Focused Compounding
By Andrew Kuhn and Geoff Gannon
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Episodes: 463
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| Episode | Date |
|---|---|
|
Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?
|
Apr 12, 2025 |
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Ep 464. Buffett’s Playbook: Past and Present
|
Mar 21, 2025 |
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Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders
|
Feb 28, 2025 |
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Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices
|
Dec 11, 2024 |
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Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock
|
Nov 08, 2024 |
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Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X
|
Oct 04, 2024 |
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Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas
|
Sep 13, 2024 |
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Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior
|
Aug 23, 2024 |
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Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X
|
Aug 16, 2024 |
|
Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence
|
Aug 11, 2024 |
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Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024
|
Jul 17, 2024 |
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Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry
|
Jun 25, 2024 |
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Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA
|
May 29, 2024 |
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Ep 452. Analyzing Debt: Optimal Capital Structures
|
May 24, 2024 |
|
Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry
|
May 21, 2024 |
|
Ep 450. Our Takeaways from the Berkshire Hathaway Meeting
|
May 16, 2024 |
|
Ep 449. Focused Compounding's Plan for Parks! America
|
May 10, 2024 |
|
Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges
|
Apr 26, 2024 |
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Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy
|
Apr 25, 2024 |
|
Ep 446. Energy Investing the Warren Buffett Way
|
Apr 24, 2024 |
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Ep 445. Market Share and Profitability: Unraveling the Relationship
|
Apr 22, 2024 |
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Ep 444. Rising Margins: Continuation or Reversion to the Mean?
|
Apr 16, 2024 |
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Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise
|
Apr 12, 2024 |
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Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't
|
Apr 09, 2024 |
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Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates
|
Apr 05, 2024 |
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Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever
|
Apr 02, 2024 |
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Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies
|
Mar 28, 2024 |
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Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024
|
Mar 26, 2024 |
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Ep 437. Outsider CEOs: John Malone and TCI
|
Mar 12, 2024 |
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Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions
|
Mar 07, 2024 |
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Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders
|
Mar 05, 2024 |
|
Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns
|
Feb 28, 2024 |
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Ep 433. Les Schwab Pride in Performance: Keep It Going
|
Feb 22, 2024 |
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Ep 432. Outsider CEOs: Bill Anders and General Dynamics
|
Feb 15, 2024 |
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Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics
|
Feb 13, 2024 |
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Ep 430. Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing
|
Feb 09, 2024 |
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Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value
|
Feb 06, 2024 |
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Ep 428. Dear Chairman: Robert Young vs. New York Central - The Proxyteers Storm the Vanderbilt Line
|
Jan 30, 2024 |
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Ep 427. M&A Activity: Spirit/JetBlue, Hawaiian Holdings/Alaska Airlines, and Kroger/Albertsons
|
Jan 25, 2024 |
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Ep 426. Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024
|
Jan 22, 2024 |
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Ep 425. Dear Chairman: Benjamin Graham vs. Northern Pipeline - The Birth of Modern Shareholder Activism
|
Jan 16, 2024 |
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Ep 424. Outsider CEOs: Tom Murphy, A Perpetual Motion Machine for Returns
|
Jan 12, 2024 |
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Ep 423. The Warren Buffett Way: Mastering the Art of Capital Allocation
|
Jan 08, 2024 |
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Ep 422. Creating Business Systems, John Neff, Multiple Expansion, Inflection Points, and Other Investing Musings
|
Jan 05, 2024 |
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Ep 421. New Year, New You: How to Invest When You Only Have An Hour a Day to Do It
|
Jan 03, 2024 |
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Ep 420. 2023 in Review and 2024 Predictions
|
Dec 29, 2023 |
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Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries
|
Dec 26, 2023 |
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Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital
|
Dec 20, 2023 |
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Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks
|
Dec 18, 2023 |
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Ep 416. Assessing Land Banks: Value Trap or Value Investment?
|
Dec 06, 2023 |
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Ep 415. A Tribute to Charlie Munger
|
Dec 04, 2023 |
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Ep 414. Normalizing Supply-Driven, Demand-Driven, and Bond-Like Earnings
|
Nov 01, 2023 |
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Ep 413. Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy
|
Oct 30, 2023 |
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Ep 412. The Many Different Ways to Guess a Business’s Future Revenue
|
Oct 25, 2023 |
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Ep 411. Understanding Your Opportunity Cost in an Inflationary Environment
|
Oct 23, 2023 |
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Ep 410. Analyzing Past Peaks: The Dynamics of Compounders & Cyclicals
|
Oct 18, 2023 |
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Ep 409. Corporate Governance and The Power of Ownership
|
Oct 16, 2023 |
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Ep 408. Where Do You Draw the Line Between Money Mind and Style?
|
Oct 11, 2023 |
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Ep 407. Two-Minute Drill on Stocks and Recalling the Bank Failures Earlier in the Year
|
Sep 27, 2023 |
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Ep 406. Searching for Value: Long-Term Net Net Returns & Two Actionable Ideas
|
Sep 25, 2023 |
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Ep 405. Merger Arbitrage: Spirit Airlines vs. Albertsons
|
Sep 20, 2023 |
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Ep 404. The Number One Trait of Top Investors: A Money Mindset
|
Sep 18, 2023 |
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Ep 403. Investing the Peter Lynch Way
|
Sep 13, 2023 |
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Ep 402. Uncovering Warren Buffett’s Investments in Japan
|
Sep 11, 2023 |
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Ep 401. Macro for Value Investors: What Alice Schroeder Means by ’Buffett Cares about Macro’
|
Sep 06, 2023 |
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Ep 400. Where Does Your Return Come From: Yield, Growth, and Multiple Expansion, and the Difference Between Speculation and Investing
|
Sep 04, 2023 |
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Ep 399. Berkshire Hathaway’s Homebuilder Investment, Market Positioning, and Assessing Business Profit Persistency
|
Aug 20, 2023 |
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Ep 398. The Financial History of General Motors with Capital Allocation Author, Jacob McDonough
|
Jul 28, 2023 |
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Ep 397. The Financial History of GEICO with Capital Allocation Author, Jacob McDonough
|
Jul 08, 2023 |
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Ep 396. Box Office Flops, Cinemark’s Valuation, and Revisiting Overlooked Bank Stocks
|
Jul 01, 2023 |
|
Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter
|
Jun 16, 2023 |
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Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On
|
Jun 09, 2023 |
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Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing
|
Jun 02, 2023 |
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Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators
|
May 26, 2023 |
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Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast
|
May 19, 2023 |
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Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM
|
May 12, 2023 |
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Ep 389. Interest Rate Hike, Credit Suisse’s Failure, and Other Banking + Economic Risks on the Horizon
|
Mar 24, 2023 |
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Ep 388. SVB Financial Collapse, Modern Bank Runs, and The Future of Regional Banks
|
Mar 17, 2023 |
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Ep 387. Bank Stock Sell-Offs, Higher Interest Rates, and JetBlue + Spirit Airlines Merger Arbitrage
|
Mar 10, 2023 |
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Ep 386. Takeaways from Warren Buffett’s Shareholder Letter and Analyzing Ted Weschler’s Dillards Investment
|
Mar 03, 2023 |
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Ep 385. 5 Years of Podcasting, Theme Park Industry in 2023, Munger DJCO Meeting, and Berkshire’s 13-F
|
Feb 24, 2023 |
|
Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition
|
Feb 10, 2023 |
|
Ep 383. Fed Raised Interest Rates, Market Cycles, Multi Strat Portfolio, & Airlines Look Cheap
|
Feb 03, 2023 |
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Ep 382. Franchise Value, The Secret to Geoff Gannon’s Investing, and Analyzing Airline Stocks
|
Jan 27, 2023 |
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Ep 381. Disney and Nelson Peltz, Carvana’s Fall, Pair Trading Strategies, and Charlie Munger’s Top 3 Places to Find Stocks
|
Jan 20, 2023 |
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Ep 380. Stock Market Valuation, Deposit Contraction + Financials, and An Activist Campaign Against Six Flags
|
Jan 06, 2023 |
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Ep 379. Remembering 2022, Thoughts on FTX & SBF Debacle, and Predictions for 2023
|
Dec 28, 2022 |
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Ep 378. The Best Warren Buffett Stock Screener, Questions from Twitter, and Building Conviction in Your Investments
|
Dec 23, 2022 |
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Ep 377. Inflation Print, Fed Raised Interest Rates, Reading, and Howard Marks’s New Memo
|
Dec 16, 2022 |
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Ep 376. Bob Iger Is Back at Disney, the Perfect Stock, and Snap Judgments From Twitter
|
Dec 09, 2022 |
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Ep 375. Q&A: Buffett’s Best Investment, Distributor Stocks, P/E Contraction, Net Nets, etc.
