Focused Compounding

En podcast af Andrew Kuhn and Geoff Gannon

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454 Episoder

  1. Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X

    Udgivet: 4.10.2024

  2. Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas

    Udgivet: 13.9.2024

  3. Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior

    Udgivet: 23.8.2024

  4. Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X

    Udgivet: 16.8.2024

  5. Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence

    Udgivet: 11.8.2024

  6. Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024

    Udgivet: 17.7.2024

  7. Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry

    Udgivet: 25.6.2024

  8. Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA

    Udgivet: 29.5.2024

  9. Ep 452. Analyzing Debt: Optimal Capital Structures

    Udgivet: 24.5.2024

  10. Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry

    Udgivet: 21.5.2024

  11. Ep 450. Our Takeaways from the Berkshire Hathaway Meeting

    Udgivet: 16.5.2024

  12. Ep 449. Focused Compounding's Plan for Parks! America

    Udgivet: 10.5.2024

  13. Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges

    Udgivet: 26.4.2024

  14. Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy

    Udgivet: 25.4.2024

  15. Ep 446. Energy Investing the Warren Buffett Way

    Udgivet: 24.4.2024

  16. Ep 445. Market Share and Profitability: Unraveling the Relationship

    Udgivet: 22.4.2024

  17. Ep 444. Rising Margins: Continuation or Reversion to the Mean?

    Udgivet: 16.4.2024

  18. Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise

    Udgivet: 12.4.2024

  19. Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't

    Udgivet: 9.4.2024

  20. Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates

    Udgivet: 5.4.2024

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QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] 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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