Focused Compounding

Ep 176. How to Value Stocks and Think About Intrinsic Value

05 Mar 2020

Contributed by Lukas

Twitter: @Focusedcompound Email: [email protected]   Focused Compounding is an exclusive, members only site for buy and hold value inves...

Ep 175. Analyzing Entertainment Stocks After Coronavirus Market Sell-Off

03 Mar 2020

Contributed by Lukas

Twitter: @Focusedcompound   Email: [email protected]   Focused Compounding is an exclusive, members only site for buy and hold value i...

Ep 174. Reading 10ks, ScuttleButt, Retained Earnings, DCF’s, and Other Questions from Twitter

28 Feb 2020

Contributed by Lukas

Twitter: @Focusedcompound Email: [email protected]   Focused Compounding is an exclusive, members only site for buy and hold value inves...

Ep 173. Analyzing a 10k and Valuing an Insurance Stock

27 Feb 2020

Contributed by Lukas

Twitter: @Focusedcompound Email: [email protected]   Focused Compounding is an exclusive, members only site for buy and hold value inve...

Ep 172. Key Takeaways From Warren Buffett’s 2019 Shareholder Letter

26 Feb 2020

Contributed by Lukas

Twitter: @Focusedcompound Email: [email protected]   Focused Compounding is an exclusive, members only site for buy and hold value inves...

Ep 170. How to Think About ROE, ROA, ROIC and ROIIC

21 Feb 2020

Contributed by Lukas

Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investor...

Ep 169. How to Read and Interpret a Balance Sheet

20 Feb 2020

Contributed by Lukas

Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors...

Ep 168. Investing in Bank Stocks - Going Through CFR’s 10k

18 Feb 2020

Contributed by Lukas

Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors...

Ep 167. The Art of Finding Stock Ideas

14 Feb 2020

Contributed by Lukas

Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors...

Ep 166. How to Read the Cash Flow Statement: The Most Important Statement

12 Feb 2020

Contributed by Lukas

Twitter: @Focusedcompound Email: [email protected]   Focused Compounding is an exclusive, members only site for buy and hold value inves...

Ep 165. Going Through Geoff’s Marked-Up 10k of Transcat

09 Feb 2020

Contributed by Lukas

Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors...

Ep 164. Snap Judgments: GANS, PLOW, BKE, EGOV, and PLAY

05 Feb 2020

Contributed by Lukas

Twitter: @Focusedcompound   Email: [email protected]   Focused Compounding is an exclusive, members only site for buy and hold value ...

Ep 163. Investing in Stocks: 47 Minute Walk-Through of a 10k

03 Feb 2020

Contributed by Lukas

Twitter: @Focusedcompound   Email: [email protected]   Focused Compounding is an exclusive, members only site for buy and hold value i...

Ep 162. Good Debt vs. Bad Debt: How Much Leverage is Too Much?

31 Jan 2020

Contributed by Lukas

Twitter: @Focusedcompound Email: [email protected]   Focused Compounding is an exclusive, members only site for buy and hold value inve...

Ep 161. The Art Of NOT Selling a Stock

29 Jan 2020

Contributed by Lukas

Twitter: @Focusedcompound Email: [email protected]   Focused Compounding is an exclusive, members only site for buy and hold value inves...

Ep 160. Snap Judgements: VTSI, PMD, BJRI, BGS, and CAKE

27 Jan 2020

Contributed by Lukas

Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investor...

Ep 159. Trey Henninger of DIYINVESTING Talks about His Investing Process and ETM, NFPC, and PLWN

24 Jan 2020

Contributed by Lukas

Be sure to check out all of Trey's work! Twitter: @TreyHenninger Website: https://www.diyinvesting.org/ Podcast: https://apple.co/30OWU6T   T...

Ep. 158. Snap Judgements: SMDM, FSCR, ATUSF, CODA, and KFRC

22 Jan 2020

Contributed by Lukas

 Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investo...

Ep 157. Using Historical Financials to Your Advantage: What We’re Trying to Get From Financial Statements

20 Jan 2020

Contributed by Lukas

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Ep 156. How to Avoid Value Traps and Melting Ice Cubes

14 Jan 2020

Contributed by Lukas

Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclus...

