Ep 410. Analyzing Past Peaks: The Dynamics of Compounders & Cyclicals

Ep 410. Analyzing Past Peaks: The Dynamics of Compounders & Cyclicals

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Episoder(474)

EP 292. Where Do We Go From Here? Thoughts on Current Market Valuations, Interest Rates, Inflation Fears, Etc.

EP 292. Where Do We Go From Here? Thoughts on Current Market Valuations, Interest Rates, Inflation Fears, Etc.

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. Ins...

4 Mar 20211h 3min

EP 291. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Answering YOUR Questions

EP 291. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Answering YOUR Questions

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. Ins...

3 Mar 202126min

EP 290. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts

EP 290. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts

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. Ins...

2 Mar 202136min

EP 289. Staying Sane in an Insane Environment, SPACs, Geoff’s Favorite Businesses, Valuation, Management, and Other Questions From Twitter

EP 289. Staying Sane in an Insane Environment, SPACs, Geoff’s Favorite Businesses, Valuation, Management, and Other Questions From 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. Ins...

11 Feb 202131min

EP 288. A Framework for Active Reading and The Importance of Operational Efficiency

EP 288. A Framework for Active Reading and The Importance of Operational Efficiency

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. Ins...

10 Feb 202143min

EP 287. Value Investing in a Growth Market? 4 Value Stocks to Look At

EP 287. Value Investing in a Growth Market? 4 Value Stocks to Look At

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. Ins...

9 Feb 202129min

EP 286. Analyzing and Investing in Insurance & Reinsurance Businesses

EP 286. Analyzing and Investing in Insurance & Reinsurance Businesses

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. ...

28 Jan 202149min

EP 285. Competition: How to Judge The Durability of a Business

EP 285. Competition: How to Judge The Durability of a Business

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. ...

27 Jan 202144min

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