Ep 357. Berkshire’s 13-F, JetBlue’s Hostile Takeover, Paying High P/S, and Profitable Growth vs. Unprofitable Growth
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. I...
18 Mai 202259min
Ep 356. Tech Crash, Stock-based Comp, Yield Curve, and Bank Stocks
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. I...
11 Mai 20221h 49min
Ep 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. I...
9 Mai 20222h 48min
Ep 354. Consolidation in Banking, Growth in Unsettled Industries, Fees, and Managing Outside Capital
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. In...
18 Mar 202244min
Ep 353. Revisiting Geoff’s Singular Diligence Writeups
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. I...
17 Mar 20221h 6min
Ep 352. Focusing in an Unfocused World
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. In...
16 Mar 202244min
Ep 351. Improving Deep Work + Focus, Buffett Buys OXY, TAM, Market Share, and Valuing Growth
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. I...
10 Mar 202251min
Ep 350. Market Volatility, Oil & Gas, Cruises, and a Look at Movie Theater Stocks
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. I...
9 Mar 202241min
