Focused Compounding

Ep 407. Two-Minute Drill on Stocks and Recalling the Bank Failures Earlier in the Year

Sep 27, 2023
The hosts discuss their version of a two-minute drill for recommending stocks. They evaluate two potential stocks, ATZ and GIFI. The importance of analyzing a company's business description and historical performance is emphasized. Dollar General's convenience and labor issues are explored. Two companies are analyzed: a potential stock to watch and Ally Financial's ownership by Berkshire. The impact of interest rate hikes on car loans and government debt is discussed. The potential consequences of reduced housing activity are explored.
Ask episode
Chapters
Transcript
Episode notes