Focused Compounding

459 Epizód

1. Ep 405. Merger Arbitrage: Spirit Airlines vs. Albertsons

   Közzétéve: 2023. 09. 20.
2. Ep 404. The Number One Trait of Top Investors: A Money Mindset

   Közzétéve: 2023. 09. 18.
3. Ep 403. Investing the Peter Lynch Way

   Közzétéve: 2023. 09. 13.
4. Ep 402. Uncovering Warren Buffett’s Investments in Japan

   Közzétéve: 2023. 09. 11.
5. Ep 401. Macro for Value Investors: What Alice Schroeder Means by ’Buffett Cares about Macro’

   Közzétéve: 2023. 09. 06.
6. Ep 400. Where Does Your Return Come From: Yield, Growth, and Multiple Expansion, and the Difference Between Speculation and Investing

   Közzétéve: 2023. 09. 04.
7. Ep 399. Berkshire Hathaway’s Homebuilder Investment, Market Positioning, and Assessing Business Profit Persistency

   Közzétéve: 2023. 08. 20.
8. Ep 398. The Financial History of General Motors with Capital Allocation Author, Jacob McDonough

   Közzétéve: 2023. 07. 28.
9. Ep 397. The Financial History of GEICO with Capital Allocation Author, Jacob McDonough

   Közzétéve: 2023. 07. 08.
10. Ep 396. Box Office Flops, Cinemark’s Valuation, and Revisiting Overlooked Bank Stocks

    Közzétéve: 2023. 07. 01.
11. Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter

    Közzétéve: 2023. 06. 16.
12. Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On

    Közzétéve: 2023. 06. 09.
13. Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing

    Közzétéve: 2023. 06. 02.
14. Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators

    Közzétéve: 2023. 05. 26.
15. Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast

    Közzétéve: 2023. 05. 19.
16. Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM

    Közzétéve: 2023. 05. 12.
17. Ep 389. Interest Rate Hike, Credit Suisse’s Failure, and Other Banking + Economic Risks on the Horizon

    Közzétéve: 2023. 03. 24.
18. Ep 388. SVB Financial Collapse, Modern Bank Runs, and The Future of Regional Banks

    Közzétéve: 2023. 03. 17.
19. Ep 387. Bank Stock Sell-Offs, Higher Interest Rates, and JetBlue + Spirit Airlines Merger Arbitrage

    Közzétéve: 2023. 03. 10.
20. Ep 386. Takeaways from Warren Buffett’s Shareholder Letter and Analyzing Ted Weschler’s Dillards Investment

    Közzétéve: 2023. 03. 03.