Focused Compounding
En podkast av Andrew Kuhn and Geoff Gannon - Fredager
459 Episoder
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Ep 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection
Publisert: 14.7.2022 -
Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile
Publisert: 7.7.2022 -
Ep 363. Currency Swings, Naked Wines, Buffett + OXY, & Valuing Stocks using FCF + Growth
Publisert: 29.6.2022 -
Ep 362. Value Stock vs. Value Trap: The Importance of Business Momentum
Publisert: 22.6.2022 -
Ep 361. Recent Inflation Print, Bear Market, and Focusing on Settled Industries
Publisert: 15.6.2022 -
Ep 360. Natural Gas, Inflation, Elon Musk + Twitter, and How Do You Know if Capital Allocation Has Created Value?
Publisert: 8.6.2022 -
Ep 359. Serial Acquirers: Good vs. Bad, Long-term Returns, Are Movie Theaters Back? & Market Update
Publisert: 1.6.2022 -
Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex
Publisert: 26.5.2022 -
Ep 357. Berkshire’s 13-F, JetBlue’s Hostile Takeover, Paying High P/S, and Profitable Growth vs. Unprofitable Growth
Publisert: 18.5.2022 -
Ep 356. Tech Crash, Stock-based Comp, Yield Curve, and Bank Stocks
Publisert: 11.5.2022 -
Ep 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter
Publisert: 9.5.2022 -
Ep 354. Consolidation in Banking, Growth in Unsettled Industries, Fees, and Managing Outside Capital
Publisert: 18.3.2022 -
Ep 353. Revisiting Geoff’s Singular Diligence Writeups
Publisert: 17.3.2022 -
Ep 352. Focusing in an Unfocused World
Publisert: 16.3.2022 -
Ep 351. Improving Deep Work + Focus, Buffett Buys OXY, TAM, Market Share, and Valuing Growth
Publisert: 10.3.2022 -
Ep 350. Market Volatility, Oil & Gas, Cruises, and a Look at Movie Theater Stocks
Publisert: 9.3.2022 -
Ep 349. Q&A: Illiquid Stocks, Deep Value, Underrated Industries, BNPL, & Moats in Big Tech
Publisert: 4.3.2022 -
Ep 348. Warren Buffett’s 2021 Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts
Publisert: 3.3.2022 -
Ep 347. Russia / Ukraine, International Investing, Have Rates Peaked? & Risk / Reward
Publisert: 2.3.2022 -
Ep 346. Q&A: Investing Mistakes, Holding Compounders, ROIC, FCF + Growth
Publisert: 25.2.2022
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/
