The Best Warren Buffett Stock Screener, Q&A from Twitter, & Building Conviction in Your Investments

01:21 Market update 02:22 2022 rate hike estimates vs. reality 17:44 The best Warren Buffett stock screener 27:00 Start of Q&A: FCF & ROIC 31:55 Thoughts on joining a board 32:34 How much is too much concentration 37:00 Upcoming spinoffs 38:35 Thoughts on VTU’s recent acquisition 42:02 What has Geoff recently changed his mind on? 42:29 Investment process 46:26 Using FCF to acquire competitors 48:02 Valuing companies with preferred shares 48:56 $JOE 54:50 $HBI 01:08:30 Confidence and investing QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

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