Focused Compounding
En podkast av Andrew Kuhn and Geoff Gannon - Fredager
459 Episoder
-
EP 325. What are the 4 Most Important Numbers to Know About a Stock?
Publisert: 15.9.2021 -
EP 324. Snap Judgements: Our First 5 Minutes on 7 Stocks
Publisert: 1.9.2021 -
EP 323. Asking the Right Questions: Evaluating Management, Board, Business, etc.
Publisert: 31.8.2021 -
EP 322. Q/A: Movie Theater Industry + Shortening Window, Managing Personal Portfolio, Bank Deposits, Valuing Stocks, and Much More
Publisert: 26.8.2021 -
EP 321. Where Do We Go From Here? 39x Shiller PE, Inflation, Interest Rates, China, etc
Publisert: 25.8.2021 -
EP 320. Investing in Emerging Markets, Creative Thinking, Float, Sizing Investments, and Other Questions from Twitter
Publisert: 19.7.2021 -
EP 319. How We Analyze Insurance Companies
Publisert: 15.7.2021 -
EP 318. Hunting for 10-Baggers: 9-Point Investing Checklist
Publisert: 14.7.2021 -
EP 317. Fintech, Sourcing Ideas, Investing Books, and Other Questions From Twitter
Publisert: 25.6.2021 -
EP 316. Judging Moats: Customer Behavior, Price Sensitivity, Retention, Power of Suppliers, Distribution Process, and Much More
Publisert: 24.6.2021 -
EP 315. Why Capital Turns Matter – And What Warren Buffett Means When He Talks About Them
Publisert: 23.6.2021 -
EP 314. How Much Is Too Much To Pay for a Great Business
Publisert: 3.6.2021 -
EP 313. How to Judge and Research an Industry
Publisert: 2.6.2021 -
EP 312. Capital Allocation, 1966-1972: Diversified Retailing, Blue Chip Stamps, and See’s Candies
Publisert: 24.5.2021 -
EP 311. Analyzing and Investing in Holding Companies
Publisert: 20.5.2021 -
EP 310. Berkshire Meeting, Munger/Pabrai Buy Baba, 13-Fs, Handicapping Stocks After 2020 Growth, and Inflation
Publisert: 19.5.2021 -
EP 309. Capital Allocation, 1975-1977: Buffett Buys Cypress, Waumbec, and K&W Products
Publisert: 23.4.2021 -
EP 308. Improving on the Psychology of Successful Investing
Publisert: 22.4.2021 -
EP 307. Thoughts on Tobacco Stocks, DogeCoin, Blockchain, Buffett’s CVX Buy, Investing Process, and more
Publisert: 21.4.2021 -
EP 306. Jamie Dimon’s Letter, Railroad Industry, Investing Overseas, Bonds, and Much More
Publisert: 15.4.2021
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/
