Focused Compounding
En podcast af Andrew Kuhn and Geoff Gannon - Fredage
459 Episoder
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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 -
EP 340. Snap Judgments: LMT, GD, HPQ, TACT, PCOM, HRBR, FREE, LEE, DALN
Udgivet: 14.1.2022 -
EP 339. Competition Demystified: Customer Behavior, Reading a 10K, Retention Rates, Industry Structure, Etc.
Udgivet: 13.1.2022 -
EP 338. The Fed’s Hawkish Tone, NASDAQ Selloff, Interest Rate Hikes, Retail Stocks: Now What?
Udgivet: 12.1.2022 -
EP 337. Snap Judgments, Gaming stocks, Net-nets to look for, and a case for America’s Car-Mart
Udgivet: 7.1.2022 -
EP 336. An Inside Look at Managing Investor Capital
Udgivet: 6.1.2022 -
EP 335. Investing in Alibaba, Geoff’s Hot Take On AMZN, Tech Stocks, Groupthink, & Much More
Udgivet: 5.1.2022 -
EP 334. 2021 Post Mortem and Outlook for 2022
Udgivet: 23.12.2021 -
EP 333. Q&A: Berkshire Buybacks, Company Culture, Sourcing Ideas, Is Geoff Bearish?
Udgivet: 20.12.2021 -
EP 332. Interest Rates, Inflation, and Macro Worries - Where Do We Go From Here?
Udgivet: 16.12.2021 -
EP 331. How No-Growth Stocks Can Lead to High Investment Returns
Udgivet: 15.12.2021 -
EP 330. Our First 5 Minutes on 10 Stocks -BGFV, BKNG, MO, NLS, CRFCF, KMT, ENVA, MCK, SSNC, FRPH
Udgivet: 15.10.2021 -
EP 329. 20 Lessons About Banking from Maxfield on Banks
Udgivet: 13.10.2021 -
EP 328. Special Situations Investing: Revisiting and analyzing recent spinoffs
Udgivet: 24.9.2021 -
EP 327. Snap Judgements: Our First 5 Minutes on 10 Stocks - CTO, DFIN, AMZN, DG, COST, GLXY, RILY, AMC, ENR, ARKR
Udgivet: 22.9.2021 -
EP 326. Snap Judgements: Our First 5 Minutes on 6 Stocks - DG, BBSI, VRSN, ALOT, VLGEA, SFM
Udgivet: 17.9.2021
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/
