Focused Compounding

455 Jaksot

1. Ep 236. Surviving Once a Decade Disasters: The Cost of Companies Not Keeping Enough Cash on Hand

   Julkaistiin: 30.7.2020
2. Ep 235. Q&A: Purchasing Power Parity, What Makes a Great Bank, NACCO, VTU, SPACs, and Other Questions

   Julkaistiin: 29.7.2020
3. Ep 234. Hindsight Is Always 20/20: What 34 Year Old Geoff Would Tell His Novice Investing Self

   Julkaistiin: 28.7.2020
4. Surviving Once a Decade Disasters: The Cost of Companies Not Keeping Enough Cash on Hand

   Julkaistiin: 26.7.2020
5. Revisiting the Most Common Stocks That People Ask About

   Julkaistiin: 15.7.2020
6. When Will Value Catch a Bid, Multiple Expansion, Process vs. Outcome, and other Questions

   Julkaistiin: 14.7.2020
7. Handicapping Stocks: Winnowing a Stock List to Fit the Distance of the Business Horse Race You're Really Betting on

   Julkaistiin: 13.7.2020
8. The Art of Capital Re-Allocation - How Warren Buffett Got Rich

   Julkaistiin: 11.7.2020
9. The Second-Half Of Our Research Trip: Our Final Thoughts

   Julkaistiin: 8.7.2020
10. Do As We Say, Or Do As We Do: Times When We've Broken Our Own Rules

    Julkaistiin: 6.7.2020
11. Revisiting Stocks Written Up on Focused Compounding

    Julkaistiin: 4.7.2020
12. Tricky Stocks: Why Analyzing Asset Plays Is so Hard

    Julkaistiin: 1.7.2020
13. Speculation vs. Investment: Ben Graham's definition, Geoff's definition

    Julkaistiin: 30.6.2020
14. The First Half of Our Research Trip: Our Takeaway

    Julkaistiin: 29.6.2020
15. What’s My Upside? How to Break Down Where Your Return Can Come From

    Julkaistiin: 26.6.2020
16. The Process of Due Diligence AFTER You Buy a Stock

    Julkaistiin: 23.6.2020
17. Capital Allocation, Smaller Stock Advantages, FANG, and Debt

    Julkaistiin: 20.6.2020
18. Defense in Depth: Finding multiple margins of safety in the same stock

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

    Julkaistiin: 17.6.2020
20. What if the Value Gap Never Closes?

    Julkaistiin: 16.6.2020