Ep 155. Our Biggest Mistakes as Investors, and How We’ve Improved

06 Jan 2020

Contributed by Lukas

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Ep 154. Process Over Outcome - How to Build the Right Process to Become a Great Investor

02 Jan 2020

Contributed by Lukas

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Ep 153. Snap Judgements: MHGU, CTEK, VALU, and LOTB

31 Dec 2019

Contributed by Lukas

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Ep 152. How Andrew Finds Stocks for Geoff to Research

20 Dec 2019

Contributed by Lukas

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Ep 151. Snap Judgements: INSG, THO, SBGI, EAF, and SKAS

18 Dec 2019

Contributed by Lukas

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Ep 150. Answering Investing Questions from Twitter

16 Dec 2019

Contributed by Lukas

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Ep 149. Snap Judgments: IHC, SMIT, WINA, PAYS, STLJF

13 Dec 2019

Contributed by Lukas

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Ep 148. Business Models We Like and Business Models We Don’t Like

09 Dec 2019

Contributed by Lukas

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Ep 147. Going Over 5 Stocks: Sydney Airport, F.W. Thorpe, Gamehost, Vitreous Glass, A-Mark Precious Metals

06 Dec 2019

Contributed by Lukas

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Ep 146. Valuing Stocks, and How we think About Returns

04 Dec 2019

Contributed by Lukas

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Ep 145. Snap Judgements - Magic Formula Edition - TZOO, KFY, HRB, DHX, and GTX

02 Dec 2019

Contributed by Lukas

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Ep 144. Snap Judgements: MLR, MATX, BADFF, EQGPF, GHIFF

26 Nov 2019

Contributed by Lukas

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Ep 143. The Bullcase for Investing in Burford Capital with Stephen Gamble

25 Nov 2019

Contributed by Lukas

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Ep 142. Our Thoughts on Spinoffs and What we think about Them Going Forward

22 Nov 2019

Contributed by Lukas

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Ep 141. How We Find Stock Ideas

20 Nov 2019

Contributed by Lukas

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Ep 140. Snap Judgements on Stocks From Twitter

17 Nov 2019

Contributed by Lukas

Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusi...

Ep 139. Portfolio Allocation – Selling a Position to Buy a New Stock

13 Nov 2019

Contributed by Lukas

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Ep 138. Investing in Stocks with Bargaining Power

12 Nov 2019

Contributed by Lukas

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Ep 137. Our First 5 Minutes on 5 Stocks: LRN, SCVL, ETH, WNC and JVA

11 Nov 2019

Contributed by Lukas

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Ep 136. Superinvestor Series: Charlie Munger

10 Nov 2019

Contributed by Lukas

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Ep 135. Appraising a Stock: How we Valued $OTCM

09 Nov 2019

Contributed by Lukas

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Ep 134. Revisiting Geoff’s Recent Investing Writeups: AMRK, DJCO, PMD and VTU

08 Nov 2019

Contributed by Lukas

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Ep 133. Why Reading Business Books Will Make You a Better Investor, and What We’ve Been Reading Lately

07 Nov 2019

Contributed by Lukas

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Ep 132. Analyzing an Income Statement: How to Think Above the Bottom Line - and Profit from It

06 Nov 2019

Contributed by Lukas

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Ep 131. Snap Judgments: Our First 5-Minutes on 5 Stocks

05 Nov 2019

Contributed by Lukas

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Ep 130. Answering Investing Questions From Twitter @FocusedCompound

04 Nov 2019

Contributed by Lukas

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Ep 129. Why Buy and Hold Rarely Works: Portfolio Turnover the Warren Buffett Way vs. the Peter Lynch Way

31 Oct 2019

Contributed by Lukas

Email: [email protected]   Contact Geoff at: Email: [email protected]   Focused Compounding is an exclusive, members only s...

