To Focused Compounding members: Let’s play a game. I ask you a series of questions. You give me a series of answers. I then test the answers you give to prove them false using as unfavorable a definition of false as I feel like. You have...
To Focused Compounding members: This week, Vetle Forsland was our guest for two podcast episodes. One was about GameStop (GME). The other was about Entercom (ETM). You should listen to them both. What stood out to me in those two episodes...
To Focused Compounding members: One of the most difficult things for investors to deal with is to watch other get richer faster than you. In the stock market, the same choices are available to everyone. So, if someone is up 20% this year,...
To Focused Compounding members: Since I read “Fortune’s Formula” and “A Man for All Markets” this past week, let’s talk blackjack. In blackjack, the player has an advantage over the casino if he’s counting cards. A card counter can bet...
Article by DAVE ROTTMAN I would like to discuss and elicit feedback from our community on the topic of value trading. What I mean by value trading is the purchase and sale of stocks in a shorter time frame than traditional long-term...
Friday, May 25th – Pandora A/S (PNDORA) by LUKE ELLIOTT Friday, May 25th – GameStop (GME) by VETLE FORSLAND Sunday, May 27th – “Value Trading – Does It Ever Make Sense?” by DAVE ROTTMAN To Focused Compounding members: Two different...
Tuesday, May 15th – Box (BOX) by Jayden Preston To Focused Compounding members: In an interview this week with Barron’s, Vanguard founder Jack Bogle cited stats that showed the average investor’s annual return from index funds was 8.4%...
Tuesday, May 8th, Industrial Logistics Properties Trust (ILPT) by George Baxter To Focused Compounding members: Ben Graham wrote: “Confronted with a…challenge to distill the secret of sound investment into three words, we venture the...