Compoundeverythingblog - Podcast Details

Shows

Compound EverythingIs Uber’s Future at Risk? The Threat of Waymo, Tesla, Robotaxis & Full Self-DrivingIn this podcast, we discuss the future of ride-sharing and the growing threat to Uber from autonomous vehicles like Waymo and Tesla’s Full Self-Driving (FSD). We explore Uber CEO Dara Khosrowshahi’s strategy to navigate the shift toward autonomy, and whether Uber can survive, or even thrive, In a world where drivers may become obsolete!! Will Tesla’s RoboTaxi network crush Uber? Can Uber pivot before it’s too late? We cover: • Waymo vs Uber • Tesla’s Full Self-Driving: Honest review from owners • RoboTaxis: The end of the gig economy? ...2025-04-2640 min

Compound EverythingStock Market Strategies from 4 Must-Read BooksThis week, we’re reviewing the investing books we read in January, breaking down key lessons, and giving each a rating out of 10. We discuss what we learned, how the strategies apply to real-world investing, and whether these books are worth reading. Featured books: 📖 How I Made $2 Million in the Stock Market – Nicolas Darvas’ trading method and whether it still works today 📖 The Sleuth Investor by Avner Mandelman. We learn how to do deep investigative work on the companies we’re looking at. 📖 The Complete Turtle Trader by Michael W Covel– The fascinating story o...2025-02-2537 min

Compound EverythingThe Power of Scuttlebutt: How We Researched Aritzia for Investment InsightsIn this podcast episode, we uncover the secrets behind our deep dive into Aritzia (TSX: ATZ), one of the hottest names in the fashion retail space. Using scuttlebutt and qualitative research, we went beyond financials to understand what truly drives Aritzia’s success. From visiting stores to gathering customer insights and studying industry trends, we break down our process step by step. If you’re an investor or a fan of thoughtful company analysis, this episode is your ultimate guide to mastering qualitative research for better investment decisions. Not investment advice Recorded January 2025 2025-02-0830 min

Compound Everything2025 Market Moves: Investment MOVES to Watch and ACT OnJoin us as we make some fun predictions shaping 2025 for Canadian real estate, the economy, the SPY (S&P 500 ETF), and Bitcoin. We’ll break down: • Canadian Real Estate: Will prices soar or cool off? Explore the trends in housing and interest rates • The Economy: What’s next for inflation and GDP growth • SPY Predictions: Gain insights into where the S&P 500 might head this year and what sectors to watch. • Bitcoin Outlook: Is Bitcoin heading for a rally, or will volatility keep investors guessing? All of this is for fun and not inve...2025-01-1020 min

Compound EverythingDutch Bros: Brewing Profits or Frothy Risk ?In this episode, we dive deep into the incredible journey of Dutch Bros Coffee, the quirky coffee chain that’s taken the industry by storm. From its humble beginnings in a pushcart in Oregon to becoming one of the fastest-growing drive-thru coffee companies in America, we explore what sets Dutch Bros apart in a highly competitive market. We unpack their unique company culture, their fanatical customer base, and their relentless focus on growth without losing their roots. Is it the coffee, the service, or the vibe that keeps customers coming back? We’ll also look at the financial side of t...2024-12-1934 min

Compound EverythingMastering Canadian Markets: Jason Donville’s Investment Secrets RevealedJoin us as we study the investment philosophy and distinctive approach of Jason Donville, a respected Canadian investor and founder of Donville Kent Asset Management (DKAM). This podcast we examine Donville’s essential metrics, his disciplined method for identifying top-tier growth stocks, and his strategy for utilizing earnings power to uncover market value. We also examine the Canadian investment landscape, spotlighting promising opportunities and discussing how DKAM positions itself for sustained success. Remember you can copy the position but not the convection This is only for entertainment and in no way advice or education 2024-11-1833 min

Compound EverythingThe Genius of John Templeton: Investing Lessons from a Legendary BillionaireJoin us on this episode as we study and learn from the life and investing philosophies of John Templeton, one of the most successful investors of all time. We explore his famous 10 tenets of investing and the principles that guided his long and illustrious career. Learn how Templeton's contrarian approach, value investing strategies, and global outlook shaped his wealth-building legacy. Not investing advice and for entertainment purposes only 2024-11-0540 min

Compound EverythingInvesting in the Future of Cosmetics: Are Indie Brands Outpacing the Giants?In this episode, we dive into the shifting landscape of the beauty industry, focusing on giants like Estée Lauder, L’Oréal, and other major players who have long dominated the market. We’ll discuss whether new and emerging brands are eroding these big companies’ moats, chipping away at their once-unshakable oligopoly. From changing consumer preferences to indie brands with innovative approaches, we explore if the future belongs to small, agile companies. We’ll also explore potential investment strategies in the changing cosmetics market: Is it smarter to invest in big cosmetics brands directly, or should you consid...2024-10-3049 min

