Focused Compounding

Ep 371. Bank of England Emergency, Cheap UK Stocks, Interest Rates, and US Insurance Companies

Sep 29, 2022
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Episode notes
1
Introduction
00:00 • 3min
2
Bond Market in the United States
02:44 • 5min
3
Against the Dollar, All Countries Have Moved a Lot
07:46 • 2min
4
Investing in Poents
09:18 • 2min
5
Is It Purely From a Purchasing Power Paroty Perspective?
11:14 • 4min
6
What's the Business Mix in the United States?
15:13 • 2min
7
Why You Shouldn't Just Buy Stocks Outright
17:38 • 5min
8
Can You Hedge the Currency?
22:20 • 5min
9
Is the U K the Most Attractive Stock?
27:36 • 5min
10
Dominoes in the Us
32:26 • 2min
11
Dominoes Pia vs Howdon Joiner?
34:11 • 6min
12
Dominoes
39:45 • 4min
13
Is It a Good Idea to Buy Back a Lot of Stock?
43:23 • 3min
14
The Stock Is Down 53 % a Year to Date
46:42 • 2min
15
Dominos
48:31 • 5min
16
Dominoes, Houton Joinery and Hilton Food?
53:23 • 5min
17
Dominos
58:16 • 2min
18
Dominoes in the Uk
01:00:04 • 3min
19
Game's Workshop
01:02:56 • 4min
20
Dominoes
01:07:11 • 3min
21
Would You Analyze an Insurance Company Not in the United States?
01:10:26 • 2min
22
Investing in a Bank in the United States?
01:12:42 • 4min
23
Are There Things You're Thinking About With This Company?
01:16:38 • 4min
24
Is There a State Own Insurance Programme?
01:20:14 • 3min
25
Hurricane Insurance
01:22:54 • 3min
26
Investment Leverage
01:25:56 • 4min
27
Buffett Invested in a Few Companies, Right?
01:30:15 • 2min
28
The Importance of Management in the Insurance Business
01:32:15 • 6min
29
How Do You Get Out of Insurance Companies' Management Meetings?
01:38:00 • 4min
30
Buffett's Pattern in Insurance
01:42:09 • 4min
31
Investing in Insurance - Is There a Problem?
01:45:49 • 4min
32
Is There a Cyclicality?
01:50:17 • 2min
33
Price to Book
01:52:20 • 3min
34
Focus Compounding Podcast
01:55:20 • 2min