Focused Compounding
Un pódcast de Andrew Kuhn and Geoff Gannon
Categorías:
455 Episodo
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EP 301. Capital Allocation, 1967-1969: Buffett Buys National Indemnity -- and a Primer on Insurance Companies
Publicado: 1/4/2021 -
EP 300. Occam’s Razor: How to Make Better Investing Decisions
Publicado: 31/3/2021 -
EP 299. What’s Going on in the Market? Hedge Fund Meltdown, Activism, and Answering Questions from Listeners
Publicado: 30/3/2021 -
EP 298. Highlights and Thoughts on Charlie Munger’s 2021 Daily Journal Meeting
Publicado: 25/3/2021 -
EP 297. Capital Allocation, 1955-1962: Buffett Buys Berkshire Hathaway Stock
Publicado: 24/3/2021 -
EP 296. Stocks Recently Looked at, Workflow, Judging a Bank’s Loan Book, Books Recently Read, & Much More
Publicado: 23/3/2021 -
EP 295. Analyzing Buffett’s Investment in Disney and Thoughts on Movie Theaters, Theme Parks, and Cruise Line Stocks
Publicado: 11/3/2021 -
EP 294. SKIPPING Banks: Things We Stay Away From in the Banking Industry
Publicado: 10/3/2021 -
EP 293. Mr. Market Is Your Servant: Dealing With The Current Stock Market Volatility
Publicado: 9/3/2021 -
EP 292. Where Do We Go From Here? Thoughts on Current Market Valuations, Interest Rates, Inflation Fears, Etc.
Publicado: 4/3/2021 -
EP 291. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Answering YOUR Questions
Publicado: 3/3/2021 -
EP 290. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts
Publicado: 2/3/2021 -
EP 289. Staying Sane in an Insane Environment, SPACs, Geoff’s Favorite Businesses, Valuation, Management, and Other Questions From Twitter
Publicado: 11/2/2021 -
EP 288. A Framework for Active Reading and The Importance of Operational Efficiency
Publicado: 10/2/2021 -
EP 287. Value Investing in a Growth Market? 4 Value Stocks to Look At
Publicado: 9/2/2021 -
EP 286. Analyzing and Investing in Insurance & Reinsurance Businesses
Publicado: 28/1/2021 -
EP 285. Competition: How to Judge The Durability of a Business
Publicado: 27/1/2021 -
EP 284. Charlie Munger’s Cigar Butt: Reverse Engineering Tenneco Investment
Publicado: 26/1/2021 -
EP 283. Price Discovery in Microcaps, Investing in Banks, FCF Yield Plus Growth, Book Value Adjustments, and Other Questions From Twitter
Publicado: 21/1/2021 -
EP 282. Value vs. Growth: Thoughts on ”Something of Value” Memo From Howard Marks
Publicado: 20/1/2021
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/
