Focused Compounding

En podcast af Andrew Kuhn and Geoff Gannon

Kategorier:

454 Episoder

  1. Ep 420. 2023 in Review and 2024 Predictions

    Udgivet: 29.12.2023
  2. Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries

    Udgivet: 26.12.2023
  3. Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital

    Udgivet: 20.12.2023
  4. Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks

    Udgivet: 18.12.2023
  5. Ep 416. Assessing Land Banks: Value Trap or Value Investment?

    Udgivet: 6.12.2023
  6. Ep 415. A Tribute to Charlie Munger

    Udgivet: 4.12.2023
  7. Ep 414. Normalizing Supply-Driven, Demand-Driven, and Bond-Like Earnings

    Udgivet: 1.11.2023
  8. Ep 413. Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy

    Udgivet: 30.10.2023
  9. Ep 412. The Many Different Ways to Guess a Business’s Future Revenue

    Udgivet: 25.10.2023
  10. Ep 411. Understanding Your Opportunity Cost in an Inflationary Environment

    Udgivet: 23.10.2023
  11. Ep 410. Analyzing Past Peaks: The Dynamics of Compounders & Cyclicals

    Udgivet: 18.10.2023
  12. Ep 409. Corporate Governance and The Power of Ownership

    Udgivet: 16.10.2023
  13. Ep 408. Where Do You Draw the Line Between Money Mind and Style?

    Udgivet: 11.10.2023
  14. Ep 407. Two-Minute Drill on Stocks and Recalling the Bank Failures Earlier in the Year

    Udgivet: 27.9.2023
  15. Ep 406. Searching for Value: Long-Term Net Net Returns & Two Actionable Ideas

    Udgivet: 25.9.2023
  16. Ep 405. Merger Arbitrage: Spirit Airlines vs. Albertsons

    Udgivet: 20.9.2023
  17. Ep 404. The Number One Trait of Top Investors: A Money Mindset

    Udgivet: 18.9.2023
  18. Ep 403. Investing the Peter Lynch Way

    Udgivet: 13.9.2023
  19. Ep 402. Uncovering Warren Buffett’s Investments in Japan

    Udgivet: 11.9.2023
  20. Ep 401. Macro for Value Investors: What Alice Schroeder Means by ’Buffett Cares about Macro’

    Udgivet: 6.9.2023

3 / 23

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/

Visit the podcast's native language site