Focused Compounding
En podkast av Andrew Kuhn and Geoff Gannon - Fredager
459 Episoder
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EP 285. Competition: How to Judge The Durability of a Business
Publisert: 27.1.2021 -
EP 284. Charlie Munger’s Cigar Butt: Reverse Engineering Tenneco Investment
Publisert: 26.1.2021 -
EP 283. Price Discovery in Microcaps, Investing in Banks, FCF Yield Plus Growth, Book Value Adjustments, and Other Questions From Twitter
Publisert: 21.1.2021 -
EP 282. Value vs. Growth: Thoughts on ”Something of Value” Memo From Howard Marks
Publisert: 20.1.2021 -
EP 281. Thoughts on Talking to Management During Your Research Process
Publisert: 19.1.2021 -
EP 280. The Art of Generating Stock Investment Ideas
Publisert: 17.11.2020 -
Why Appraising a Stock Based on “Relative Valuation” vs. Peers Isn’t Enough to Guarantee You’re Getting a Bargain
Publisert: 10.11.2020 -
EP 279. How to Spot a Business Warren Buffett Would Be Interested in
Publisert: 10.11.2020 -
Working Capital and the Cash Flow Statement: Judging the Cash Conversion Cycle of a Business
Publisert: 5.11.2020 -
EP 277. Working Capital and the Cash Flow Statement: The Cash Conversion Cycle of a Business
Publisert: 5.11.2020 -
EP 276. Free Cash Flow Plus Growth: Reverse Engineering Past Warren Buffett Investments
Publisert: 3.11.2020 -
EP 274. Learning to Think Better Through Building a Latticework of Mental Models
Publisert: 29.10.2020 -
EP 273. 100x: Lessons From Analyzing Past 100-Bagger Stocks
Publisert: 27.10.2020 -
EP 271. How is a Bank Like a Railroad? – And Other Crazy Ideas Geoff Has About Investing In “Efficiency Driven Businesses”
Publisert: 23.10.2020 -
EP 270. Should You Buy Movie Theater Stocks? Our Thoughts
Publisert: 20.10.2020 -
EP 268. Intelligent Speculation? Keynesian Beauty Contest vs. Bottom Up Stock Investing
Publisert: 13.10.2020 -
EP 266. Net Income to Cash Flow from Operations: Focusing on What Really Matters
Publisert: 7.10.2020 -
EP 265. Gaining a Regional Edge: Generate Alpha Investing Where You Live
Publisert: 6.10.2020 -
EP 264. The Art of Great Stock Research: How to Go Beyond the 10K and Dig Deep
Publisert: 5.10.2020 -
EP 263. Banks, Banks, and More Banks: Analyzing 8 Overlooked Banks
Publisert: 28.9.2020
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/