Ep 128. The Secret to Snap Judgments: Why 95% of Stocks Aren’t Worth Your Time - And How to Instantly Spot the 5% That Are

29 Oct 2019

Contributed by Lukas

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Ep 127. Free Cash Flow Plus Growth: Investing the Warren Buffett Way

24 Oct 2019

Contributed by Lukas

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Ep 126. The Only Way That Buy and Hold Ever Works: How Compounders Create Value

22 Oct 2019

Contributed by Lukas

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Ep 125. Investing in Bank Stocks: Why Interest Rates and the Yield Curve Matter

17 Oct 2019

Contributed by Lukas

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Ep 124. How to Read a 10k

15 Oct 2019

Contributed by Lukas

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Ep 123. Investing Other People’s Money: Float, Deposits, Backlog, & AUM

11 Oct 2019

Contributed by Lukas

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Ep 122. How to Read a Balance Sheet

08 Oct 2019

Contributed by Lukas

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Ep 121. Investing in Stocks: ROC, ROE, ROIC, ROIIC

03 Oct 2019

Contributed by Lukas

Twitter: @Focusedcompound Email: [email protected]   Contact Geoff at: Email: [email protected]     Focused Compounding ...

Ep 120. Focused Compounding Q3 Results +9.6% | +37.8% YTD

02 Oct 2019

Contributed by Lukas

Twitter: @Focusedcompound Email: [email protected]   Contact Geoff at:  Email: [email protected]     Focused Compoundin...

Ep 119. Investing Mistakes, Creative Things We’ve Done For Research, DCF’s, Screens, Projections, and Other Questions From Twitter

01 Oct 2019

Contributed by Lukas

Twitter: @Focusedcompound Email: [email protected]   Contact Geoff at: Email: [email protected]     Focused Compounding ...

Ep 118. How to Read a Cash flow Statement - The MOST Important Statement

26 Sep 2019

Contributed by Lukas

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Ep 117. Why Investors Are Hardwired to Keep Making The Same Mistakes - REITS, MLPs, IPOs, Shorting Good Stocks, and More

24 Sep 2019

Contributed by Lukas

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Ep 116. How to Think About Margin of Safety, Seth Klarman, The Intelligent Investor, and Advice on Looking for Stocks With a Margin of Safety

19 Sep 2019

Contributed by Lukas

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Ep 115. Mr. Market from Chapter 8 in The Intelligent Investor by Benjamin Graham

17 Sep 2019

Contributed by Lukas

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Ep 114. All About Investing in Insurance Stocks

12 Sep 2019

Contributed by Lukas

  Twitter: @Focusedcompound Email: [email protected]   Contact Geoff at: Email: [email protected]     Focused Compound...

Ep 113. Investing in Stocks: Monarch Cement $MCEM

10 Sep 2019

Contributed by Lukas

Twitter: @Focusedcompound Email: [email protected]   Contact Geoff at: Email: [email protected]   Join our free stock writ...

Ep 112. Investment Qualities That Make a Great Investor from Peter Cundill and How to Develop Them

03 Sep 2019

Contributed by Lukas

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Ep 111. Warren Buffett’s Investment Filters, Hurdle Rate, Financial Models, and Alice Schroeder

29 Aug 2019

Contributed by Lukas

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Ep 110. Energy Stocks, NACCO, Replacement Value, Valuing Stocks, and Thoughts on the Warren Buffett Partnership Fee Structure

27 Aug 2019

Contributed by Lukas

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Ep 109. Upcoming Spinoffs, Information Overload, Portfolio Allocation, and Walking Through an Appraisal

22 Aug 2019

Contributed by Lukas

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Ep 108. Investing, Market Cycles, Tesla, Portfolio Management, and Life With Vitaliy Katsenelson From Investment Management Associates

20 Aug 2019

Contributed by Lukas

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Ep 107. Interest Rates, Discount Rates, The Market Cycle, Tariffs, WeWork, and Much More

15 Aug 2019

Contributed by Lukas

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Ep 106. Our Thoughts on NACCO, KLXI, Selling, Currency Over/Under Valuation, and The Big Mac Index

13 Aug 2019

Contributed by Lukas

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Ep 105. EV-EBITDA for Handicapping Stocks, Compensation for Management, Competitive Advantages, and Geoff’s Best Investment Ever

08 Aug 2019

Contributed by Lukas

Twitter: @Focusedcompound Email: [email protected]   Contact Geoff at: Email: [email protected]   Focused Compounding is a...