|
Nov 18, 2022 |
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Ep 374. Tech Layoffs, Recessions, Microcap Screener, and Thoughts on the Rollup Biz Model
|
Nov 11, 2022 |
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Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener
|
Nov 04, 2022 |
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Ep 372. S&P 500 is Down 25% YTD, FAANG, Interest Rates, International Stocks, and Other Questions from Twitter
|
Oct 14, 2022 |
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Ep 371. Bank of England Emergency, Cheap UK Stocks, Interest Rates, and US Insurance Companies
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Sep 29, 2022 |
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Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter
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Sep 19, 2022 |
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Ep 369. Interest Rates, US Deficit, and the First 8 Things to Look at When Researching a Stock
|
Sep 07, 2022 |
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Ep 368. Favorite Buffett Lessons, Yield Curve, Inflation, Management Teams, & Matching a Style to Your Personality
|
Sep 05, 2022 |
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Ep 367. Fed Funds Rate, Celsius Deal, FCF + Growth, Bargaining Power, & The Best Business Advantages
|
Aug 03, 2022 |
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Ep 366. Microsoft + Netflix, Advice for New Investors, Buffett/Munger, and Testing Bargaining Power
|
Jul 27, 2022 |
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Ep 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection
|
Jul 14, 2022 |
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Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile
|
Jul 07, 2022 |
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Ep 363. Currency Swings, Naked Wines, Buffett + OXY, & Valuing Stocks using FCF + Growth
|
Jun 29, 2022 |
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Ep 362. Value Stock vs. Value Trap: The Importance of Business Momentum
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Jun 22, 2022 |
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Ep 361. Recent Inflation Print, Bear Market, and Focusing on Settled Industries
|
Jun 15, 2022 |
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Ep 360. Natural Gas, Inflation, Elon Musk + Twitter, and How Do You Know if Capital Allocation Has Created Value?
|
Jun 08, 2022 |
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Ep 359. Serial Acquirers: Good vs. Bad, Long-term Returns, Are Movie Theaters Back? & Market Update
|
Jun 01, 2022 |
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Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex
|
May 26, 2022 |
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Ep 357. Berkshire’s 13-F, JetBlue’s Hostile Takeover, Paying High P/S, and Profitable Growth vs. Unprofitable Growth
|
May 18, 2022 |
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Ep 356. Tech Crash, Stock-based Comp, Yield Curve, and Bank Stocks
|
May 11, 2022 |
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Ep 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter
|
May 09, 2022 |
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Ep 354. Consolidation in Banking, Growth in Unsettled Industries, Fees, and Managing Outside Capital
|
Mar 18, 2022 |
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Ep 353. Revisiting Geoff’s Singular Diligence Writeups
|
Mar 17, 2022 |
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Ep 352. Focusing in an Unfocused World
|
Mar 16, 2022 |
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Ep 351. Improving Deep Work + Focus, Buffett Buys OXY, TAM, Market Share, and Valuing Growth
|
Mar 10, 2022 |
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Ep 350. Market Volatility, Oil & Gas, Cruises, and a Look at Movie Theater Stocks
|
Mar 09, 2022 |
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Ep 349. Q&A: Illiquid Stocks, Deep Value, Underrated Industries, BNPL, & Moats in Big Tech
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Mar 04, 2022 |
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Ep 348. Warren Buffett’s 2021 Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts
|
Mar 03, 2022 |
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Ep 347. Russia / Ukraine, International Investing, Have Rates Peaked? & Risk / Reward
|
Mar 02, 2022 |
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Ep 346. Q&A: Investing Mistakes, Holding Compounders, ROIC, FCF + Growth
|
Feb 25, 2022 |
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Ep 345. Russia invades Ukraine, AI Lending Platforms, Market Sell-Off, Now What?
|
Feb 24, 2022 |
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EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?
|
Feb 23, 2022 |
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EP 343. Snap Judgments, Tobacco Stocks, and Upcoming Spinoffs
|
Feb 18, 2022 |
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EP 342. New Peloton CEO, Spirit + Activision + Cedar Fair Mergers, & How Will Higher Interest Rates Affect Bank Stocks?
|
Feb 10, 2022 |
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EP 341. Industry Analysis: Judging a company’s market position in its industry
|
Feb 09, 2022 |
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EP 340. Snap Judgments: LMT, GD, HPQ, TACT, PCOM, HRBR, FREE, LEE, DALN
|
Jan 14, 2022 |
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EP 339. Competition Demystified: Customer Behavior, Reading a 10K, Retention Rates, Industry Structure, Etc.
|
Jan 13, 2022 |
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EP 338. The Fed’s Hawkish Tone, NASDAQ Selloff, Interest Rate Hikes, Retail Stocks: Now What?
