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

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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.


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