Focused Compounding

• Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown
  2025-12-07 19:17:08
• Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter
  2025-11-12 16:20:58
• Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?
  2025-09-26 21:17:46
• Ep 472. Moats in Commodities: Why Some Price Takers Win Big
  2025-09-05 21:11:49
• Ep 471. Howard Marks’ Memo: The Calculus of Value
  2025-08-29 19:25:04
• Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves
  2025-08-22 19:52:14
• Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AI’s Disruption of Investing
  2025-08-15 14:55:24
• Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation
  2025-08-08 14:44:01
• Ep 467. Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance
  2025-08-01 14:16:13
• Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett
  2025-07-28 15:25:31
• Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?
  2025-04-12 20:50:21
• Ep 464. Buffett’s Playbook: Past and Present
  2025-03-21 20:52:34
• Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders
  2025-02-28 14:08:48
• Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices
  2024-12-11 14:56:33
• Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock
  2024-11-08 20:33:16
• Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X
  2024-10-04 17:11:41
• Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas
  2024-09-13 19:38:50
• Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior
  2024-08-23 19:35:33
• Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X
  2024-08-16 21:44:58
• Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence
  2024-08-11 13:11:31
• Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024
  2024-07-17 16:06:11
• Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry
  2024-06-25 15:02:57
• Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA
  2024-05-29 15:22:50
• Ep 452. Analyzing Debt: Optimal Capital Structures
  2024-05-24 17:25:28
• Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry
  2024-05-21 14:25:14
• Ep 450. Our Takeaways from the Berkshire Hathaway Meeting
  2024-05-16 13:57:55
• Ep 449. Focused Compounding's Plan for Parks! America
  2024-05-10 16:29:58
• Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges
  2024-04-26 14:22:36
• Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy
  2024-04-25 11:13:27
• Ep 446. Energy Investing the Warren Buffett Way
  2024-04-24 14:15:20
• Ep 445. Market Share and Profitability: Unraveling the Relationship
  2024-04-22 13:31:15
• Ep 444. Rising Margins: Continuation or Reversion to the Mean?
  2024-04-16 12:51:01
• Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise
  2024-04-12 13:50:40
• Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't
  2024-04-09 12:00:00
• Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates
  2024-04-05 17:58:59
• Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever
  2024-04-02 15:52:59
• Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies
  2024-03-28 13:09:51
• Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024
  2024-03-26 13:56:03
• Ep 437. Outsider CEOs: John Malone and TCI
  2024-03-12 15:34:44
• Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions
  2024-03-07 14:42:13
• Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders
  2024-03-05 14:52:56
• Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns
  2024-02-28 15:05:46
• Ep 433. Les Schwab Pride in Performance: Keep It Going
  2024-02-22 16:12:36
• Ep 432. Outsider CEOs: Bill Anders and General Dynamics
  2024-02-15 17:36:29
• Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics
  2024-02-13 13:00:00
• Ep 430. Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing
  2024-02-09 15:24:42
• Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value
  2024-02-06 15:08:59
• Ep 428. Dear Chairman: Robert Young vs. New York Central - The Proxyteers Storm the Vanderbilt Line
  2024-01-30 15:45:00
• Ep 427. M&A Activity: Spirit/JetBlue, Hawaiian Holdings/Alaska Airlines, and Kroger/Albertsons
  2024-01-25 15:18:19
• Ep 426. Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024
  2024-01-22 15:48:27
• Ep 425. Dear Chairman: Benjamin Graham vs. Northern Pipeline - The Birth of Modern Shareholder Activism
  2024-01-16 16:07:43
• Ep 424. Outsider CEOs: Tom Murphy, A Perpetual Motion Machine for Returns
  2024-01-12 19:22:36
• Ep 423. The Warren Buffett Way: Mastering the Art of Capital Allocation
  2024-01-08 18:04:31
• Ep 422. Creating Business Systems, John Neff, Multiple Expansion, Inflection Points, and Other Investing Musings
  2024-01-05 15:33:23
• Ep 421. New Year, New You: How to Invest When You Only Have An Hour a Day to Do It
  2024-01-03 18:56:43
• Ep 420. 2023 in Review and 2024 Predictions
  2023-12-29 15:46:31
• Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries
  2023-12-26 15:19:58
• Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital 已转录
  2023-12-20 14:31:17
• Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks
  2023-12-18 13:10:27
• Ep 416. Assessing Land Banks: Value Trap or Value Investment?
  2023-12-06 15:16:46
• Ep 415. A Tribute to Charlie Munger
  2023-12-04 15:37:23
• Ep 414. Normalizing Supply-Driven, Demand-Driven, and Bond-Like Earnings
  2023-11-01 14:15:08
• Ep 413. Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy
  2023-10-30 13:50:26
• Ep 412. The Many Different Ways to Guess a Business’s Future Revenue
  2023-10-25 16:17:46
• Ep 411. Understanding Your Opportunity Cost in an Inflationary Environment
  2023-10-23 13:36:11
• Ep 410. Analyzing Past Peaks: The Dynamics of Compounders & Cyclicals
  2023-10-18 14:13:23
• Ep 409. Corporate Governance and The Power of Ownership
  2023-10-16 14:45:27
• Ep 408. Where Do You Draw the Line Between Money Mind and Style?
