459 Episoder

  1. Ep 121. Investing in Stocks: ROC, ROE, ROIC, ROIIC

    Udgivet: 3.10.2019
  2. Ep 120. Focused Compounding Q3 Results +9.6% | +37.8% YTD

    Udgivet: 2.10.2019
  3. Ep 119. Investing Mistakes, Creative Things We've Done For Research, DCF's, Screens, Projections, and Other Questions From Twitter

    Udgivet: 1.10.2019
  4. Ep 118. How to Read a Cash flow Statement - The MOST Important Statement

    Udgivet: 26.9.2019
  5. Ep 117. Why Investors Are Hardwired to Keep Making The Same Mistakes - REITS, MLPs, IPOs, Shorting Good Stocks, and More

    Udgivet: 24.9.2019
  6. Ep 116. How to Think About Margin of Safety, Seth Klarman, The Intelligent Investor, and Advice on Looking for Stocks With a Margin of Safety

    Udgivet: 19.9.2019
  7. Ep 115. Mr. Market from Chapter 8 in The Intelligent Investor by Benjamin Graham

    Udgivet: 17.9.2019
  8. Ep 114. All About Investing in Insurance Stocks

    Udgivet: 12.9.2019
  9. Ep 113. Investing in Stocks: Monarch Cement $MCEM

    Udgivet: 10.9.2019
  10. Ep 112. Investment Qualities That Make a Great Investor from Peter Cundill and How to Develop Them

    Udgivet: 3.9.2019
  11. Ep 111. Warren Buffett's Investment Filters, Hurdle Rate, Financial Models, and Alice Schroeder

    Udgivet: 29.8.2019
  12. Ep 110. Energy Stocks, NACCO, Replacement Value, Valuing Stocks, and Thoughts on the Warren Buffett Partnership Fee Structure

    Udgivet: 27.8.2019
  13. Ep 109. Upcoming Spinoffs, Information Overload, Portfolio Allocation, and Walking Through an Appraisal

    Udgivet: 22.8.2019
  14. Ep 108. Investing, Market Cycles, Tesla, Portfolio Management, and Life With Vitaliy Katsenelson From Investment Management Associates

    Udgivet: 20.8.2019
  15. Ep 107. Interest Rates, Discount Rates, The Market Cycle, Tariffs, WeWork, and Much More

    Udgivet: 15.8.2019
  16. Ep 106. Our Thoughts on NACCO, KLXI, Selling, Currency Over/Under Valuation, and The Big Mac Index

    Udgivet: 13.8.2019
  17. Ep 105. EV-EBITDA for Handicapping Stocks, Compensation for Management, Competitive Advantages, and Geoff's Best Investment Ever

    Udgivet: 8.8.2019
  18. Ep 104. Our Daily Routine

    Udgivet: 6.8.2019
  19. Ep 102. Stocks to Research from Our Watchlist

    Udgivet: 30.7.2019
  20. Ep 101. Talking About Stocks on the Focused Compounding Gazette

    Udgivet: 23.7.2019

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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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