Focused Compounding

459 Episoder

1. Capital Allocation, Smaller Stock Advantages, FANG, and Debt

   Publisert: 20.6.2020
2. Defense in Depth: Finding multiple margins of safety in the same stock

   Publisert: 18.6.2020
3. Credit Conditions and the Stock Market: Why this matters for you, the individual stock picker

   Publisert: 17.6.2020
4. What if the Value Gap Never Closes?

   Publisert: 16.6.2020
5. Investing Books: Andrew and Geoff’s Favorites – Some Obscure Ones

   Publisert: 12.6.2020
6. Story stocks: The Main Street Story vs. The Wall Street Story

   Publisert: 11.6.2020
7. Inefficient Markets: Common Reasons Why Stocks Get Mispriced

   Publisert: 10.6.2020
8. The Best Valuation Method for a Company, Benchmarking Yourself as an Investor, DCFs, and Other Questions from Twitter

   Publisert: 9.6.2020
9. How to Tell the Difference Between a Real Business and a Fraud

   Publisert: 9.6.2020
10. The Current Interest Rate Environment, Generating Investment Ideas, Margin of Safety, and Other Questions From Twitter

    Publisert: 8.6.2020
11. Going Beyond Just Good vs. Bad: How to Get a 360 Degree View of a Business

    Publisert: 4.6.2020
12. No Names Dropped: Adventures in Actually Talking to Management

    Publisert: 3.6.2020
13. Surviving Your Slump: How to Stay Sane When Prices are High and Value Investing Isn’t Working

    Publisert: 2.6.2020
14. Relative “Resulting”: The Good and Bad of Comparing Yourself to the S&P 500

    Publisert: 1.6.2020
15. How to Identify and Think About Operating Leverage

    Publisert: 30.5.2020
16. Learning From Phil Fisher to Improve Your Own Investing Process

    Publisert: 28.5.2020
17. Decision Making, Stock Buybacks, Stock Metrics, DCFs, and Other Questions From Twitter

    Publisert: 26.5.2020
18. Rule of 240: How to Work Backwards From a Future 10-Bagger to Today's Stock Price

    Publisert: 22.5.2020
19. Ep 207. Investing During High Inflation: Which Stocks Work Best and Which Stocks Work Worst?

    Publisert: 20.5.2020
20. Ep 206. How the Hell Do You Read a 10k?

    Publisert: 20.5.2020