  2023-10-11 13:39:42
• Ep 407. Two-Minute Drill on Stocks and Recalling the Bank Failures Earlier in the Year
  2023-09-27 15:25:06
• Ep 406. Searching for Value: Long-Term Net Net Returns & Two Actionable Ideas
  2023-09-25 15:40:03
• Ep 405. Merger Arbitrage: Spirit Airlines vs. Albertsons
  2023-09-20 16:07:59
• Ep 404. The Number One Trait of Top Investors: A Money Mindset
  2023-09-18 14:59:44
• Ep 403. Investing the Peter Lynch Way
  2023-09-13 16:06:47
• Ep 402. Uncovering Warren Buffett’s Investments in Japan
  2023-09-11 16:24:23
• Ep 401. Macro for Value Investors: What Alice Schroeder Means by ’Buffett Cares about Macro’
  2023-09-06 15:48:01
• Ep 400. Where Does Your Return Come From: Yield, Growth, and Multiple Expansion, and the Difference Between Speculation and Investing
  2023-09-04 14:39:37
• Ep 399. Berkshire Hathaway’s Homebuilder Investment, Market Positioning, and Assessing Business Profit Persistency
  2023-08-20 15:35:50
• Ep 398. The Financial History of General Motors with Capital Allocation Author, Jacob McDonough
  2023-07-28 12:57:08
• Ep 397. The Financial History of GEICO with Capital Allocation Author, Jacob McDonough
  2023-07-08 17:00:00
• Ep 396. Box Office Flops, Cinemark’s Valuation, and Revisiting Overlooked Bank Stocks
  2023-07-01 16:08:14
• Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter
  2023-06-16 12:59:35
• Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On
  2023-06-09 15:07:49
• Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing
  2023-06-02 11:00:00
• Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators
  2023-05-26 16:10:01
• Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast
  2023-05-19 13:30:03
• Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM
  2023-05-12 20:53:49
• Ep 389. Interest Rate Hike, Credit Suisse’s Failure, and Other Banking + Economic Risks on the Horizon
  2023-03-24 15:53:09
• Ep 388. SVB Financial Collapse, Modern Bank Runs, and The Future of Regional Banks
  2023-03-17 15:15:41
• Ep 387. Bank Stock Sell-Offs, Higher Interest Rates, and JetBlue + Spirit Airlines Merger Arbitrage
  2023-03-10 15:43:45
• Ep 386. Takeaways from Warren Buffett’s Shareholder Letter and Analyzing Ted Weschler’s Dillards Investment 已转录
  2023-03-03 12:00:00
• Ep 385. 5 Years of Podcasting, Theme Park Industry in 2023, Munger DJCO Meeting, and Berkshire’s 13-F
  2023-02-24 14:50:18
• Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition
  2023-02-10 15:10:56
• Ep 383. Fed Raised Interest Rates, Market Cycles, Multi Strat Portfolio, & Airlines Look Cheap
  2023-02-03 13:47:15
• Ep 382. Franchise Value, The Secret to Geoff Gannon’s Investing, and Analyzing Airline Stocks
  2023-01-27 13:00:00
• Ep 381. Disney and Nelson Peltz, Carvana’s Fall, Pair Trading Strategies, and Charlie Munger’s Top 3 Places to Find Stocks
  2023-01-20 15:52:36
• Ep 380. Stock Market Valuation, Deposit Contraction + Financials, and An Activist Campaign Against Six Flags
  2023-01-06 14:27:24
• Ep 379. Remembering 2022, Thoughts on FTX & SBF Debacle, and Predictions for 2023
  2022-12-28 17:21:01
• Ep 378. The Best Warren Buffett Stock Screener, Questions from Twitter, and Building Conviction in Your Investments
  2022-12-23 16:22:38
• Ep 377. Inflation Print, Fed Raised Interest Rates, Reading, and Howard Marks’s New Memo
  2022-12-16 11:23:00
• Ep 376. Bob Iger Is Back at Disney, the Perfect Stock, and Snap Judgments From Twitter
  2022-12-09 15:30:18
• Ep 375. Q&A: Buffett’s Best Investment, Distributor Stocks, P/E Contraction, Net Nets, etc.
  2022-11-18 11:30:00
• Ep 374. Tech Layoffs, Recessions, Microcap Screener, and Thoughts on the Rollup Biz Model
  2022-11-11 14:48:26
• Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener
  2022-11-04 16:43:52
• Ep 372. S&P 500 is Down 25% YTD, FAANG, Interest Rates, International Stocks, and Other Questions from Twitter
  2022-10-14 14:19:38
• Ep 371. Bank of England Emergency, Cheap UK Stocks, Interest Rates, and US Insurance Companies
  2022-09-29 17:00:23
• Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter
  2022-09-19 19:27:37
• Ep 369. Interest Rates, US Deficit, and the First 8 Things to Look at When Researching a Stock
  2022-09-07 16:12:11
• Ep 368. Favorite Buffett Lessons, Yield Curve, Inflation, Management Teams, & Matching a Style to Your Personality
  2022-09-05 16:55:49
• Ep 367. Fed Funds Rate, Celsius Deal, FCF + Growth, Bargaining Power, & The Best Business Advantages
  2022-08-03 18:12:00
• Ep 366. Microsoft + Netflix, Advice for New Investors, Buffett/Munger, and Testing Bargaining Power
  2022-07-27 11:00:00
• Ep 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection
  2022-07-14 13:04:00
• Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile
  2022-07-07 13:37:00
• Ep 363. Currency Swings, Naked Wines, Buffett + OXY, & Valuing Stocks using FCF + Growth
  2022-06-29 11:30:00
• Ep 362. Value Stock vs. Value Trap: The Importance of Business Momentum
  2022-06-22 14:06:00
• Ep 361. Recent Inflation Print, Bear Market, and Focusing on Settled Industries
  2022-06-15 16:21:00
• Ep 360. Natural Gas, Inflation, Elon Musk + Twitter, and How Do You Know if Capital Allocation Has Created Value?
  2022-06-08 11:11:00
• Ep 359. Serial Acquirers: Good vs. Bad, Long-term Returns, Are Movie Theaters Back? & Market Update
  2022-06-01 11:45:00
• Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex
  2022-05-26 16:22:00
• Ep 357. Berkshire’s 13-F, JetBlue’s Hostile Takeover, Paying High P/S, and Profitable Growth vs. Unprofitable Growth
  2022-05-18 16:45:00
• Ep 356. Tech Crash, Stock-based Comp, Yield Curve, and Bank Stocks
  2022-05-11 11:01:00
• Ep 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter
  2022-05-09 16:09:00
• Ep 354. Consolidation in Banking, Growth in Unsettled Industries, Fees, and Managing Outside Capital
  2022-03-18 13:28:00
• Ep 353. Revisiting Geoff’s Singular Diligence Writeups
  2022-03-17 14:13:00
• Ep 352. Focusing in an Unfocused World
  2022-03-16 11:39:00
• Ep 351. Improving Deep Work + Focus, Buffett Buys OXY, TAM, Market Share, and Valuing Growth
  2022-03-10 12:43:00
• Ep 350. Market Volatility, Oil & Gas, Cruises, and a Look at Movie Theater Stocks
  2022-03-09 12:45:00
• Ep 349. Q&A: Illiquid Stocks, Deep Value, Underrated Industries, BNPL, & Moats in Big Tech
  2022-03-04 22:15:00
• Ep 348. Warren Buffett’s 2021 Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts
  2022-03-03 13:54:00
• Ep 347. Russia / Ukraine, International Investing, Have Rates Peaked? & Risk / Reward
  2022-03-02 13:01:00
• Ep 346. Q&A: Investing Mistakes, Holding Compounders, ROIC, FCF + Growth
  2022-02-25 12:00:00
• Ep 345. Russia invades Ukraine, AI Lending Platforms, Market Sell-Off, Now What?
  2022-02-24 13:53:00
• EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?
  2022-02-23 12:30:00
• EP 343. Snap Judgments, Tobacco Stocks, and Upcoming Spinoffs
  2022-02-18 15:02:00
• EP 342. New Peloton CEO, Spirit + Activision + Cedar Fair Mergers, & How Will Higher Interest Rates Affect Bank Stocks?
  2022-02-10 12:00:00
• EP 341. Industry Analysis: Judging a company’s market position in its industry
  2022-02-09 12:00:00
• EP 340. Snap Judgments: LMT, GD, HPQ, TACT, PCOM, HRBR, FREE, LEE, DALN
  2022-01-14 13:35:00
• EP 339. Competition Demystified: Customer Behavior, Reading a 10K, Retention Rates, Industry Structure, Etc.
