Focused Compounding
En podkast av Andrew Kuhn and Geoff Gannon - Fredager
459 Episoder
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EP 305. Capital Allocation, 1976: Buffett Buys GEICO
Publisert: 14.4.2021 -
EP 304. Thoughts on 10 Different Stocks, REITS, MSG/MSGN, and a Bull Case for Amazon’s Stock
Publisert: 9.4.2021 -
EP 303. Capital Allocation, 1969: Buffett Buys Illinois National Bank
Publisert: 8.4.2021 -
EP 302. Munger Buys BABA, Thoughts on 100 Baggers, Holding Overvalued Stocks, and Potential Cambria Buyout
Publisert: 7.4.2021 -
EP 301. Capital Allocation, 1967-1969: Buffett Buys National Indemnity -- and a Primer on Insurance Companies
Publisert: 1.4.2021 -
EP 300. Occam’s Razor: How to Make Better Investing Decisions
Publisert: 31.3.2021 -
EP 299. What’s Going on in the Market? Hedge Fund Meltdown, Activism, and Answering Questions from Listeners
Publisert: 30.3.2021 -
EP 298. Highlights and Thoughts on Charlie Munger’s 2021 Daily Journal Meeting
Publisert: 25.3.2021 -
EP 297. Capital Allocation, 1955-1962: Buffett Buys Berkshire Hathaway Stock
Publisert: 24.3.2021 -
EP 296. Stocks Recently Looked at, Workflow, Judging a Bank’s Loan Book, Books Recently Read, & Much More
Publisert: 23.3.2021 -
EP 295. Analyzing Buffett’s Investment in Disney and Thoughts on Movie Theaters, Theme Parks, and Cruise Line Stocks
Publisert: 11.3.2021 -
EP 294. SKIPPING Banks: Things We Stay Away From in the Banking Industry
Publisert: 10.3.2021 -
EP 293. Mr. Market Is Your Servant: Dealing With The Current Stock Market Volatility
Publisert: 9.3.2021 -
EP 292. Where Do We Go From Here? Thoughts on Current Market Valuations, Interest Rates, Inflation Fears, Etc.
Publisert: 4.3.2021 -
EP 291. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Answering YOUR Questions
Publisert: 3.3.2021 -
EP 290. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts
Publisert: 2.3.2021 -
EP 289. Staying Sane in an Insane Environment, SPACs, Geoff’s Favorite Businesses, Valuation, Management, and Other Questions From Twitter
Publisert: 11.2.2021 -
EP 288. A Framework for Active Reading and The Importance of Operational Efficiency
Publisert: 10.2.2021 -
EP 287. Value Investing in a Growth Market? 4 Value Stocks to Look At
Publisert: 9.2.2021 -
EP 286. Analyzing and Investing in Insurance & Reinsurance Businesses
Publisert: 28.1.2021
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/