|
Jan 12, 2022 |
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EP 337. Snap Judgments, Gaming stocks, Net-nets to look for, and a case for America’s Car-Mart
|
Jan 07, 2022 |
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EP 336. An Inside Look at Managing Investor Capital
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Jan 06, 2022 |
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EP 335. Investing in Alibaba, Geoff’s Hot Take On AMZN, Tech Stocks, Groupthink, & Much More
|
Jan 05, 2022 |
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EP 334. 2021 Post Mortem and Outlook for 2022
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Dec 23, 2021 |
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EP 333. Q&A: Berkshire Buybacks, Company Culture, Sourcing Ideas, Is Geoff Bearish?
|
Dec 20, 2021 |
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EP 332. Interest Rates, Inflation, and Macro Worries - Where Do We Go From Here?
|
Dec 16, 2021 |
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EP 331. How No-Growth Stocks Can Lead to High Investment Returns
|
Dec 15, 2021 |
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EP 330. Our First 5 Minutes on 10 Stocks -BGFV, BKNG, MO, NLS, CRFCF, KMT, ENVA, MCK, SSNC, FRPH
|
Oct 15, 2021 |
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EP 329. 20 Lessons About Banking from Maxfield on Banks
|
Oct 13, 2021 |
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EP 328. Special Situations Investing: Revisiting and analyzing recent spinoffs
|
Sep 24, 2021 |
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EP 327. Snap Judgements: Our First 5 Minutes on 10 Stocks - CTO, DFIN, AMZN, DG, COST, GLXY, RILY, AMC, ENR, ARKR
|
Sep 22, 2021 |
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EP 326. Snap Judgements: Our First 5 Minutes on 6 Stocks - DG, BBSI, VRSN, ALOT, VLGEA, SFM
|
Sep 17, 2021 |
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EP 325. What are the 4 Most Important Numbers to Know About a Stock?
|
Sep 15, 2021 |
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EP 324. Snap Judgements: Our First 5 Minutes on 7 Stocks
|
Sep 01, 2021 |
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EP 323. Asking the Right Questions: Evaluating Management, Board, Business, etc.
|
Aug 31, 2021 |
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EP 322. Q/A: Movie Theater Industry + Shortening Window, Managing Personal Portfolio, Bank Deposits, Valuing Stocks, and Much More
|
Aug 26, 2021 |
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EP 321. Where Do We Go From Here? 39x Shiller PE, Inflation, Interest Rates, China, etc
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Aug 25, 2021 |
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EP 320. Investing in Emerging Markets, Creative Thinking, Float, Sizing Investments, and Other Questions from Twitter
|
Jul 19, 2021 |
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EP 319. How We Analyze Insurance Companies
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Jul 15, 2021 |
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EP 318. Hunting for 10-Baggers: 9-Point Investing Checklist
|
Jul 14, 2021 |
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EP 317. Fintech, Sourcing Ideas, Investing Books, and Other Questions From Twitter
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Jun 25, 2021 |
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EP 316. Judging Moats: Customer Behavior, Price Sensitivity, Retention, Power of Suppliers, Distribution Process, and Much More
|
Jun 24, 2021 |
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EP 315. Why Capital Turns Matter – And What Warren Buffett Means When He Talks About Them
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Jun 23, 2021 |
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EP 314. How Much Is Too Much To Pay for a Great Business
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Jun 03, 2021 |
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EP 313. How to Judge and Research an Industry
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Jun 02, 2021 |
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EP 312. Capital Allocation, 1966-1972: Diversified Retailing, Blue Chip Stamps, and See’s Candies
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May 24, 2021 |
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EP 311. Analyzing and Investing in Holding Companies
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May 20, 2021 |
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EP 310. Berkshire Meeting, Munger/Pabrai Buy Baba, 13-Fs, Handicapping Stocks After 2020 Growth, and Inflation
|
May 19, 2021 |
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EP 309. Capital Allocation, 1975-1977: Buffett Buys Cypress, Waumbec, and K&W Products
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Apr 23, 2021 |
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EP 308. Improving on the Psychology of Successful Investing
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Apr 22, 2021 |
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EP 307. Thoughts on Tobacco Stocks, DogeCoin, Blockchain, Buffett’s CVX Buy, Investing Process, and more
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Apr 21, 2021 |
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EP 306. Jamie Dimon’s Letter, Railroad Industry, Investing Overseas, Bonds, and Much More
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Apr 15, 2021 |
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EP 305. Capital Allocation, 1976: Buffett Buys GEICO
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Apr 14, 2021 |
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EP 304. Thoughts on 10 Different Stocks, REITS, MSG/MSGN, and a Bull Case for Amazon’s Stock
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Apr 09, 2021 |
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EP 303. Capital Allocation, 1969: Buffett Buys Illinois National Bank
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Apr 08, 2021 |
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EP 302. Munger Buys BABA, Thoughts on 100 Baggers, Holding Overvalued Stocks, and Potential Cambria Buyout
|
Apr 07, 2021 |
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EP 301. Capital Allocation, 1967-1969: Buffett Buys National Indemnity -- and a Primer on Insurance Companies
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Apr 01, 2021 |
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EP 300. Occam’s Razor: How to Make Better Investing Decisions
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Mar 31, 2021 |
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EP 299. What’s Going on in the Market? Hedge Fund Meltdown, Activism, and Answering Questions from Listeners
|
Mar 30, 2021 |
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EP 298. Highlights and Thoughts on Charlie Munger’s 2021 Daily Journal Meeting
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Mar 25, 2021 |
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EP 297. Capital Allocation, 1955-1962: Buffett Buys Berkshire Hathaway Stock
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Mar 24, 2021 |
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EP 296. Stocks Recently Looked at, Workflow, Judging a Bank’s Loan Book, Books Recently Read, & Much More
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Mar 23, 2021 |
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EP 295. Analyzing Buffett’s Investment in Disney and Thoughts on Movie Theaters, Theme Parks, and Cruise Line Stocks
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Mar 11, 2021 |
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EP 294. SKIPPING Banks: Things We Stay Away From in the Banking Industry
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Mar 10, 2021 |
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EP 293. Mr. Market Is Your Servant: Dealing With The Current Stock Market Volatility
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Mar 09, 2021 |
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EP 292. Where Do We Go From Here? Thoughts on Current Market Valuations, Interest Rates, Inflation Fears, Etc.
