Focused Compounding
En podkast av Andrew Kuhn and Geoff Gannon - Fredager
459 Episoder
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Ep 345. Russia invades Ukraine, AI Lending Platforms, Market Sell-Off, Now What?
Publisert: 24.2.2022 -
EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?
Publisert: 23.2.2022 -
EP 343. Snap Judgments, Tobacco Stocks, and Upcoming Spinoffs
Publisert: 18.2.2022 -
EP 342. New Peloton CEO, Spirit + Activision + Cedar Fair Mergers, & How Will Higher Interest Rates Affect Bank Stocks?
Publisert: 10.2.2022 -
EP 341. Industry Analysis: Judging a company’s market position in its industry
Publisert: 9.2.2022 -
EP 340. Snap Judgments: LMT, GD, HPQ, TACT, PCOM, HRBR, FREE, LEE, DALN
Publisert: 14.1.2022 -
EP 339. Competition Demystified: Customer Behavior, Reading a 10K, Retention Rates, Industry Structure, Etc.
Publisert: 13.1.2022 -
EP 338. The Fed’s Hawkish Tone, NASDAQ Selloff, Interest Rate Hikes, Retail Stocks: Now What?
Publisert: 12.1.2022 -
EP 337. Snap Judgments, Gaming stocks, Net-nets to look for, and a case for America’s Car-Mart
Publisert: 7.1.2022 -
EP 336. An Inside Look at Managing Investor Capital
Publisert: 6.1.2022 -
EP 335. Investing in Alibaba, Geoff’s Hot Take On AMZN, Tech Stocks, Groupthink, & Much More
Publisert: 5.1.2022 -
EP 334. 2021 Post Mortem and Outlook for 2022
Publisert: 23.12.2021 -
EP 333. Q&A: Berkshire Buybacks, Company Culture, Sourcing Ideas, Is Geoff Bearish?
Publisert: 20.12.2021 -
EP 332. Interest Rates, Inflation, and Macro Worries - Where Do We Go From Here?
Publisert: 16.12.2021 -
EP 331. How No-Growth Stocks Can Lead to High Investment Returns
Publisert: 15.12.2021 -
EP 330. Our First 5 Minutes on 10 Stocks -BGFV, BKNG, MO, NLS, CRFCF, KMT, ENVA, MCK, SSNC, FRPH
Publisert: 15.10.2021 -
EP 329. 20 Lessons About Banking from Maxfield on Banks
Publisert: 13.10.2021 -
EP 328. Special Situations Investing: Revisiting and analyzing recent spinoffs
Publisert: 24.9.2021 -
EP 327. Snap Judgements: Our First 5 Minutes on 10 Stocks - CTO, DFIN, AMZN, DG, COST, GLXY, RILY, AMC, ENR, ARKR
Publisert: 22.9.2021 -
EP 326. Snap Judgements: Our First 5 Minutes on 6 Stocks - DG, BBSI, VRSN, ALOT, VLGEA, SFM
Publisert: 17.9.2021
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/
