45. Mental Models for Life and Investing
Ep 44. Stock-Writeups and Probabilities in Investing
Ep 43. Investing in an Inflationary Environement
Ep 42. Using Comparables to Value Companies
Ep 41. FinTwit
Ep 40. Value Trading - Does It Ever Make Sense?
Ep 39. Hamilton Beach Brands Co
Ep 38. Becoming a Better Investor, Accounting, and DCF’s
Ep 37. All About Our Podcast
Ep 36. Do We Prefer Companies That Are Controlled by the Founder?
Ep 35. Focused Compounding Capital Management
Ep 34. Your Edge as a Long Term Investor
Ep 33. Getting to Know Andrew and Geoff
Ep 32. Investing With a Catalyst
Ep 31. Investing in ”Overlooked Stocks”
Ep 30. Famous Investors to Follow
Ep 29. Books for Becoming Better Investors
Ep 28. Scuttlebutt Investing
Ep 27. Questions From Listeners, $KEWL, Tobacco Stocks, and FANG
Ep 26. Sharpening Your Accounting Skills
Ep 25. Researching a Stock and Reading a 10k
Ep 24. Value Traps and How to Avoid Them
Ep 23. Japanese Net-Nets, Movado and Fossil, and a Discussion on Short Selling
Ep 22. Tandy Leather Factory (TLF)
Ep 21. NACCO industries, Inc $NC
Ep 20. Habits For Becoming a Better Investor
Ep 19. All About Moats
Ep 18. The Two Types of Value Investing: Cheap vs. Quality
Ep 17. Investing in Net-Nets
Ep 16. Investing in Spinoffs
Ep 15. Q&A from Listeners: Part 3
Ep 14. Omnicom Group $OMC
Ep 13. What is Focused Compounding?
Ep 12. Q&A from Listeners: Part 2
Ep 11. Concentration vs. Diversification
Ep 10. Post-Mortem on Breeze-Eastern ($BZC)
Ep 9. Q&A from Listeners
Ep 8. Post-Mortem on Weight Watchers $WTW
Ep 7. Cheesecake Factory $CAKE
Ep 6. Q&A From Members
Ep 5. Cullen/Frost Bankers, Inc. $CFR
Ep 4. Q&A from Twitter
Ep 3. Volatility In The Markets
EP 2. NIC, Inc. $EGOV
Ep 1. Intro Q&A