Focused Compounding podcast online, show, free

play
heart
website

Focused Compounding
https://focusedcompou...
United States

In this twice weekly value investing podcast, Focused Compounding co-founders Andrew Kuhn and Geoff Gannon talk stocks. Some episodes: they talk stocks for you to buy now. Other episodes: they talk stocks they’ve bought and sold – sharing their gorily honest tales of what went right and wrong. The rest of the time: they take your questions about stocks. It’s always stocks, stocks, stocks on the Focused Compounding Podcast.

Tags

Live stream :

Listen on Radioline

Apple Store button

Play Store button

Warren Buffett's Letter to Berkshire Hathaway Shareholders: Answering YOUR Questions
Durée : 26min 4s
Warren Buffett's Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts
Durée : 36min 1s
Staying Sane in an Insane Environment, SPACs, Geoff's Favorite Businesses, Valuation, Management, a…
Durée : 31min 10s
A Framework for Active Reading and The Importance of Operational Efficiency
Durée : 43min 0s
Value Investing in a Growth Market? 4 Value Stocks to Look At
Durée : 29min 38s
Analyzing and Investing in Insurance & Reinsurance Businesses
Durée : 49min 12s
Competition: How to Judge The Durability of a Business
Durée : 44min 48s
Charlie Munger's Cigar Butt: Reverse Engineering Tenneco Investment
Durée : 30min 23s
Price Discovery in Microcaps, Investing in Banks, FCF Yield Plus Growth, Book Value Adjustments, an…
Durée : 32min 40s
Value vs. Growth: Thoughts on "Something of Value" Memo From Howard Marks
Durée : 49min 31s
Thoughts on Talking to Management During Your Research Process
Durée : 25min 30s
The Art of Generating Stock Investment Ideas
Durée : 43min 24s
How to Spot a Business Warren Buffett Would Be Interested in
Durée : 29min 13s
PREMIUM PODCAST: Thoughts on the Future of Twitter, Netflix, and Amazon
Durée : 42min 49s
Working Capital and the Cash Flow Statement: The Cash Conversion Cycle of a Business
Durée : 1h 11min 45s
Free Cash Flow Plus Growth: Reverse Engineering Past Warren Buffett Investments
Durée : 1h 1min 31s
PREMIUM PODCAST: Benjamin Graham, Charlie Munger, Advice On Investing Through Volatility
Durée : 45min 50s
Learning to Think Better Through Building a Latticework of Mental Models
Durée : 56min 21s
100x: Lessons From Analyzing Past 100-Bagger Stocks
Durée : 49min 20s
PREMIUM PODCAST: Takeaways From Mohnish Pabrai's Boston College Lecture
Durée : 34min 33s
How is a Bank Like a Railroad? – And Other Crazy Ideas Geoff Has About Investing In “Efficiency Dri…
Durée : 24min 38s
Should You Buy Movie Theater Stocks? Our Thoughts
Durée : 33min 59s
PREMIUM PODCAST: New Stocks We've Been Looking At, CELH Short Reports, EV SPACS, and Future COVID P…
Durée : 38min 44s
Intelligent Speculation? Keynesian Beauty Contest vs. Bottom Up Stock Investing
Durée : 32min 51s
PREMIUM PODCAST: 2020 Review and Playboy IPO/SPAC
Durée : 44min 59s
Net Income to Cash Flow from Operations: Focusing on What Really Matters
Durée : 32min 39s
Gaining a Regional Edge: Generate Alpha Investing Where You Live
Durée : 27min 23s
The Art of Great Stock Research: How to Go Beyond the 10K and Dig Deep
Durée : 31min 9s
Banks, Banks, and More Banks: Analyzing 8 Overlooked Banks
Durée : 36min 57s
Premium Podcast: Thoughts on Activist Investing
Durée : 36min 51s
Disaster Stocks: Times When Too Much Debt Sank Companies and Analyzing Luby's Liquidation
Durée : 48min 54s
