Focused Compounding

459 Folgen

1. EP 285. Competition: How to Judge The Durability of a Business

   Vom: 27.1.2021
2. EP 284. Charlie Munger’s Cigar Butt: Reverse Engineering Tenneco Investment

   Vom: 26.1.2021
3. EP 283. Price Discovery in Microcaps, Investing in Banks, FCF Yield Plus Growth, Book Value Adjustments, and Other Questions From Twitter

   Vom: 21.1.2021
4. EP 282. Value vs. Growth: Thoughts on ”Something of Value” Memo From Howard Marks

   Vom: 20.1.2021
5. EP 281. Thoughts on Talking to Management During Your Research Process

   Vom: 19.1.2021
6. EP 280. The Art of Generating Stock Investment Ideas

   Vom: 17.11.2020
7. Why Appraising a Stock Based on “Relative Valuation” vs. Peers Isn’t Enough to Guarantee You’re Getting a Bargain

   Vom: 10.11.2020
8. EP 279. How to Spot a Business Warren Buffett Would Be Interested in

   Vom: 10.11.2020
9. Working Capital and the Cash Flow Statement: Judging the Cash Conversion Cycle of a Business

   Vom: 5.11.2020
10. EP 277. Working Capital and the Cash Flow Statement: The Cash Conversion Cycle of a Business

    Vom: 5.11.2020
11. EP 276. Free Cash Flow Plus Growth: Reverse Engineering Past Warren Buffett Investments

    Vom: 3.11.2020
12. EP 274. Learning to Think Better Through Building a Latticework of Mental Models

    Vom: 29.10.2020
13. EP 273. 100x: Lessons From Analyzing Past 100-Bagger Stocks

    Vom: 27.10.2020
14. EP 271. How is a Bank Like a Railroad? – And Other Crazy Ideas Geoff Has About Investing In “Efficiency Driven Businesses”

    Vom: 23.10.2020
15. EP 270. Should You Buy Movie Theater Stocks? Our Thoughts

    Vom: 20.10.2020
16. EP 268. Intelligent Speculation? Keynesian Beauty Contest vs. Bottom Up Stock Investing

    Vom: 13.10.2020
17. EP 266. Net Income to Cash Flow from Operations: Focusing on What Really Matters

    Vom: 7.10.2020
18. EP 265. Gaining a Regional Edge: Generate Alpha Investing Where You Live

    Vom: 6.10.2020
19. EP 264. The Art of Great Stock Research: How to Go Beyond the 10K and Dig Deep

    Vom: 5.10.2020
20. EP 263. Banks, Banks, and More Banks: Analyzing 8 Overlooked Banks

    Vom: 28.9.2020