Focused Compounding
Un pódcast de Andrew Kuhn and Geoff Gannon
Categorías:
455 Episodo
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EP 341. Industry Analysis: Judging a company’s market position in its industry
Publicado: 9/2/2022 -
EP 340. Snap Judgments: LMT, GD, HPQ, TACT, PCOM, HRBR, FREE, LEE, DALN
Publicado: 14/1/2022 -
EP 339. Competition Demystified: Customer Behavior, Reading a 10K, Retention Rates, Industry Structure, Etc.
Publicado: 13/1/2022 -
EP 338. The Fed’s Hawkish Tone, NASDAQ Selloff, Interest Rate Hikes, Retail Stocks: Now What?
Publicado: 12/1/2022 -
EP 337. Snap Judgments, Gaming stocks, Net-nets to look for, and a case for America’s Car-Mart
Publicado: 7/1/2022 -
EP 336. An Inside Look at Managing Investor Capital
Publicado: 6/1/2022 -
EP 335. Investing in Alibaba, Geoff’s Hot Take On AMZN, Tech Stocks, Groupthink, & Much More
Publicado: 5/1/2022 -
EP 334. 2021 Post Mortem and Outlook for 2022
Publicado: 23/12/2021 -
EP 333. Q&A: Berkshire Buybacks, Company Culture, Sourcing Ideas, Is Geoff Bearish?
Publicado: 20/12/2021 -
EP 332. Interest Rates, Inflation, and Macro Worries - Where Do We Go From Here?
Publicado: 16/12/2021 -
EP 331. How No-Growth Stocks Can Lead to High Investment Returns
Publicado: 15/12/2021 -
EP 330. Our First 5 Minutes on 10 Stocks -BGFV, BKNG, MO, NLS, CRFCF, KMT, ENVA, MCK, SSNC, FRPH
Publicado: 15/10/2021 -
EP 329. 20 Lessons About Banking from Maxfield on Banks
Publicado: 13/10/2021 -
EP 328. Special Situations Investing: Revisiting and analyzing recent spinoffs
Publicado: 24/9/2021 -
EP 327. Snap Judgements: Our First 5 Minutes on 10 Stocks - CTO, DFIN, AMZN, DG, COST, GLXY, RILY, AMC, ENR, ARKR
Publicado: 22/9/2021 -
EP 326. Snap Judgements: Our First 5 Minutes on 6 Stocks - DG, BBSI, VRSN, ALOT, VLGEA, SFM
Publicado: 17/9/2021 -
EP 325. What are the 4 Most Important Numbers to Know About a Stock?
Publicado: 15/9/2021 -
EP 324. Snap Judgements: Our First 5 Minutes on 7 Stocks
Publicado: 1/9/2021 -
EP 323. Asking the Right Questions: Evaluating Management, Board, Business, etc.
Publicado: 31/8/2021 -
EP 322. Q/A: Movie Theater Industry + Shortening Window, Managing Personal Portfolio, Bank Deposits, Valuing Stocks, and Much More
Publicado: 26/8/2021
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/
