Focused Compounding

En podcast af Andrew Kuhn and Geoff Gannon

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Kategorier:

Ekonomi

454 Episoder

  1. EP 340. Snap Judgments: LMT, GD, HPQ, TACT, PCOM, HRBR, FREE, LEE, DALN

    Udgivet: 14.1.2022

  2. EP 339. Competition Demystified: Customer Behavior, Reading a 10K, Retention Rates, Industry Structure, Etc.

    Udgivet: 13.1.2022

  3. EP 338. The Fed’s Hawkish Tone, NASDAQ Selloff, Interest Rate Hikes, Retail Stocks: Now What?

    Udgivet: 12.1.2022

  4. EP 337. Snap Judgments, Gaming stocks, Net-nets to look for, and a case for America’s Car-Mart

    Udgivet: 7.1.2022

  5. EP 336. An Inside Look at Managing Investor Capital

    Udgivet: 6.1.2022

  6. EP 335. Investing in Alibaba, Geoff’s Hot Take On AMZN, Tech Stocks, Groupthink, & Much More

    Udgivet: 5.1.2022

  7. EP 334. 2021 Post Mortem and Outlook for 2022

    Udgivet: 23.12.2021

  8. EP 333. Q&A: Berkshire Buybacks, Company Culture, Sourcing Ideas, Is Geoff Bearish?

    Udgivet: 20.12.2021

  9. EP 332. Interest Rates, Inflation, and Macro Worries - Where Do We Go From Here?

    Udgivet: 16.12.2021

  10. EP 331. How No-Growth Stocks Can Lead to High Investment Returns

    Udgivet: 15.12.2021

  11. EP 330. Our First 5 Minutes on 10 Stocks -BGFV, BKNG, MO, NLS, CRFCF, KMT, ENVA, MCK, SSNC, FRPH

    Udgivet: 15.10.2021

  12. EP 329. 20 Lessons About Banking from Maxfield on Banks

    Udgivet: 13.10.2021

  13. EP 328. Special Situations Investing: Revisiting and analyzing recent spinoffs

    Udgivet: 24.9.2021

  14. 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

  15. EP 326. Snap Judgements: Our First 5 Minutes on 6 Stocks - DG, BBSI, VRSN, ALOT, VLGEA, SFM

    Udgivet: 17.9.2021

  16. EP 325. What are the 4 Most Important Numbers to Know About a Stock?

    Udgivet: 15.9.2021

  17. EP 324. Snap Judgements: Our First 5 Minutes on 7 Stocks

    Udgivet: 1.9.2021

  18. EP 323. Asking the Right Questions: Evaluating Management, Board, Business, etc.

    Udgivet: 31.8.2021

  19. EP 322. Q/A: Movie Theater Industry + Shortening Window, Managing Personal Portfolio, Bank Deposits, Valuing Stocks, and Much More

    Udgivet: 26.8.2021

  20. EP 321. Where Do We Go From Here? 39x Shiller PE, Inflation, Interest Rates, China, etc

    Udgivet: 25.8.2021

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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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