Ep 104. Our Daily Routine

06 Aug 2019

Contributed by Lukas

Contact Andrew at: Twitter: @Focusedcompound Email:  [email protected]   Contact Geoff at: Email:  [email protected]  ...

Ep 102. Stocks to Research from Our Watchlist

30 Jul 2019

Contributed by Lukas

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Ep 101. Talking About Stocks on the Focused Compounding Gazette

23 Jul 2019

Contributed by Lukas

Contact Andrew at: Twitter: @Focusedcompound Email:  [email protected]   Contact Geoff at: Email:  [email protected]   ...

Ep 100. What We Look For in Management, How We Judge Management, Compensation, Capital Allocation, and Much More

18 Jul 2019

Contributed by Lukas

Contact Andrew at: Twitter: @Focusedcompound Email:  [email protected]   Contact Geoff at: Email:  [email protected]   ...

Ep 99. Analyzing Stocks, Moats, Research, Advice to New Investors and Cigar Butts vs Quality Businesses

16 Jul 2019

Contributed by Lukas

Contact Andrew at: Twitter: @Focusedcompound Email:  [email protected]   Contact Geoff at: Email:  [email protected]   ...

Ep 98. Focus, Deep Work, and Reading Books/10ks,

11 Jul 2019

Contributed by Lukas

Contact Andrew at: Twitter: @Focusedcompound Email:  [email protected]   Contact Geoff at: Email:  [email protected]   ...

Ep 97. Pari-Mutual System, Probabilities, and Handicapping a stock

04 Jul 2019

Contributed by Lukas

Contact Andrew at: Twitter: @Focusedcompound Email:  [email protected]   Contact Geoff at: Email:  [email protected]   ...

Ep 96. All About Investing in Banks

02 Jul 2019

Contributed by Lukas

Contact Andrew at: Twitter: @Focusedcompound Email:  [email protected]   Contact Geoff at: Email:  [email protected]   ...

Ep 95. International Stocks, Screening, FCF and NI, Managing Money, and Much More

27 Jun 2019

Contributed by Lukas

Contact Andrew at: Twitter: @Focusedcompound Email:  [email protected]   Contact Geoff at: Email:  [email protected]  ...

Ep 93. Investing Mistakes, Passing on NFLX, Coefficient Variation and Reading the Footnotes

18 Jun 2019

Contributed by Lukas

Contact Andrew at: Twitter: @Focusedcompound Email:  [email protected]   Contact Geoff at: Email:  [email protected]  ...

Ep 92. Growth vs. Value, Magical Formula vs. The Acquires Multiple, Shareholder Value in Dark Stocks and Investor Letters We Like

13 Jun 2019

Contributed by Lukas

  Contact Andrew at: Twitter: @Focusedcompound Email:  [email protected]   Contact Geoff at: Email:  [email protected]...

Ep 91. Stock Talk: North American Energy Partners ($NOA) With Alex Middleton

11 Jun 2019

Contributed by Lukas

Twitter  https://twitter.com/StockWriteUps Website: https://stockwriteups.com/ Podcast https://podcasts.apple.com/ca/podcast/value-stocks/id14229...

Ep 90. All About Illiquid Stocks, Our Thoughts on LEAPS and Talking About Merger Arbitrage

06 Jun 2019

Contributed by Lukas

  Contact Andrew at: Twitter: @Focusedcompound Email:  [email protected]   Contact Geoff at: Email:  [email protected]...

Ep 89. Sonics & Materials Inc: A Profitable Net-Net Building A Cash Pile with Luke Elliott

04 Jun 2019

Contributed by Lukas

$SIMA   Contact Andrew at: Twitter: @Focusedcompound Email:  [email protected]   Contact Geoff at: Email:  gannononinvesting@gm...

