Focused Compounding
En podcast af Andrew Kuhn and Geoff Gannon
Kategorier:
454 Episoder
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Ep 360. Natural Gas, Inflation, Elon Musk + Twitter, and How Do You Know if Capital Allocation Has Created Value?
Udgivet: 8.6.2022 -
Ep 359. Serial Acquirers: Good vs. Bad, Long-term Returns, Are Movie Theaters Back? & Market Update
Udgivet: 1.6.2022 -
Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex
Udgivet: 26.5.2022 -
Ep 357. Berkshire’s 13-F, JetBlue’s Hostile Takeover, Paying High P/S, and Profitable Growth vs. Unprofitable Growth
Udgivet: 18.5.2022 -
Ep 356. Tech Crash, Stock-based Comp, Yield Curve, and Bank Stocks
Udgivet: 11.5.2022 -
Ep 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter
Udgivet: 9.5.2022 -
Ep 354. Consolidation in Banking, Growth in Unsettled Industries, Fees, and Managing Outside Capital
Udgivet: 18.3.2022 -
Ep 353. Revisiting Geoff’s Singular Diligence Writeups
Udgivet: 17.3.2022 -
Ep 352. Focusing in an Unfocused World
Udgivet: 16.3.2022 -
Ep 351. Improving Deep Work + Focus, Buffett Buys OXY, TAM, Market Share, and Valuing Growth
Udgivet: 10.3.2022 -
Ep 350. Market Volatility, Oil & Gas, Cruises, and a Look at Movie Theater Stocks
Udgivet: 9.3.2022 -
Ep 349. Q&A: Illiquid Stocks, Deep Value, Underrated Industries, BNPL, & Moats in Big Tech
Udgivet: 4.3.2022 -
Ep 348. Warren Buffett’s 2021 Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts
Udgivet: 3.3.2022 -
Ep 347. Russia / Ukraine, International Investing, Have Rates Peaked? & Risk / Reward
Udgivet: 2.3.2022 -
Ep 346. Q&A: Investing Mistakes, Holding Compounders, ROIC, FCF + Growth
Udgivet: 25.2.2022 -
Ep 345. Russia invades Ukraine, AI Lending Platforms, Market Sell-Off, Now What?
Udgivet: 24.2.2022 -
EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?
Udgivet: 23.2.2022 -
EP 343. Snap Judgments, Tobacco Stocks, and Upcoming Spinoffs
Udgivet: 18.2.2022 -
EP 342. New Peloton CEO, Spirit + Activision + Cedar Fair Mergers, & How Will Higher Interest Rates Affect Bank Stocks?
Udgivet: 10.2.2022 -
EP 341. Industry Analysis: Judging a company’s market position in its industry
Udgivet: 9.2.2022
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/
