Focused Compounding
En podkast av Andrew Kuhn and Geoff Gannon - Fredager
459 Episoder
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VIDEO: Boards That Excel
Publisert: 4.8.2020 -
What Does Warren Buffett Buying More BAC Say About Bank Stocks?
Publisert: 4.8.2020 -
Ep 238. How Would Joel Greenblatt Invest in This Market and Other Questions from Twitter
Publisert: 3.8.2020 -
EP 237. Peter Lynch and the Most Basic Form of Scuttlebutt
Publisert: 31.7.2020 -
Ep 236. Surviving Once a Decade Disasters: The Cost of Companies Not Keeping Enough Cash on Hand
Publisert: 30.7.2020 -
Ep 235. Q&A: Purchasing Power Parity, What Makes a Great Bank, NACCO, VTU, SPACs, and Other Questions
Publisert: 29.7.2020 -
Ep 234. Hindsight Is Always 20/20: What 34 Year Old Geoff Would Tell His Novice Investing Self
Publisert: 28.7.2020 -
Surviving Once a Decade Disasters: The Cost of Companies Not Keeping Enough Cash on Hand
Publisert: 26.7.2020 -
Revisiting the Most Common Stocks That People Ask About
Publisert: 15.7.2020 -
When Will Value Catch a Bid, Multiple Expansion, Process vs. Outcome, and other Questions
Publisert: 14.7.2020 -
Handicapping Stocks: Winnowing a Stock List to Fit the Distance of the Business Horse Race You're Really Betting on
Publisert: 13.7.2020 -
The Art of Capital Re-Allocation - How Warren Buffett Got Rich
Publisert: 11.7.2020 -
The Second-Half Of Our Research Trip: Our Final Thoughts
Publisert: 8.7.2020 -
Do As We Say, Or Do As We Do: Times When We've Broken Our Own Rules
Publisert: 6.7.2020 -
Revisiting Stocks Written Up on Focused Compounding
Publisert: 4.7.2020 -
Tricky Stocks: Why Analyzing Asset Plays Is so Hard
Publisert: 1.7.2020 -
Speculation vs. Investment: Ben Graham's definition, Geoff's definition
Publisert: 30.6.2020 -
The First Half of Our Research Trip: Our Takeaway
Publisert: 29.6.2020 -
What’s My Upside? How to Break Down Where Your Return Can Come From
Publisert: 26.6.2020 -
The Process of Due Diligence AFTER You Buy a Stock
Publisert: 23.6.2020
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/