Focused Compounding
Episodes
Ep 375. Q&A: Buffett’s Best Investment, Distributor Stocks, P/E Contraction, Net Nets, etc.
18 Nov 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is website for b...
Ep 374. Tech Layoffs, Recessions, Microcap Screener, and Thoughts on the Rollup Biz Model
11 Nov 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is website for b...
Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener
04 Nov 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is website for b...
Ep 372. S&P 500 is Down 25% YTD, FAANG, Interest Rates, International Stocks, and Other Questions from Twitter
14 Oct 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is website for b...
Ep 371. Bank of England Emergency, Cheap UK Stocks, Interest Rates, and US Insurance Companies
29 Sep 2022
Contributed by Lukas
Presentation: https://drive.google.com/file/d/1KiqCBLZNEt5viDJKZxX6AsXVs4FD2ZlI/view?usp=sharing QuickFS Link: https://quickfs.net/?via=focused ...
Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter
19 Sep 2022
Contributed by Lukas
Presentation: https://drive.google.com/file/d/1Dnz6f5Ym7FpT88y30JgENB7310pnETQQ/view?usp=sharing QuickFS Link: https://quickfs.net/?via=focused ...
Ep 369. Interest Rates, US Deficit, and the First 8 Things to Look at When Researching a Stock
07 Sep 2022
Contributed by Lukas
Presentation: https://drive.google.com/file/d/1SImDgLmrd8t2s_dCM6RCVDRe8nxs3Fov/view?usp=sharing QuickFS Link: https://quickfs.net/?via=focused ...
Ep 368. Favorite Buffett Lessons, Yield Curve, Inflation, Management Teams, & Matching a Style to Your Personality
05 Sep 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, ...
Ep 367. Fed Funds Rate, Celsius Deal, FCF + Growth, Bargaining Power, & The Best Business Advantages
03 Aug 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, ...
Ep 366. Microsoft + Netflix, Advice for New Investors, Buffett/Munger, and Testing Bargaining Power
27 Jul 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, ...
Ep 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection
14 Jul 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, ...
Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile
07 Jul 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, ...
Ep 363. Currency Swings, Naked Wines, Buffett + OXY, & Valuing Stocks using FCF + Growth
29 Jun 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, ...
Ep 362. Value Stock vs. Value Trap: The Importance of Business Momentum
22 Jun 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, ...
Ep 361. Recent Inflation Print, Bear Market, and Focusing on Settled Industries
15 Jun 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, ...
Ep 360. Natural Gas, Inflation, Elon Musk + Twitter, and How Do You Know if Capital Allocation Has Created Value?
08 Jun 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, ...
Ep 359. Serial Acquirers: Good vs. Bad, Long-term Returns, Are Movie Theaters Back? & Market Update
01 Jun 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive...
Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex
26 May 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive...
Ep 357. Berkshire’s 13-F, JetBlue’s Hostile Takeover, Paying High P/S, and Profitable Growth vs. Unprofitable Growth
18 May 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, ...
Ep 356. Tech Crash, Stock-based Comp, Yield Curve, and Bank Stocks
11 May 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, ...
Ep 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter
09 May 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, ...
Ep 354. Consolidation in Banking, Growth in Unsettled Industries, Fees, and Managing Outside Capital
18 Mar 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, m...
Ep 353. Revisiting Geoff’s Singular Diligence Writeups
17 Mar 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, ...
Ep 352. Focusing in an Unfocused World
16 Mar 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, m...
Ep 351. Improving Deep Work + Focus, Buffett Buys OXY, TAM, Market Share, and Valuing Growth
10 Mar 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, ...
Ep 350. Market Volatility, Oil & Gas, Cruises, and a Look at Movie Theater Stocks
09 Mar 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, ...
Ep 349. Q&A: Illiquid Stocks, Deep Value, Underrated Industries, BNPL, & Moats in Big Tech
04 Mar 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, mem...
Ep 348. Warren Buffett’s 2021 Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts
03 Mar 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, mem...
Ep 347. Russia / Ukraine, International Investing, Have Rates Peaked? & Risk / Reward
02 Mar 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive...
Ep 346. Q&A: Investing Mistakes, Holding Compounders, ROIC, FCF + Growth
25 Feb 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive...
Ep 345. Russia invades Ukraine, AI Lending Platforms, Market Sell-Off, Now What?
