Focused Compounding

Podcast tekijän mukaan Andrew Kuhn and Geoff Gannon

Kategoriat:

455 Jaksot

  1. Ep 117. Why Investors Are Hardwired to Keep Making The Same Mistakes - REITS, MLPs, IPOs, Shorting Good Stocks, and More

    Julkaistiin: 24.9.2019
  2. Ep 116. How to Think About Margin of Safety, Seth Klarman, The Intelligent Investor, and Advice on Looking for Stocks With a Margin of Safety

    Julkaistiin: 19.9.2019
  3. Ep 115. Mr. Market from Chapter 8 in The Intelligent Investor by Benjamin Graham

    Julkaistiin: 17.9.2019
  4. Ep 114. All About Investing in Insurance Stocks

    Julkaistiin: 12.9.2019
  5. Ep 113. Investing in Stocks: Monarch Cement $MCEM

    Julkaistiin: 10.9.2019
  6. Ep 112. Investment Qualities That Make a Great Investor from Peter Cundill and How to Develop Them

    Julkaistiin: 3.9.2019
  7. Ep 111. Warren Buffett's Investment Filters, Hurdle Rate, Financial Models, and Alice Schroeder

    Julkaistiin: 29.8.2019
  8. Ep 110. Energy Stocks, NACCO, Replacement Value, Valuing Stocks, and Thoughts on the Warren Buffett Partnership Fee Structure

    Julkaistiin: 27.8.2019
  9. Ep 109. Upcoming Spinoffs, Information Overload, Portfolio Allocation, and Walking Through an Appraisal

    Julkaistiin: 22.8.2019
  10. Ep 108. Investing, Market Cycles, Tesla, Portfolio Management, and Life With Vitaliy Katsenelson From Investment Management Associates

    Julkaistiin: 20.8.2019
  11. Ep 107. Interest Rates, Discount Rates, The Market Cycle, Tariffs, WeWork, and Much More

    Julkaistiin: 15.8.2019
  12. Ep 106. Our Thoughts on NACCO, KLXI, Selling, Currency Over/Under Valuation, and The Big Mac Index

    Julkaistiin: 13.8.2019
  13. Ep 105. EV-EBITDA for Handicapping Stocks, Compensation for Management, Competitive Advantages, and Geoff's Best Investment Ever

    Julkaistiin: 8.8.2019
  14. Ep 104. Our Daily Routine

    Julkaistiin: 6.8.2019
  15. Ep 102. Stocks to Research from Our Watchlist

    Julkaistiin: 30.7.2019
  16. Ep 101. Talking About Stocks on the Focused Compounding Gazette

    Julkaistiin: 23.7.2019
  17. Ep 100. What We Look For in Management, How We Judge Management, Compensation, Capital Allocation, and Much More

    Julkaistiin: 18.7.2019
  18. Ep 99. Analyzing Stocks, Moats, Research, Advice to New Investors and Cigar Butts vs Quality Businesses

    Julkaistiin: 16.7.2019
  19. Ep 98. Focus, Deep Work, and Reading Books/10ks,

    Julkaistiin: 11.7.2019
  20. Ep 97. Pari-Mutual System, Probabilities, and Handicapping a stock

    Julkaistiin: 4.7.2019

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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/

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