Focused Compounding Ep 349. Q&A: Illiquid Stocks, Deep Value, Underrated Industries, BNPL, & Moats in Big Tech
Mar 4, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
Is There a Place for Quality Metrics and a Deep Value Approach?
02:17 • 5min
What Are Some of the Most Underrated Industries to Invest In?
07:30 • 6min
Is a Company Like Lemonade Really Disrupting Insurance?
13:06 • 4min
I'll Pay Later, You Find Anting a Dominos Pita?
17:13 • 2min
What's the Difference Between a Slow Cooker and a Stock?
19:21 • 1min
Is Growth Desirable in Financial Companies?
20:42 • 5min
The Most Durable Industry?
25:32 • 3min
How Do You Get Rid of a Phone?
28:45 • 2min
Is There a Reducing of Friction?
31:12 • 3min
The Mote Isn't as Strong as It Would Have Been Thought
34:29 • 5min
Would You Invest Your Own Money?
39:17 • 2min
Investing in Real Estate
40:48 • 3min
Is Hedging a Good Strategy?
44:01 • 3min
Is Craft Hinds a Good Investment?
46:50 • 5min