Focused Compounding
En podcast af Andrew Kuhn and Geoff Gannon - Fredage
459 Episoder
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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 -
Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever
Udgivet: 2.4.2024 -
Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies
Udgivet: 28.3.2024 -
Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024
Udgivet: 26.3.2024 -
Ep 437. Outsider CEOs: John Malone and TCI
Udgivet: 12.3.2024 -
Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions
Udgivet: 7.3.2024 -
Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders
Udgivet: 5.3.2024 -
Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns
Udgivet: 28.2.2024 -
Ep 433. Les Schwab Pride in Performance: Keep It Going
Udgivet: 22.2.2024 -
Ep 432. Outsider CEOs: Bill Anders and General Dynamics
Udgivet: 15.2.2024 -
Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics
Udgivet: 13.2.2024 -
Ep 430. Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing
Udgivet: 9.2.2024 -
Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value
Udgivet: 6.2.2024 -
Ep 428. Dear Chairman: Robert Young vs. New York Central - The Proxyteers Storm the Vanderbilt Line
Udgivet: 30.1.2024 -
Ep 427. M&A Activity: Spirit/JetBlue, Hawaiian Holdings/Alaska Airlines, and Kroger/Albertsons
Udgivet: 25.1.2024 -
Ep 426. Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024
Udgivet: 22.1.2024
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/
