PLAY PODCASTS
Focused Compounding

Focused Compounding

476 episodes — Page 8 of 10

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

Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

Oct 29, 201932 min

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

Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month.

Oct 24, 201929 min

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

Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

Oct 22, 201930 min

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

Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

Oct 17, 201925 min

Ep 124Ep 124. How to Read a 10k

Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

Oct 15, 201931 min

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

Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

Oct 11, 201922 min

Ep 122Ep 122. How to Read a Balance Sheet

Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

Oct 8, 201926 min

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

Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

Oct 3, 201921 min

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

Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

Oct 2, 201926 min

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

Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

Oct 1, 201931 min

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

Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

Sep 26, 201926 min

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

Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

Sep 24, 201933 min

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

Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

Sep 19, 201922 min

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

Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

Sep 17, 201922 min

Ep 114Ep 114. All About Investing in Insurance Stocks

Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

Sep 12, 201925 min

Ep 113Ep 113. Investing in Stocks: Monarch Cement $MCEM

Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

Sep 10, 201929 min

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

Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

Sep 3, 201926 min

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

Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com TAGS:Stocks, Finance, How To, Investing, Invest, Warren Buffett, Finance, Value Investing, Money

Aug 29, 201920 min

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

Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

Aug 27, 201926 min

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

Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

Aug 22, 201927 min

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

Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

Aug 20, 20191h 0m

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

Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

Aug 15, 201931 min

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

Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

Aug 13, 201926 min

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

Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

Aug 8, 201929 min

Ep 104Ep 104. Our Daily Routine

Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

Aug 6, 201924 min

Ep 102Ep 102. Stocks to Research from Our Watchlist

Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

Jul 30, 201932 min

Ep 101Ep 101. Talking About Stocks on the Focused Compounding Gazette

Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

Jul 23, 201925 min

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

Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

Jul 18, 201924 min

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

Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

Jul 16, 201923 min

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

Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

Jul 11, 201926 min

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

Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

Jul 4, 201950 min

Ep 96Ep 96. All About Investing in Banks

Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

Jul 2, 201928 min

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

Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

Jun 27, 201927 min

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

Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

Jun 18, 201935 min

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

Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

Jun 13, 201923 min

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

Twitter https://twitter.com/StockWriteUps Website: https://stockwriteups.com/ Podcast https://podcasts.apple.com/ca/podcast/value-stocks/id1422942071 Email: [email protected] Email: [email protected] Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

Jun 11, 201923 min

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

Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

Jun 6, 201934 min

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

$SIMA Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

Jun 4, 201931 min

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

Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

May 30, 201927 min

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

Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

May 23, 201930 min

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

Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

May 16, 201922 min

Ep 85Ep 85. Using Volatility to Your Advantage

Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

May 9, 201932 min

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

Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

May 2, 201927 min

Ep 83Ep 83. All About Overlooked Stocks

Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

Apr 25, 201927 min

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

Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

Apr 11, 201929 min

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

Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

Apr 4, 201924 min

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

Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

Mar 22, 201931 min

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

Stocks, Investing, Finance, Reading, Value Investing, Finance, Money, Warren Buffett, Investing Help, Trading Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

Mar 15, 201925 min

Ep 78Ep 78. Buffetts Berkshire Letter

Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

Mar 7, 201926 min

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

Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

Feb 28, 201934 min