Focused Compounding

En podcast af Andrew Kuhn and Geoff Gannon

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454 Episoder

  1. EP 300. Occam’s Razor: How to Make Better Investing Decisions

    Udgivet: 31.3.2021

  2. EP 299. What’s Going on in the Market? Hedge Fund Meltdown, Activism, and Answering Questions from Listeners

    Udgivet: 30.3.2021

  3. EP 298. Highlights and Thoughts on Charlie Munger’s 2021 Daily Journal Meeting

    Udgivet: 25.3.2021

  4. EP 297. Capital Allocation, 1955-1962: Buffett Buys Berkshire Hathaway Stock

    Udgivet: 24.3.2021

  5. EP 296. Stocks Recently Looked at, Workflow, Judging a Bank’s Loan Book, Books Recently Read, & Much More

    Udgivet: 23.3.2021

  6. EP 295. Analyzing Buffett’s Investment in Disney and Thoughts on Movie Theaters, Theme Parks, and Cruise Line Stocks

    Udgivet: 11.3.2021

  7. EP 294. SKIPPING Banks: Things We Stay Away From in the Banking Industry

    Udgivet: 10.3.2021

  8. EP 293. Mr. Market Is Your Servant: Dealing With The Current Stock Market Volatility

    Udgivet: 9.3.2021

  9. EP 292. Where Do We Go From Here? Thoughts on Current Market Valuations, Interest Rates, Inflation Fears, Etc.

    Udgivet: 4.3.2021

  10. EP 291. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Answering YOUR Questions

    Udgivet: 3.3.2021

  11. EP 290. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts

    Udgivet: 2.3.2021

  12. EP 289. Staying Sane in an Insane Environment, SPACs, Geoff’s Favorite Businesses, Valuation, Management, and Other Questions From Twitter

    Udgivet: 11.2.2021

  13. EP 288. A Framework for Active Reading and The Importance of Operational Efficiency

    Udgivet: 10.2.2021

  14. EP 287. Value Investing in a Growth Market? 4 Value Stocks to Look At

    Udgivet: 9.2.2021

  15. EP 286. Analyzing and Investing in Insurance & Reinsurance Businesses

    Udgivet: 28.1.2021

  16. EP 285. Competition: How to Judge The Durability of a Business

    Udgivet: 27.1.2021

  17. EP 284. Charlie Munger’s Cigar Butt: Reverse Engineering Tenneco Investment

    Udgivet: 26.1.2021

  18. EP 283. Price Discovery in Microcaps, Investing in Banks, FCF Yield Plus Growth, Book Value Adjustments, and Other Questions From Twitter

    Udgivet: 21.1.2021

  19. EP 282. Value vs. Growth: Thoughts on ”Something of Value” Memo From Howard Marks

    Udgivet: 20.1.2021

  20. EP 281. Thoughts on Talking to Management During Your Research Process

    Udgivet: 19.1.2021

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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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