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

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

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Ep 380. Stock Market Valuation, Deposit Contraction + Financials, and An Activist Campaign Against Six Flags

Ep 380. Stock Market Valuation, Deposit Contraction + Financials, and An Activist Campaign Against Six Flags

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...

6 Jan 20231h 51min

Ep 379. Remembering 2022, Thoughts on FTX & SBF Debacle, and Predictions for 2023

Ep 379. Remembering 2022, Thoughts on FTX & SBF Debacle, and Predictions for 2023

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...

28 Dec 20222h 10min

Ep 378. The Best Warren Buffett Stock Screener, Questions from Twitter, and Building Conviction in Your Investments

Ep 378. The Best Warren Buffett Stock Screener, Questions from Twitter, and Building Conviction in Your Investments

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...

23 Dec 20222h 1min

Ep 377. Inflation Print, Fed Raised Interest Rates, Reading, and Howard Marks’s New Memo

Ep 377. Inflation Print, Fed Raised Interest Rates, Reading, and Howard Marks’s New Memo

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...

16 Dec 20222h 4min

Ep 376. Bob Iger Is Back at Disney, the Perfect Stock, and Snap Judgments From Twitter

Ep 376. Bob Iger Is Back at Disney, the Perfect Stock, and Snap Judgments From Twitter

QuickFS Link: https://quickfs.net/?via=focused  Twitter: @Focusedcompound Email: info@focusedcompounding.com  Focused Compounding is website for buy and hold value investors. Inside, you will find res...

9 Dec 20221h 47min

Ep 375. Q&A: Buffett’s Best Investment, Distributor Stocks, P/E Contraction, Net Nets, etc.

Ep 375. Q&A: Buffett’s Best Investment, Distributor Stocks, P/E Contraction, Net Nets, etc.

QuickFS Link: https://quickfs.net/?via=focused  Twitter: @Focusedcompound Email: info@focusedcompounding.com  Focused Compounding is website for buy and hold value investors. Inside, you will find res...

18 Nov 20221h 51min

Ep 374. Tech Layoffs, Recessions, Microcap Screener, and Thoughts on the Rollup Biz Model

Ep 374. Tech Layoffs, Recessions, Microcap Screener, and Thoughts on the Rollup Biz Model

QuickFS Link: https://quickfs.net/?via=focused  Twitter: @Focusedcompound Email: info@focusedcompounding.com  Focused Compounding is website for buy and hold value investors. Inside, you will find res...

11 Nov 20222h 17min

Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener

Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener

QuickFS Link: https://quickfs.net/?via=focused  Twitter: @Focusedcompound Email: info@focusedcompounding.com  Focused Compounding is website for buy and hold value investors. Inside, you will find res...

4 Nov 20221h 44min

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