Focused Compounding
En podkast av Andrew Kuhn and Geoff Gannon - Fredager
459 Episoder
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Ep 445. Market Share and Profitability: Unraveling the Relationship
Publisert: 22.4.2024 -
Ep 444. Rising Margins: Continuation or Reversion to the Mean?
Publisert: 16.4.2024 -
Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise
Publisert: 12.4.2024 -
Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't
Publisert: 9.4.2024 -
Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates
Publisert: 5.4.2024 -
Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever
Publisert: 2.4.2024 -
Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies
Publisert: 28.3.2024 -
Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024
Publisert: 26.3.2024 -
Ep 437. Outsider CEOs: John Malone and TCI
Publisert: 12.3.2024 -
Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions
Publisert: 7.3.2024 -
Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders
Publisert: 5.3.2024 -
Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns
Publisert: 28.2.2024 -
Ep 433. Les Schwab Pride in Performance: Keep It Going
Publisert: 22.2.2024 -
Ep 432. Outsider CEOs: Bill Anders and General Dynamics
Publisert: 15.2.2024 -
Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics
Publisert: 13.2.2024 -
Ep 430. Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing
Publisert: 9.2.2024 -
Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value
Publisert: 6.2.2024 -
Ep 428. Dear Chairman: Robert Young vs. New York Central - The Proxyteers Storm the Vanderbilt Line
Publisert: 30.1.2024 -
Ep 427. M&A Activity: Spirit/JetBlue, Hawaiian Holdings/Alaska Airlines, and Kroger/Albertsons
Publisert: 25.1.2024 -
Ep 426. Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024
Publisert: 22.1.2024
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/
