Focused Compounding

459 Epizód

1. Ep 385. 5 Years of Podcasting, Theme Park Industry in 2023, Munger DJCO Meeting, and Berkshire’s 13-F

   Közzétéve: 2023. 02. 24.
2. Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition

   Közzétéve: 2023. 02. 10.
3. Ep 383. Fed Raised Interest Rates, Market Cycles, Multi Strat Portfolio, & Airlines Look Cheap

   Közzétéve: 2023. 02. 03.
4. Ep 382. Franchise Value, The Secret to Geoff Gannon’s Investing, and Analyzing Airline Stocks

   Közzétéve: 2023. 01. 27.
5. Ep 381. Disney and Nelson Peltz, Carvana’s Fall, Pair Trading Strategies, and Charlie Munger’s Top 3 Places to Find Stocks

   Közzétéve: 2023. 01. 20.
6. Ep 380. Stock Market Valuation, Deposit Contraction + Financials, and An Activist Campaign Against Six Flags

   Közzétéve: 2023. 01. 06.
7. Ep 379. Remembering 2022, Thoughts on FTX & SBF Debacle, and Predictions for 2023

   Közzétéve: 2022. 12. 28.
8. Ep 378. The Best Warren Buffett Stock Screener, Questions from Twitter, and Building Conviction in Your Investments

   Közzétéve: 2022. 12. 23.
9. Ep 377. Inflation Print, Fed Raised Interest Rates, Reading, and Howard Marks’s New Memo

   Közzétéve: 2022. 12. 16.
10. Ep 376. Bob Iger Is Back at Disney, the Perfect Stock, and Snap Judgments From Twitter

    Közzétéve: 2022. 12. 09.
11. Ep 375. Q&A: Buffett’s Best Investment, Distributor Stocks, P/E Contraction, Net Nets, etc.

    Közzétéve: 2022. 11. 18.
12. Ep 374. Tech Layoffs, Recessions, Microcap Screener, and Thoughts on the Rollup Biz Model

    Közzétéve: 2022. 11. 11.
13. Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener

    Közzétéve: 2022. 11. 04.
14. Ep 372. S&P 500 is Down 25% YTD, FAANG, Interest Rates, International Stocks, and Other Questions from Twitter

    Közzétéve: 2022. 10. 14.
15. Ep 371. Bank of England Emergency, Cheap UK Stocks, Interest Rates, and US Insurance Companies

    Közzétéve: 2022. 09. 29.
16. Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter

    Közzétéve: 2022. 09. 19.
17. Ep 369. Interest Rates, US Deficit, and the First 8 Things to Look at When Researching a Stock

    Közzétéve: 2022. 09. 07.
18. Ep 368. Favorite Buffett Lessons, Yield Curve, Inflation, Management Teams, & Matching a Style to Your Personality

    Közzétéve: 2022. 09. 05.
19. Ep 367. Fed Funds Rate, Celsius Deal, FCF + Growth, Bargaining Power, & The Best Business Advantages

    Közzétéve: 2022. 08. 03.
20. Ep 366. Microsoft + Netflix, Advice for New Investors, Buffett/Munger, and Testing Bargaining Power

    Közzétéve: 2022. 07. 27.