Focused Compounding
Podcast tekijän mukaan Andrew Kuhn and Geoff Gannon
Kategoriat:
455 Jaksot
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Ep 401. Macro for Value Investors: What Alice Schroeder Means by ’Buffett Cares about Macro’
Julkaistiin: 6.9.2023 -
Ep 400. Where Does Your Return Come From: Yield, Growth, and Multiple Expansion, and the Difference Between Speculation and Investing
Julkaistiin: 4.9.2023 -
Ep 399. Berkshire Hathaway’s Homebuilder Investment, Market Positioning, and Assessing Business Profit Persistency
Julkaistiin: 20.8.2023 -
Ep 398. The Financial History of General Motors with Capital Allocation Author, Jacob McDonough
Julkaistiin: 28.7.2023 -
Ep 397. The Financial History of GEICO with Capital Allocation Author, Jacob McDonough
Julkaistiin: 8.7.2023 -
Ep 396. Box Office Flops, Cinemark’s Valuation, and Revisiting Overlooked Bank Stocks
Julkaistiin: 1.7.2023 -
Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter
Julkaistiin: 16.6.2023 -
Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On
Julkaistiin: 9.6.2023 -
Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing
Julkaistiin: 2.6.2023 -
Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators
Julkaistiin: 26.5.2023 -
Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast
Julkaistiin: 19.5.2023 -
Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM
Julkaistiin: 12.5.2023 -
Ep 389. Interest Rate Hike, Credit Suisse’s Failure, and Other Banking + Economic Risks on the Horizon
Julkaistiin: 24.3.2023 -
Ep 388. SVB Financial Collapse, Modern Bank Runs, and The Future of Regional Banks
Julkaistiin: 17.3.2023 -
Ep 387. Bank Stock Sell-Offs, Higher Interest Rates, and JetBlue + Spirit Airlines Merger Arbitrage
Julkaistiin: 10.3.2023 -
Ep 386. Takeaways from Warren Buffett’s Shareholder Letter and Analyzing Ted Weschler’s Dillards Investment
Julkaistiin: 3.3.2023 -
Ep 385. 5 Years of Podcasting, Theme Park Industry in 2023, Munger DJCO Meeting, and Berkshire’s 13-F
Julkaistiin: 24.2.2023 -
Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition
Julkaistiin: 10.2.2023 -
Ep 383. Fed Raised Interest Rates, Market Cycles, Multi Strat Portfolio, & Airlines Look Cheap
Julkaistiin: 3.2.2023 -
Ep 382. Franchise Value, The Secret to Geoff Gannon’s Investing, and Analyzing Airline Stocks
Julkaistiin: 27.1.2023
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/