logo
loader
profile image

KPB User

podcast_banner

Ep 147. Going Over 5 Stocks: Sydney Airport, F.W. Thorpe, Gamehost, Vitreous Glass, A-Mark Precious Metals

0:29:08

13 hrs ago

Ep 146. Valuing Stocks, and How we think About Returns

0:20:54

2 ds ago

Ep 145. Snap Judgements - Magic Formula Edition - TZOO, KFY, HRB, DHX, and GTX

0:22:55

4 ds ago

Ep 143. Snap Judgements: MLR, MATX, BADFF, EQGPF, GHIFF

0:25:41

1 wk ago

Ep 143. The Bullcase for Investing in Burford Capital with Stephen Gamble

0:52:13

1 wk ago

Ep 142. Our Thoughts on Spinoffs and What we think about Them Going Forward

0:25:45

2 wks ago

Ep 141. How We Find Stock Ideas

0:24:10

2 wks ago

Ep 140. Snap Judgements on Stocks From Twitter

0:42:43

2 wks ago

Ep 139. Portfolio Allocation – Selling a Position to Buy a New Stock

0:21:33

3 wks ago

Ep 138. Investing in Stocks with Bargaining Power

0:20:18

3 wks ago

Ep 137. Our First 5 Minutes on 5 Stocks: LRN, SCVL, ETH, WNC and JVA

0:28:34

3 wks ago

Ep 136. Superinvestor Series: Charlie Munger

0:23:38

3 wks ago

Ep 135. Appraising a Stock: How we Valued $OTCM

0:28:43

3 wks ago

Ep 134. Revisiting Geoff’s Recent Investing Writeups: AMRK, DJCO, PMD and VTU

0:24:55

4 wks ago

Ep 133. Why Reading Business Books Will Make You a Better Investor, and What We've Been Reading Lately

0:24:51

4 wks ago

Ep 132. Analyzing an Income Statement: How to Think Above the Bottom Line - and Profit from It

0:25:04

1 mth ago

Ep 131. Snap Judgments: Our First 5-Minutes on 5 Stocks

0:28:34

1 mth ago

Ep 130. Answering Investing Questions From Twitter @FocusedCompound

0:22:26

1 mth ago

Ep 129. Why Buy and Hold Rarely Works: Portfolio Turnover the Warren Buffett Way vs. the Peter Lynch Way

0:30:03

1 mth ago

Ep 128. The Secret to Snap Judgments: Why 95% of Stocks Aren't Worth Your Time - And How to Instantly Spot the 5% That Are

0:32:00

1 mth ago

Ep 127. Free Cash Flow Plus Growth: Investing the Warren Buffett Way

0:29:37

1 mth ago

Ep 126. The Only Way That Buy and Hold Ever Works: How Compounders Create Value

0:30:52

1 mth ago

Ep 125. Investing in Bank Stocks: Why Interest Rates and the Yield Curve Matter

0:25:05

1 mth ago

Ep 124. How to Read a 10k

0:31:08

1 mth ago

Ep 123. Investing Other People's Money: Float, Deposits, Backlog, & AUM

0:22:28

1 mth ago

Ep 122. How to Read a Balance Sheet

0:26:02

1 mth ago

Ep 121. Investing in Stocks: ROC, ROE, ROIC, ROIIC

0:21:38

2 mths ago

Ep 120. Focused Compounding Q3 Results +9.6% | +37.8% YTD

0:26:37

2 mths ago

Ep 119. Investing Mistakes, Creative Things We've Done For Research, DCF's, Screens, Projections, and Other Questions From Twitter

0:31:30

2 mths ago

Ep 118. How to Read a Cash flow Statement - The MOST Important Statement

0:26:39

2 mths ago

Ep 117. Why Investors Are Hardwired to Keep Making The Same Mistakes - REITS, MLPs, IPOs, Shorting Good Stocks, and More

0:32:59

2 mths ago

Ep 116. How to Think About Margin of Safety, Seth Klarman, The Intelligent Investor, and Advice on Looking for Stocks With a Margin of Safety

