Focused Compounding
En podkast av Andrew Kuhn and Geoff Gannon - Fredager
459 Episoder
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EP 261. Disaster Stocks: Times When Too Much Debt Sank Companies and Analyzing Luby’s Liquidation
Publisert: 25.9.2020 -
EP 260. Does Value Investing Still Work? Gainsco is Getting Acquired by State Farm for 3x its Market Price!
Publisert: 24.9.2020 -
EP 259. Why Multiples Matter and Analyzing Stocks over 1 Billion in Market Cap
Publisert: 23.9.2020 -
EP 258. How to Analyze the Cash Flow Statement as an Investor
Publisert: 22.9.2020 -
EP 257. How The BALANCE SHEET Works: Analyzing As An Investor
Publisert: 21.9.2020 -
EP 256. Q&A: Investing in Trusts, Why Something Becomes Cheap or Expensive, Retention Rates, Free Cash Flow + Growth, and Much More
Publisert: 17.9.2020 -
EP 255. Q&A: Valuing Stocks, Projecting Changes in Working Capital, Position Sizing, and Geoff’s Experience Investing in Liquidations
Publisert: 15.9.2020 -
EP 254. Warren Buffett is Investing in Japan. Now What?
Publisert: 10.9.2020 -
EP 253. The Outsiders: Our Takeaway From 8 Unconventional CEOs
Publisert: 9.9.2020 -
EP 252. Investing in Black Box Business Models
Publisert: 8.9.2020 -
EP 251. Opportunity in the Entertainment Industry: Analyzing Theaters, Cruises, Hotels, and Restaurants
Publisert: 4.9.2020 -
PREMIUM VIDEO: Should You Invest in Dividend Stocks?
Publisert: 3.9.2020 -
PREMIUM VIDEO: Using DCFs to Value Stocks
Publisert: 27.8.2020 -
Learning From Warren Buffett's Personal Portfolio: Trade With a Margin of Safety
Publisert: 25.8.2020 -
Competition: How to Judge The Durability of a Business
Publisert: 20.8.2020 -
Lessons From Analyzing Past 100-Bagger Stocks
Publisert: 19.8.2020 -
Gross Profits and Learning to Move up the Income Statement
Publisert: 18.8.2020 -
EP 242. Specialization as an Investor and Revisiting Spinoffs From The Past Few Years
Publisert: 7.8.2020 -
How Listening to “The Value Guys” Podcast Can Get You Out of Learning Mode and Into Practicing Mode
Publisert: 6.8.2020 -
When Dead Money Becomes a Great Investment. Stock Reratings Over a 10-Year Period
Publisert: 5.8.2020
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/