EP 284. Charlie Munger’s Cigar Butt: Reverse Engineering Tenneco Investment
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. ...
26 Jan 202130min
EP 283. Price Discovery in Microcaps, Investing in Banks, FCF Yield Plus Growth, Book Value Adjustments, 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. ...
21 Jan 202132min
EP 282. Value vs. Growth: Thoughts on ”Something of Value” Memo From Howard Marks
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. ...
20 Jan 202149min
EP 281. Thoughts on Talking to Management During Your Research Process
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. ...
19 Jan 202125min
EP 280. The Art of Generating Stock Investment Ideas
www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for bu...
17 Nov 202043min
EP 279. How to Spot a Business Warren Buffett Would Be Interested in
www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for bu...
10 Nov 202029min
EP 278. PREMIUM PODCAST: Thoughts on the Future of Twitter, Netflix, and Amazon
9 Nov 202042min
EP 277. Working Capital and the Cash Flow Statement: The Cash Conversion Cycle of a Business
www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for bu...
5 Nov 20201h 11min
