Focused Compounding
En podkast av Andrew Kuhn and Geoff Gannon - Fredager
459 Episoder
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Ep 161. The Art Of NOT Selling a Stock
Publisert: 29.1.2020 -
Ep 160. Snap Judgements: VTSI, PMD, BJRI, BGS, and CAKE
Publisert: 27.1.2020 -
Ep 159. Trey Henninger of DIYINVESTING Talks about His Investing Process and ETM, NFPC, and PLWN
Publisert: 24.1.2020 -
Ep. 158. Snap Judgements: SMDM, FSCR, ATUSF, CODA, and KFRC
Publisert: 22.1.2020 -
Ep 157. Using Historical Financials to Your Advantage: What We’re Trying to Get From Financial Statements
Publisert: 20.1.2020 -
Ep 156. How to Avoid Value Traps and Melting Ice Cubes
Publisert: 14.1.2020 -
Ep 155. Our Biggest Mistakes as Investors, and How We've Improved
Publisert: 6.1.2020 -
Ep 154. Process Over Outcome - How to Build the Right Process to Become a Great Investor
Publisert: 2.1.2020 -
Ep 153. Snap Judgements: MHGU, CTEK, VALU, and LOTB
Publisert: 31.12.2019 -
Ep 152. How Andrew Finds Stocks for Geoff to Research
Publisert: 20.12.2019 -
Ep 151. Snap Judgements: INSG, THO, SBGI, EAF, and SKAS
Publisert: 18.12.2019 -
Ep 150. Answering Investing Questions from Twitter
Publisert: 16.12.2019 -
Ep 149. Snap Judgments: IHC, SMIT, WINA, PAYS, STLJF
Publisert: 13.12.2019 -
Ep 148. Business Models We Like and Business Models We Don't Like
Publisert: 9.12.2019 -
Ep 147. Going Over 5 Stocks: Sydney Airport, F.W. Thorpe, Gamehost, Vitreous Glass, A-Mark Precious Metals
Publisert: 6.12.2019 -
Ep 146. Valuing Stocks, and How we think About Returns
Publisert: 4.12.2019 -
Ep 145. Snap Judgements - Magic Formula Edition - TZOO, KFY, HRB, DHX, and GTX
Publisert: 2.12.2019 -
Ep 144. Snap Judgements: MLR, MATX, BADFF, EQGPF, GHIFF
Publisert: 26.11.2019 -
Ep 143. The Bullcase for Investing in Burford Capital with Stephen Gamble
Publisert: 25.11.2019 -
Ep 142. Our Thoughts on Spinoffs and What we think about Them Going Forward
Publisert: 22.11.2019
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/