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