0:22:50

2 mths ago

Ep 115. Mr. Market from Chapter 8 in The Intelligent Investor by Benjamin Graham

0:22:04

2 mths ago

Ep 114. All About Investing in Insurance Stocks

0:25:35

2 mths ago

Ep 113. Investing in Stocks: Monarch Cement $MCEM

0:29:48

2 mths ago

Ep 112. Investment Qualities That Make a Great Investor from Peter Cundill and How to Develop Them

0:26:22

3 mths ago

Ep 111. Warren Buffett's Investment Filters, Hurdle Rate, Financial Models, and Alice Schroeder

0:20:03

3 mths ago

Ep 110. Energy Stocks, NACCO, Replacement Value, Valuing Stocks, and Thoughts on the Warren Buffett Partnership Fee Structure

0:26:44

3 mths ago

Ep 109. Upcoming Spinoffs, Information Overload, Portfolio Allocation, and Walking Through an Appraisal

0:27:40

3 mths ago

Ep 108. Investing, Market Cycles, Tesla, Portfolio Management, and Life With Vitaliy Katsenelson From Investment Management Associates

1:00:55

3 mths ago

Ep 107. Interest Rates, Discount Rates, The Market Cycle, Tariffs, WeWork, and Much More

0:31:55

3 mths ago

Ep 106. Our Thoughts on NACCO, KLXI, Selling, Currency Over/Under Valuation, and The Big Mac Index

0:26:52

3 mths ago

Ep 105. EV-EBITDA for Handicapping Stocks, Compensation for Management, Competitive Advantages, and Geoff's Best Investment Ever

0:29:43

3 mths ago

Ep 104. Our Daily Routine

0:24:31

4 mths ago

Ep 103. Ian Cassel and The Power of Capacity Constrained Investing Strategies

0:52:23

4 mths ago

Ep 102. Stocks to Research From Our Watchlist

0:32:17

4 mths ago

Ep 101. Talking About Stocks on the Focused Compounding Gazette

0:25:31

4 mths ago

Ep 100. What We Look For in Management, How We Judge Management, Compensation, Capital Allocation, and Much More

0:24:39

4 mths ago

Ep 99. Analyzing Stocks, Moats, Research, Advice to New Investors and Cigar Butts vs Quality Businesses

0:23:05

4 mths ago

Ep 98. Focus, Deep Work, and Reading Books/10ks,

0:26:30

4 mths ago

Ep 97. Pari-Mutual System, Probabilities, and Handicapping a stock

0:50:34

5 mths ago

Ep 96. All About Investing in Banks

0:28:56

5 mths ago

Ep 95. International Stocks, Screening, FCF and NI, Managing Money, and Much More

0:27:06

5 mths ago

Ep 93. Investing Mistakes, Passing on NFLX, Coefficient Variation and Reading the Footnotes

0:35:58

5 mths ago

Ep 92. Growth vs. Value, Magical Formula vs. The Acquires Multiple, Shareholder Value in Dark Stocks and Investor Letters We Like

0:23:12

5 mths ago

Ep 91. Stock Talk: North American Energy Partners ($NOA) With Alex Middleton

0:23:07

5 mths ago

Ep 90. All About Illiquid Stocks, Our Thoughts on LEAPS and Talking About Merger Arbitrage

0:33:59

6 mths ago

Ep 89. Sonics & Materials Inc: A Profitable Net-Net Building A Cash Pile with Luke Elliott

0:31:29

6 mths ago

Ep 88. All About Berkshire Hathaway's 2019 Shareholder Meeting and Other Thoughts on the Company Going Forward

0:27:24

6 mths ago

Ep 87. Favorite Psychology Books, Career Advice, Specialization, Moats and Becoming a Better Investor

0:30:30

6 mths ago

Ep 86. Berkshire Meeting, 10k’s, Books We Reread Often, ROE/ROCE, Inflation and Much More

0:22:39

6 mths ago

Ep 85. Using Volatility to Your Advantage

0:32:14

6 mths ago

Ep 84. Discount rates, Is there a place for Lower return investments in a portfolio, and Geoffs thoughts on regional banks and Majestic Wines

