Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X

Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X

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Episoder(475)

Ep 349. Q&A:  Illiquid Stocks, Deep Value, Underrated Industries, BNPL, & Moats in Big Tech

Ep 349. Q&A: Illiquid Stocks, Deep Value, Underrated Industries, BNPL, & Moats in Big Tech

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...

4 Mar 202251min

Ep 348. Warren Buffett’s 2021 Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts

Ep 348. Warren Buffett’s 2021 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. I...

3 Mar 202242min

Ep 347. Russia / Ukraine, International Investing, Have Rates Peaked? & Risk / Reward

Ep 347. Russia / Ukraine, International Investing, Have Rates Peaked? & Risk / Reward

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. ...

2 Mar 20221h 19min

Ep 346. Q&A: Investing Mistakes, Holding Compounders, ROIC, FCF + Growth

Ep 346. Q&A: Investing Mistakes, Holding Compounders, ROIC, FCF + 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. ...

25 Feb 202252min

Ep 345. Russia invades Ukraine, AI Lending Platforms, Market Sell-Off, Now What?

Ep 345. Russia invades Ukraine, AI Lending Platforms, Market Sell-Off, Now What?

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....

24 Feb 202248min

EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?

EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?

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....

23 Feb 20221h

EP 343. Snap Judgments, Tobacco Stocks, and Upcoming Spinoffs

EP 343. Snap Judgments, Tobacco Stocks, and Upcoming Spinoffs

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....

18 Feb 202254min

EP 342. New Peloton CEO, Spirit + Activision + Cedar Fair Mergers, & How Will Higher Interest Rates Affect Bank Stocks?

EP 342. New Peloton CEO, Spirit + Activision + Cedar Fair Mergers, & How Will Higher Interest Rates Affect 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....

10 Feb 20221h 1min

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