🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/special/focused 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/posts/the-many-different-ways-to-guess-a-business-s-future-revenue-1 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com About Focused Compounding: We are an ...
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Biblically sound, thought-provoking and challenging talks, sermons and seminars from Moore Theological College. Hear from Moore Faculty and ministry workers from Sydney, Australia, and beyond. Join us as we open the Bible together and share a life-giving Christ-centred message.
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How did we get here? How do we get out of here? (Genesis 3)—Mark Thompson
31:58
31:58
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There is a problem with our world. It's a problem that lies deep within us—a problem that strikes at the heart of who we are. It's a problem that causes turbulence, fear, conflict, competition, exploitation, abuse and rejection of God. It's our problem, and it's one for which we badly need a solution. In this episode of the Moore College podcast, i…
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Jesus’ mission; our mission (John 20:19-23) with guest speaker Kanishka Raffel
29:17
29:17
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What has happened to Jesus’ mission? We live in an age when many do not know Jesus, nor do they wish to know him. Indeed, according to the last census in 2021, around 40 per cent of all Australians indicated that they had “no religion”. But after Jesus was resurrected, John reports in his Gospel that Jesus appeared to his disciples in a locked room…
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Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior
1:39:12
1:39:12
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Our missionary faith - Matthew 28:16-20 - Mark Thompson
26:29
26:29
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Chapel sermon. For more audio resources or to make a donation to support the work of Moore College, visit https://moore.edu.au/
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Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X
1:39:37
1:39:37
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Love one another (1 John 4:7-21) with Chase Kuhn
32:15
32:15
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Have you ever been a member of a church community, but feel like you don't really belong? Perhaps you feel like you have no one to talk to during the morning tea or supper after the service. Perhaps the other members are always doing social things together that don't include you. Or perhaps you just feel like your presence there doesn't really matt…
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Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence
58:24
58:24
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The delight of marriage (Genesis 2:4-25) with Mark Thompson and Susan An
31:07
31:07
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In this podcast episode, Mark Thompson and Susan An explore the profound significance of marriage through the lens of Genesis 2:4-25. They discuss the first marriage in the Bible, its role in God's creation, and how it points to the ultimate union between Christ and the Church. They also address contemporary challenges to the biblical view of marri…
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Fire and straw (Jeremiah 23:25-40) and Andrew Shead
23:34
23:34
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In this chapel sermon, Andrew Shead delves into Jeremiah 23:25-40, examining God's condemnation of false prophets who deceive through dreams and false messages. The episode contrasts false and true prophecy, emphasizing that true prophecy is rooted in God's word, which is powerful and transformative. False prophecy, born from moral corruption, lead…
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God and everything else (Genesis 1) with Mark Thompson and Jane Tooher
28:08
28:08
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In this chapel sermon, Mark Thompson reflects on Genesis 1 and its profound implications for understanding our identity, purpose, and the nature of God's creation. Emphasizing God's sovereignty as Creator and our role as His creatures, the sermon addresses key contemporary issues like identity, gender, and purpose. It highlights that our significan…
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Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024
1:28:29
1:28:29
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The power and fragility of God’s word (Jeremiah 23:9-24) with Andrew Shead
22:37
22:37
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In this sermon, Andrew Shead expounds Jeremiah 23:9-24, focusing on the power and fragility of God's Word. He contrasts true prophecy with the false prophets of Jeremiah's time, who used God's name for their own gain, causing destruction and chaos. The sermon emphasizes the responsibility of speaking God's Word with reverence, recognizing the tempt…
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Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry
26:06
26:06
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The Church and the Schools in Sydney with David Hastie
1:26:41
1:26:41
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Speaker: David Hastie BA (Hons), PhD From the earliest days of the British Colony, Anglicans have been central to Australian schooling. Throughout the often bitter arguments leading up to the Public Instruction Acts of the 1880s, Sydney Anglicans have provided two fundamental pillars in education: a direct role in the founding and continuance of Pu…
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The words and ways of Paul’s gospel ministry (Acts 20:17-38) with guest speaker Pete Stedman
22:07
22:07
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Chapel sermon. Pete Stedman is the senior pastor of Norwest Anglican Church in Sydney. For more audio resources or to make a donation to support the work of Moore College, visit https://moore.edu.au/
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Wisdom for dealing with sin (2 Corinthians 12:11-21) with Paul Grimmond
24:22
24:22
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Chapel sermon. For more audio resources or to make a donation to support the work of Moore College, visit https://moore.edu.au/
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Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA
28:33
28:33
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I say to you, get up! (Mark 5:21-43) with Andrew Leslie
28:38
28:38
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Chapel sermon. For more audio resources or to make a donation to support the work of Moore College, visit https://moore.edu.au/
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Ep 452. Analyzing Debt: Optimal Capital Structures
23:17
23:17
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Grace to the undeserving (Jonah 1) with guest speaker Mark Calder
13:42
13:42
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Chapel sermon. Rev Mark Calder is the Bishop of the Central West of New South Wales. For more audio resources or to make a donation to support the work of Moore College, visit https://moore.edu.au/