Does Value Investing Still Work? Gainsco is Getting Acquired by State Farm for 3x its Market Price!
Durée : 31min 32s
Why Multiples Matter and Analyzing Stocks over 1 Billion in Market Cap
Durée : 41min 19s
How to Analyze the Cash Flow Statement as an Investor
Durée : 22min 48s
How The BALANCE SHEET Works: Analyzing As An Investor
Durée : 23min 0s
Q : Investing in Trusts, Why Something Becomes Cheap or Expensive, Retention Rates, Free Cash Flow …
Durée : 30min 35s
Q : Valuing Stocks, Projecting Changes in Working Capital, Position Sizing, and Geoff's Experience …
Durée : 22min 15s
Warren Buffett is Investing in Japan. Now What?
Durée : 19min 20s
The Outsiders: Our Takeaway From 8 Unconventional CEOs
Durée : 26min 25s
Investing in Black Box Business Models
Durée : 22min 17s
Opportunity in the Entertainment Industry: Analyzing Theaters, Cruises, Hotels, and Restaurants
Durée : 23min 51s
Capital Allocation: The Financials of a New England Textile Mill with Author Jacob McDonough
Durée : 1h 1min 20s
Interpreting Buffett's 13F, Contacting Management, Our Long Term Goals, and Other Questions from Tw…
Durée : 30min 4s
What Does a Perfect Stock Investment Look Like?
Durée : 30min 44s
PREMIUM EPISODE: Peter Lynch's 13-Points on What Makes a Perfect Stock
Durée : 29min 52s
5 Stocks Above a 10B Market Cap That Geoff Would Buy
Durée : 21min 26s
How to Use EDGAR to Navigate SEC Filings
Durée : 40min 53s
Learning From Warren Buffett's Personal Portfolio: Trade With a Margin of Safety
Durée : 30min 16s
Competition: How to Judge The Durability of a Business
Durée : 49min 40s
Lessons From Analyzing Past 100-Bagger Stocks
Durée : 32min 23s
Gross Profits and Learning to Move up the Income Statement
Durée : 35min 7s
EP 242. Specialization as an Investor and Revisiting Spinoffs From The Past Few Years
Durée : 20min 10s
EP 242. Specialization as an Investor and Revisiting Spinoffs From The Past Few Years
Durée : 34min 9s
Ep 241. How Listening to “The Value Guys” Podcast Can Get You Out of Learning Mode and Into Practic…
Durée : 20min 0s
Ep 240. When Dead Money Becomes a Great Investment. Stock Reratings Over a 10-Year Period
Durée : 32min 14s
Ep 239. What Does Warren Buffett Buying More BAC Say About Bank Stocks?
Durée : 23min 37s
Ep 238. How Would Joel Greenblatt Invest in This Market and Other Questions from Twitter
Durée : 21min 28s
EP 237. Peter Lynch and the Most Basic Form of Scuttlebutt
Durée : 24min 45s
Ep 236. Surviving Once a Decade Disasters: The Cost of Companies Not Keeping Enough Cash on Hand
Durée : 22min 46s
Ep 235. Q : Purchasing Power Parity, What Makes a Great Bank, NACCO, VTU, SPACs, and Other Questions
Durée : 19min 37s
Ep 234. Hindsight Is Always 20/20: What 34 Year Old Geoff Would Tell His Novice Investing Self
Durée : 24min 2s
Ep 233. Revisiting the Most Common Stocks That People Ask About
Durée : 21min 21s
Ep 232. When Will Value Catch a Bid, Multiple Expansion, Process vs. Outcome, and other Questions
Durée : 26min 54s
Ep 231. Handicapping Stocks: Winnowing a Stock List to Fit the Distance of the Business Horse Race …
Durée : 21min 51s
Ep 230. The Art of Capital Re-Allocation - How Warren Buffett Got Rich
Durée : 23min 34s
Ep 229. The Second-Half Of Our Research Trip: Our Final Thoughts
Durée : 27min 31s
Ep 228. Do As We Say, Or Do As We Do: Times When We've Broken Our Own Rules
Durée : 31min 51s
Ep 227. Revisiting Stocks Written Up on Focused Compounding
Durée : 22min 20s
Ep 226. Tricky Stocks: Why Analyzing Asset Plays Is so Hard
Durée : 26min 14s