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Mar 04, 2021 |
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EP 291. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Answering YOUR Questions
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Mar 03, 2021 |
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EP 290. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts
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Mar 02, 2021 |
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EP 289. Staying Sane in an Insane Environment, SPACs, Geoff’s Favorite Businesses, Valuation, Management, and Other Questions From Twitter
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Feb 11, 2021 |
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EP 288. A Framework for Active Reading and The Importance of Operational Efficiency
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Feb 10, 2021 |
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EP 287. Value Investing in a Growth Market? 4 Value Stocks to Look At
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Feb 09, 2021 |
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EP 286. Analyzing and Investing in Insurance & Reinsurance Businesses
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Jan 28, 2021 |
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EP 285. Competition: How to Judge The Durability of a Business
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Jan 27, 2021 |
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EP 284. Charlie Munger’s Cigar Butt: Reverse Engineering Tenneco Investment
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Jan 26, 2021 |
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EP 283. Price Discovery in Microcaps, Investing in Banks, FCF Yield Plus Growth, Book Value Adjustments, and Other Questions From Twitter
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Jan 21, 2021 |
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EP 282. Value vs. Growth: Thoughts on ”Something of Value” Memo From Howard Marks
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Jan 20, 2021 |
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EP 281. Thoughts on Talking to Management During Your Research Process
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Jan 19, 2021 |
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EP 280. The Art of Generating Stock Investment Ideas
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Nov 17, 2020 |
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EP 279. How to Spot a Business Warren Buffett Would Be Interested in
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Nov 10, 2020 |
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EP 278. PREMIUM PODCAST: Thoughts on the Future of Twitter, Netflix, and Amazon
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Nov 09, 2020 |
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EP 277. Working Capital and the Cash Flow Statement: The Cash Conversion Cycle of a Business
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Nov 05, 2020 |
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EP 276. Free Cash Flow Plus Growth: Reverse Engineering Past Warren Buffett Investments
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Nov 03, 2020 |
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EP 275. PREMIUM PODCAST: Benjamin Graham, Charlie Munger, Advice On Investing Through Volatility
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Nov 02, 2020 |
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EP 274. Learning to Think Better Through Building a Latticework of Mental Models
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Oct 29, 2020 |
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EP 273. 100x: Lessons From Analyzing Past 100-Bagger Stocks
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Oct 27, 2020 |
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EP 272. PREMIUM PODCAST: Takeaways From Mohnish Pabrai’s Boston College Lecture
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Oct 26, 2020 |
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EP 271. How is a Bank Like a Railroad? – And Other Crazy Ideas Geoff Has About Investing In “Efficiency Driven Businesses”
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Oct 23, 2020 |
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EP 270. Should You Buy Movie Theater Stocks? Our Thoughts
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Oct 20, 2020 |
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EP 269. PREMIUM PODCAST: New Stocks We’ve Been Looking At, CELH Short Reports, EV SPACS, and Future COVID Predictions
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Oct 19, 2020 |
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EP 268. Intelligent Speculation? Keynesian Beauty Contest vs. Bottom Up Stock Investing
|
Oct 13, 2020 |
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EP 267. PREMIUM PODCAST: 2020 Review and Playboy IPO/SPAC
|
Oct 10, 2020 |
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EP 266. Net Income to Cash Flow from Operations: Focusing on What Really Matters
|
Oct 07, 2020 |
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EP 265. Gaining a Regional Edge: Generate Alpha Investing Where You Live
|
Oct 06, 2020 |
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EP 264. The Art of Great Stock Research: How to Go Beyond the 10K and Dig Deep
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Oct 05, 2020 |
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EP 263. Banks, Banks, and More Banks: Analyzing 8 Overlooked Banks
|
Sep 28, 2020 |
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EP 262. Premium Podcast: Thoughts on Activist Investing
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Sep 26, 2020 |
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EP 261. Disaster Stocks: Times When Too Much Debt Sank Companies and Analyzing Luby’s Liquidation
|
Sep 25, 2020 |
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EP 260. Does Value Investing Still Work? Gainsco is Getting Acquired by State Farm for 3x its Market Price!
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Sep 24, 2020 |
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EP 259. Why Multiples Matter and Analyzing Stocks over 1 Billion in Market Cap
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Sep 23, 2020 |
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EP 258. How to Analyze the Cash Flow Statement as an Investor
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Sep 22, 2020 |
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EP 257. How The BALANCE SHEET Works: Analyzing As An Investor
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Sep 21, 2020 |
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EP 256. Q&A: Investing in Trusts, Why Something Becomes Cheap or Expensive, Retention Rates, Free Cash Flow + Growth, and Much More
|
Sep 17, 2020 |
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EP 255. Q&A: Valuing Stocks, Projecting Changes in Working Capital, Position Sizing, and Geoff’s Experience Investing in Liquidations
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Sep 15, 2020 |
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EP 254. Warren Buffett is Investing in Japan. Now What?
|
Sep 10, 2020 |
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EP 253. The Outsiders: Our Takeaway From 8 Unconventional CEOs
|
Sep 09, 2020 |
|
EP 252. Investing in Black Box Business Models
|
Sep 08, 2020 |
|
EP 251. Opportunity in the Entertainment Industry: Analyzing Theaters, Cruises, Hotels, and Restaurants
|
Sep 04, 2020 |
|
EP 250. Capital Allocation: The Financials of a New England Textile Mill with Author Jacob McDonough
|
Sep 03, 2020 |
|
EP 249. Interpreting Buffett’s 13F, Contacting Management, Our Long Term Goals, and Other Questions from Twitter
|
Sep 02, 2020 |
|
EP 248. What Does a Perfect Stock Investment Look Like?
|
Aug 31, 2020 |
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PREMIUM EPISODE: Peter Lynch’s 13-Points on What Makes a Perfect Stock
|
Aug 29, 2020 |
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EP 247. 5 Stocks Above a 10B Market Cap That Geoff Would Buy
|
Aug 29, 2020 |
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How to Use EDGAR to Navigate SEC Filings
|
Aug 26, 2020 |
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EP 246. Learning From Warren Buffett’s Personal Portfolio: Trade With a Margin of Safety
|
Aug 25, 2020 |
|
EP 245. Competition: How to Judge The Durability of a Business
|
Aug 20, 2020 |
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EP 244. Lessons From Analyzing Past 100-Bagger Stocks
|
Aug 19, 2020 |
|
EP 243. Gross Profits and Learning to Move up the Income Statement
|
Aug 18, 2020 |
|
EP 242. Specialization as an Investor and Revisiting Spinoffs From The Past Few Years
|
Aug 07, 2020 |
|
Ep 241. How Listening to “The Value Guys” Podcast Can Get You Out of Learning Mode and Into Practicing Mode
|
Aug 06, 2020 |
|
Ep 240. When Dead Money Becomes a Great Investment. Stock Reratings Over a 10-Year Period
|
Aug 05, 2020 |
|
Ep 239. What Does Warren Buffett Buying More BAC Say About Bank Stocks?