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Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry
50:33
50:33
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Pleased with weakness (2 Corinthians 12:1-10) with Paul Grimmond
22:12
22:12
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Chapel Sermon. For more audio resources or to make a donation to support the work of Moore College, visit https://moore.edu.au/
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Remembering the poor (Galatians 2:1-10) with guest speaker Tim Swan
19:22
19:22
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Timothy Swan, CEO of Anglican Aid, exhorted the students to remember the poor, as Paul did as he sought to follow Christ. Theological education is a causality of poverty and as followers of Christ it is a natural outworking of our love for him that we care for those in need. Will you, as a follower of Christ, continue to remember the poor? For more…
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Ep 450. Our Takeaways from the Berkshire Hathaway Meeting
1:08:02
1:08:02
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Money and ministry (1 Timothy 6) with Lionel Windsor
23:59
23:59
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Chapel Sermon. For more audio resources or to make a donation to support the work of Moore College, visit https://moore.edu.au/
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Ep 449. Focused Compounding's Plan for Parks! America
46:11
46:11
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PRKAproxyfight.com The implementation of this plan is contingent on the election of Focused Compounding’s four (4) director-nominees at the Company’s Annual Meeting. The financial forecasts contained herein are not a guaranty of what will happen, but rather are based on our market knowledge, and what we believe to be conservative forecasts. Focused…
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Exalting Jesus in tough times (Philippians 1:12-26) with guest speaker Paul Harrington
21:55
21:55
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Chapel Sermon. Paul is a Rector & Senior Network Pastor of the Trinity Network In Adelaide. For more audio resources or to make a donation to support the work of Moore College, visit https://moore.edu.au/
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The risen Lord of life and ministry (John 21) with Lionel Windsor
23:49
23:49
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Chapel Sermon. For more audio resources or to make a donation to support the work of Moore College, visit https://moore.edu.au/
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How not to lose heart in ministry (2 Corinthians 4) with Ed Loane
17:31
17:31
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The Rev Dr Ed Loane gave the occasional address at the 2024 Moore College Graduation. He spoke from 2 Corinthians 4. The title of the talk is: “How not to lose heart in ministry". For more audio resources or to make a donation to support the work of Moore College, visit https://moore.edu.au/
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Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges
36:15
36:15
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Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy
36:08
36:08
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Ep 446. Energy Investing the Warren Buffett Way
32:33
32:33
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Ep 445. Market Share and Profitability: Unraveling the Relationship
29:43
29:43
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Ep 444. Rising Margins: Continuation or Reversion to the Mean?
20:50
20:50
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Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise
36:29
36:29
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Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't
37:55
37:55
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Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates
36:52
36:52
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Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever
39:32
39:32
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Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies
28:00
28:00
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Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024
34:11
34:11
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How can they believe in the one in whom they have not heard? (Romans 10) with guest speaker Richard Chin
33:20
33:20
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Chapel sermon. Richard Chin serves as the National Director of the Australian Fellowship of Evangelical Students (AFES), and is based in Canberra where he also serves as a member of Crossroads Christian Church. For more audio resources or to make a donation to support the work of Moore College, visit https://moore.edu.au/…
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God’s faithfulness and mercy in election (Romans 9:1-18) with Philip Kern
13:34
13:34
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Chapel sermon. For more audio resources or to make a donation to support the work of Moore College, visit https://moore.edu.au/
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Hope lights up the valley of darkness (Romans 8:18-39) with guest speaker: David Sheath
23:31
23:31
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Chapel sermon. David leads the staff team and Admin Committee at The Lakes Church and is the primary preacher on Sundays. He also serves as Secretary on the executive team of the denomination FIEC. For more audio resources or to make a donation to support the work of Moore College, visit https://moore.edu.au/…
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Ep 437. Outsider CEOs: John Malone and TCI
34:08
34:08
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Still fleshy and spiritual (Romans 7:13-25) with Archie Poulos
20:47
20:47
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Chapel sermon. For more audio resources or to make a donation to support the work of Moore College, visit https://moore.edu.au/
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What about the Law? (Romans 7:1-12) with David Höhne
23:35
23:35
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Chapel sermon. For more audio resources or to make a donation to support the work of Moore College, visit https://moore.edu.au/
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Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions
31:46
31:46
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Everyone belongs to one of two “heads” (Romans 5:12-21) with Archie Poulos
24:15
24:15
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Chapel sermon. For more audio resources or to make a donation to support the work of Moore College, visit https://moore.edu.au/
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Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders
31:34
31:34
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1
Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns
46:50
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🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…
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