Focused Compounding

En podcast af Andrew Kuhn and Geoff Gannon

Kategorier:

454 Episoder

  1. Ep 360. Natural Gas, Inflation, Elon Musk + Twitter, and How Do You Know if Capital Allocation Has Created Value?

    Udgivet: 8.6.2022
  2. Ep 359. Serial Acquirers: Good vs. Bad, Long-term Returns, Are Movie Theaters Back? & Market Update

    Udgivet: 1.6.2022
  3. Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex

    Udgivet: 26.5.2022
  4. Ep 357. Berkshire’s 13-F, JetBlue’s Hostile Takeover, Paying High P/S, and Profitable Growth vs. Unprofitable Growth

    Udgivet: 18.5.2022
  5. Ep 356. Tech Crash, Stock-based Comp, Yield Curve, and Bank Stocks

    Udgivet: 11.5.2022
  6. Ep 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter

    Udgivet: 9.5.2022
  7. Ep 354. Consolidation in Banking, Growth in Unsettled Industries, Fees, and Managing Outside Capital

    Udgivet: 18.3.2022
  8. Ep 353. Revisiting Geoff’s Singular Diligence Writeups

    Udgivet: 17.3.2022
  9. Ep 352. Focusing in an Unfocused World

    Udgivet: 16.3.2022
  10. Ep 351. Improving Deep Work + Focus, Buffett Buys OXY, TAM, Market Share, and Valuing Growth

    Udgivet: 10.3.2022
  11. Ep 350. Market Volatility, Oil & Gas, Cruises, and a Look at Movie Theater Stocks

    Udgivet: 9.3.2022
  12. Ep 349. Q&A: Illiquid Stocks, Deep Value, Underrated Industries, BNPL, & Moats in Big Tech

    Udgivet: 4.3.2022
  13. Ep 348. Warren Buffett’s 2021 Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts

    Udgivet: 3.3.2022
  14. Ep 347. Russia / Ukraine, International Investing, Have Rates Peaked? & Risk / Reward

    Udgivet: 2.3.2022
  15. Ep 346. Q&A: Investing Mistakes, Holding Compounders, ROIC, FCF + Growth

    Udgivet: 25.2.2022
  16. Ep 345. Russia invades Ukraine, AI Lending Platforms, Market Sell-Off, Now What?

    Udgivet: 24.2.2022
  17. EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?

    Udgivet: 23.2.2022
  18. EP 343. Snap Judgments, Tobacco Stocks, and Upcoming Spinoffs

    Udgivet: 18.2.2022
  19. EP 342. New Peloton CEO, Spirit + Activision + Cedar Fair Mergers, & How Will Higher Interest Rates Affect Bank Stocks?

    Udgivet: 10.2.2022
  20. EP 341. Industry Analysis: Judging a company’s market position in its industry

    Udgivet: 9.2.2022

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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/

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