  2022-01-13 12:00:00
• EP 338. The Fed’s Hawkish Tone, NASDAQ Selloff, Interest Rate Hikes, Retail Stocks: Now What?
  2022-01-12 15:01:00
• EP 337. Snap Judgments, Gaming stocks, Net-nets to look for, and a case for America’s Car-Mart
  2022-01-07 12:00:00
• EP 336. An Inside Look at Managing Investor Capital
  2022-01-06 12:00:00
• EP 335. Investing in Alibaba, Geoff’s Hot Take On AMZN, Tech Stocks, Groupthink, & Much More
  2022-01-05 12:00:00
• EP 334. 2021 Post Mortem and Outlook for 2022
  2021-12-23 15:11:00
• EP 333. Q&A: Berkshire Buybacks, Company Culture, Sourcing Ideas, Is Geoff Bearish?
  2021-12-20 20:05:00
• EP 332. Interest Rates, Inflation, and Macro Worries - Where Do We Go From Here?
  2021-12-16 04:29:00
• EP 331. How No-Growth Stocks Can Lead to High Investment Returns
  2021-12-15 11:00:00
• EP 330. Our First 5 Minutes on 10 Stocks -BGFV, BKNG, MO, NLS, CRFCF, KMT, ENVA, MCK, SSNC, FRPH
  2021-10-15 14:14:00
• EP 329. 20 Lessons About Banking from Maxfield on Banks
  2021-10-13 13:10:00
• EP 328. Special Situations Investing: Revisiting and analyzing recent spinoffs
  2021-09-24 15:06:00
• EP 327. Snap Judgements: Our First 5 Minutes on 10 Stocks - CTO, DFIN, AMZN, DG, COST, GLXY, RILY, AMC, ENR, ARKR
  2021-09-22 14:29:00
• EP 326. Snap Judgements: Our First 5 Minutes on 6 Stocks - DG, BBSI, VRSN, ALOT, VLGEA, SFM
  2021-09-17 14:23:00
• EP 325. What are the 4 Most Important Numbers to Know About a Stock?
  2021-09-15 14:59:00
• EP 324. Snap Judgements: Our First 5 Minutes on 7 Stocks
  2021-09-01 14:38:00
• EP 323. Asking the Right Questions: Evaluating Management, Board, Business, etc.
  2021-08-31 12:18:00
• EP 322. Q/A: Movie Theater Industry + Shortening Window, Managing Personal Portfolio, Bank Deposits, Valuing Stocks, and Much More
  2021-08-26 14:54:00
• EP 321. Where Do We Go From Here? 39x Shiller PE, Inflation, Interest Rates, China, etc
  2021-08-25 14:00:00
• EP 320. Investing in Emerging Markets, Creative Thinking, Float, Sizing Investments, and Other Questions from Twitter
  2021-07-19 17:00:00
• EP 319. How We Analyze Insurance Companies
  2021-07-15 14:00:00
• EP 318. Hunting for 10-Baggers: 9-Point Investing Checklist
  2021-07-14 13:43:00
• EP 317. Fintech, Sourcing Ideas, Investing Books, and Other Questions From Twitter
  2021-06-25 15:59:00
• EP 316. Judging Moats: Customer Behavior, Price Sensitivity, Retention, Power of Suppliers, Distribution Process, and Much More
  2021-06-24 15:43:00
• EP 315. Why Capital Turns Matter – And What Warren Buffett Means When He Talks About Them
  2021-06-23 10:27:00
• EP 314. How Much Is Too Much To Pay for a Great Business
  2021-06-03 12:17:00
• EP 313. How to Judge and Research an Industry
  2021-06-02 18:53:00
• EP 312. Capital Allocation, 1966-1972: Diversified Retailing, Blue Chip Stamps, and See’s Candies
  2021-05-24 13:18:00
• EP 311. Analyzing and Investing in Holding Companies
  2021-05-20 14:17:00
• EP 310. Berkshire Meeting, Munger/Pabrai Buy Baba, 13-Fs, Handicapping Stocks After 2020 Growth, and Inflation
  2021-05-19 12:56:00
• EP 309. Capital Allocation, 1975-1977: Buffett Buys Cypress, Waumbec, and K&W Products
  2021-04-23 18:09:00
• EP 308. Improving on the Psychology of Successful Investing
  2021-04-22 15:00:00
• EP 307. Thoughts on Tobacco Stocks, DogeCoin, Blockchain, Buffett’s CVX Buy, Investing Process, and more
  2021-04-21 17:29:00
• EP 306. Jamie Dimon’s Letter, Railroad Industry, Investing Overseas, Bonds, and Much More
  2021-04-15 15:32:00
• EP 305. Capital Allocation, 1976: Buffett Buys GEICO
  2021-04-14 13:55:00
• EP 304. Thoughts on 10 Different Stocks, REITS, MSG/MSGN, and a Bull Case for Amazon’s Stock
  2021-04-09 13:36:00
• EP 303. Capital Allocation, 1969: Buffett Buys Illinois National Bank
  2021-04-08 15:29:00
• EP 302. Munger Buys BABA, Thoughts on 100 Baggers, Holding Overvalued Stocks, and Potential Cambria Buyout
  2021-04-07 14:57:00
• EP 301. Capital Allocation, 1967-1969: Buffett Buys National Indemnity -- and a Primer on Insurance Companies
  2021-04-01 14:53:00
• EP 300. Occam’s Razor: How to Make Better Investing Decisions
  2021-03-31 16:29:00
• EP 299. What’s Going on in the Market? Hedge Fund Meltdown, Activism, and Answering Questions from Listeners
  2021-03-30 14:52:00
• EP 298. Highlights and Thoughts on Charlie Munger’s 2021 Daily Journal Meeting
  2021-03-25 16:06:00
• EP 297. Capital Allocation, 1955-1962: Buffett Buys Berkshire Hathaway Stock
  2021-03-24 16:04:00
• EP 296. Stocks Recently Looked at, Workflow, Judging a Bank’s Loan Book, Books Recently Read, & Much More
  2021-03-23 14:46:00
• EP 295. Analyzing Buffett’s Investment in Disney and Thoughts on Movie Theaters, Theme Parks, and Cruise Line Stocks
  2021-03-11 16:39:00
• EP 294. SKIPPING Banks: Things We Stay Away From in the Banking Industry
  2021-03-10 16:13:00
• EP 293. Mr. Market Is Your Servant: Dealing With The Current Stock Market Volatility
  2021-03-09 14:25:00
• EP 292. Where Do We Go From Here? Thoughts on Current Market Valuations, Interest Rates, Inflation Fears, Etc.
