Focused Compounding

Un pódcast de Andrew Kuhn and Geoff Gannon

Categorías:

Economia

455 Episodo

  1. EP 281. Thoughts on Talking to Management During Your Research Process

    Publicado: 19/1/2021

  2. EP 280. The Art of Generating Stock Investment Ideas

    Publicado: 17/11/2020

  3. Why Appraising a Stock Based on “Relative Valuation” vs. Peers Isn’t Enough to Guarantee You’re Getting a Bargain

    Publicado: 10/11/2020

  4. EP 279. How to Spot a Business Warren Buffett Would Be Interested in

    Publicado: 10/11/2020

  5. Working Capital and the Cash Flow Statement: Judging the Cash Conversion Cycle of a Business

    Publicado: 5/11/2020

  6. EP 277. Working Capital and the Cash Flow Statement: The Cash Conversion Cycle of a Business

    Publicado: 5/11/2020

  7. EP 276. Free Cash Flow Plus Growth: Reverse Engineering Past Warren Buffett Investments

    Publicado: 3/11/2020

  8. EP 274. Learning to Think Better Through Building a Latticework of Mental Models

    Publicado: 29/10/2020

  9. EP 273. 100x: Lessons From Analyzing Past 100-Bagger Stocks

    Publicado: 27/10/2020

  10. EP 271. How is a Bank Like a Railroad? – And Other Crazy Ideas Geoff Has About Investing In “Efficiency Driven Businesses”

    Publicado: 23/10/2020

  11. EP 270. Should You Buy Movie Theater Stocks? Our Thoughts

    Publicado: 20/10/2020

  12. EP 268. Intelligent Speculation? Keynesian Beauty Contest vs. Bottom Up Stock Investing

    Publicado: 13/10/2020

  13. EP 266. Net Income to Cash Flow from Operations: Focusing on What Really Matters

    Publicado: 7/10/2020

  14. EP 265. Gaining a Regional Edge: Generate Alpha Investing Where You Live

    Publicado: 6/10/2020

  15. EP 264. The Art of Great Stock Research: How to Go Beyond the 10K and Dig Deep

    Publicado: 5/10/2020

  16. EP 263. Banks, Banks, and More Banks: Analyzing 8 Overlooked Banks

    Publicado: 28/9/2020

  17. EP 261. Disaster Stocks: Times When Too Much Debt Sank Companies and Analyzing Luby’s Liquidation

    Publicado: 25/9/2020

  18. EP 260. Does Value Investing Still Work? Gainsco is Getting Acquired by State Farm for 3x its Market Price!

    Publicado: 24/9/2020

  19. EP 259. Why Multiples Matter and Analyzing Stocks over 1 Billion in Market Cap

    Publicado: 23/9/2020

  20. EP 258. How to Analyze the Cash Flow Statement as an Investor

    Publicado: 22/9/2020

10 / 23

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/
Visit the podcast's native language site