Focused Compounding

459 Afleveringen

1. Ep 405. Merger Arbitrage: Spirit Airlines vs. Albertsons

   Gepubliceerd: 20-9-2023
2. Ep 404. The Number One Trait of Top Investors: A Money Mindset

   Gepubliceerd: 18-9-2023
3. Ep 403. Investing the Peter Lynch Way

   Gepubliceerd: 13-9-2023
4. Ep 402. Uncovering Warren Buffett’s Investments in Japan

   Gepubliceerd: 11-9-2023
5. Ep 401. Macro for Value Investors: What Alice Schroeder Means by ’Buffett Cares about Macro’

   Gepubliceerd: 6-9-2023
6. Ep 400. Where Does Your Return Come From: Yield, Growth, and Multiple Expansion, and the Difference Between Speculation and Investing

   Gepubliceerd: 4-9-2023
7. Ep 399. Berkshire Hathaway’s Homebuilder Investment, Market Positioning, and Assessing Business Profit Persistency

   Gepubliceerd: 20-8-2023
8. Ep 398. The Financial History of General Motors with Capital Allocation Author, Jacob McDonough

   Gepubliceerd: 28-7-2023
9. Ep 397. The Financial History of GEICO with Capital Allocation Author, Jacob McDonough

   Gepubliceerd: 8-7-2023
10. Ep 396. Box Office Flops, Cinemark’s Valuation, and Revisiting Overlooked Bank Stocks

    Gepubliceerd: 1-7-2023
11. Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter

    Gepubliceerd: 16-6-2023
12. Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On

    Gepubliceerd: 9-6-2023
13. Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing

    Gepubliceerd: 2-6-2023
14. Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators

    Gepubliceerd: 26-5-2023
15. Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast

    Gepubliceerd: 19-5-2023
16. Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM

    Gepubliceerd: 12-5-2023
17. Ep 389. Interest Rate Hike, Credit Suisse’s Failure, and Other Banking + Economic Risks on the Horizon

    Gepubliceerd: 24-3-2023
18. Ep 388. SVB Financial Collapse, Modern Bank Runs, and The Future of Regional Banks

    Gepubliceerd: 17-3-2023
19. Ep 387. Bank Stock Sell-Offs, Higher Interest Rates, and JetBlue + Spirit Airlines Merger Arbitrage

    Gepubliceerd: 10-3-2023
20. Ep 386. Takeaways from Warren Buffett’s Shareholder Letter and Analyzing Ted Weschler’s Dillards Investment

    Gepubliceerd: 3-3-2023