Focused Compounding

455 Episodo

1. Ep 381. Disney and Nelson Peltz, Carvana’s Fall, Pair Trading Strategies, and Charlie Munger’s Top 3 Places to Find Stocks

   Publicado: 20/1/2023
2. Ep 380. Stock Market Valuation, Deposit Contraction + Financials, and An Activist Campaign Against Six Flags

   Publicado: 6/1/2023
3. Ep 379. Remembering 2022, Thoughts on FTX & SBF Debacle, and Predictions for 2023

   Publicado: 28/12/2022
4. Ep 378. The Best Warren Buffett Stock Screener, Questions from Twitter, and Building Conviction in Your Investments

   Publicado: 23/12/2022
5. Ep 377. Inflation Print, Fed Raised Interest Rates, Reading, and Howard Marks’s New Memo

   Publicado: 16/12/2022
6. Ep 376. Bob Iger Is Back at Disney, the Perfect Stock, and Snap Judgments From Twitter

   Publicado: 9/12/2022
7. Ep 375. Q&A: Buffett’s Best Investment, Distributor Stocks, P/E Contraction, Net Nets, etc.

   Publicado: 18/11/2022
8. Ep 374. Tech Layoffs, Recessions, Microcap Screener, and Thoughts on the Rollup Biz Model

   Publicado: 11/11/2022
9. Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener

   Publicado: 4/11/2022
10. Ep 372. S&P 500 is Down 25% YTD, FAANG, Interest Rates, International Stocks, and Other Questions from Twitter

    Publicado: 14/10/2022
11. Ep 371. Bank of England Emergency, Cheap UK Stocks, Interest Rates, and US Insurance Companies

    Publicado: 29/9/2022
12. Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter

    Publicado: 19/9/2022
13. Ep 369. Interest Rates, US Deficit, and the First 8 Things to Look at When Researching a Stock

    Publicado: 7/9/2022
14. Ep 368. Favorite Buffett Lessons, Yield Curve, Inflation, Management Teams, & Matching a Style to Your Personality

    Publicado: 5/9/2022
15. Ep 367. Fed Funds Rate, Celsius Deal, FCF + Growth, Bargaining Power, & The Best Business Advantages

    Publicado: 3/8/2022
16. Ep 366. Microsoft + Netflix, Advice for New Investors, Buffett/Munger, and Testing Bargaining Power

    Publicado: 27/7/2022
17. Ep 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection

    Publicado: 14/7/2022
18. Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile

    Publicado: 7/7/2022
19. Ep 363. Currency Swings, Naked Wines, Buffett + OXY, & Valuing Stocks using FCF + Growth

    Publicado: 29/6/2022
20. Ep 362. Value Stock vs. Value Trap: The Importance of Business Momentum

    Publicado: 22/6/2022