Focused Compounding
En podcast af Andrew Kuhn and Geoff Gannon - Fredage
459 Episoder
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Ep 121. Investing in Stocks: ROC, ROE, ROIC, ROIIC
Udgivet: 3.10.2019 -
Ep 120. Focused Compounding Q3 Results +9.6% | +37.8% YTD
Udgivet: 2.10.2019 -
Ep 119. Investing Mistakes, Creative Things We've Done For Research, DCF's, Screens, Projections, and Other Questions From Twitter
Udgivet: 1.10.2019 -
Ep 118. How to Read a Cash flow Statement - The MOST Important Statement
Udgivet: 26.9.2019 -
Ep 117. Why Investors Are Hardwired to Keep Making The Same Mistakes - REITS, MLPs, IPOs, Shorting Good Stocks, and More
Udgivet: 24.9.2019 -
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 -
Ep 115. Mr. Market from Chapter 8 in The Intelligent Investor by Benjamin Graham
Udgivet: 17.9.2019 -
Ep 114. All About Investing in Insurance Stocks
Udgivet: 12.9.2019 -
Ep 113. Investing in Stocks: Monarch Cement $MCEM
Udgivet: 10.9.2019 -
Ep 112. Investment Qualities That Make a Great Investor from Peter Cundill and How to Develop Them
Udgivet: 3.9.2019 -
Ep 111. Warren Buffett's Investment Filters, Hurdle Rate, Financial Models, and Alice Schroeder
Udgivet: 29.8.2019 -
Ep 110. Energy Stocks, NACCO, Replacement Value, Valuing Stocks, and Thoughts on the Warren Buffett Partnership Fee Structure
Udgivet: 27.8.2019 -
Ep 109. Upcoming Spinoffs, Information Overload, Portfolio Allocation, and Walking Through an Appraisal
Udgivet: 22.8.2019 -
Ep 108. Investing, Market Cycles, Tesla, Portfolio Management, and Life With Vitaliy Katsenelson From Investment Management Associates
Udgivet: 20.8.2019 -
Ep 107. Interest Rates, Discount Rates, The Market Cycle, Tariffs, WeWork, and Much More
Udgivet: 15.8.2019 -
Ep 106. Our Thoughts on NACCO, KLXI, Selling, Currency Over/Under Valuation, and The Big Mac Index
Udgivet: 13.8.2019 -
Ep 105. EV-EBITDA for Handicapping Stocks, Compensation for Management, Competitive Advantages, and Geoff's Best Investment Ever
Udgivet: 8.8.2019 -
Ep 104. Our Daily Routine
Udgivet: 6.8.2019 -
Ep 102. Stocks to Research from Our Watchlist
Udgivet: 30.7.2019 -
Ep 101. Talking About Stocks on the Focused Compounding Gazette
Udgivet: 23.7.2019
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/