Focused Compounding
En podkast av Andrew Kuhn and Geoff Gannon - Fredager
459 Episoder
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Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?
Publisert: 12.4.2025 -
Ep 464. Buffett’s Playbook: Past and Present
Publisert: 21.3.2025 -
Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders
Publisert: 28.2.2025 -
Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices
Publisert: 11.12.2024 -
Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock
Publisert: 8.11.2024 -
Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X
Publisert: 4.10.2024 -
Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas
Publisert: 13.9.2024 -
Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior
Publisert: 23.8.2024 -
Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X
Publisert: 16.8.2024 -
Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence
Publisert: 11.8.2024 -
Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024
Publisert: 17.7.2024 -
Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry
Publisert: 25.6.2024 -
Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA
Publisert: 29.5.2024 -
Ep 452. Analyzing Debt: Optimal Capital Structures
Publisert: 24.5.2024 -
Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry
Publisert: 21.5.2024 -
Ep 450. Our Takeaways from the Berkshire Hathaway Meeting
Publisert: 16.5.2024 -
Ep 449. Focused Compounding's Plan for Parks! America
Publisert: 10.5.2024 -
Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges
Publisert: 26.4.2024 -
Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy
Publisert: 25.4.2024 -
Ep 446. Energy Investing the Warren Buffett Way
Publisert: 24.4.2024
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/