0:27:01

7 mths ago

Ep 83. All About Overlooked Stocks

0:27:17

7 mths ago

Ep 82. Focused Compounding Capital Management, Auditing the Accounting in Dark Stocks, Bidding for Illiquid Stocks, Spinoffs, and How We Think About Our Investing Watchlist

0:29:15

7 mths ago

Ep 81. Value vs. Book Value, Investing in Other Countries, and How to Prejudge a Stock

0:24:13

8 mths ago

Ep 80. Avoiding Confirmation Bias, Doing Research, Changes to Investing Style, and Much More

0:31:01

8 mths ago

Ep 79. Cloning Super Investors, Alpha, Investing Without the Internet and the Next 30 years

0:25:11

8 mths ago

Ep 78. Buffetts Berkshire Letter

0:26:14

8 mths ago

Ep 77. Insider Ownership, Institutional ownership, Moats, and Other Questions From Listeners

0:34:12

9 mths ago

Ep 76. Common Mistakes Investors Make

0:41:20

10 mths ago

Ep 75. Our 5 Investing Filters

0:35:56

10 mths ago

Ep 74. Our Research Pipeline

1:17:05

10 mths ago

Ep 73. Revisiting Geoffs Initial Interest posts -- USLM, REZI, PCOA, KEWL, MLP, GRBK, VULC

0:56:32

10 mths ago

Ep 72. Guarding Against Attachment Bias, Updates on Stocks, Our Thoughts On Facebook, and More Questions From Listeners

0:44:29

11 mths ago

Ep 71. Oil, Running a Public Company, and the Business of Life with Jeff Johnson - CEO of Epus Global Energy

1:01:39

1 yr ago

Ep 70. Cyclical Stocks, BWXT, Buy and Hold Forever, Timberland, Portfolio Decisions, and Other Questions From Twitter

0:56:41

1 yr ago

Ep 68. Talking Deep Value Investing in Japanese stocks with Clayton Young

0:45:44

1 yr ago

Ep 67. Revisiting ALL of Geoff's Singular Diligence Reports

1:17:17

1 yr ago

Ep 66. Checking Stock Prices, Detecting Frauds, Avoiding Behavioral Biases, and other FAQs

1:15:33

1 yr ago

Ep 65. His Investing Process, Being Short Tesla, and His Path to Starting Artko Capital with Peter Rabover

1:26:30

1 yr ago

Ep 64. Oddball Stocks, Investing in Banks, Why Price Is The Most Important Information Point, and Much More with Nate Tobik

1:29:29

1 yr ago

Ep 63. Good vs. Bad When It Comes to Business, Management, Incentives, Accounting, and A lot More

0:59:30

1 yr ago

Ep 62. SuperInvestor Series: Joel Greenblatt

0:43:48

1 yr ago

Ep 61. The Most Important Concept For Investors: Deep Work

0:56:56

1 yr ago

Ep 60. Mental Models, Investing, Sleep and Much More With Samir Patel from Askeladden Capital

1:00:37

1 yr ago

Ep 59. Investing in Turnarounds, Outperformance Anxiety, Value Investing in the 21st Century, and Why We Don't Short

0:33:02

1 yr ago

Ep 58. Checklist For Going Beyond the 10K

0:45:38

1 yr ago

Ep 57. Our Real Life Investing Checklist

0:22:30

1 yr ago

Ep 56. Volatility in Microcaps and "Overlooked Stocks"

0:38:43

1 yr ago

Ep 55. Improving Your Reading Habits

0:20:49

1 yr ago

Ep 54. Let's Talk About Macro Stuff...

