Focused Compounding

The implementation of this plan is contingent on the election of Focused Compounding’s four (4) director-nominees at the Company’s Annual Meeting. The financial forecasts contained herein are not a guaranty of what will happen, but rather are based on our market knowledge, and what we believe to be conservative forecasts.

Focused Compou...

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Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges

April 26, 2024 • 36 mins

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About Focused Compounding: We are an...

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Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy

April 25, 2024 • 36 mins

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📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...

📈 QuickFS: Visit here: https://quickfs.net/?via=focused

🐦 Twitter: @Focusedcompound

✉️ Email: info@focusedcompounding.com

About Focused Compounding: We are an...

Mark as Played

Ep 446. Energy Investing the Warren Buffett Way

April 24, 2024 • 32 mins

🔍 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: info@focusedcompounding.com

About Focused Compounding: We are an...

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Focused Compounding

Episodes

Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?

Ep 464. Buffett’s Playbook: Past and Present

Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders

Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices

Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock

Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X

Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas

Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior

Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X

Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence

Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024

Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry

Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA

Ep 452. Analyzing Debt: Optimal Capital Structures

Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry

Ep 450. Our Takeaways from the Berkshire Hathaway Meeting

Ep 449. Focused Compounding's Plan for Parks! America

Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges

Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy

Ep 446. Energy Investing the Warren Buffett Way

Popular Podcasts

Focused Compounding

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}Ep 464. Buffett’s Playbook: Past and Present

Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders

Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices

Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock

Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X

Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas

Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior

Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X

Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence

Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024

Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry

Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA

Ep 452. Analyzing Debt: Optimal Capital Structures

Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry

Ep 450. Our Takeaways from the Berkshire Hathaway Meeting

Ep 449. Focused Compounding's Plan for Parks! America

Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges

Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy

Ep 446. Energy Investing the Warren Buffett Way

Popular Podcasts

Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?

Ep 464. Buffett’s Playbook: Past and Present