Compound EverythingFrancis Chou: Insights, Strategies, and SuccessIn this podcast, we delve into the captivating world of Francis Chou, a remarkable investor whose astute strategies have earned him well-deserved recognition and success. With a laser-focused approach and an uncanny ability to identify undervalued opportunities, Chou has become a revered figure in the investment realm. Our discussion sheds light on Chou's investment philosophy, showcasing how his meticulous research and analytical prowess have consistently yielded impressive results. We trace Chou's inspiring journey and highlight the key milestones that shaped his illustrious career. We offer a comprehensive overview of his investment style, including his shrewd...2024-10-2224 min

Compound EverythingEvaluating the Energy Drink Market: Key Players and Industry TrendsIn this episode, we explore the energy drink industry’s top players—Monster, Celsius, and Red Bull. Focusing on the qualitative factors driving growth for Monster and Celsius, both publicly traded, we analyze their market positioning, competitive strategies, and future potential. Tune in for insights on the evolving energy drink landscape and what it means for investors. Not investing advice and for entertainment purposes only 2024-10-1543 min

Compound EverythingMastering Quality Investments: Terry Smith's Strategies Unveiled - Part 2In this podcast we look into the world of successful investing with Terry Smith, the renowned founder of Fundsmith. Discover the strategies he employs to identify high-quality stocks and the wisdom behind his long-term holding philosophy. Key Takeaways: Terry Smith's methodology for pinpointing quality stocks in the market. The art of disciplined and patient long-term investing. Terry Smith is a highly regarded British investor and fund manager. Smith has made significant contributions to the financial industry. He is the founder and chief executive of Fundsmith, a successful asset management firm known f...2024-10-0822 min

Compound EverythingWhat are the 5 Terry Smith Investing Principles You Need To KnowJoin us in this insightful podcast as we delve into the investment philosophy and success stories of Terry Smith, the renowned fund manager behind Fundsmith who has an annualized return of 15% since 2010 . Discover the principles that have propelled Fundsmith to success in the financial world. 2024-09-3020 min

Compound EverythingAirbnb Stock: Is It Worth the Investment?In this podcast, we look into into Airbnb’s stock valuation, discussing the factors that impact its market value and potential growth. We explore the key risks that investors should consider, such as regulatory challenges, competition, and market saturation. On the flip side, we highlight the rewards, including the company’s expanding footprint and adaptability in the short-term and long term rental market. Not investing advice - do your own homework 2024-09-1943 min

Compound EverythingUnveiling Robert Wilson: Hedge Fund Genius & Investment StrategiesDiscover the incredible world of Robert Wilson, a lesser-known yet astoundingly successful hedge fund manager, in our latest video. Dive deep into the life and legacy of Wilson, whose investment acumen led to remarkable returns, setting him apart in the financial world. We unravel the secrets behind his strategies, exploring how his unique approach to investing yielded substantial profits. This video isn't just a biography; it's a treasure trove of practical lessons drawn from Wilson's experience. Whether you're an aspiring investor or a seasoned professional, there's wisdom to be gained from Wilson's journey. Join us a...2024-09-0342 min

Compound EverythingRose Blumkin: The Formidable Business Titan Buffett Feared to ChallengeDive into the remarkable story of Rose Blumkin, the legendary founder of Nebraska Furniture Mart. Known affectionately as "Mrs. B," Blumkin built her empire from the ground up, transforming a small pawnshop into the largest home furnishings store in North America. This video explores her relentless work ethic, savvy business acumen, and the strategic decisions that made her a force to be reckoned with in the retail industry. Discover why Warren Buffett, one of the most successful investors of all time, considered her the only woman he was afraid to compete against, ultimately choosing to buy her business rather...2024-08-2139 min

Compound EverythingCharlie Munger's Stock Picking StrategyJoin us in this insightful podcast as we delve into the timeless wisdom from Charlie Munger’s 1994 lecture on stock picking. In this lecture, Munger emphasized the importance of understanding fundamental principles such as accounting, decision tree theory, and the advantages of scale. He also discussed the significance of a company’s economic moat and the necessity of sticking to one’s circle of competence. Munger’s approach combines rigorous analytical methods with practical psychological insights, providing a comprehensive framework for making intelligent investment decisions. Whether you’re a seasoned investor or just starting, this podcast will equip you with valua...2024-08-0629 min

Compound EverythingMaximize Your Investment Returns: Nick Sleep's Destination Analysis Strategy ExplainedIn this episode, we explore the extraordinary investment strategies of Nick Sleep and his partner Qais Zakaria, co-founders of the Nomad Partnership. Learn about their groundbreaking "Destination Analysis" mental model, designed to identify great companies with high potential for returns. Discover how this approach, combined with their value investing philosophies, led to exceptional performance and remarkable returns. We also delve into other key investment principles that guided their success, providing you with actionable insights to enhance your own investment journey. Not investing advice or education - for entertainment purposes only ❤️✨ 2024-07-1739 min

