Focused Compounding

459 Folgen

1. Ep 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection

   Vom: 14.7.2022
2. Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile

   Vom: 7.7.2022
3. Ep 363. Currency Swings, Naked Wines, Buffett + OXY, & Valuing Stocks using FCF + Growth

   Vom: 29.6.2022
4. Ep 362. Value Stock vs. Value Trap: The Importance of Business Momentum

   Vom: 22.6.2022
5. Ep 361. Recent Inflation Print, Bear Market, and Focusing on Settled Industries

   Vom: 15.6.2022
6. Ep 360. Natural Gas, Inflation, Elon Musk + Twitter, and How Do You Know if Capital Allocation Has Created Value?

   Vom: 8.6.2022
7. Ep 359. Serial Acquirers: Good vs. Bad, Long-term Returns, Are Movie Theaters Back? & Market Update

   Vom: 1.6.2022
8. Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex

   Vom: 26.5.2022
9. Ep 357. Berkshire’s 13-F, JetBlue’s Hostile Takeover, Paying High P/S, and Profitable Growth vs. Unprofitable Growth

   Vom: 18.5.2022
10. Ep 356. Tech Crash, Stock-based Comp, Yield Curve, and Bank Stocks

    Vom: 11.5.2022
11. Ep 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter

    Vom: 9.5.2022
12. Ep 354. Consolidation in Banking, Growth in Unsettled Industries, Fees, and Managing Outside Capital

    Vom: 18.3.2022
13. Ep 353. Revisiting Geoff’s Singular Diligence Writeups

    Vom: 17.3.2022
14. Ep 352. Focusing in an Unfocused World

    Vom: 16.3.2022
15. Ep 351. Improving Deep Work + Focus, Buffett Buys OXY, TAM, Market Share, and Valuing Growth

    Vom: 10.3.2022
16. Ep 350. Market Volatility, Oil & Gas, Cruises, and a Look at Movie Theater Stocks

    Vom: 9.3.2022
17. Ep 349. Q&A: Illiquid Stocks, Deep Value, Underrated Industries, BNPL, & Moats in Big Tech

    Vom: 4.3.2022
18. Ep 348. Warren Buffett’s 2021 Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts

    Vom: 3.3.2022
19. Ep 347. Russia / Ukraine, International Investing, Have Rates Peaked? & Risk / Reward

    Vom: 2.3.2022
20. Ep 346. Q&A: Investing Mistakes, Holding Compounders, ROIC, FCF + Growth

    Vom: 25.2.2022