Synopsis
New podcast weblog
Episodes
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Ep 413. Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy
30/10/2023 Duration: 32minInsideArbitrage: https://t.co/XjSwNNG8bK Subscribe to our email list: https://focusedcompounding.ck.page/ QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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Ep 412. The Many Different Ways to Guess a Business’s Future Revenue
25/10/2023 Duration: 29minThe Many Different Ways to Guess a Business’s Future Revenue blog post: https://focusedcompounding.ck.page/posts/the-many-different-ways-to-guess-a-business-s-future-revenue-1 InsideArbitrage: https://t.co/XjSwNNG8bK Subscribe to our email list: https://focusedcompounding.ck.page/ QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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Ep 411. Understanding Your Opportunity Cost in an Inflationary Environment
23/10/2023 Duration: 38minInsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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Ep 410. Analyzing Past Peaks: The Dynamics of Compounders & Cyclicals
18/10/2023 Duration: 34minInsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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Ep 409. Corporate Governance and The Power of Ownership
16/10/2023 Duration: 29minhttps://aletteraday.substack.com/p/letter-54-george-roberts-1998 InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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Ep 408. Where Do You Draw the Line Between Money Mind and Style?
11/10/2023 Duration: 01h12minInsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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Ep 407. Two-Minute Drill on Stocks and Recalling the Bank Failures Earlier in the Year
27/09/2023 Duration: 01h03minInsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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Ep 406. Searching for Value: Long-Term Net Net Returns & Two Actionable Ideas
25/09/2023 Duration: 46minInsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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Ep 405. Merger Arbitrage: Spirit Airlines vs. Albertsons
20/09/2023 Duration: 48minInsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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Ep 404. The Number One Trait of Top Investors: A Money Mindset
18/09/2023 Duration: 43minInsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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Ep 403. Investing the Peter Lynch Way
13/09/2023 Duration: 50minInsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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Ep 402. Uncovering Warren Buffett’s Investments in Japan
11/09/2023 Duration: 35minInsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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Ep 401. Macro for Value Investors: What Alice Schroeder Means by ’Buffett Cares about Macro’
06/09/2023 Duration: 42minQuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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Ep 400. Where Does Your Return Come From: Yield, Growth, and Multiple Expansion, and the Difference Between Speculation and Investing
04/09/2023 Duration: 31minQuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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Ep 399. Berkshire Hathaway’s Homebuilder Investment, Market Positioning, and Assessing Business Profit Persistency
20/08/2023 Duration: 01h51minQuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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Ep 398. The Financial History of General Motors with Capital Allocation Author, Jacob McDonough
28/07/2023 Duration: 01h36minJacob's Info Podcast: https://open.spotify.com/show/3iJsVOzhvOECw8wwckyBbc Twitter: @McD_Investments Website: http://www.mcdonough-investments.com/ QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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Ep 397. The Financial History of GEICO with Capital Allocation Author, Jacob McDonough
08/07/2023 Duration: 01h22minJacob's Info Podcast: https://open.spotify.com/episode/5y0tUU9O2v1D9VvEnEdaZ3?si=277799c172704769&nd=1 Twitter: @McD_Investments Website: http://www.mcdonough-investments.com/ QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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Ep 396. Box Office Flops, Cinemark’s Valuation, and Revisiting Overlooked Bank Stocks
01/07/2023 Duration: 01h53minQuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter
16/06/2023 Duration: 01h59minQuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On
09/06/2023 Duration: 01h52minQuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: info@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/