Focused Compounding

Un pódcast de Andrew Kuhn and Geoff Gannon

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455 Episodo

  1. Ep 421. New Year, New You: How to Invest When You Only Have An Hour a Day to Do It

    Publicado: 3/1/2024
  2. Ep 420. 2023 in Review and 2024 Predictions

    Publicado: 29/12/2023
  3. Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries

    Publicado: 26/12/2023
  4. Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital

    Publicado: 20/12/2023
  5. Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks

    Publicado: 18/12/2023
  6. Ep 416. Assessing Land Banks: Value Trap or Value Investment?

    Publicado: 6/12/2023
  7. Ep 415. A Tribute to Charlie Munger

    Publicado: 4/12/2023
  8. Ep 414. Normalizing Supply-Driven, Demand-Driven, and Bond-Like Earnings

    Publicado: 1/11/2023
  9. Ep 413. Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy

    Publicado: 30/10/2023
  10. Ep 412. The Many Different Ways to Guess a Business’s Future Revenue

    Publicado: 25/10/2023
  11. Ep 411. Understanding Your Opportunity Cost in an Inflationary Environment

    Publicado: 23/10/2023
  12. Ep 410. Analyzing Past Peaks: The Dynamics of Compounders & Cyclicals

    Publicado: 18/10/2023
  13. Ep 409. Corporate Governance and The Power of Ownership

    Publicado: 16/10/2023
  14. Ep 408. Where Do You Draw the Line Between Money Mind and Style?

    Publicado: 11/10/2023
  15. Ep 407. Two-Minute Drill on Stocks and Recalling the Bank Failures Earlier in the Year

    Publicado: 27/9/2023
  16. Ep 406. Searching for Value: Long-Term Net Net Returns & Two Actionable Ideas

    Publicado: 25/9/2023
  17. Ep 405. Merger Arbitrage: Spirit Airlines vs. Albertsons

    Publicado: 20/9/2023
  18. Ep 404. The Number One Trait of Top Investors: A Money Mindset

    Publicado: 18/9/2023
  19. Ep 403. Investing the Peter Lynch Way

    Publicado: 13/9/2023
  20. Ep 402. Uncovering Warren Buffett’s Investments in Japan

    Publicado: 11/9/2023

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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/

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