Focused Compounding
Podcast tekijän mukaan Andrew Kuhn and Geoff Gannon
Kategoriat:
455 Jaksot
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Ep 117. Why Investors Are Hardwired to Keep Making The Same Mistakes - REITS, MLPs, IPOs, Shorting Good Stocks, and More
Julkaistiin: 24.9.2019 -
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 -
Ep 115. Mr. Market from Chapter 8 in The Intelligent Investor by Benjamin Graham
Julkaistiin: 17.9.2019 -
Ep 114. All About Investing in Insurance Stocks
Julkaistiin: 12.9.2019 -
Ep 113. Investing in Stocks: Monarch Cement $MCEM
Julkaistiin: 10.9.2019 -
Ep 112. Investment Qualities That Make a Great Investor from Peter Cundill and How to Develop Them
Julkaistiin: 3.9.2019 -
Ep 111. Warren Buffett's Investment Filters, Hurdle Rate, Financial Models, and Alice Schroeder
Julkaistiin: 29.8.2019 -
Ep 110. Energy Stocks, NACCO, Replacement Value, Valuing Stocks, and Thoughts on the Warren Buffett Partnership Fee Structure
Julkaistiin: 27.8.2019 -
Ep 109. Upcoming Spinoffs, Information Overload, Portfolio Allocation, and Walking Through an Appraisal
Julkaistiin: 22.8.2019 -
Ep 108. Investing, Market Cycles, Tesla, Portfolio Management, and Life With Vitaliy Katsenelson From Investment Management Associates
Julkaistiin: 20.8.2019 -
Ep 107. Interest Rates, Discount Rates, The Market Cycle, Tariffs, WeWork, and Much More
Julkaistiin: 15.8.2019 -
Ep 106. Our Thoughts on NACCO, KLXI, Selling, Currency Over/Under Valuation, and The Big Mac Index
Julkaistiin: 13.8.2019 -
Ep 105. EV-EBITDA for Handicapping Stocks, Compensation for Management, Competitive Advantages, and Geoff's Best Investment Ever
Julkaistiin: 8.8.2019 -
Ep 104. Our Daily Routine
Julkaistiin: 6.8.2019 -
Ep 102. Stocks to Research from Our Watchlist
Julkaistiin: 30.7.2019 -
Ep 101. Talking About Stocks on the Focused Compounding Gazette
Julkaistiin: 23.7.2019 -
Ep 100. What We Look For in Management, How We Judge Management, Compensation, Capital Allocation, and Much More
Julkaistiin: 18.7.2019 -
Ep 99. Analyzing Stocks, Moats, Research, Advice to New Investors and Cigar Butts vs Quality Businesses
Julkaistiin: 16.7.2019 -
Ep 98. Focus, Deep Work, and Reading Books/10ks,
Julkaistiin: 11.7.2019 -
Ep 97. Pari-Mutual System, Probabilities, and Handicapping a stock
Julkaistiin: 4.7.2019
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/