0:24:25

1 yr ago

Ep 53. SuperInvestor Series: Warren Buffett

0:21:00

1 yr ago

Ep 52. Float and Where to Look For It

0:15:36

1 yr ago

Ep 51. Our Research Process

0:36:17

1 yr ago

Ep 50. Talking Entercom Communications with Focused Compounding Member Vetle Forsland

0:39:53

1 yr ago

Ep 49. Pattern Recognition in Investing

0:24:40

1 yr ago

Ep 48. Talking GameStop with Focused Compounding Member Vetle Forsland

0:32:33

1 yr ago

Ep 47. Good Net-Nets vs Bad Net-Nets

0:17:43

1 yr ago

Ep 46. The Importance of Temperament in Investing

0:22:40

1 yr ago

Ep 45. Mental Models for Life and Investing

0:26:27

1 yr ago

Ep 44. Stock-Writeups and Probabilities in Investing

0:30:43

1 yr ago

Ep 43. Investing in an Inflationary Environement

0:16:44

1 yr ago

Ep 42. Using Comparables to Value Companies

0:26:27

1 yr ago

Ep 41. FinTwit

0:19:16

1 yr ago

Ep 40. Value Trading - Does It Ever Make Sense?

0:16:37

1 yr ago

Ep 39. Hamilton Beach Brands Co

0:18:03

1 yr ago

Ep 38. Becoming a Better Investor, Accounting, and DCF's

0:20:01

1 yr ago

Ep 37. All About Our Podcast

0:17:11

1 yr ago

Ep 36. Do We Prefer Companies That Are Controlled by the Founder?

0:18:09

1 yr ago

Ep 35. Focused Compounding Capital Management

0:18:54

1 yr ago

Ep 34. Your Edge as a Long Term Investor

0:20:07

1 yr ago

Ep 33. Getting to Know Andrew and Geoff

0:28:56

1 yr ago

Ep 32. Investing With a Catalyst

0:24:05

1 yr ago

Ep 31. Investing in "Overlooked Stocks"

0:18:49

1 yr ago

Ep 30. Famous Investors to Follow

0:18:05

1 yr ago

Ep 29. Books for Becoming Better Investors

0:17:54

1 yr ago

Ep 28. Scuttlebutt Investing

0:31:01

1 yr ago

Ep 27. Questions From Listeners, $KEWL, Tobacco Stocks, and FANG

0:28:37

1 yr ago

Ep 26. Sharpening Your Accounting Skills

0:25:15

1 yr ago

Ep 25. Researching a Stock and Reading a 10k

0:24:50

1 yr ago

Ep 24. Value Traps and How to Avoid Them

0:32:29

1 yr ago

Ep 23. Japanese Net-Nets, Movado and Fossil, and a Discussion on Short Selling

0:36:40

1 yr ago

Ep 22. Tandy Leather Factory (TLF)

0:24:54

1 yr ago

Ep 21. NACCO industries, Inc $NC

0:25:46

1 yr ago

Ep 20. Habits For Becoming a Better Investor

0:31:07

1 yr ago

Ep 19. All About Moats

0:28:19

1 yr ago

Ep 18. The Two Types of Value Investing: Cheap vs. Quality

0:23:13

1 yr ago

Ep 17. Investing in Net-Nets

0:24:30

1 yr ago

Ep 16. Investing in Spinoffs

0:30:30

1 yr ago

Ep 15. Q&A from Listeners: Part 3

0:31:44

1 yr ago

Ep 14. Omnicom Group $OMC

0:26:36

1 yr ago

Ep 13. What is Focused Compounding?

0:33:33

1 yr ago

Ep 12. Q&A from Listeners: Part 2

0:21:44

1 yr ago

Ep 11. Concentration vs. Diversification

0:22:26

1 yr ago

Ep 10. Post-Mortem on Breeze-Eastern ($BZC)

0:23:07

1 yr ago

Ep 9. Q&A from Listeners

0:23:05

1 yr ago

Ep 8. Post-Mortem on Weight Watchers $WTW

0:28:29

1 yr ago

Ep 7. Cheesecake Factory $CAKE

0:16:08

1 yr ago

Ep 6. Q&A From Members

0:19:14

1 yr ago

Ep 5. Cullen/Frost Bankers, Inc. $CFR

0:21:21

1 yr ago

Ep 4. Q&A from Twitter

0:21:10

1 yr ago

Ep 3. Volatility In The Markets

0:40:08

1 yr ago

EP 2. NIC, Inc. $EGOV

0:19:19

1 yr ago

Ep 1. Intro Q&A

0:17:38

1 yr ago
1.0X
0.5 1 1.5 2 3
1.0x
00:00:00/00:00:00