Focused Compounding

Episodes:

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