  2021-03-04 17:49:00
• EP 291. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Answering YOUR Questions
  2021-03-03 13:38:00
• EP 290. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts
  2021-03-02 14:15:00
• EP 289. Staying Sane in an Insane Environment, SPACs, Geoff’s Favorite Businesses, Valuation, Management, and Other Questions From Twitter
  2021-02-11 16:16:00
• EP 288. A Framework for Active Reading and The Importance of Operational Efficiency
  2021-02-10 13:57:00
• EP 287. Value Investing in a Growth Market? 4 Value Stocks to Look At
  2021-02-09 15:23:00
• EP 286. Analyzing and Investing in Insurance & Reinsurance Businesses
  2021-01-28 15:19:00
• EP 285. Competition: How to Judge The Durability of a Business
  2021-01-27 15:05:00
• EP 284. Charlie Munger’s Cigar Butt: Reverse Engineering Tenneco Investment
  2021-01-26 15:03:00
• EP 283. Price Discovery in Microcaps, Investing in Banks, FCF Yield Plus Growth, Book Value Adjustments, and Other Questions From Twitter
  2021-01-21 17:41:00
• EP 282. Value vs. Growth: Thoughts on ”Something of Value” Memo From Howard Marks
  2021-01-20 16:41:00
• EP 281. Thoughts on Talking to Management During Your Research Process
  2021-01-19 21:33:00
• EP 280. The Art of Generating Stock Investment Ideas
  2020-11-17 15:57:00
• EP 279. How to Spot a Business Warren Buffett Would Be Interested in
  2020-11-10 12:08:00
• EP 278. PREMIUM PODCAST: Thoughts on the Future of Twitter, Netflix, and Amazon
  2020-11-09 19:27:00
• EP 277. Working Capital and the Cash Flow Statement: The Cash Conversion Cycle of a Business
  2020-11-05 16:10:00
• EP 276. Free Cash Flow Plus Growth: Reverse Engineering Past Warren Buffett Investments
  2020-11-03 15:25:00
• EP 275. PREMIUM PODCAST: Benjamin Graham, Charlie Munger, Advice On Investing Through Volatility
  2020-11-02 13:50:00
• EP 274. Learning to Think Better Through Building a Latticework of Mental Models
  2020-10-29 14:06:00
• EP 273. 100x: Lessons From Analyzing Past 100-Bagger Stocks
  2020-10-27 13:38:00
• EP 272. PREMIUM PODCAST: Takeaways From Mohnish Pabrai’s Boston College Lecture
  2020-10-26 01:14:00
• EP 271. How is a Bank Like a Railroad? – And Other Crazy Ideas Geoff Has About Investing In “Efficiency Driven Businesses”
  2020-10-23 12:43:00
• EP 270. Should You Buy Movie Theater Stocks? Our Thoughts
  2020-10-20 16:36:00
• EP 269. PREMIUM PODCAST: New Stocks We’ve Been Looking At, CELH Short Reports, EV SPACS, and Future COVID Predictions
  2020-10-19 17:29:00
• EP 268. Intelligent Speculation? Keynesian Beauty Contest vs. Bottom Up Stock Investing
  2020-10-13 08:25:00
• EP 267. PREMIUM PODCAST: 2020 Review and Playboy IPO/SPAC
  2020-10-10 15:14:00
• EP 266. Net Income to Cash Flow from Operations: Focusing on What Really Matters
  2020-10-07 12:18:00
• EP 265. Gaining a Regional Edge: Generate Alpha Investing Where You Live
  2020-10-06 12:12:00
• EP 264. The Art of Great Stock Research: How to Go Beyond the 10K and Dig Deep
  2020-10-05 14:14:00
• EP 263. Banks, Banks, and More Banks: Analyzing 8 Overlooked Banks
  2020-09-28 13:57:00
• EP 262. Premium Podcast: Thoughts on Activist Investing
  2020-09-26 17:03:00
• EP 261. Disaster Stocks: Times When Too Much Debt Sank Companies and Analyzing Luby’s Liquidation
  2020-09-25 15:31:00
• EP 260. Does Value Investing Still Work? Gainsco is Getting Acquired by State Farm for 3x its Market Price!
  2020-09-24 14:51:00
• EP 259. Why Multiples Matter and Analyzing Stocks over 1 Billion in Market Cap
  2020-09-23 16:02:00
• EP 258. How to Analyze the Cash Flow Statement as an Investor
  2020-09-22 15:42:00
• EP 257. How The BALANCE SHEET Works: Analyzing As An Investor
  2020-09-21 05:38:00
• EP 256. Q&A: Investing in Trusts, Why Something Becomes Cheap or Expensive, Retention Rates, Free Cash Flow + Growth, and Much More
  2020-09-17 13:58:00
• EP 255. Q&A: Valuing Stocks, Projecting Changes in Working Capital, Position Sizing, and Geoff’s Experience Investing in Liquidations
  2020-09-15 04:24:00
• EP 254. Warren Buffett is Investing in Japan. Now What?
  2020-09-10 13:15:00
• EP 253. The Outsiders: Our Takeaway From 8 Unconventional CEOs
  2020-09-09 15:16:00
• EP 252. Investing in Black Box Business Models
  2020-09-08 13:40:00
• EP 251. Opportunity in the Entertainment Industry: Analyzing Theaters, Cruises, Hotels, and Restaurants
  2020-09-04 11:36:00
• EP 250. Capital Allocation: The Financials of a New England Textile Mill with Author Jacob McDonough
  2020-09-03 09:00:00
• EP 249. Interpreting Buffett’s 13F, Contacting Management, Our Long Term Goals, and Other Questions from Twitter
  2020-09-02 14:12:00
• EP 248. What Does a Perfect Stock Investment Look Like?
  2020-08-31 14:58:00
• PREMIUM EPISODE: Peter Lynch’s 13-Points on What Makes a Perfect Stock
  2020-08-29 22:49:00
• EP 247. 5 Stocks Above a 10B Market Cap That Geoff Would Buy
  2020-08-29 22:00:00
• How to Use EDGAR to Navigate SEC Filings
  2020-08-26 09:00:00
• EP 246. Learning From Warren Buffett’s Personal Portfolio: Trade With a Margin of Safety
  2020-08-25 09:00:00
• EP 245. Competition: How to Judge The Durability of a Business
  2020-08-20 14:24:00
• EP 244. Lessons From Analyzing Past 100-Bagger Stocks
  2020-08-19 14:55:00
• EP 243. Gross Profits and Learning to Move up the Income Statement
  2020-08-18 04:37:00
• EP 242. Specialization as an Investor and Revisiting Spinoffs From The Past Few Years
  2020-08-07 09:33:00
• Ep 241. How Listening to “The Value Guys” Podcast Can Get You Out of Learning Mode and Into Practicing Mode
  2020-08-06 12:20:00
• Ep 240. When Dead Money Becomes a Great Investment. Stock Reratings Over a 10-Year Period
  2020-08-05 09:00:00
• Ep 239. What Does Warren Buffett Buying More BAC Say About Bank Stocks?
