Focused Compounding
En podcast af Andrew Kuhn and Geoff Gannon - Fredage
459 Episoder
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EP 285. Competition: How to Judge The Durability of a Business
Udgivet: 27.1.2021 -
EP 284. Charlie Munger’s Cigar Butt: Reverse Engineering Tenneco Investment
Udgivet: 26.1.2021 -
EP 283. Price Discovery in Microcaps, Investing in Banks, FCF Yield Plus Growth, Book Value Adjustments, and Other Questions From Twitter
Udgivet: 21.1.2021 -
EP 282. Value vs. Growth: Thoughts on ”Something of Value” Memo From Howard Marks
Udgivet: 20.1.2021 -
EP 281. Thoughts on Talking to Management During Your Research Process
Udgivet: 19.1.2021 -
EP 280. The Art of Generating Stock Investment Ideas
Udgivet: 17.11.2020 -
Why Appraising a Stock Based on “Relative Valuation” vs. Peers Isn’t Enough to Guarantee You’re Getting a Bargain
Udgivet: 10.11.2020 -
EP 279. How to Spot a Business Warren Buffett Would Be Interested in
Udgivet: 10.11.2020 -
Working Capital and the Cash Flow Statement: Judging the Cash Conversion Cycle of a Business
Udgivet: 5.11.2020 -
EP 277. Working Capital and the Cash Flow Statement: The Cash Conversion Cycle of a Business
Udgivet: 5.11.2020 -
EP 276. Free Cash Flow Plus Growth: Reverse Engineering Past Warren Buffett Investments
Udgivet: 3.11.2020 -
EP 274. Learning to Think Better Through Building a Latticework of Mental Models
Udgivet: 29.10.2020 -
EP 273. 100x: Lessons From Analyzing Past 100-Bagger Stocks
Udgivet: 27.10.2020 -
EP 271. How is a Bank Like a Railroad? – And Other Crazy Ideas Geoff Has About Investing In “Efficiency Driven Businesses”
Udgivet: 23.10.2020 -
EP 270. Should You Buy Movie Theater Stocks? Our Thoughts
Udgivet: 20.10.2020 -
EP 268. Intelligent Speculation? Keynesian Beauty Contest vs. Bottom Up Stock Investing
Udgivet: 13.10.2020 -
EP 266. Net Income to Cash Flow from Operations: Focusing on What Really Matters
Udgivet: 7.10.2020 -
EP 265. Gaining a Regional Edge: Generate Alpha Investing Where You Live
Udgivet: 6.10.2020 -
EP 264. The Art of Great Stock Research: How to Go Beyond the 10K and Dig Deep
Udgivet: 5.10.2020 -
EP 263. Banks, Banks, and More Banks: Analyzing 8 Overlooked Banks
Udgivet: 28.9.2020
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/
