Ep 346. Q&A: Investing Mistakes, Holding Compounders, ROIC, FCF + Growth

1

Introduction

00:00 • 2min

2

The Wall Street Journal

01:48 • 2min

3

The Daily Shot - What Is an Example of an Incorrect Investment Thesis?

03:30 • 2min

4

I've Made Mistakes Before, Yeah. Yeah.

05:54 • 2min

5

How Do You Think About the Paradox of Holding 50 Cent Companies Worth $1?

07:33 • 2min

6

I Wouldn't Buy Costco Today but I'm Still Holding It

09:43 • 2min

7

The Compounders Are the Only Return That Matters

11:44 • 5min

8

Is the Illiquidity Discount Making Share Repurchases More Creative?

16:43 • 2min

9

Why Do Stocks Returns Follow the ROIC of the Underlying Business?

18:36 • 5min

10

How Do You Assess a Bank's Interest Rate Risk in a Rising Rate Environment?

23:19 • 4min

11

Indexing Has Affecting Market Shares?

27:11 • 3min

12

Free Cash Flow Growth Over Sales Growth?

29:47 • 2min

13

How Does Free Cash Flow Yield Generate a Return?

31:29 • 2min

14

Is Your Turn Equity Higher Than Your Growth?

33:47 • 2min

15

How Much Will Growth Be?

35:57 • 2min

16

Is Omnicon Worth a Lot More Than if There Was an Inflation?

37:40 • 5min

17

Ad Rates Aren't Going to Fall Below Nominal GDP Growth in Recessions

43:01 • 3min

18

What's More Important and Investable?

46:28 • 4min

19

Invest With Us - Focus Compound - Q&A

50:14 • 2min