Ep 412. The Many Different Ways to Guess a Business’s Future Revenue
The 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:/...
25 Okt 202329min
Ep 411. Understanding Your Opportunity Cost in an Inflationary Environment
InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedco...
23 Okt 202338min
Ep 410. Analyzing Past Peaks: The Dynamics of Compounders & Cyclicals
InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedco...
18 Okt 202334min
Ep 409. Corporate Governance and The Power of Ownership
https://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...
16 Okt 202329min
Ep 408. Where Do You Draw the Line Between Money Mind and Style?
InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedco...
11 Okt 20231h 12min
Ep 407. Two-Minute Drill on Stocks and Recalling the Bank Failures Earlier in the Year
InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedco...
27 Sep 20231h 3min
Ep 406. Searching for Value: Long-Term Net Net Returns & Two Actionable Ideas
InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedco...
25 Sep 202346min
Ep 405. Merger Arbitrage: Spirit Airlines vs. Albertsons
InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedco...
20 Sep 202348min