  2020-08-04 09:00:00
• Ep 238. How Would Joel Greenblatt Invest in This Market and Other Questions from Twitter
  2020-08-03 14:51:00
• EP 237. Peter Lynch and the Most Basic Form of Scuttlebutt
  2020-07-31 15:33:00
• Ep 236. Surviving Once a Decade Disasters: The Cost of Companies Not Keeping Enough Cash on Hand
  2020-07-30 13:38:00
• Ep 235. Q&A: Purchasing Power Parity, What Makes a Great Bank, NACCO, VTU, SPACs, and Other Questions
  2020-07-29 10:00:00
• Ep 234. Hindsight Is Always 20/20: What 34 Year Old Geoff Would Tell His Novice Investing Self
  2020-07-28 10:00:00
• Ep 233. Revisiting the Most Common Stocks That People Ask About
  2020-07-15 15:55:00
• Ep 232. When Will Value Catch a Bid, Multiple Expansion, Process vs. Outcome, and other Questions
  2020-07-14 14:31:00
• Ep 231. Handicapping Stocks: Winnowing a Stock List to Fit the Distance of the Business Horse Race You’re Really Betting on
  2020-07-13 15:47:00
• Ep 230. The Art of Capital Re-Allocation - How Warren Buffett Got Rich
  2020-07-11 03:54:00
• Ep 229. The Second-Half Of Our Research Trip: Our Final Thoughts
  2020-07-08 14:57:00
• Ep 228. Do As We Say, Or Do As We Do: Times When We’ve Broken Our Own Rules
  2020-07-06 03:00:00
• Ep 227. Revisiting Stocks Written Up on Focused Compounding
  2020-07-04 03:25:00
• Ep 226. Tricky Stocks: Why Analyzing Asset Plays Is so Hard
  2020-07-01 12:09:00
• Ep 225. Speculation vs. Investment: Ben Graham’s definition, Geoff’s definition
  2020-06-30 10:00:00
• Ep 224. The First Half of Our Research Trip: Our Takeaway
  2020-06-29 02:48:00
• Ep 223. What’s My Upside? How to Break Down Where Your Return Can Come From
  2020-06-26 01:26:00
• Ep 222. The Process of Due Diligence AFTER You Buy a Stock
  2020-06-23 13:59:00
• Ep 221. Capital Allocation, Smaller Stock Advantages, FANG, and Debt
  2020-06-20 19:15:00
• Ep 220. Defense in Depth: Finding multiple margins of safety in the same stock
  2020-06-18 15:05:00
• Ep 219. Credit Conditions and the Stock Market: Why this matters for you, the individual stock picker
  2020-06-17 14:37:00
• Ep 218. What if the Value Gap Never Closes?
  2020-06-16 20:53:00
• Ep 217. Investing Books: Andrew and Geoff’s Favorites – Some Obscure Ones
  2020-06-12 16:38:00
• Ep 216. Story stocks: The Main Street Story vs. The Wall Street Story
  2020-06-11 15:33:00
• Ep 215. Inefficient Markets: Common Reasons Why Stocks Get Mispriced
  2020-06-10 13:15:00
• Ep 214. Going Beyond Just Good vs. Bad: How to Get a 360 Degree View of a Business
  2020-06-04 15:34:00
• Ep 213. Surviving Your Slump: How to Stay Sane When Prices are High and Value Investing Isn’t Working
  2020-06-02 09:54:00
• Ep 212. How to Identify and Think About Operating Leverage
  2020-05-30 17:06:00
• Ep 211. Learning From Phil Fisher to Improve Your Own Investing Process
  2020-05-28 20:06:00
• Ep 210. At What Point During Research Is It Time to Actually Buy a Stock
  2020-05-27 19:56:00
• Ep 209. Decision Making, Stock Buybacks, Stock Metrics, DCFs, and Other Questions From Twitter
  2020-05-26 23:50:00
• Ep 208. Rule of 240: How to Work Backwards From a Future 10-Bagger to Today’s Stock Price
  2020-05-22 12:30:00
• Ep 207. Investing During High Inflation: Which Stocks Work Best and Which Stocks Work Worst?
  2020-05-20 22:23:00
• Ep 206. How the Do You Read a 10k?
  2020-05-20 00:32:00
• Ep 205. Coffee Can Portfolio: What Really Happens If You Buy Just One Stock a Year and Hold It Forever?
  2020-05-18 21:12:00
• Ep 204. Dividend Stocks, DCF’s. Graham vs. Munger, and Other Questions From Twitter
  2020-05-11 20:37:00
• Ep 203. How to Value Stocks and Think About Intrinsic Value During a Recession
  2020-05-08 19:04:00
• Ep 202. ROIC, Intrinsic Value, Investing Time Horizon, and Other Questions From Twitter
  2020-05-06 21:40:00
• Ep 201. Key Takeaways From The Berkshire Hathaway Meeting
  2020-05-04 22:51:00
• Ep 200.The Current Market, Interest Rates, and Investing Through Recessions
  2020-05-01 21:47:00
• Ep 199. The Correlation of an Industry and Individual Stock Performance
  2020-04-30 03:19:00
• Ep 198. Biglari Holdings, AerCap, REITS Ponzi, Detecting Fraud, and Other Questions From Listeners
  2020-04-27 23:54:00
• Ep 197. Investing in Airlines/Airports, and Should the Government Bailout Companies?
