Focused Compounding

455 Jaksot

1. Ep 401. Macro for Value Investors: What Alice Schroeder Means by ’Buffett Cares about Macro’

   Julkaistiin: 6.9.2023
2. Ep 400. Where Does Your Return Come From: Yield, Growth, and Multiple Expansion, and the Difference Between Speculation and Investing

   Julkaistiin: 4.9.2023
3. Ep 399. Berkshire Hathaway’s Homebuilder Investment, Market Positioning, and Assessing Business Profit Persistency

   Julkaistiin: 20.8.2023
4. Ep 398. The Financial History of General Motors with Capital Allocation Author, Jacob McDonough

   Julkaistiin: 28.7.2023
5. Ep 397. The Financial History of GEICO with Capital Allocation Author, Jacob McDonough

   Julkaistiin: 8.7.2023
6. Ep 396. Box Office Flops, Cinemark’s Valuation, and Revisiting Overlooked Bank Stocks

   Julkaistiin: 1.7.2023
7. Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter

   Julkaistiin: 16.6.2023
8. Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On

   Julkaistiin: 9.6.2023
9. Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing

   Julkaistiin: 2.6.2023
10. Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators

    Julkaistiin: 26.5.2023
11. Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast

    Julkaistiin: 19.5.2023
12. Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM

    Julkaistiin: 12.5.2023
13. Ep 389. Interest Rate Hike, Credit Suisse’s Failure, and Other Banking + Economic Risks on the Horizon

    Julkaistiin: 24.3.2023
14. Ep 388. SVB Financial Collapse, Modern Bank Runs, and The Future of Regional Banks

    Julkaistiin: 17.3.2023
15. Ep 387. Bank Stock Sell-Offs, Higher Interest Rates, and JetBlue + Spirit Airlines Merger Arbitrage

    Julkaistiin: 10.3.2023
16. Ep 386. Takeaways from Warren Buffett’s Shareholder Letter and Analyzing Ted Weschler’s Dillards Investment

    Julkaistiin: 3.3.2023
17. Ep 385. 5 Years of Podcasting, Theme Park Industry in 2023, Munger DJCO Meeting, and Berkshire’s 13-F

    Julkaistiin: 24.2.2023
18. Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition

    Julkaistiin: 10.2.2023
19. Ep 383. Fed Raised Interest Rates, Market Cycles, Multi Strat Portfolio, & Airlines Look Cheap

    Julkaistiin: 3.2.2023
20. Ep 382. Franchise Value, The Secret to Geoff Gannon’s Investing, and Analyzing Airline Stocks

    Julkaistiin: 27.1.2023