Ep 88. All About Berkshire Hathaway’s 2019 Shareholder Meeting and Other Thoughts on the Company Going Forward

30 May 2019

Contributed by Lukas

Contact Andrew at:  Twitter: @Focusedcompound Email:  [email protected]   Contact Geoff at: Email:  [email protected]  ...

Ep 87. Favorite Psychology Books, Career Advice, Specialization, Moats and Becoming a Better Investor

23 May 2019

Contributed by Lukas

Contact Andrew at:  Twitter: @Focusedcompound Email:  [email protected]   Contact Geoff at: Email:  [email protected]  ...

Ep 86. Berkshire Meeting, 10k’s, Books We Reread Often, ROE/ROCE, Inflation and Much More

16 May 2019

Contributed by Lukas

Contact Andrew at:  Twitter: @Focusedcompound Email:  [email protected]   Contact Geoff at: Email:  [email protected]  ...

Ep 85. Using Volatility to Your Advantage

09 May 2019

Contributed by Lukas

Contact Andrew at:  Twitter: @Focusedcompound Email:  [email protected]   Contact Geoff at: Email:  [email protected]  ...

Ep 84. Discount rates, Is there a place for Lower return investments in a portfolio, and Geoffs thoughts on regional banks and Majestic Wines

02 May 2019

Contributed by Lukas

Contact Andrew at:  Twitter: @Focusedcompound Email:  [email protected]   Contact Geoff at: Email:  [email protected]  ...

Ep 83. All About Overlooked Stocks

25 Apr 2019

Contributed by Lukas

    Contact Andrew at:  Twitter: @Focusedcompound Email:  [email protected]   Contact Geoff at: Email:  gannononinvesting@gmail...

Ep 82. Focused Compounding Capital Management, Auditing the Accounting in Dark Stocks, Bidding for Illiquid Stocks, Spinoffs, and How We Think About O...

11 Apr 2019

Contributed by Lukas

Contact Andrew at:  Twitter: @Focusedcompound Email:  [email protected]   Contact Geoff at: Email:  [email protected]  ...

Ep 81. Value vs. Book Value, Investing in Other Countries, and How to Prejudge a Stock

04 Apr 2019

Contributed by Lukas

Contact Andrew at:  Twitter: @Focusedcompound Email:  [email protected]   Contact Geoff at: Email:  [email protected]  ...

Ep 80. Avoiding Confirmation Bias, Doing Research, Changes to Investing Style, and Much More

22 Mar 2019

Contributed by Lukas

Contact Andrew at:  Twitter: @Focusedcompound Email:  [email protected]   Contact Geoff at: Email:  [email protected]  ...

Ep 79. Cloning Super Investors, Alpha, Investing Without the Internet and the Next 30 years

15 Mar 2019

Contributed by Lukas

Stocks, Investing, Finance, Reading, Value Investing, Finance, Money, Warren Buffett, Investing Help, Trading    Contact Andrew at:  Twitter: @F...

Ep 78. Buffetts Berkshire Letter

07 Mar 2019

Contributed by Lukas

Contact Andrew at:  Twitter: @Focusedcompound Email:  [email protected]   Contact Geoff at: Email:  [email protected]  ...

Ep 77. Insider Ownership, Institutional ownership, Moats, and Other Questions From Listeners

28 Feb 2019

Contributed by Lukas

Contact Andrew at:  Twitter: @Focusedcompound Email:  [email protected]   Contact Geoff at: Email:  [email protected]  ...

Ep 76. Common Mistakes Investors Make

06 Feb 2019

Contributed by Lukas

Contact Andrew at:  Twitter: @Focusedcompound Email:  [email protected]   Contact Geoff at: Email:  [email protected]  ...

Ep 75. Our 5 Investing Filters

24 Jan 2019

Contributed by Lukas

Contact Andrew at:  Twitter: @Focusedcompound Email:  [email protected]   Contact Geoff at: Email:  [email protected]  ...

Ep 74. Our Research Pipeline

17 Jan 2019

Contributed by Lukas

  Contact Andrew at:  Twitter: @Focusedcompound Email:  [email protected]   Contact Geoff at: Email:  [email protected]...