  2020-04-24 23:46:00
• Ep 196. Porter’s 5 Forces and Measuring a Stock’s Moat
  2020-04-22 23:35:00
• Ep 195. Oil Price Collapse, Beta and Overlooked Stocks, The Current Stock Market, and Business Valuation
  2020-04-20 23:02:00
• Ep 194. Looking Over Warren Buffett’s Lehman Brothers 10k
  2020-04-19 16:29:00
• Ep 193. Net-Net Investing, Great Businesses, Snap Judgements, and Other Investing Questions from Twitter
  2020-04-13 22:20:00
• Ep 192. Investing in Net-Nets in The Current Market Environment
  2020-04-10 22:46:00
• Ep 191. Is The Stock Market Acting like 1929 Crash and Investing in Serial Acquirers
  2020-04-08 22:40:00
• Ep 190. Our Thoughts on Jamie Dimon’s Shareholder Letter and Investing in Bank Stocks
  2020-04-07 23:13:00
• Ep 189. Investing in a Turbulent Market and Answering Questions From Listeners
  2020-04-06 23:09:00
• Ep 188. Buying Stocks That Are Closed For Business and Warren Buffett Selling Airlines
  2020-04-03 22:23:00
• Ep 187. Our Thoughts on Howard Marks’ Latest Memo and Going Over a Cheap Stock
  2020-04-01 21:41:00
• Ep 186. Revisiting 9 Overlooked Stocks From Geoff’s Watchlist
  2020-03-31 23:02:00
• Ep 185. Investing in Oil, Tobacco, and Other Blue Chip Stocks During Market Downturn
  2020-03-30 21:50:00
• Ep 184. The Pending Jobs Report and Geoff’s Thoughts on Investing in FANG
  2020-03-25 22:37:00
• Ep 183. Trump Reopening The Economy and Buying a Diversified Basket of Distressed Stocks
  2020-03-24 21:57:00
• Ep 182. Continued Turmoil on Wall Street and a Cheap Stock to Think About Investing In
  2020-03-23 21:53:00
• Ep 181. Stock Market Update and Cheap Stocks to Buy
  2020-03-21 01:17:00
• Ep 180. The CoronaVirus, Current Market, Stocks to Buy, and Games Workshop
  2020-03-19 22:44:00
• Ep 179. CoronaVirus, Stock Market Crash, Bank Stocks, Bill Ackman, and More
  2020-03-18 22:01:00
• Ep 178. Revisiting Stocks Written-Up On Focused Compounding After Market Sell-Off
  2020-03-10 14:29:00
• Ep 176. How to Value Stocks and Think About Intrinsic Value
  2020-03-05 05:09:00
• Ep 175. Analyzing Entertainment Stocks After Coronavirus Market Sell-Off
  2020-03-03 10:20:00
• Ep 174. Reading 10ks, ScuttleButt, Retained Earnings, DCF’s, and Other Questions from Twitter
  2020-02-28 16:06:00
• Ep 173. Analyzing a 10k and Valuing an Insurance Stock
  2020-02-27 14:56:00
• Ep 172. Key Takeaways From Warren Buffett’s 2019 Shareholder Letter
  2020-02-26 10:00:00
• Ep 170. How to Think About ROE, ROA, ROIC and ROIIC
  2020-02-21 06:21:00
• Ep 169. How to Read and Interpret a Balance Sheet
  2020-02-20 17:21:00
• Ep 168. Investing in Bank Stocks - Going Through CFR’s 10k
  2020-02-18 10:00:00
• Ep 167. The Art of Finding Stock Ideas
  2020-02-14 10:00:00
• Ep 166. How to Read the Cash Flow Statement: The Most Important Statement
  2020-02-12 10:00:00
• Ep 165. Going Through Geoff’s Marked-Up 10k of Transcat
  2020-02-09 20:10:00
• Ep 164. Snap Judgments: GANS, PLOW, BKE, EGOV, and PLAY
  2020-02-05 15:15:00
• Ep 163. Investing in Stocks: 47 Minute Walk-Through of a 10k
  2020-02-03 22:56:00
• Ep 162. Good Debt vs. Bad Debt: How Much Leverage is Too Much?
  2020-01-31 15:11:00
• Ep 161. The Art Of NOT Selling a Stock
  2020-01-29 10:00:00
• Ep 160. Snap Judgements: VTSI, PMD, BJRI, BGS, and CAKE
  2020-01-27 21:13:00
• Ep 159. Trey Henninger of DIYINVESTING Talks about His Investing Process and ETM, NFPC, and PLWN
  2020-01-24 10:00:00
• Ep. 158. Snap Judgements: SMDM, FSCR, ATUSF, CODA, and KFRC
  2020-01-22 16:49:00
• Ep 157. Using Historical Financials to Your Advantage: What We’re Trying to Get From Financial Statements
  2020-01-20 10:00:00
• Ep 156. How to Avoid Value Traps and Melting Ice Cubes
  2020-01-14 18:30:00
• Ep 155. Our Biggest Mistakes as Investors, and How We’ve Improved
  2020-01-06 13:23:00
• Ep 154. Process Over Outcome - How to Build the Right Process to Become a Great Investor
  2020-01-02 16:37:00
• Ep 153. Snap Judgements: MHGU, CTEK, VALU, and LOTB
  2019-12-31 16:22:00
• Ep 152. How Andrew Finds Stocks for Geoff to Research
  2019-12-20 10:00:00
• Ep 151. Snap Judgements: INSG, THO, SBGI, EAF, and SKAS
  2019-12-18 10:00:00
• Ep 150. Answering Investing Questions from Twitter
  2019-12-16 10:00:00
• Ep 149. Snap Judgments: IHC, SMIT, WINA, PAYS, STLJF
  2019-12-13 10:00:00
• Ep 148. Business Models We Like and Business Models We Don’t Like
  2019-12-09 10:00:00
• Ep 147. Going Over 5 Stocks: Sydney Airport, F.W. Thorpe, Gamehost, Vitreous Glass, A-Mark Precious Metals
  2019-12-06 10:00:00
• Ep 146. Valuing Stocks, and How we think About Returns
  2019-12-04 10:00:00
• Ep 145. Snap Judgements - Magic Formula Edition - TZOO, KFY, HRB, DHX, and GTX
  2019-12-02 10:00:00
• Ep 144. Snap Judgements: MLR, MATX, BADFF, EQGPF, GHIFF
  2019-11-26 10:00:00
• Ep 143. The Bullcase for Investing in Burford Capital with Stephen Gamble
  2019-11-25 10:00:00
• Ep 142. Our Thoughts on Spinoffs and What we think about Them Going Forward
  2019-11-22 10:00:00
• Ep 141. How We Find Stock Ideas
  2019-11-20 10:00:00
• Ep 140. Snap Judgements on Stocks From Twitter
  2019-11-17 21:57:00
• Ep 139. Portfolio Allocation – Selling a Position to Buy a New Stock
  2019-11-13 10:00:00
• Ep 138. Investing in Stocks with Bargaining Power
  2019-11-12 10:00:00
• Ep 137. Our First 5 Minutes on 5 Stocks: LRN, SCVL, ETH, WNC and JVA
  2019-11-11 10:00:00
• Ep 136. Superinvestor Series: Charlie Munger
  2019-11-10 10:00:00
