Ep 14. Omnicom Group $OMC
In this podcast, Andrew and Geoff go over a stock idea that Geoff wrote about 2 years ago, which they think is an idea worth further study at current price levels. Listen in as they go over the invest...
15 Mar 201826min
Ep 13. What is Focused Compounding?
In this special podcast, Andrew and Geoff take their listeners behind Focused Compounding's paywall and talk about the Idea Exchange, Investment Checklist, and all membership benefits. www.foc...
12 Mar 201833min
Ep 12. Q&A from Listeners: Part 2
In this episode, Andrew and Geoff answer questions that were asked on Twitter. The questions they go over are: 1. If intrinsic value is the discounted value of all future cash flows, how can it grow ...
12 Mar 201821min
Ep 11. Concentration vs. Diversification
In this episode, Andrew and Geoff share their views on diversification vs. concentration as an investor. www.focusedcompounding.com Thanks for listening, and be sure to sign up using the prom...
8 Mar 201822min
Ep 10. Post-Mortem on Breeze-Eastern ($BZC)
In this episode, Andrew and Geoff do a post-mortem on Breeze-Eastern (BZC), a helicopter rescue hoist company that Geoff wrote about as a buy around $11.38 per share in 2015. About a year after the re...
5 Mar 201823min
Ep 9. Q&A from Listeners
In this Episode, Andrew and Geoff answer questions that were asked from their listeners. The questions they went over were: 1. When is it a good time to double down on an Investment? 2. What do you ...
1 Mar 201823min
Ep 8. Post-Mortem on Weight Watchers $WTW
In this episode, Andrew and Geoff go down memory lane and relive the investment Geoff made in Weight Watchers International, Inc. $WTW. This is a "Post-Mortem" podcast, which often is a better way to ...
26 Feb 201828min
Ep 7. Cheesecake Factory $CAKE
In this episode, Andrew and Geoff talk about a potential current investment idea in Cheesecake Factory ($CAKE). CAKE was written up 3 times on the Focused Compounding website-- twice in the Idea Excha...
26 Feb 201816min