|
Aug 04, 2020 |
|
Ep 238. How Would Joel Greenblatt Invest in This Market and Other Questions from Twitter
|
Aug 03, 2020 |
|
EP 237. Peter Lynch and the Most Basic Form of Scuttlebutt
|
Jul 31, 2020 |
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Ep 236. Surviving Once a Decade Disasters: The Cost of Companies Not Keeping Enough Cash on Hand
|
Jul 30, 2020 |
|
Ep 235. Q&A: Purchasing Power Parity, What Makes a Great Bank, NACCO, VTU, SPACs, and Other Questions
|
Jul 29, 2020 |
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Ep 234. Hindsight Is Always 20/20: What 34 Year Old Geoff Would Tell His Novice Investing Self
|
Jul 28, 2020 |
|
Ep 233. Revisiting the Most Common Stocks That People Ask About
|
Jul 15, 2020 |
|
Ep 232. When Will Value Catch a Bid, Multiple Expansion, Process vs. Outcome, and other Questions
|
Jul 14, 2020 |
|
Ep 231. Handicapping Stocks: Winnowing a Stock List to Fit the Distance of the Business Horse Race You’re Really Betting on
|
Jul 13, 2020 |
|
Ep 230. The Art of Capital Re-Allocation - How Warren Buffett Got Rich
|
Jul 11, 2020 |
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Ep 229. The Second-Half Of Our Research Trip: Our Final Thoughts
|
Jul 08, 2020 |
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Ep 228. Do As We Say, Or Do As We Do: Times When We’ve Broken Our Own Rules
|
Jul 06, 2020 |
|
Ep 227. Revisiting Stocks Written Up on Focused Compounding
|
Jul 04, 2020 |
|
Ep 226. Tricky Stocks: Why Analyzing Asset Plays Is so Hard
|
Jul 01, 2020 |
|
Ep 225. Speculation vs. Investment: Ben Graham’s definition, Geoff’s definition
|
Jun 30, 2020 |
|
Ep 224. The First Half of Our Research Trip: Our Takeaway
|
Jun 29, 2020 |
|
Ep 223. What’s My Upside? How to Break Down Where Your Return Can Come From
|
Jun 26, 2020 |
|
Ep 222. The Process of Due Diligence AFTER You Buy a Stock
|
Jun 23, 2020 |
|
Ep 221. Capital Allocation, Smaller Stock Advantages, FANG, and Debt
|
Jun 20, 2020 |
|
Ep 220. Defense in Depth: Finding multiple margins of safety in the same stock
|
Jun 18, 2020 |
|
Ep 219. Credit Conditions and the Stock Market: Why this matters for you, the individual stock picker
|
Jun 17, 2020 |
|
Ep 218. What if the Value Gap Never Closes?
|
Jun 16, 2020 |
|
Ep 217. Investing Books: Andrew and Geoff’s Favorites – Some Obscure Ones
|
Jun 12, 2020 |
|
Ep 216. Story stocks: The Main Street Story vs. The Wall Street Story
|
Jun 11, 2020 |
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Ep 215. Inefficient Markets: Common Reasons Why Stocks Get Mispriced
|
Jun 10, 2020 |
|
Ep 214. Going Beyond Just Good vs. Bad: How to Get a 360 Degree View of a Business
|
Jun 04, 2020 |
|
Ep 213. Surviving Your Slump: How to Stay Sane When Prices are High and Value Investing Isn’t Working
|
Jun 02, 2020 |
|
Ep 212. How to Identify and Think About Operating Leverage
|
May 30, 2020 |
|
Ep 211. Learning From Phil Fisher to Improve Your Own Investing Process
|
May 28, 2020 |
|
Ep 210. At What Point During Research Is It Time to Actually Buy a Stock
|
May 27, 2020 |
|
Ep 209. Decision Making, Stock Buybacks, Stock Metrics, DCFs, and Other Questions From Twitter
|
May 26, 2020 |
|
Ep 208. Rule of 240: How to Work Backwards From a Future 10-Bagger to Today’s Stock Price
|
May 22, 2020 |
|
Ep 207. Investing During High Inflation: Which Stocks Work Best and Which Stocks Work Worst?
|
May 20, 2020 |
|
Ep 206. How the Do You Read a 10k?
|
May 20, 2020 |
|
Ep 205. Coffee Can Portfolio: What Really Happens If You Buy Just One Stock a Year and Hold It Forever?
|
May 18, 2020 |
|
Ep 204. Dividend Stocks, DCF’s. Graham vs. Munger, and Other Questions From Twitter
|
May 11, 2020 |
|
Ep 203. How to Value Stocks and Think About Intrinsic Value During a Recession
|
May 08, 2020 |
|
Ep 202. ROIC, Intrinsic Value, Investing Time Horizon, and Other Questions From Twitter
|
May 06, 2020 |
|
Ep 201. Key Takeaways From The Berkshire Hathaway Meeting
|
May 04, 2020 |
|
Ep 200.The Current Market, Interest Rates, and Investing Through Recessions
|
May 01, 2020 |
|
Ep 199. The Correlation of an Industry and Individual Stock Performance
|
Apr 30, 2020 |
|
Ep 198. Biglari Holdings, AerCap, REITS Ponzi, Detecting Fraud, and Other Questions From Listeners
|
Apr 27, 2020 |
|
Ep 197. Investing in Airlines/Airports, and Should the Government Bailout Companies?
|
Apr 24, 2020 |
|
Ep 196. Porter’s 5 Forces and Measuring a Stock’s Moat
|
Apr 22, 2020 |
|
Ep 195. Oil Price Collapse, Beta and Overlooked Stocks, The Current Stock Market, and Business Valuation
|
Apr 20, 2020 |
|
Ep 194. Looking Over Warren Buffett’s Lehman Brothers 10k
|
Apr 19, 2020 |
|
Ep 193. Net-Net Investing, Great Businesses, Snap Judgements, and Other Investing Questions from Twitter
|
Apr 13, 2020 |
|
Ep 192. Investing in Net-Nets in The Current Market Environment
|
Apr 10, 2020 |
|
Ep 191. Is The Stock Market Acting like 1929 Crash and Investing in Serial Acquirers
|
Apr 08, 2020 |
|
Ep 190. Our Thoughts on Jamie Dimon’s Shareholder Letter and Investing in Bank Stocks
|
Apr 07, 2020 |
|
Ep 189. Investing in a Turbulent Market and Answering Questions From Listeners
|
Apr 06, 2020 |
|
Ep 188. Buying Stocks That Are Closed For Business and Warren Buffett Selling Airlines
|
Apr 03, 2020 |
|
Ep 187. Our Thoughts on Howard Marks’ Latest Memo and Going Over a Cheap Stock
|
Apr 01, 2020 |
|
Ep 186. Revisiting 9 Overlooked Stocks From Geoff’s Watchlist
|
Mar 31, 2020 |
|
Ep 185. Investing in Oil, Tobacco, and Other Blue Chip Stocks During Market Downturn
|
Mar 30, 2020 |
|
Ep 184. The Pending Jobs Report and Geoff’s Thoughts on Investing in FANG
|
Mar 25, 2020 |
|
Ep 183. Trump Reopening The Economy and Buying a Diversified Basket of Distressed Stocks
|
Mar 24, 2020 |
|
Ep 182. Continued Turmoil on Wall Street and a Cheap Stock to Think About Investing In
|
Mar 23, 2020 |
|
Ep 181. Stock Market Update and Cheap Stocks to Buy
|
Mar 21, 2020 |
|
Ep 180. The CoronaVirus, Current Market, Stocks to Buy, and Games Workshop
|
Mar 19, 2020 |
|
Ep 179. CoronaVirus, Stock Market Crash, Bank Stocks, Bill Ackman, and More
|
Mar 18, 2020 |
|
Ep 178. Revisiting Stocks Written-Up On Focused Compounding After Market Sell-Off
|
Mar 10, 2020 |
|
Ep 176. How to Value Stocks and Think About Intrinsic Value
|
Mar 05, 2020 |
|
Ep 175. Analyzing Entertainment Stocks After Coronavirus Market Sell-Off
|
Mar 03, 2020 |
|
Ep 174. Reading 10ks, ScuttleButt, Retained Earnings, DCF’s, and Other Questions from Twitter
|
Feb 28, 2020 |
|
Ep 173. Analyzing a 10k and Valuing an Insurance Stock
|
Feb 27, 2020 |
|
Ep 172. Key Takeaways From Warren Buffett’s 2019 Shareholder Letter
|
Feb 26, 2020 |
|
Ep 170. How to Think About ROE, ROA, ROIC and ROIIC
|
Feb 21, 2020 |
|
Ep 169. How to Read and Interpret a Balance Sheet
|
Feb 20, 2020 |
|
Ep 168. Investing in Bank Stocks - Going Through CFR’s 10k
|
Feb 18, 2020 |
|
Ep 167. The Art of Finding Stock Ideas
|
Feb 14, 2020 |
|
Ep 166. How to Read the Cash Flow Statement: The Most Important Statement
|
Feb 12, 2020 |
|
Ep 165. Going Through Geoff’s Marked-Up 10k of Transcat
|
Feb 09, 2020 |
|
Ep 164. Snap Judgments: GANS, PLOW, BKE, EGOV, and PLAY
|
Feb 05, 2020 |
|
Ep 163. Investing in Stocks: 47 Minute Walk-Through of a 10k
|
Feb 03, 2020 |
|
Ep 162. Good Debt vs. Bad Debt: How Much Leverage is Too Much?