• Ep 135. Appraising a Stock: How we Valued $OTCM
  2019-11-09 10:00:00
• Ep 134. Revisiting Geoff’s Recent Investing Writeups: AMRK, DJCO, PMD and VTU
  2019-11-08 10:00:00
• Ep 133. Why Reading Business Books Will Make You a Better Investor, and What We’ve Been Reading Lately
  2019-11-07 10:00:00
• Ep 132. Analyzing an Income Statement: How to Think Above the Bottom Line - and Profit from It
  2019-11-06 10:00:00
• Ep 131. Snap Judgments: Our First 5-Minutes on 5 Stocks
  2019-11-05 22:06:00
• Ep 130. Answering Investing Questions From Twitter @FocusedCompound
  2019-11-04 23:05:00
• Ep 129. Why Buy and Hold Rarely Works: Portfolio Turnover the Warren Buffett Way vs. the Peter Lynch Way
  2019-10-31 10:00:00
• 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
  2019-10-29 10:00:00
• Ep 127. Free Cash Flow Plus Growth: Investing the Warren Buffett Way
  2019-10-24 13:27:00
• Ep 126. The Only Way That Buy and Hold Ever Works: How Compounders Create Value
  2019-10-22 10:00:00
• Ep 125. Investing in Bank Stocks: Why Interest Rates and the Yield Curve Matter
  2019-10-17 13:59:00
• Ep 124. How to Read a 10k
  2019-10-15 14:09:00
• Ep 123. Investing Other People’s Money: Float, Deposits, Backlog, & AUM
  2019-10-11 14:08:00
• Ep 122. How to Read a Balance Sheet
  2019-10-08 10:00:00
• Ep 121. Investing in Stocks: ROC, ROE, ROIC, ROIIC
  2019-10-03 15:44:00
• Ep 120. Focused Compounding Q3 Results +9.6% | +37.8% YTD
  2019-10-02 10:00:00
• Ep 119. Investing Mistakes, Creative Things We’ve Done For Research, DCF’s, Screens, Projections, and Other Questions From Twitter
  2019-10-01 10:00:00
• Ep 118. How to Read a Cash flow Statement - The MOST Important Statement
  2019-09-26 15:25:00
• Ep 117. Why Investors Are Hardwired to Keep Making The Same Mistakes - REITS, MLPs, IPOs, Shorting Good Stocks, and More
  2019-09-24 14:36:00
• 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
  2019-09-19 12:13:00
• Ep 115. Mr. Market from Chapter 8 in The Intelligent Investor by Benjamin Graham
  2019-09-17 08:00:00
• Ep 114. All About Investing in Insurance Stocks
  2019-09-12 19:23:00
• Ep 113. Investing in Stocks: Monarch Cement $MCEM
  2019-09-10 10:00:00
• Ep 112. Investment Qualities That Make a Great Investor from Peter Cundill and How to Develop Them
  2019-09-03 13:48:00
• Ep 111. Warren Buffett’s Investment Filters, Hurdle Rate, Financial Models, and Alice Schroeder
  2019-08-29 10:00:00
• Ep 110. Energy Stocks, NACCO, Replacement Value, Valuing Stocks, and Thoughts on the Warren Buffett Partnership Fee Structure
  2019-08-27 14:54:00
• Ep 109. Upcoming Spinoffs, Information Overload, Portfolio Allocation, and Walking Through an Appraisal
  2019-08-22 13:32:00
• Ep 108. Investing, Market Cycles, Tesla, Portfolio Management, and Life With Vitaliy Katsenelson From Investment Management Associates
  2019-08-20 10:00:00
• Ep 107. Interest Rates, Discount Rates, The Market Cycle, Tariffs, WeWork, and Much More
  2019-08-15 10:00:00
• Ep 106. Our Thoughts on NACCO, KLXI, Selling, Currency Over/Under Valuation, and The Big Mac Index
  2019-08-13 10:00:00
• Ep 105. EV-EBITDA for Handicapping Stocks, Compensation for Management, Competitive Advantages, and Geoff’s Best Investment Ever
  2019-08-08 10:06:00
• Ep 104. Our Daily Routine
  2019-08-06 14:48:00
• Ep 102. Stocks to Research from Our Watchlist
  2019-07-30 03:26:00
• Ep 101. Talking About Stocks on the Focused Compounding Gazette
  2019-07-23 14:17:00
• Ep 100. What We Look For in Management, How We Judge Management, Compensation, Capital Allocation, and Much More
  2019-07-18 10:00:00
• Ep 99. Analyzing Stocks, Moats, Research, Advice to New Investors and Cigar Butts vs Quality Businesses
  2019-07-16 13:21:00
• Ep 98. Focus, Deep Work, and Reading Books/10ks,
  2019-07-11 10:00:00
• Ep 97. Pari-Mutual System, Probabilities, and Handicapping a stock
  2019-07-04 14:13:00
• Ep 96. All About Investing in Banks
  2019-07-02 10:48:00
• Ep 95. International Stocks, Screening, FCF and NI, Managing Money, and Much More
  2019-06-27 11:25:00
• Ep 93. Investing Mistakes, Passing on NFLX, Coefficient Variation and Reading the Footnotes
  2019-06-18 12:08:00
• Ep 92. Growth vs. Value, Magical Formula vs. The Acquires Multiple, Shareholder Value in Dark Stocks and Investor Letters We Like
  2019-06-13 13:21:00
• Ep 91. Stock Talk: North American Energy Partners ($NOA) With Alex Middleton
  2019-06-11 13:43:00
• Ep 90. All About Illiquid Stocks, Our Thoughts on LEAPS and Talking About Merger Arbitrage
  2019-06-06 15:58:00
• Ep 89. Sonics & Materials Inc: A Profitable Net-Net Building A Cash Pile with Luke Elliott
  2019-06-04 14:51:00
• Ep 88. All About Berkshire Hathaway’s 2019 Shareholder Meeting and Other Thoughts on the Company Going Forward
  2019-05-30 14:02:00
• Ep 87. Favorite Psychology Books, Career Advice, Specialization, Moats and Becoming a Better Investor
  2019-05-23 15:54:00
• Ep 86. Berkshire Meeting, 10k’s, Books We Reread Often, ROE/ROCE, Inflation and Much More
  2019-05-16 16:30:00
• Ep 85. Using Volatility to Your Advantage
  2019-05-09 15:44:00
• Ep 84. Discount rates, Is there a place for Lower return investments in a portfolio, and Geoffs thoughts on regional banks and Majestic Wines
  2019-05-02 13:47:00
• Ep 83. All About Overlooked Stocks
  2019-04-25 14:15:00
• Ep 82. Focused Compounding Capital Management, Auditing the Accounting in Dark Stocks, Bidding for Illiquid Stocks, Spinoffs, and How We Think About O...
