Focused Compounding
Podcast tekijän mukaan Andrew Kuhn and Geoff Gannon
Kategoriat:
455 Jaksot
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Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock
Julkaistiin: 8.11.2024 -
Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X
Julkaistiin: 4.10.2024 -
Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas
Julkaistiin: 13.9.2024 -
Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior
Julkaistiin: 23.8.2024 -
Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X
Julkaistiin: 16.8.2024 -
Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence
Julkaistiin: 11.8.2024 -
Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024
Julkaistiin: 17.7.2024 -
Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry
Julkaistiin: 25.6.2024 -
Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA
Julkaistiin: 29.5.2024 -
Ep 452. Analyzing Debt: Optimal Capital Structures
Julkaistiin: 24.5.2024 -
Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry
Julkaistiin: 21.5.2024 -
Ep 450. Our Takeaways from the Berkshire Hathaway Meeting
Julkaistiin: 16.5.2024 -
Ep 449. Focused Compounding's Plan for Parks! America
Julkaistiin: 10.5.2024 -
Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges
Julkaistiin: 26.4.2024 -
Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy
Julkaistiin: 25.4.2024 -
Ep 446. Energy Investing the Warren Buffett Way
Julkaistiin: 24.4.2024 -
Ep 445. Market Share and Profitability: Unraveling the Relationship
Julkaistiin: 22.4.2024 -
Ep 444. Rising Margins: Continuation or Reversion to the Mean?
Julkaistiin: 16.4.2024 -
Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise
Julkaistiin: 12.4.2024 -
Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't
Julkaistiin: 9.4.2024
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/
