Focused Compounding
En podkast av Andrew Kuhn and Geoff Gannon - Fredager
459 Episoder
-
Ep 121. Investing in Stocks: ROC, ROE, ROIC, ROIIC
Publisert: 3.10.2019 -
Ep 120. Focused Compounding Q3 Results +9.6% | +37.8% YTD
Publisert: 2.10.2019 -
Ep 119. Investing Mistakes, Creative Things We've Done For Research, DCF's, Screens, Projections, and Other Questions From Twitter
Publisert: 1.10.2019 -
Ep 118. How to Read a Cash flow Statement - The MOST Important Statement
Publisert: 26.9.2019 -
Ep 117. Why Investors Are Hardwired to Keep Making The Same Mistakes - REITS, MLPs, IPOs, Shorting Good Stocks, and More
Publisert: 24.9.2019 -
Ep 116. How to Think About Margin of Safety, Seth Klarman, The Intelligent Investor, and Advice on Looking for Stocks With a Margin of Safety
Publisert: 19.9.2019 -
Ep 115. Mr. Market from Chapter 8 in The Intelligent Investor by Benjamin Graham
Publisert: 17.9.2019 -
Ep 114. All About Investing in Insurance Stocks
Publisert: 12.9.2019 -
Ep 113. Investing in Stocks: Monarch Cement $MCEM
Publisert: 10.9.2019 -
Ep 112. Investment Qualities That Make a Great Investor from Peter Cundill and How to Develop Them
Publisert: 3.9.2019 -
Ep 111. Warren Buffett's Investment Filters, Hurdle Rate, Financial Models, and Alice Schroeder
Publisert: 29.8.2019 -
Ep 110. Energy Stocks, NACCO, Replacement Value, Valuing Stocks, and Thoughts on the Warren Buffett Partnership Fee Structure
Publisert: 27.8.2019 -
Ep 109. Upcoming Spinoffs, Information Overload, Portfolio Allocation, and Walking Through an Appraisal
Publisert: 22.8.2019 -
Ep 108. Investing, Market Cycles, Tesla, Portfolio Management, and Life With Vitaliy Katsenelson From Investment Management Associates
Publisert: 20.8.2019 -
Ep 107. Interest Rates, Discount Rates, The Market Cycle, Tariffs, WeWork, and Much More
Publisert: 15.8.2019 -
Ep 106. Our Thoughts on NACCO, KLXI, Selling, Currency Over/Under Valuation, and The Big Mac Index
Publisert: 13.8.2019 -
Ep 105. EV-EBITDA for Handicapping Stocks, Compensation for Management, Competitive Advantages, and Geoff's Best Investment Ever
Publisert: 8.8.2019 -
Ep 104. Our Daily Routine
Publisert: 6.8.2019 -
Ep 102. Stocks to Research from Our Watchlist
Publisert: 30.7.2019 -
Ep 101. Talking About Stocks on the Focused Compounding Gazette
Publisert: 23.7.2019
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/