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

00:27:40

3 days ago

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

01:00:55

5 days ago

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

00:31:55

1 week ago

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

00:26:52

1 week ago

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

00:29:43

2 weeks ago

Ep 104. Our Daily Routine

00:24:31

2 weeks ago

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

00:52:23

3 weeks ago

Ep 102. Stocks to Research From Our Watchlist

00:32:17

3 weeks ago

Ep 101. Talking About Stocks on the Focused Compounding Gazette

00:25:31

1 month ago

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

00:24:39

1 month ago

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

00:23:05

1 month ago

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

00:26:30

1 month ago

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

00:50:34

1 month ago

Ep 96. All About Investing in Banks

00:28:56

1 month ago

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

00:27:06

1 month ago

Ep 94. REPLAY - Checklist For Going Beyond the 10k

00:45:38

2 months ago

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

00:35:58

2 months ago

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

00:23:12

2 months ago

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

00:23:07

2 months ago

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

00:33:59

2 months ago

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

00:31:29

2 months ago

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

00:27:24

2 months ago

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

00:30:30

3 months ago

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

00:22:39

3 months ago

Ep 85. Using Volatility to Your Advantage

00:32:14

3 months 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

00:27:01

3 months ago

Ep 83. All About Overlooked Stocks

00:27:17

4 months 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

00:29:15

4 months ago

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

00:24:13

4 months ago

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

00:31:01

5 months ago

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

00:25:11

5 months ago

Ep 78. Buffetts Berkshire Letter

00:26:14

5 months ago

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

00:34:12

5 months ago

Ep 76. Common Mistakes Investors Make

00:41:20

6 months ago

Ep 75. Our 5 Investing Filters

00:35:56

7 months ago

Ep 74. Our Research Pipeline

01:17:05

7 months ago

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

00:56:32

7 months ago

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

00:44:29

8 months ago

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

01:01:39

8 months ago

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

00:56:41

8 months ago

Ep 69. Talking MicroCap Investing with MicroCapClub's Ian Cassel

00:52:23

9 months ago

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

00:45:44

9 months ago

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

01:17:17

10 months ago

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

01:15:33

10 months ago

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

01:26:30

10 months ago

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

01:29:29

10 months ago

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

00:59:30

10 months ago

Ep 62. SuperInvestor Series: Joel Greenblatt

00:43:48

11 months ago

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

00:56:56

11 months ago

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

01:00:37

11 months ago

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

00:33:02

11 months ago

Ep 58. Checklist For Going Beyond the 10K

00:45:38

1 year ago

Ep 57. Our Real Life Investing Checklist

00:22:30

1 year ago

Ep 56. Volatility in Microcaps and "Overlooked Stocks"

00:38:43

1 year ago

Ep 55. Improving Your Reading Habits

00:20:49

1 year ago

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

00:24:25

1 year ago

Ep 53. SuperInvestor Series: Warren Buffett

00:21:00

1 year ago

Ep 52. Float and Where to Look For It

00:15:36

1 year ago

Ep 51. Our Research Process

00:36:17

1 year ago

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

00:39:53

1 year ago

Ep 49. Pattern Recognition in Investing

00:24:40

1 year ago

Ep 48. Talking GameStop with Focused Compounding Member Vetle Forsland

00:32:33

1 year ago

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

00:17:43

1 year ago

Ep 46. The Importance of Temperament in Investing

00:22:40

1 year ago

Ep 45. Mental Models for Life and Investing

00:26:27

1 year ago

Ep 44. Stock-Writeups and Probabilities in Investing

00:30:43

1 year ago

Ep 43. Investing in an Inflationary Environement

00:16:44

1 year ago

Ep 42. Using Comparables to Value Companies

00:26:27

1 year ago

Ep 41. FinTwit

00:19:16

1 year ago

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

00:16:37

1 year ago

Ep 39. Hamilton Beach Brands Co

00:18:03

1 year ago

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

00:20:01

1 year ago

Ep 37. All About Our Podcast

00:17:11

1 year ago

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

00:18:09

1 year ago

Ep 35. Focused Compounding Capital Management

00:18:54

1 year ago

Ep 34. Your Edge as a Long Term Investor

00:20:07

1 year ago

Ep 33. Getting to Know Andrew and Geoff

00:28:56

1 year ago

Ep 32. Investing With a Catalyst

00:24:05

1 year ago

Ep 31. Investing in "Overlooked Stocks"

00:18:49

1 year ago

Ep 30. Famous Investors to Follow

00:18:05

1 year ago

Ep 29. Books for Becoming Better Investors

00:17:54

1 year ago

Ep 28. Scuttlebutt Investing

00:31:01

1 year ago

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

00:28:37

1 year ago

Ep 26. Sharpening Your Accounting Skills

00:25:15

1 year ago

Ep 25. Researching a Stock and Reading a 10k

00:24:50

1 year ago

Ep 24. Value Traps and How to Avoid Them

00:32:29

1 year ago

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

00:36:40

1 year ago

Ep 22. Tandy Leather Factory (TLF)

00:24:54

1 year ago

Ep 21. NACCO industries, Inc $NC

00:25:46

1 year ago

Ep 20. Habits For Becoming a Better Investor

00:31:07

1 year ago

Ep 19. All About Moats

00:28:19

1 year ago

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

00:23:13

1 year ago

Ep 17. Investing in Net-Nets

00:24:30

1 year ago

Ep 16. Investing in Spinoffs

00:30:30

1 year ago

Ep 15. Q&A from Listeners: Part 3

00:31:44

1 year ago

Ep 14. Omnicom Group $OMC

00:26:36

1 year ago

Ep 13. What is Focused Compounding?

00:33:33

1 year ago

Ep 12. Q&A from Listeners: Part 2

00:21:44

1 year ago

Ep 11. Concentration vs. Diversification

00:22:26

1 year ago

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

00:23:07

1 year ago

Ep 9. Q&A from Listeners

00:23:05

1 year ago

Ep 8. Post-Mortem on Weight Watchers $WTW

00:28:29

1 year ago

Ep 7. Cheesecake Factory $CAKE

00:16:08

1 year ago

Ep 6. Q&A From Members

00:19:14

1 year ago

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

00:21:21

1 year ago

Ep 4. Q&A from Twitter

00:21:10

1 year ago

Ep 3. Volatility In The Markets

00:40:08

1 year ago

EP 2. NIC, Inc. $EGOV

00:19:19

1 year ago

Ep 1. Intro Q&A

00:17:38

1 year ago
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