Focused Compounding
En podcast af Andrew Kuhn and Geoff Gannon
Kategorier:
454 Episoder
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Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X
Udgivet: 4.10.2024 -
Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas
Udgivet: 13.9.2024 -
Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior
Udgivet: 23.8.2024 -
Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X
Udgivet: 16.8.2024 -
Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence
Udgivet: 11.8.2024 -
Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024
Udgivet: 17.7.2024 -
Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry
Udgivet: 25.6.2024 -
Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA
Udgivet: 29.5.2024 -
Ep 452. Analyzing Debt: Optimal Capital Structures
Udgivet: 24.5.2024 -
Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry
Udgivet: 21.5.2024 -
Ep 450. Our Takeaways from the Berkshire Hathaway Meeting
Udgivet: 16.5.2024 -
Ep 449. Focused Compounding's Plan for Parks! America
Udgivet: 10.5.2024 -
Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges
Udgivet: 26.4.2024 -
Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy
Udgivet: 25.4.2024 -
Ep 446. Energy Investing the Warren Buffett Way
Udgivet: 24.4.2024 -
Ep 445. Market Share and Profitability: Unraveling the Relationship
Udgivet: 22.4.2024 -
Ep 444. Rising Margins: Continuation or Reversion to the Mean?
Udgivet: 16.4.2024 -
Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise
Udgivet: 12.4.2024 -
Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't
Udgivet: 9.4.2024 -
Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates
Udgivet: 5.4.2024
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/