Focused Compounding
En podcast af Andrew Kuhn and Geoff Gannon - Fredage
459 Episoder
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EP 305. Capital Allocation, 1976: Buffett Buys GEICO
Udgivet: 14.4.2021 -
EP 304. Thoughts on 10 Different Stocks, REITS, MSG/MSGN, and a Bull Case for Amazon’s Stock
Udgivet: 9.4.2021 -
EP 303. Capital Allocation, 1969: Buffett Buys Illinois National Bank
Udgivet: 8.4.2021 -
EP 302. Munger Buys BABA, Thoughts on 100 Baggers, Holding Overvalued Stocks, and Potential Cambria Buyout
Udgivet: 7.4.2021 -
EP 301. Capital Allocation, 1967-1969: Buffett Buys National Indemnity -- and a Primer on Insurance Companies
Udgivet: 1.4.2021 -
EP 300. Occam’s Razor: How to Make Better Investing Decisions
Udgivet: 31.3.2021 -
EP 299. What’s Going on in the Market? Hedge Fund Meltdown, Activism, and Answering Questions from Listeners
Udgivet: 30.3.2021 -
EP 298. Highlights and Thoughts on Charlie Munger’s 2021 Daily Journal Meeting
Udgivet: 25.3.2021 -
EP 297. Capital Allocation, 1955-1962: Buffett Buys Berkshire Hathaway Stock
Udgivet: 24.3.2021 -
EP 296. Stocks Recently Looked at, Workflow, Judging a Bank’s Loan Book, Books Recently Read, & Much More
Udgivet: 23.3.2021 -
EP 295. Analyzing Buffett’s Investment in Disney and Thoughts on Movie Theaters, Theme Parks, and Cruise Line Stocks
Udgivet: 11.3.2021 -
EP 294. SKIPPING Banks: Things We Stay Away From in the Banking Industry
Udgivet: 10.3.2021 -
EP 293. Mr. Market Is Your Servant: Dealing With The Current Stock Market Volatility
Udgivet: 9.3.2021 -
EP 292. Where Do We Go From Here? Thoughts on Current Market Valuations, Interest Rates, Inflation Fears, Etc.
Udgivet: 4.3.2021 -
EP 291. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Answering YOUR Questions
Udgivet: 3.3.2021 -
EP 290. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts
Udgivet: 2.3.2021 -
EP 289. Staying Sane in an Insane Environment, SPACs, Geoff’s Favorite Businesses, Valuation, Management, and Other Questions From Twitter
Udgivet: 11.2.2021 -
EP 288. A Framework for Active Reading and The Importance of Operational Efficiency
Udgivet: 10.2.2021 -
EP 287. Value Investing in a Growth Market? 4 Value Stocks to Look At
Udgivet: 9.2.2021 -
EP 286. Analyzing and Investing in Insurance & Reinsurance Businesses
Udgivet: 28.1.2021
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/
