Focused Compounding
Un pódcast de Andrew Kuhn and Geoff Gannon
Categorías:
455 Episodo
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Ep 421. New Year, New You: How to Invest When You Only Have An Hour a Day to Do It
Publicado: 3/1/2024 -
Ep 420. 2023 in Review and 2024 Predictions
Publicado: 29/12/2023 -
Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries
Publicado: 26/12/2023 -
Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital
Publicado: 20/12/2023 -
Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks
Publicado: 18/12/2023 -
Ep 416. Assessing Land Banks: Value Trap or Value Investment?
Publicado: 6/12/2023 -
Ep 415. A Tribute to Charlie Munger
Publicado: 4/12/2023 -
Ep 414. Normalizing Supply-Driven, Demand-Driven, and Bond-Like Earnings
Publicado: 1/11/2023 -
Ep 413. Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy
Publicado: 30/10/2023 -
Ep 412. The Many Different Ways to Guess a Business’s Future Revenue
Publicado: 25/10/2023 -
Ep 411. Understanding Your Opportunity Cost in an Inflationary Environment
Publicado: 23/10/2023 -
Ep 410. Analyzing Past Peaks: The Dynamics of Compounders & Cyclicals
Publicado: 18/10/2023 -
Ep 409. Corporate Governance and The Power of Ownership
Publicado: 16/10/2023 -
Ep 408. Where Do You Draw the Line Between Money Mind and Style?
Publicado: 11/10/2023 -
Ep 407. Two-Minute Drill on Stocks and Recalling the Bank Failures Earlier in the Year
Publicado: 27/9/2023 -
Ep 406. Searching for Value: Long-Term Net Net Returns & Two Actionable Ideas
Publicado: 25/9/2023 -
Ep 405. Merger Arbitrage: Spirit Airlines vs. Albertsons
Publicado: 20/9/2023 -
Ep 404. The Number One Trait of Top Investors: A Money Mindset
Publicado: 18/9/2023 -
Ep 403. Investing the Peter Lynch Way
Publicado: 13/9/2023 -
Ep 402. Uncovering Warren Buffett’s Investments in Japan
Publicado: 11/9/2023
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/