|
Jan 31, 2020 |
|
Ep 161. The Art Of NOT Selling a Stock
|
Jan 29, 2020 |
|
Ep 160. Snap Judgements: VTSI, PMD, BJRI, BGS, and CAKE
|
Jan 27, 2020 |
|
Ep 159. Trey Henninger of DIYINVESTING Talks about His Investing Process and ETM, NFPC, and PLWN
|
Jan 24, 2020 |
|
Ep. 158. Snap Judgements: SMDM, FSCR, ATUSF, CODA, and KFRC
|
Jan 22, 2020 |
|
Ep 157. Using Historical Financials to Your Advantage: What We’re Trying to Get From Financial Statements
|
Jan 20, 2020 |
|
Ep 156. How to Avoid Value Traps and Melting Ice Cubes
|
Jan 14, 2020 |
|
Ep 155. Our Biggest Mistakes as Investors, and How We’ve Improved
|
Jan 06, 2020 |
|
Ep 154. Process Over Outcome - How to Build the Right Process to Become a Great Investor
|
Jan 02, 2020 |
|
Ep 153. Snap Judgements: MHGU, CTEK, VALU, and LOTB
|
Dec 31, 2019 |
|
Ep 152. How Andrew Finds Stocks for Geoff to Research
|
Dec 20, 2019 |
|
Ep 151. Snap Judgements: INSG, THO, SBGI, EAF, and SKAS
|
Dec 18, 2019 |
|
Ep 150. Answering Investing Questions from Twitter
|
Dec 16, 2019 |
|
Ep 149. Snap Judgments: IHC, SMIT, WINA, PAYS, STLJF
|
Dec 13, 2019 |
|
Ep 148. Business Models We Like and Business Models We Don’t Like
|
Dec 09, 2019 |
|
Ep 147. Going Over 5 Stocks: Sydney Airport, F.W. Thorpe, Gamehost, Vitreous Glass, A-Mark Precious Metals
|
Dec 06, 2019 |
|
Ep 146. Valuing Stocks, and How we think About Returns
|
Dec 04, 2019 |
|
Ep 145. Snap Judgements - Magic Formula Edition - TZOO, KFY, HRB, DHX, and GTX
|
Dec 02, 2019 |
|
Ep 144. Snap Judgements: MLR, MATX, BADFF, EQGPF, GHIFF
|
Nov 26, 2019 |
|
Ep 143. The Bullcase for Investing in Burford Capital with Stephen Gamble
|
Nov 25, 2019 |
|
Ep 142. Our Thoughts on Spinoffs and What we think about Them Going Forward
|
Nov 22, 2019 |
|
Ep 141. How We Find Stock Ideas
|
Nov 20, 2019 |
|
Ep 140. Snap Judgements on Stocks From Twitter
|
Nov 17, 2019 |
|
Ep 139. Portfolio Allocation – Selling a Position to Buy a New Stock
|
Nov 13, 2019 |
|
Ep 138. Investing in Stocks with Bargaining Power
|
Nov 12, 2019 |
|
Ep 137. Our First 5 Minutes on 5 Stocks: LRN, SCVL, ETH, WNC and JVA
|
Nov 11, 2019 |
|
Ep 136. Superinvestor Series: Charlie Munger
|
Nov 10, 2019 |
|
Ep 135. Appraising a Stock: How we Valued $OTCM
|
Nov 09, 2019 |
|
Ep 134. Revisiting Geoff’s Recent Investing Writeups: AMRK, DJCO, PMD and VTU
|
Nov 08, 2019 |
|
Ep 133. Why Reading Business Books Will Make You a Better Investor, and What We’ve Been Reading Lately
|
Nov 07, 2019 |
|
Ep 132. Analyzing an Income Statement: How to Think Above the Bottom Line - and Profit from It
|
Nov 06, 2019 |
|
Ep 131. Snap Judgments: Our First 5-Minutes on 5 Stocks
|
Nov 05, 2019 |
|
Ep 130. Answering Investing Questions From Twitter @FocusedCompound
|
Nov 04, 2019 |
|
Ep 129. Why Buy and Hold Rarely Works: Portfolio Turnover the Warren Buffett Way vs. the Peter Lynch Way
|
Oct 31, 2019 |
|
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
|
Oct 29, 2019 |
|
Ep 127. Free Cash Flow Plus Growth: Investing the Warren Buffett Way
|
Oct 24, 2019 |
|
Ep 126. The Only Way That Buy and Hold Ever Works: How Compounders Create Value
|
Oct 22, 2019 |
|
Ep 125. Investing in Bank Stocks: Why Interest Rates and the Yield Curve Matter
|
Oct 17, 2019 |
|
Ep 124. How to Read a 10k
|
Oct 15, 2019 |
|
Ep 123. Investing Other People’s Money: Float, Deposits, Backlog, & AUM
|
Oct 11, 2019 |
|
Ep 122. How to Read a Balance Sheet
|
Oct 08, 2019 |
|
Ep 121. Investing in Stocks: ROC, ROE, ROIC, ROIIC
|
Oct 03, 2019 |
|
Ep 120. Focused Compounding Q3 Results +9.6% | +37.8% YTD
|
Oct 02, 2019 |
|
Ep 119. Investing Mistakes, Creative Things We’ve Done For Research, DCF’s, Screens, Projections, and Other Questions From Twitter
|
Oct 01, 2019 |