Compound EverythingIs Crocs (CROX) a Solid Investment? Unveiling Its Competitive Edge & ValuationDiscover the untold story of Crocs, Inc. (ticker: CROX) in our latest deep-dive analysis! We unravel the secrets behind Crocs' durable competitive advantages, examining the prowess of its management team and the undeniable strength of its global brand. We take a closer look at Crocs' valuation and Learn about the factors that contribute to its market position and how it stands against industry competitors. This is not investment advice or education but for entertainment purposes only 2024-07-1027 min

Compound EverythingMastering Emotional Control: Overcoming Human Misjudgments in InvestingIn this insightful podcast, we delve into the common human misjudgments that affect investment decisions, such as regret aversion, loss aversion, status quo bias, and mental accounting. Discover how our emotions can lead to poor economic choices and negatively impact our portfolio returns. Learn effective strategies to manage and control your emotions, enabling you to make better investment decisions even in emotionally charged situations. Not investing advice and for entertainment purposes only. 2024-07-0431 min

Compound EverythingMind Over Money: Overcoming Cognitive Biases in InvestingBehavioral finance is the study of how psychological influences and cognitive biases affect the financial behaviors of investors and financial practitioners. This week, we explore three common cognitive biases that can derail your investment strategy: recency bias, representativeness, and the gambler’s fallacy. Discover how these mental shortcuts influence your decision-making and learn how overcome them. This is not education or advice, but is simply for entertainment purposes only 2024-06-2930 min

Compound EverythingWarren Buffett’s Biggest Investing MistakeToday we discuss one of Warren Buffett‘s devastating investing mistakes. Many people like to talk about the investment in kraft Heinz as Buffett’s worst investment but there is another investment less known that cost Berkshire Hathaway billions of dollars. Today we discuss what that mistake was and what lessons we can learn to help avoid colossal investment mistakes in order to protect our investment portfolios. Not investing advice or education 2024-06-2516 min

Compound EverythingInvesting Lessons We Took Away From The Davis DynastyThe Davis Dynasty, one of the best investing books we've read in recent years. This book tells the story of three generations of successful investors: Shelby Cullom Davis, his son Shelby Davis, and his grandson Chris Davis. Throughout the book, we learn about the personal and professional lives of these men and their unique approaches to investing. This is in no way investing advice, and is for entertainment purposes only. 2024-06-2024 min

Compound EverythingMastering Growth Investing: Unveil Chuck Akre’s Top Strategies for Outstanding ReturnsDive into the investment wisdom of Chuck Akre as we explore his renowned ‘three-legged stool’ strategy for achieving exceptional long-term returns. In this podcast, we’ll break down the three core principles of business quality, rate of return, and reinvestment ability that form the foundation of Akre’s investment philosophy. Remember to Subscribe to our channel This is not investing advice or education but for entertainment purposes only 2024-06-1024 min

Compound EverythingMastering Value Investing: Walter Schloss's Strategies and LegacyMastering Value Investing: Walter Schloss's Strategies and Legacy. Learn about the life, investment philosophy, and unparalleled success of Walter Schloss, one of the most respected investors in the finance world. Discover his unique approach to picking undervalued stocks, his principles of risk management, and how his methods can be applied in today's market. Not investing advice and is for entertainment purposes only. 2024-06-1022 min

Compound EverythingThe Investing Strategy of Walter SchlossIn this podcast, we dive deep into the life and legacy of Walter Schloss, one of the most respected investors in the financial world. Walter Schloss, a disciple of Benjamin Graham, is celebrated for his remarkable investment career, spanning over five decades with consistent outperformance of the market. We explore Schloss's journey from his early days, shedding light on his personal life, background, and the foundational experiences that shaped his investment philosophy. Not investing advice 2024-06-0525 min

Compound EverythingHow to Multiply Your Investment 100-Fold: Insights from 100 to 1 in the Stock Market An in-depth analysis of Thomas Phelps's seminal investment book, '100 to 1 in the Stock Market.' We break down the core principles and most impactful insights from Phelps’s guide, which teaches investors how to turn $1 into $100 through wise stock selections and long-term thinking. This is in no way financial advisor education. It is for entertainment purposes only. 2024-06-0434 min

Compound EverythingInsights from Berkshire Hathaway's 2024 Meeting | Remembering Munger & Exploring Future LeadershipDive into our comprehensive breakdown of the 2024 Berkshire Hathaway Annual Meeting, where we explore the pivotal discussions and strategic insights revealed. This video captures the significant moments and major takeaway- highlighting the profound absence of Charlie Munger after his passing and the strong legacy he leaves behind. We discuss Warren Buffett's timeless strategy of value compounding and how this principle continues to drive the conglomerate's success. Not financial advice 2024-06-0429 min