Focused Compounding

459 Folgen

1. Ep 425. Dear Chairman: Benjamin Graham vs. Northern Pipeline - The Birth of Modern Shareholder Activism

   Vom: 16.1.2024
2. Ep 424. Outsider CEOs: Tom Murphy, A Perpetual Motion Machine for Returns

   Vom: 12.1.2024
3. Ep 423. The Warren Buffett Way: Mastering the Art of Capital Allocation

   Vom: 8.1.2024
4. Ep 422. Creating Business Systems, John Neff, Multiple Expansion, Inflection Points, and Other Investing Musings

   Vom: 5.1.2024
5. Ep 421. New Year, New You: How to Invest When You Only Have An Hour a Day to Do It

   Vom: 3.1.2024
6. Ep 420. 2023 in Review and 2024 Predictions

   Vom: 29.12.2023
7. Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries

   Vom: 26.12.2023
8. Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital

   Vom: 20.12.2023
9. Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks

   Vom: 18.12.2023
10. Ep 416. Assessing Land Banks: Value Trap or Value Investment?

    Vom: 6.12.2023
11. Ep 415. A Tribute to Charlie Munger

    Vom: 4.12.2023
12. Ep 414. Normalizing Supply-Driven, Demand-Driven, and Bond-Like Earnings

    Vom: 1.11.2023
13. Ep 413. Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy

    Vom: 30.10.2023
14. Ep 412. The Many Different Ways to Guess a Business’s Future Revenue

    Vom: 25.10.2023
15. Ep 411. Understanding Your Opportunity Cost in an Inflationary Environment

    Vom: 23.10.2023
16. Ep 410. Analyzing Past Peaks: The Dynamics of Compounders & Cyclicals

    Vom: 18.10.2023
17. Ep 409. Corporate Governance and The Power of Ownership

    Vom: 16.10.2023
18. Ep 408. Where Do You Draw the Line Between Money Mind and Style?

    Vom: 11.10.2023
19. Ep 407. Two-Minute Drill on Stocks and Recalling the Bank Failures Earlier in the Year

    Vom: 27.9.2023
20. Ep 406. Searching for Value: Long-Term Net Net Returns & Two Actionable Ideas

    Vom: 25.9.2023