Focused Compounding
Un pódcast de Andrew Kuhn and Geoff Gannon
Categorías:
455 Episodo
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Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates
Publicado: 5/4/2024 -
Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever
Publicado: 2/4/2024 -
Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies
Publicado: 28/3/2024 -
Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024
Publicado: 26/3/2024 -
Ep 437. Outsider CEOs: John Malone and TCI
Publicado: 12/3/2024 -
Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions
Publicado: 7/3/2024 -
Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders
Publicado: 5/3/2024 -
Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns
Publicado: 28/2/2024 -
Ep 433. Les Schwab Pride in Performance: Keep It Going
Publicado: 22/2/2024 -
Ep 432. Outsider CEOs: Bill Anders and General Dynamics
Publicado: 15/2/2024 -
Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics
Publicado: 13/2/2024 -
Ep 430. Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing
Publicado: 9/2/2024 -
Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value
Publicado: 6/2/2024 -
Ep 428. Dear Chairman: Robert Young vs. New York Central - The Proxyteers Storm the Vanderbilt Line
Publicado: 30/1/2024 -
Ep 427. M&A Activity: Spirit/JetBlue, Hawaiian Holdings/Alaska Airlines, and Kroger/Albertsons
Publicado: 25/1/2024 -
Ep 426. Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024
Publicado: 22/1/2024 -
Ep 425. Dear Chairman: Benjamin Graham vs. Northern Pipeline - The Birth of Modern Shareholder Activism
Publicado: 16/1/2024 -
Ep 424. Outsider CEOs: Tom Murphy, A Perpetual Motion Machine for Returns
Publicado: 12/1/2024 -
Ep 423. The Warren Buffett Way: Mastering the Art of Capital Allocation
Publicado: 8/1/2024 -
Ep 422. Creating Business Systems, John Neff, Multiple Expansion, Inflection Points, and Other Investing Musings
Publicado: 5/1/2024
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/
