Focused Compounding
En podcast af Andrew Kuhn and Geoff Gannon - Fredage
459 Episoder
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EP 261. Disaster Stocks: Times When Too Much Debt Sank Companies and Analyzing Luby’s Liquidation
Udgivet: 25.9.2020 -
EP 260. Does Value Investing Still Work? Gainsco is Getting Acquired by State Farm for 3x its Market Price!
Udgivet: 24.9.2020 -
EP 259. Why Multiples Matter and Analyzing Stocks over 1 Billion in Market Cap
Udgivet: 23.9.2020 -
EP 258. How to Analyze the Cash Flow Statement as an Investor
Udgivet: 22.9.2020 -
EP 257. How The BALANCE SHEET Works: Analyzing As An Investor
Udgivet: 21.9.2020 -
EP 256. Q&A: Investing in Trusts, Why Something Becomes Cheap or Expensive, Retention Rates, Free Cash Flow + Growth, and Much More
Udgivet: 17.9.2020 -
EP 255. Q&A: Valuing Stocks, Projecting Changes in Working Capital, Position Sizing, and Geoff’s Experience Investing in Liquidations
Udgivet: 15.9.2020 -
EP 254. Warren Buffett is Investing in Japan. Now What?
Udgivet: 10.9.2020 -
EP 253. The Outsiders: Our Takeaway From 8 Unconventional CEOs
Udgivet: 9.9.2020 -
EP 252. Investing in Black Box Business Models
Udgivet: 8.9.2020 -
EP 251. Opportunity in the Entertainment Industry: Analyzing Theaters, Cruises, Hotels, and Restaurants
Udgivet: 4.9.2020 -
PREMIUM VIDEO: Should You Invest in Dividend Stocks?
Udgivet: 3.9.2020 -
PREMIUM VIDEO: Using DCFs to Value Stocks
Udgivet: 27.8.2020 -
Learning From Warren Buffett's Personal Portfolio: Trade With a Margin of Safety
Udgivet: 25.8.2020 -
Competition: How to Judge The Durability of a Business
Udgivet: 20.8.2020 -
Lessons From Analyzing Past 100-Bagger Stocks
Udgivet: 19.8.2020 -
Gross Profits and Learning to Move up the Income Statement
Udgivet: 18.8.2020 -
EP 242. Specialization as an Investor and Revisiting Spinoffs From The Past Few Years
Udgivet: 7.8.2020 -
How Listening to “The Value Guys” Podcast Can Get You Out of Learning Mode and Into Practicing Mode
Udgivet: 6.8.2020 -
When Dead Money Becomes a Great Investment. Stock Reratings Over a 10-Year Period
Udgivet: 5.8.2020
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/