|
Ep 118. How to Read a Cash flow Statement - The MOST Important Statement
|
Sep 26, 2019 |
|
Ep 117. Why Investors Are Hardwired to Keep Making The Same Mistakes - REITS, MLPs, IPOs, Shorting Good Stocks, and More
|
Sep 24, 2019 |
|
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
|
Sep 19, 2019 |
|
Ep 115. Mr. Market from Chapter 8 in The Intelligent Investor by Benjamin Graham
|
Sep 17, 2019 |
|
Ep 114. All About Investing in Insurance Stocks
|
Sep 12, 2019 |
|
Ep 113. Investing in Stocks: Monarch Cement $MCEM
|
Sep 10, 2019 |
|
Ep 112. Investment Qualities That Make a Great Investor from Peter Cundill and How to Develop Them
|
Sep 03, 2019 |
|
Ep 111. Warren Buffett’s Investment Filters, Hurdle Rate, Financial Models, and Alice Schroeder
|
Aug 29, 2019 |
|
Ep 110. Energy Stocks, NACCO, Replacement Value, Valuing Stocks, and Thoughts on the Warren Buffett Partnership Fee Structure
|
Aug 27, 2019 |
|
Ep 109. Upcoming Spinoffs, Information Overload, Portfolio Allocation, and Walking Through an Appraisal
|
Aug 22, 2019 |
|
Ep 108. Investing, Market Cycles, Tesla, Portfolio Management, and Life With Vitaliy Katsenelson From Investment Management Associates
|
Aug 20, 2019 |
|
Ep 107. Interest Rates, Discount Rates, The Market Cycle, Tariffs, WeWork, and Much More
|
Aug 15, 2019 |
|
Ep 106. Our Thoughts on NACCO, KLXI, Selling, Currency Over/Under Valuation, and The Big Mac Index
|
Aug 13, 2019 |
|
Ep 105. EV-EBITDA for Handicapping Stocks, Compensation for Management, Competitive Advantages, and Geoff’s Best Investment Ever
|
Aug 08, 2019 |
|
Ep 104. Our Daily Routine
|
Aug 06, 2019 |
|
Ep 102. Stocks to Research from Our Watchlist
|
Jul 30, 2019 |
|
Ep 101. Talking About Stocks on the Focused Compounding Gazette
|
Jul 23, 2019 |
|
Ep 100. What We Look For in Management, How We Judge Management, Compensation, Capital Allocation, and Much More
|
Jul 18, 2019 |
|
Ep 99. Analyzing Stocks, Moats, Research, Advice to New Investors and Cigar Butts vs Quality Businesses
|
Jul 16, 2019 |
|
Ep 98. Focus, Deep Work, and Reading Books/10ks,
|
Jul 11, 2019 |
|
Ep 97. Pari-Mutual System, Probabilities, and Handicapping a stock
|
Jul 04, 2019 |
|
Ep 96. All About Investing in Banks
|
Jul 02, 2019 |
|
Ep 95. International Stocks, Screening, FCF and NI, Managing Money, and Much More
|
Jun 27, 2019 |
|
Ep 93. Investing Mistakes, Passing on NFLX, Coefficient Variation and Reading the Footnotes
|
Jun 18, 2019 |
|
Ep 92. Growth vs. Value, Magical Formula vs. The Acquires Multiple, Shareholder Value in Dark Stocks and Investor Letters We Like
|
Jun 13, 2019 |
|
Ep 91. Stock Talk: North American Energy Partners ($NOA) With Alex Middleton
|
Jun 11, 2019 |
|
Ep 90. All About Illiquid Stocks, Our Thoughts on LEAPS and Talking About Merger Arbitrage
|
Jun 06, 2019 |
|
Ep 89. Sonics & Materials Inc: A Profitable Net-Net Building A Cash Pile with Luke Elliott
|
Jun 04, 2019 |
|
Ep 88. All About Berkshire Hathaway’s 2019 Shareholder Meeting and Other Thoughts on the Company Going Forward
|
May 30, 2019 |
|
Ep 87. Favorite Psychology Books, Career Advice, Specialization, Moats and Becoming a Better Investor
|
May 23, 2019 |
|
Ep 86. Berkshire Meeting, 10k’s, Books We Reread Often, ROE/ROCE, Inflation and Much More
|
May 16, 2019 |
|
Ep 85. Using Volatility to Your Advantage
|
May 09, 2019 |
|
Ep 84. Discount rates, Is there a place for Lower return investments in a portfolio, and Geoffs thoughts on regional banks and Majestic Wines
|
May 02, 2019 |
|
Ep 83. All About Overlooked Stocks
|
Apr 25, 2019 |
|
Ep 82. Focused Compounding Capital Management, Auditing the Accounting in Dark Stocks, Bidding for Illiquid Stocks, Spinoffs, and How We Think About O...