24 Feb 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusiv...
EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?
23 Feb 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 343. Snap Judgments, Tobacco Stocks, and Upcoming Spinoffs
18 Feb 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 342. New Peloton CEO, Spirit + Activision + Cedar Fair Mergers, & How Will Higher Interest Rates Affect Bank Stocks?
10 Feb 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 341. Industry Analysis: Judging a company’s market position in its industry
09 Feb 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 340. Snap Judgments: LMT, GD, HPQ, TACT, PCOM, HRBR, FREE, LEE, DALN
14 Jan 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 339. Competition Demystified: Customer Behavior, Reading a 10K, Retention Rates, Industry Structure, Etc.
13 Jan 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 338. The Fed’s Hawkish Tone, NASDAQ Selloff, Interest Rate Hikes, Retail Stocks: Now What?
12 Jan 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 337. Snap Judgments, Gaming stocks, Net-nets to look for, and a case for America’s Car-Mart
07 Jan 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 336. An Inside Look at Managing Investor Capital
06 Jan 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 335. Investing in Alibaba, Geoff’s Hot Take On AMZN, Tech Stocks, Groupthink, & Much More
05 Jan 2022
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 334. 2021 Post Mortem and Outlook for 2022
23 Dec 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 333. Q&A: Berkshire Buybacks, Company Culture, Sourcing Ideas, Is Geoff Bearish?
20 Dec 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 332. Interest Rates, Inflation, and Macro Worries - Where Do We Go From Here?
16 Dec 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 331. How No-Growth Stocks Can Lead to High Investment Returns
15 Dec 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 330. Our First 5 Minutes on 10 Stocks -BGFV, BKNG, MO, NLS, CRFCF, KMT, ENVA, MCK, SSNC, FRPH
15 Oct 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 329. 20 Lessons About Banking from Maxfield on Banks
13 Oct 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 328. Special Situations Investing: Revisiting and analyzing recent spinoffs
24 Sep 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 327. Snap Judgements: Our First 5 Minutes on 10 Stocks - CTO, DFIN, AMZN, DG, COST, GLXY, RILY, AMC, ENR, ARKR
22 Sep 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 326. Snap Judgements: Our First 5 Minutes on 6 Stocks - DG, BBSI, VRSN, ALOT, VLGEA, SFM
17 Sep 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 325. What are the 4 Most Important Numbers to Know About a Stock?
15 Sep 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 324. Snap Judgements: Our First 5 Minutes on 7 Stocks
01 Sep 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 323. Asking the Right Questions: Evaluating Management, Board, Business, etc.
31 Aug 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 322. Q/A: Movie Theater Industry + Shortening Window, Managing Personal Portfolio, Bank Deposits, Valuing Stocks, and Much More
26 Aug 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 321. Where Do We Go From Here? 39x Shiller PE, Inflation, Interest Rates, China, etc
25 Aug 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 320. Investing in Emerging Markets, Creative Thinking, Float, Sizing Investments, and Other Questions from Twitter
19 Jul 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 319. How We Analyze Insurance Companies
15 Jul 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 318. Hunting for 10-Baggers: 9-Point Investing Checklist
14 Jul 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 317. Fintech, Sourcing Ideas, Investing Books, and Other Questions From Twitter
25 Jun 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 316. Judging Moats: Customer Behavior, Price Sensitivity, Retention, Power of Suppliers, Distribution Process, and Much More
24 Jun 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 315. Why Capital Turns Matter – And What Warren Buffett Means When He Talks About Them
23 Jun 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 314. How Much Is Too Much To Pay for a Great Business
03 Jun 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 313. How to Judge and Research an Industry
02 Jun 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 312. Capital Allocation, 1966-1972: Diversified Retailing, Blue Chip Stamps, and See’s Candies
24 May 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 311. Analyzing and Investing in Holding Companies
20 May 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 310. Berkshire Meeting, Munger/Pabrai Buy Baba, 13-Fs, Handicapping Stocks After 2020 Growth, and Inflation
19 May 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 309. Capital Allocation, 1975-1977: Buffett Buys Cypress, Waumbec, and K&W Products
23 Apr 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 308. Improving on the Psychology of Successful Investing
22 Apr 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 307. Thoughts on Tobacco Stocks, DogeCoin, Blockchain, Buffett’s CVX Buy, Investing Process, and more
21 Apr 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 306. Jamie Dimon’s Letter, Railroad Industry, Investing Overseas, Bonds, and Much More
