Focused Compounding

Ep 401. Macro for Value Investors: What Alice Schroeder Means by ’Buffett Cares about Macro’

QuickFS Link: https://quickfs.net/?via=focused
Podcast Questions: Focusedcompounding@gmail.com
Twitter: @Focusedcompound
Investment Inquiries: Andrew@focusedcompounding.com
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Ep 400. Where Does Your Return Come From: Yield, Growth, and Multiple Expansion, and the Difference Between Speculation and Investing

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Podcast Questions: Focusedcompounding@gmail.com
Twitter: @Focusedcompound
Investment Inquiries: Andrew@focusedcompounding.com
Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 399. Berkshire Hathaway’s Homebuilder Investment, Market Positioning, and Assessing Business Profit Persistency

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Podcast Questions: Focusedcompounding@gmail.com
Twitter: @Focusedcompound
Investment Inquiries: Andrew@focusedcompounding.com
Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 398. The Financial History of General Motors with Capital Allocation Author, Jacob McDonough

Jacob's Info
Podcast: https://open.spotify.com/show/3iJsVOzhvOECw8wwckyBbc
Twitter: @McD_Investments
Website: http://www.mcdonough-investments.com/
QuickFS Link: https://quickfs.net/?via=focused
Podcast Questions: Focusedcompounding@gmail.com
Twitter: @Focusedcompound
Investment Inquiries: Andrew@focusedcompounding.com
Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 397. The Financial History of GEICO with Capital Allocation Author, Jacob McDonough

Jacob's Info
Podcast: https://open.spotify.com/episode/5y0tUU9O2v1D9VvEnEdaZ3?si=277799c172704769&nd=1
Twitter: @McD_Investments
Website: http://www.mcdonough-investments.com/
 
 
 
 
QuickFS Link: https://quickfs.net/?via=focused
Podcast Questions: Focusedcompounding@gmail.com
Twitter: @Focusedcompound
Investment Inquiries: Andrew@focusedcompounding.com
Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 396. Box Office Flops, Cinemark’s Valuation, and Revisiting Overlooked Bank Stocks

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Podcast Questions: Focusedcompounding@gmail.com
Twitter: @Focusedcompound
Investment Inquiries: Andrew@focusedcompounding.com
Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter

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Podcast Questions: Focusedcompounding@gmail.com
Twitter: @Focusedcompound
Investment Inquiries: Andrew@focusedcompounding.com
Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On

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Podcast Questions: Focusedcompounding@gmail.com
Twitter: @Focusedcompound
Investment Inquiries: info@focusedcompounding.com
Please read our Disclaimer: https://focusedcompounding.com/disclaimer/