Focused Compounding
Un pódcast de Andrew Kuhn and Geoff Gannon
Categorías:
455 Episodo
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Ep 361. Recent Inflation Print, Bear Market, and Focusing on Settled Industries
Publicado: 15/6/2022 -
Ep 360. Natural Gas, Inflation, Elon Musk + Twitter, and How Do You Know if Capital Allocation Has Created Value?
Publicado: 8/6/2022 -
Ep 359. Serial Acquirers: Good vs. Bad, Long-term Returns, Are Movie Theaters Back? & Market Update
Publicado: 1/6/2022 -
Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex
Publicado: 26/5/2022 -
Ep 357. Berkshire’s 13-F, JetBlue’s Hostile Takeover, Paying High P/S, and Profitable Growth vs. Unprofitable Growth
Publicado: 18/5/2022 -
Ep 356. Tech Crash, Stock-based Comp, Yield Curve, and Bank Stocks
Publicado: 11/5/2022 -
Ep 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter
Publicado: 9/5/2022 -
Ep 354. Consolidation in Banking, Growth in Unsettled Industries, Fees, and Managing Outside Capital
Publicado: 18/3/2022 -
Ep 353. Revisiting Geoff’s Singular Diligence Writeups
Publicado: 17/3/2022 -
Ep 352. Focusing in an Unfocused World
Publicado: 16/3/2022 -
Ep 351. Improving Deep Work + Focus, Buffett Buys OXY, TAM, Market Share, and Valuing Growth
Publicado: 10/3/2022 -
Ep 350. Market Volatility, Oil & Gas, Cruises, and a Look at Movie Theater Stocks
Publicado: 9/3/2022 -
Ep 349. Q&A: Illiquid Stocks, Deep Value, Underrated Industries, BNPL, & Moats in Big Tech
Publicado: 4/3/2022 -
Ep 348. Warren Buffett’s 2021 Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts
Publicado: 3/3/2022 -
Ep 347. Russia / Ukraine, International Investing, Have Rates Peaked? & Risk / Reward
Publicado: 2/3/2022 -
Ep 346. Q&A: Investing Mistakes, Holding Compounders, ROIC, FCF + Growth
Publicado: 25/2/2022 -
Ep 345. Russia invades Ukraine, AI Lending Platforms, Market Sell-Off, Now What?
Publicado: 24/2/2022 -
EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?
Publicado: 23/2/2022 -
EP 343. Snap Judgments, Tobacco Stocks, and Upcoming Spinoffs
Publicado: 18/2/2022 -
EP 342. New Peloton CEO, Spirit + Activision + Cedar Fair Mergers, & How Will Higher Interest Rates Affect Bank Stocks?
Publicado: 10/2/2022
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/
