00:00 Intro
01:00 The Friday Edition
02:25 Various Methods to Predict a Business's Future Revenue
10:35 Reverse Engineering in Mature Industry Economics
14:40 Carvana's Growth
17:28 High Frequency vs. Infrequent Customers: Understanding Customer Patterns
20:25 Time Frames for IRRs

The Many Different Ways to Guess a Business’s Future Revenue blog post:

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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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