15 Apr 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive,...
EP 305. Capital Allocation, 1976: Buffett Buys GEICO
14 Apr 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclu...
EP 304. Thoughts on 10 Different Stocks, REITS, MSG/MSGN, and a Bull Case for Amazon’s Stock
09 Apr 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, ...
EP 303. Capital Allocation, 1969: Buffett Buys Illinois National Bank
08 Apr 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, ...
EP 302. Munger Buys BABA, Thoughts on 100 Baggers, Holding Overvalued Stocks, and Potential Cambria Buyout
07 Apr 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, ...
EP 301. Capital Allocation, 1967-1969: Buffett Buys National Indemnity -- and a Primer on Insurance Companies
01 Apr 2021
Contributed by Lukas
Capital Allocation: The Financials of a New England Textile Mill 1955 - 1985 https://www.amazon.com/Capital-Alloca... QuickFS Link: https://qu...
EP 300. Occam’s Razor: How to Make Better Investing Decisions
31 Mar 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, membe...
EP 299. What’s Going on in the Market? Hedge Fund Meltdown, Activism, and Answering Questions from Listeners
30 Mar 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, membe...
EP 298. Highlights and Thoughts on Charlie Munger’s 2021 Daily Journal Meeting
25 Mar 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, membe...
EP 297. Capital Allocation, 1955-1962: Buffett Buys Berkshire Hathaway Stock
24 Mar 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, membe...
EP 296. Stocks Recently Looked at, Workflow, Judging a Bank’s Loan Book, Books Recently Read, & Much More
23 Mar 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, membe...
EP 295. Analyzing Buffett’s Investment in Disney and Thoughts on Movie Theaters, Theme Parks, and Cruise Line Stocks
11 Mar 2021
Contributed by Lukas
https://www.tilsonfunds.com/BuffettNotreDame.pdf QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompound...
EP 294. SKIPPING Banks: Things We Stay Away From in the Banking Industry
10 Mar 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, membe...
EP 293. Mr. Market Is Your Servant: Dealing With The Current Stock Market Volatility
09 Mar 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, membe...
EP 292. Where Do We Go From Here? Thoughts on Current Market Valuations, Interest Rates, Inflation Fears, Etc.
04 Mar 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, membe...
EP 291. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Answering YOUR Questions
03 Mar 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, membe...
EP 290. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts
02 Mar 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, membe...
EP 289. Staying Sane in an Insane Environment, SPACs, Geoff’s Favorite Businesses, Valuation, Management, and Other Questions From Twitter
11 Feb 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, membe...
EP 288. A Framework for Active Reading and The Importance of Operational Efficiency
10 Feb 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, membe...
EP 287. Value Investing in a Growth Market? 4 Value Stocks to Look At
09 Feb 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, membe...
EP 286. Analyzing and Investing in Insurance & Reinsurance Businesses
28 Jan 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, me...
EP 285. Competition: How to Judge The Durability of a Business
27 Jan 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, me...
EP 284. Charlie Munger’s Cigar Butt: Reverse Engineering Tenneco Investment
26 Jan 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, me...
EP 283. Price Discovery in Microcaps, Investing in Banks, FCF Yield Plus Growth, Book Value Adjustments, and Other Questions From Twitter
21 Jan 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, me...
EP 282. Value vs. Growth: Thoughts on ”Something of Value” Memo From Howard Marks
20 Jan 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, me...
EP 281. Thoughts on Talking to Management During Your Research Process
19 Jan 2021
Contributed by Lukas
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, me...
EP 280. The Art of Generating Stock Investment Ideas
17 Nov 2020
Contributed by Lukas
www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Com...
EP 279. How to Spot a Business Warren Buffett Would Be Interested in
10 Nov 2020
Contributed by Lukas
www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Com...
EP 278. PREMIUM PODCAST: Thoughts on the Future of Twitter, Netflix, and Amazon
09 Nov 2020
Contributed by Lukas
EP 277. Working Capital and the Cash Flow Statement: The Cash Conversion Cycle of a Business
05 Nov 2020
Contributed by Lukas
www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Com...
EP 276. Free Cash Flow Plus Growth: Reverse Engineering Past Warren Buffett Investments
03 Nov 2020
Contributed by Lukas
www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focus...