All episodes of Focused Compounding

Ep 424. Outsider CEOs: Tom Murphy, A Perpetual Motion Machine for Returns

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors....

Published 01/12/24

Ep 423. The Warren Buffett Way: Mastering the Art of Capital Allocation

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors....

Published 01/08/24

Ep 422. Creating Business Systems, John Neff, Multiple Expansion, Inflection Points, and Other Investing Musings

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors....

Published 01/05/24

Ep 421. New Year, New You: How to Invest When You Only Have An Hour a Day to Do It

How to Invest When You Only Have an Hour a Day to Do It https://focusedcompounding.com/how-to-invest-when-you-only-have-an-hour-a-day-to-do-it/ 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter:...

Published 01/03/24

Ep 420. 2023 in Review and 2024 Predictions

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors....

Published 12/29/23

Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors....

Published 12/26/23

Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors....

Published 12/20/23

Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors....

Published 12/18/23

Ep 416. Assessing Land Banks: Value Trap or Value Investment?

MLP writeup: https://valueinvestorsclub.com/idea/MAUI_LAND_andamp%3B_PINEAPPLE_CO/2155146259 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] About...

Published 12/06/23

Ep 415. A Tribute to Charlie Munger

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors....

Published 12/04/23

Ep 414. Normalizing Supply-Driven, Demand-Driven, and Bond-Like Earnings

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors....

Published 11/01/23

Ep 413. Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy

InsideArbitrage: https://t.co/XjSwNNG8bK Subscribe to our email list: https://focusedcompounding.ck.page/ QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Published 10/30/23

Ep 412. The Many Different Ways to Guess a Business’s Future Revenue

The Many Different Ways to Guess a Business’s Future Revenue blog post: https://focusedcompounding.ck.page/posts/the-many-different-ways-to-guess-a-business-s-future-revenue-1 InsideArbitrage: https://t.co/XjSwNNG8bK Subscribe to our email list: https://focusedcompounding.ck.page/ QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer:...

Published 10/25/23

Ep 411. Understanding Your Opportunity Cost in an Inflationary Environment