Focused Compounding
Un pódcast de Andrew Kuhn and Geoff Gannon
Categorías:
455 Episodo
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Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock
Publicado: 8/11/2024 -
Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X
Publicado: 4/10/2024 -
Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas
Publicado: 13/9/2024 -
Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior
Publicado: 23/8/2024 -
Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X
Publicado: 16/8/2024 -
Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence
Publicado: 11/8/2024 -
Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024
Publicado: 17/7/2024 -
Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry
Publicado: 25/6/2024 -
Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA
Publicado: 29/5/2024 -
Ep 452. Analyzing Debt: Optimal Capital Structures
Publicado: 24/5/2024 -
Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry
Publicado: 21/5/2024 -
Ep 450. Our Takeaways from the Berkshire Hathaway Meeting
Publicado: 16/5/2024 -
Ep 449. Focused Compounding's Plan for Parks! America
Publicado: 10/5/2024 -
Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges
Publicado: 26/4/2024 -
Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy
Publicado: 25/4/2024 -
Ep 446. Energy Investing the Warren Buffett Way
Publicado: 24/4/2024 -
Ep 445. Market Share and Profitability: Unraveling the Relationship
Publicado: 22/4/2024 -
Ep 444. Rising Margins: Continuation or Reversion to the Mean?
Publicado: 16/4/2024 -
Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise
Publicado: 12/4/2024 -
Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't
Publicado: 9/4/2024
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/
