Focused Compounding
Podcast tekijän mukaan Andrew Kuhn and Geoff Gannon
Kategoriat:
455 Jaksot
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EP 281. Thoughts on Talking to Management During Your Research Process
Julkaistiin: 19.1.2021 -
EP 280. The Art of Generating Stock Investment Ideas
Julkaistiin: 17.11.2020 -
Why Appraising a Stock Based on “Relative Valuation” vs. Peers Isn’t Enough to Guarantee You’re Getting a Bargain
Julkaistiin: 10.11.2020 -
EP 279. How to Spot a Business Warren Buffett Would Be Interested in
Julkaistiin: 10.11.2020 -
Working Capital and the Cash Flow Statement: Judging the Cash Conversion Cycle of a Business
Julkaistiin: 5.11.2020 -
EP 277. Working Capital and the Cash Flow Statement: The Cash Conversion Cycle of a Business
Julkaistiin: 5.11.2020 -
EP 276. Free Cash Flow Plus Growth: Reverse Engineering Past Warren Buffett Investments
Julkaistiin: 3.11.2020 -
EP 274. Learning to Think Better Through Building a Latticework of Mental Models
Julkaistiin: 29.10.2020 -
EP 273. 100x: Lessons From Analyzing Past 100-Bagger Stocks
Julkaistiin: 27.10.2020 -
EP 271. How is a Bank Like a Railroad? – And Other Crazy Ideas Geoff Has About Investing In “Efficiency Driven Businesses”
Julkaistiin: 23.10.2020 -
EP 270. Should You Buy Movie Theater Stocks? Our Thoughts
Julkaistiin: 20.10.2020 -
EP 268. Intelligent Speculation? Keynesian Beauty Contest vs. Bottom Up Stock Investing
Julkaistiin: 13.10.2020 -
EP 266. Net Income to Cash Flow from Operations: Focusing on What Really Matters
Julkaistiin: 7.10.2020 -
EP 265. Gaining a Regional Edge: Generate Alpha Investing Where You Live
Julkaistiin: 6.10.2020 -
EP 264. The Art of Great Stock Research: How to Go Beyond the 10K and Dig Deep
Julkaistiin: 5.10.2020 -
EP 263. Banks, Banks, and More Banks: Analyzing 8 Overlooked Banks
Julkaistiin: 28.9.2020 -
EP 261. Disaster Stocks: Times When Too Much Debt Sank Companies and Analyzing Luby’s Liquidation
Julkaistiin: 25.9.2020 -
EP 260. Does Value Investing Still Work? Gainsco is Getting Acquired by State Farm for 3x its Market Price!
Julkaistiin: 24.9.2020 -
EP 259. Why Multiples Matter and Analyzing Stocks over 1 Billion in Market Cap
Julkaistiin: 23.9.2020 -
EP 258. How to Analyze the Cash Flow Statement as an Investor
Julkaistiin: 22.9.2020
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/