Focused Compounding
En podcast af Andrew Kuhn and Geoff Gannon
Kategorier:
454 Episoder
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Ep 380. Stock Market Valuation, Deposit Contraction + Financials, and An Activist Campaign Against Six Flags
Udgivet: 6.1.2023 -
Ep 379. Remembering 2022, Thoughts on FTX & SBF Debacle, and Predictions for 2023
Udgivet: 28.12.2022 -
Ep 378. The Best Warren Buffett Stock Screener, Questions from Twitter, and Building Conviction in Your Investments
Udgivet: 23.12.2022 -
Ep 377. Inflation Print, Fed Raised Interest Rates, Reading, and Howard Marks’s New Memo
Udgivet: 16.12.2022 -
Ep 376. Bob Iger Is Back at Disney, the Perfect Stock, and Snap Judgments From Twitter
Udgivet: 9.12.2022 -
Ep 375. Q&A: Buffett’s Best Investment, Distributor Stocks, P/E Contraction, Net Nets, etc.
Udgivet: 18.11.2022 -
Ep 374. Tech Layoffs, Recessions, Microcap Screener, and Thoughts on the Rollup Biz Model
Udgivet: 11.11.2022 -
Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener
Udgivet: 4.11.2022 -
Ep 372. S&P 500 is Down 25% YTD, FAANG, Interest Rates, International Stocks, and Other Questions from Twitter
Udgivet: 14.10.2022 -
Ep 371. Bank of England Emergency, Cheap UK Stocks, Interest Rates, and US Insurance Companies
Udgivet: 29.9.2022 -
Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter
Udgivet: 19.9.2022 -
Ep 369. Interest Rates, US Deficit, and the First 8 Things to Look at When Researching a Stock
Udgivet: 7.9.2022 -
Ep 368. Favorite Buffett Lessons, Yield Curve, Inflation, Management Teams, & Matching a Style to Your Personality
Udgivet: 5.9.2022 -
Ep 367. Fed Funds Rate, Celsius Deal, FCF + Growth, Bargaining Power, & The Best Business Advantages
Udgivet: 3.8.2022 -
Ep 366. Microsoft + Netflix, Advice for New Investors, Buffett/Munger, and Testing Bargaining Power
Udgivet: 27.7.2022 -
Ep 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection
Udgivet: 14.7.2022 -
Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile
Udgivet: 7.7.2022 -
Ep 363. Currency Swings, Naked Wines, Buffett + OXY, & Valuing Stocks using FCF + Growth
Udgivet: 29.6.2022 -
Ep 362. Value Stock vs. Value Trap: The Importance of Business Momentum
Udgivet: 22.6.2022 -
Ep 361. Recent Inflation Print, Bear Market, and Focusing on Settled Industries
Udgivet: 15.6.2022
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/