|
Apr 11, 2019 |
|
Ep 81. Value vs. Book Value, Investing in Other Countries, and How to Prejudge a Stock
|
Apr 04, 2019 |
|
Ep 80. Avoiding Confirmation Bias, Doing Research, Changes to Investing Style, and Much More
|
Mar 22, 2019 |
|
Ep 79. Cloning Super Investors, Alpha, Investing Without the Internet and the Next 30 years
|
Mar 15, 2019 |
|
Ep 78. Buffetts Berkshire Letter
|
Mar 07, 2019 |
|
Ep 77. Insider Ownership, Institutional ownership, Moats, and Other Questions From Listeners
|
Feb 28, 2019 |
|
Ep 76. Common Mistakes Investors Make
|
Feb 06, 2019 |
|
Ep 75. Our 5 Investing Filters
|
Jan 24, 2019 |
|
Ep 74. Our Research Pipeline
|
Jan 17, 2019 |
|
Ep 73. Revisiting Geoffs Initial Interest posts -- USLM, REZI, PCOA, KEWL, MLP, GRBK, VULC
|
Jan 09, 2019 |
|
Ep 72. Guarding Against Attachment Bias, Updates on Stocks, Our Thoughts On Facebook, and More Questions From Listeners
|
Dec 12, 2018 |
|
Ep 71. Oil, Running a Public Company, and the Business of Life with Jeff Johnson - CEO of Epus Global Energy
|
Dec 05, 2018 |
|
Ep 70. Cyclical Stocks, BWXT, Buy and Hold Forever, Timberland, Portfolio Decisions, and Other Questions From Twitter
|
Nov 28, 2018 |
|
Ep 69. Talking MicroCap Investing with MicroCapClub’s Ian Cassel
|
Nov 14, 2018 |
|
Ep 68. Talking Deep Value Investing in Japanese stocks with Clayton Young
|
Oct 31, 2018 |
|
Ep 67. Revisiting ALL of Geoff’s Singular Diligence Reports
|
Oct 24, 2018 |
|
Ep 66. Checking Stock Prices, Detecting Frauds, Avoiding Behavioral Biases, and other FAQs
|
Oct 17, 2018 |
|
Ep 65. His Investing Process, Being Short Tesla, and His Path to Starting Artko Capital with Peter Rabover
|
Oct 10, 2018 |
|
Ep 64. Oddball Stocks, Investing in Banks, Why Price Is The Most Important Information Point, and Much More with Nate Tobik
|
Oct 03, 2018 |
|
Ep 63. Good vs. Bad When It Comes to Business, Management, Incentives, Accounting, and A lot More
|
Sep 26, 2018 |
|
Ep 62. SuperInvestor Series: Joel Greenblatt
|
Sep 19, 2018 |
|
Ep 61. The Most Important Concept For Investors: Deep Work
|
Sep 12, 2018 |
|
Ep 60. Mental Models, Investing, Sleep and Much More With Samir Patel from Askeladden Capital
|
Sep 05, 2018 |
|
Ep 59. Investing in Turnarounds, Outperformance Anxiety, Value Investing in the 21st Century, and Why We Don’t Short
|
Aug 29, 2018 |
|
Ep 58. Checklist For Going Beyond the 10K
|
Aug 22, 2018 |
|
Ep 57. Our Real Life Investing Checklist
|
Aug 15, 2018 |
|
Ep 56. Volatility in Microcaps and ”Overlooked Stocks”
|
Aug 08, 2018 |
|
Ep 55. Improving Your Reading Habits
|
Aug 01, 2018 |
|
Ep 54. Let’s Talk About Macro Stuff...
|
Jul 25, 2018 |
|
Ep 53. SuperInvestor Series: Warren Buffett
|
Jul 18, 2018 |
|
Ep 52. Float and Where to Look For It
|
Jul 11, 2018 |
|
Ep 51. Our Research Process
|
Jul 05, 2018 |
|
Ep 50. Talking Entercom Communications with Focused Compounding Member Vetle Forsland
|
Jun 29, 2018 |
|
Ep 49. Pattern Recognition in Investing
|
Jun 27, 2018 |
|
Ep 48. Talking GameStop with Focused Compounding Member Vetle Forsland
|
Jun 25, 2018 |
|
Ep 47. Good Net-Nets vs Bad Net-Nets
|
Jun 22, 2018 |
|
Ep 46. The Importance of Temperament in Investing
|
Jun 20, 2018 |
|
Ep 45. Mental Models for Life and Investing
|
Jun 18, 2018 |
|
Ep 44. Stock-Writeups and Probabilities in Investing
|
Jun 15, 2018 |
|
Ep 43. Investing in an Inflationary Environement
|
Jun 13, 2018 |
|
Ep 42. Using Comparables to Value Companies
|
Jun 11, 2018 |
|
Ep 41. FinTwit
|
Jun 08, 2018 |
|
Ep 40. Value Trading - Does It Ever Make Sense?
|
Jun 06, 2018 |
|
Ep 39. Hamilton Beach Brands Co
|
Jun 04, 2018 |
|
Ep 38. Becoming a Better Investor, Accounting, and DCF’s
|
Jun 01, 2018 |
|
Ep 37. All About Our Podcast
|
May 30, 2018 |
|
Ep 36. Do We Prefer Companies That Are Controlled by the Founder?
|
May 28, 2018 |
|
Ep 35. Focused Compounding Capital Management
|
May 25, 2018 |
|
Ep 34. Your Edge as a Long Term Investor
|
May 23, 2018 |
|
Ep 33. Getting to Know Andrew and Geoff
|
May 20, 2018 |
|
Ep 32. Investing With a Catalyst
|
May 17, 2018 |
|
Ep 31. Investing in ”Overlooked Stocks”
|
May 14, 2018 |
|
Ep 30. Famous Investors to Follow
|
May 10, 2018 |
|
Ep 29. Books for Becoming Better Investors
|
May 07, 2018 |
|
Ep 28. Scuttlebutt Investing
|
May 03, 2018 |
|
Ep 27. Questions From Listeners, $KEWL, Tobacco Stocks, and FANG
|
Apr 30, 2018 |
|
Ep 26. Sharpening Your Accounting Skills
|
Apr 26, 2018 |
|
Ep 25. Researching a Stock and Reading a 10k
|
Apr 23, 2018 |
|
Ep 24. Value Traps and How to Avoid Them
|
Apr 19, 2018 |
|
Ep 23. Japanese Net-Nets, Movado and Fossil, and a Discussion on Short Selling
|
Apr 16, 2018 |
|
Ep 22. Tandy Leather Factory (TLF)
|
Apr 12, 2018 |
|
Ep 21. NACCO industries, Inc $NC
|
Apr 09, 2018 |
|
Ep 20. Habits For Becoming a Better Investor
|
Apr 05, 2018 |
|
Ep 19. All About Moats
|
Apr 02, 2018 |
|
Ep 18. The Two Types of Value Investing: Cheap vs. Quality
|
Mar 29, 2018 |
|
Ep 17. Investing in Net-Nets
|
Mar 26, 2018 |
|
Ep 16. Investing in Spinoffs
|
Mar 22, 2018 |
|
Ep 15. Q&A from Listeners: Part 3
|
Mar 19, 2018 |
|
Ep 14. Omnicom Group $OMC
|
Mar 15, 2018 |
|
Ep 13. What is Focused Compounding?
|
Mar 12, 2018 |
|
Ep 12. Q&A from Listeners: Part 2
|
Mar 12, 2018 |
|
Ep 11. Concentration vs. Diversification
|
Mar 08, 2018 |
|
Ep 10. Post-Mortem on Breeze-Eastern ($BZC)
|
Mar 05, 2018 |
|
Ep 9. Q&A from Listeners
|
Mar 01, 2018 |
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Ep 8. Post-Mortem on Weight Watchers $WTW
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Feb 26, 2018 |
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Ep 7. Cheesecake Factory $CAKE
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Feb 26, 2018 |
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Ep 6. Q&A From Members
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Feb 26, 2018 |
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Ep 5. Cullen/Frost Bankers, Inc. $CFR
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Feb 26, 2018 |
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Ep 4. Q&A from Twitter
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Feb 26, 2018 |
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Ep 3. Volatility In The Markets
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Feb 26, 2018 |
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EP 2. NIC, Inc. $EGOV
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Feb 26, 2018 |
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Ep 1. Intro Q&A
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Feb 23, 2018 |