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 Mars 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 Mars 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 Mars 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
Ep 6. Q&A From Members
26 Feb 201819min
Ep 5. Cullen/Frost Bankers, Inc. $CFR
26 Feb 201821min
Ep 4. Q&A from Twitter
26 Feb 201821min