Ep 225. Speculation vs. Investment: Ben Graham's definition, Geoff's definition
Durée : 26min 4s
Ep 224. The First Half of Our Research Trip: Our Takeaway
Durée : 36min 2s
Ep 223. What’s My Upside? How to Break Down Where Your Return Can Come From
Durée : 35min 40s
Ep 222. The Process of Due Diligence AFTER You Buy a Stock
Durée : 30min 1s
Ep 221. Capital Allocation, Smaller Stock Advantages, FANG, and Debt
Durée : 32min 14s
Ep 220. Defense in Depth: Finding multiple margins of safety in the same stock
Durée : 28min 13s
Ep 219. Credit Conditions and the Stock Market: Why this matters for you, the individual stock pick…
Durée : 34min 48s
Ep 218. What if the Value Gap Never Closes?
Durée : 24min 16s
Ep 217. Investing Books: Andrew and Geoff’s Favorites – Some Obscure Ones
Durée : 26min 51s
Ep 216. Story stocks: The Main Street Story vs. The Wall Street Story
Durée : 29min 2s
Ep 215. Inefficient Markets: Common Reasons Why Stocks Get Mispriced
Durée : 24min 14s
How to Tell the Difference Between a Real Business and a Fraud
Durée : 27min 6s
The Current Interest Rate Environment, Generating Investment Ideas, Margin of Safety, and Other Que…
Durée : 25min 18s
The Best Valuation Method for a Company, Benchmarking Yourself as an Investor, DCFs, and Other Ques…
Durée : 23min 0s
Ep 214. Going Beyond Just Good vs. Bad: How to Get a 360 Degree View of a Business
Durée : 24min 59s
No Names Dropped: Adventures in Actually Talking to Management
Durée : 43min 13s
Ep 213. Surviving Your Slump: How to Stay Sane When Prices are High and Value Investing Isn’t Worki…
Durée : 29min 58s
Relative “Resulting”: The Good and Bad of Comparing Yourself to the S 500
Durée : 27min 44s
Ep 212. How to Identify and Think About Operating Leverage
Durée : 26min 29s
Ep 211. Learning From Phil Fisher to Improve Your Own Investing Process
Durée : 29min 50s
Ep 210. At What Point During Research Is It Time to Actually Buy a Stock
Durée : 26min 47s
Ep 209. Decision Making, Stock Buybacks, Stock Metrics, DCFs, and Other Questions From Twitter
Durée : 1h 1min 37s
Ep 208. Rule of 240: How to Work Backwards From a Future 10-Bagger to Today's Stock Price
Durée : 20min 50s
Ep 207. Investing During High Inflation: Which Stocks Work Best and Which Stocks Work Worst?
Durée : 31min 44s
Ep 206. How the Hell Do You Read a 10k?
Durée : 45min 41s
Ep 205. Coffee Can Portfolio: What Really Happens If You Buy Just One Stock a Year and Hold It Fore…
Durée : 26min 15s
Ep 204. Dividend Stocks, DCF's. Graham vs. Munger, and Other Questions From Twitter
Durée : 55min 15s
Ep 203. How to Value Stocks and Think About Intrinsic Value During a Recession
Durée : 21min 17s
Ep 202. ROIC, Intrinsic Value, Investing Time Horizon, and Other Questions From Twitter
Durée : 50min 31s
Ep 201. Key Takeaways From The Berkshire Hathaway Meeting
Durée : 29min 39s
Ep 200.The Current Market, Interest Rates, and Investing Through Recessions
Durée : 44min 37s

Apple Store button

Play Store button

Huawei AppGallery button

This website requires JavaScript, please enable JavaScript and reload the page.
Ce site nécessite JavaScript, merci d'activer JavaScript et de recharger la page.

Radioline gives to users access to more than 60.000 News, Sports, Talk, Music radio stations and podcasts worldwide. The user can easily find and listen to his favorite radio stations, and discover new ones according to his mood, location, musical taste and more!

Apple Store button

Play Store button

Huawei AppGallery button

/