  2019-04-11 20:22:00
• Ep 81. Value vs. Book Value, Investing in Other Countries, and How to Prejudge a Stock
  2019-04-04 16:09:00
• Ep 80. Avoiding Confirmation Bias, Doing Research, Changes to Investing Style, and Much More
  2019-03-22 15:16:00
• Ep 79. Cloning Super Investors, Alpha, Investing Without the Internet and the Next 30 years
  2019-03-15 15:52:00
• Ep 78. Buffetts Berkshire Letter
  2019-03-07 21:03:00
• Ep 77. Insider Ownership, Institutional ownership, Moats, and Other Questions From Listeners
  2019-02-28 15:59:00
• Ep 76. Common Mistakes Investors Make
  2019-02-06 16:01:00
• Ep 75. Our 5 Investing Filters
  2019-01-24 16:42:00
• Ep 74. Our Research Pipeline
  2019-01-17 02:18:00
• Ep 73. Revisiting Geoffs Initial Interest posts -- USLM, REZI, PCOA, KEWL, MLP, GRBK, VULC
  2019-01-09 16:33:00
• Ep 72. Guarding Against Attachment Bias, Updates on Stocks, Our Thoughts On Facebook, and More Questions From Listeners
  2018-12-12 18:47:00
• Ep 71. Oil, Running a Public Company, and the Business of Life with Jeff Johnson - CEO of Epus Global Energy
  2018-12-05 12:50:00
• Ep 70. Cyclical Stocks, BWXT, Buy and Hold Forever, Timberland, Portfolio Decisions, and Other Questions From Twitter
  2018-11-28 13:40:00
• Ep 69. Talking MicroCap Investing with MicroCapClub’s Ian Cassel
  2018-11-14 11:27:00
• Ep 68. Talking Deep Value Investing in Japanese stocks with Clayton Young
  2018-10-31 16:14:00
• Ep 67. Revisiting ALL of Geoff’s Singular Diligence Reports
  2018-10-24 12:05:00
• Ep 66. Checking Stock Prices, Detecting Frauds, Avoiding Behavioral Biases, and other FAQs
  2018-10-17 14:13:00
• Ep 65. His Investing Process, Being Short Tesla, and His Path to Starting Artko Capital with Peter Rabover
  2018-10-10 06:00:00
• Ep 64. Oddball Stocks, Investing in Banks, Why Price Is The Most Important Information Point, and Much More with Nate Tobik
  2018-10-03 13:02:00
• Ep 63. Good vs. Bad When It Comes to Business, Management, Incentives, Accounting, and A lot More
  2018-09-26 12:24:00
• Ep 62. SuperInvestor Series: Joel Greenblatt
  2018-09-19 02:15:00
• Ep 61. The Most Important Concept For Investors: Deep Work
  2018-09-12 16:01:00
• Ep 60. Mental Models, Investing, Sleep and Much More With Samir Patel from Askeladden Capital
  2018-09-05 11:54:00
• Ep 59. Investing in Turnarounds, Outperformance Anxiety, Value Investing in the 21st Century, and Why We Don’t Short
  2018-08-29 14:56:00
• Ep 58. Checklist For Going Beyond the 10K
  2018-08-22 14:42:00
• Ep 57. Our Real Life Investing Checklist
  2018-08-15 14:16:00
• Ep 56. Volatility in Microcaps and ”Overlooked Stocks”
  2018-08-08 15:07:00
• Ep 55. Improving Your Reading Habits
  2018-08-01 16:31:00
• Ep 54. Let’s Talk About Macro Stuff...
  2018-07-25 14:46:00
• Ep 53. SuperInvestor Series: Warren Buffett
  2018-07-18 15:27:00
• Ep 52. Float and Where to Look For It
  2018-07-11 14:21:00
• Ep 51. Our Research Process
  2018-07-05 18:11:00
• Ep 50. Talking Entercom Communications with Focused Compounding Member Vetle Forsland
  2018-06-29 18:45:00
• Ep 49. Pattern Recognition in Investing
  2018-06-27 15:52:00
• Ep 48. Talking GameStop with Focused Compounding Member Vetle Forsland
  2018-06-25 02:01:00
• Ep 47. Good Net-Nets vs Bad Net-Nets
  2018-06-22 15:06:00
• Ep 46. The Importance of Temperament in Investing
  2018-06-20 14:00:00
• Ep 45. Mental Models for Life and Investing
  2018-06-18 14:38:00
• Ep 44. Stock-Writeups and Probabilities in Investing
  2018-06-15 15:10:00
• Ep 43. Investing in an Inflationary Environement
  2018-06-13 21:55:00
• Ep 42. Using Comparables to Value Companies
  2018-06-11 14:02:00
• Ep 41. FinTwit
  2018-06-08 12:44:00
• Ep 40. Value Trading - Does It Ever Make Sense?
  2018-06-06 15:27:00
• Ep 39. Hamilton Beach Brands Co
  2018-06-04 14:33:00
• Ep 38. Becoming a Better Investor, Accounting, and DCF’s
  2018-06-01 15:04:00
• Ep 37. All About Our Podcast
  2018-05-30 15:03:00
• Ep 36. Do We Prefer Companies That Are Controlled by the Founder?
  2018-05-28 14:19:00
• Ep 35. Focused Compounding Capital Management
  2018-05-25 15:40:00
• Ep 34. Your Edge as a Long Term Investor
  2018-05-23 17:11:00
• Ep 33. Getting to Know Andrew and Geoff
  2018-05-20 20:34:00
• Ep 32. Investing With a Catalyst
  2018-05-17 15:02:00
• Ep 31. Investing in ”Overlooked Stocks”
  2018-05-14 15:18:00
• Ep 30. Famous Investors to Follow
  2018-05-10 14:01:00
• Ep 29. Books for Becoming Better Investors
  2018-05-07 13:13:00
• Ep 28. Scuttlebutt Investing
  2018-05-03 14:16:00
• Ep 27. Questions From Listeners, $KEWL, Tobacco Stocks, and FANG
  2018-04-30 14:47:00
• Ep 26. Sharpening Your Accounting Skills
  2018-04-26 14:24:00
• Ep 25. Researching a Stock and Reading a 10k
  2018-04-23 13:33:00
• Ep 24. Value Traps and How to Avoid Them
  2018-04-19 16:54:00
• Ep 23. Japanese Net-Nets, Movado and Fossil, and a Discussion on Short Selling
  2018-04-16 15:57:00
• Ep 22. Tandy Leather Factory (TLF)
  2018-04-12 04:16:00
• Ep 21. NACCO industries, Inc $NC
  2018-04-09 02:29:00
• Ep 20. Habits For Becoming a Better Investor
  2018-04-05 14:54:00
• Ep 19. All About Moats
  2018-04-02 14:24:00
• Ep 18. The Two Types of Value Investing: Cheap vs. Quality
  2018-03-29 14:27:00
• Ep 17. Investing in Net-Nets
  2018-03-26 13:50:00
• Ep 16. Investing in Spinoffs
  2018-03-22 15:47:00
• Ep 15. Q&A from Listeners: Part 3
  2018-03-19 02:23:00
• Ep 14. Omnicom Group $OMC
  2018-03-15 03:55:00
• Ep 13. What is Focused Compounding?
  2018-03-12 23:41:00
• Ep 12. Q&A from Listeners: Part 2
  2018-03-12 13:20:00
• Ep 11. Concentration vs. Diversification
  2018-03-08 15:59:00
• Ep 10. Post-Mortem on Breeze-Eastern ($BZC)
  2018-03-05 14:09:00
• Ep 9. Q&A from Listeners
  2018-03-01 15:18:00
• Ep 8. Post-Mortem on Weight Watchers $WTW
  2018-02-26 22:39:00
• Ep 7. Cheesecake Factory $CAKE
  2018-02-26 22:30:00
• Ep 6. Q&A From Members
  2018-02-26 22:24:00
• Ep 5. Cullen/Frost Bankers, Inc. $CFR
  2018-02-26 22:23:00
• Ep 4. Q&A from Twitter
  2018-02-26 22:08:00
• Ep 3. Volatility In The Markets
  2018-02-26 22:07:00
• EP 2. NIC, Inc. $EGOV
  2018-02-26 18:26:00
• Ep 1. Intro Q&A
  2018-02-23 17:25:00