Focused Compounding
En podcast af Andrew Kuhn and Geoff Gannon - Fredage
459 Episoder
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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 -
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
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/
