Focused Compounding

459 Folgen

1. Ep 385. 5 Years of Podcasting, Theme Park Industry in 2023, Munger DJCO Meeting, and Berkshire’s 13-F

   Vom: 24.2.2023
2. Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition

   Vom: 10.2.2023
3. Ep 383. Fed Raised Interest Rates, Market Cycles, Multi Strat Portfolio, & Airlines Look Cheap

   Vom: 3.2.2023
4. Ep 382. Franchise Value, The Secret to Geoff Gannon’s Investing, and Analyzing Airline Stocks

   Vom: 27.1.2023
5. Ep 381. Disney and Nelson Peltz, Carvana’s Fall, Pair Trading Strategies, and Charlie Munger’s Top 3 Places to Find Stocks

   Vom: 20.1.2023
6. Ep 380. Stock Market Valuation, Deposit Contraction + Financials, and An Activist Campaign Against Six Flags

   Vom: 6.1.2023
7. Ep 379. Remembering 2022, Thoughts on FTX & SBF Debacle, and Predictions for 2023

   Vom: 28.12.2022
8. Ep 378. The Best Warren Buffett Stock Screener, Questions from Twitter, and Building Conviction in Your Investments

   Vom: 23.12.2022
9. Ep 377. Inflation Print, Fed Raised Interest Rates, Reading, and Howard Marks’s New Memo

   Vom: 16.12.2022
10. Ep 376. Bob Iger Is Back at Disney, the Perfect Stock, and Snap Judgments From Twitter

    Vom: 9.12.2022
11. Ep 375. Q&A: Buffett’s Best Investment, Distributor Stocks, P/E Contraction, Net Nets, etc.

    Vom: 18.11.2022
12. Ep 374. Tech Layoffs, Recessions, Microcap Screener, and Thoughts on the Rollup Biz Model

    Vom: 11.11.2022
13. Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener

    Vom: 4.11.2022
14. Ep 372. S&P 500 is Down 25% YTD, FAANG, Interest Rates, International Stocks, and Other Questions from Twitter

    Vom: 14.10.2022
15. Ep 371. Bank of England Emergency, Cheap UK Stocks, Interest Rates, and US Insurance Companies

    Vom: 29.9.2022
16. Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter

    Vom: 19.9.2022
17. Ep 369. Interest Rates, US Deficit, and the First 8 Things to Look at When Researching a Stock

    Vom: 7.9.2022
18. Ep 368. Favorite Buffett Lessons, Yield Curve, Inflation, Management Teams, & Matching a Style to Your Personality

    Vom: 5.9.2022
19. Ep 367. Fed Funds Rate, Celsius Deal, FCF + Growth, Bargaining Power, & The Best Business Advantages

    Vom: 3.8.2022
20. Ep 366. Microsoft + Netflix, Advice for New Investors, Buffett/Munger, and Testing Bargaining Power

    Vom: 27.7.2022