Focused Compounding
Podcast tekijän mukaan Andrew Kuhn and Geoff Gannon
Kategoriat:
455 Jaksot
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Ep 361. Recent Inflation Print, Bear Market, and Focusing on Settled Industries
Julkaistiin: 15.6.2022 -
Ep 360. Natural Gas, Inflation, Elon Musk + Twitter, and How Do You Know if Capital Allocation Has Created Value?
Julkaistiin: 8.6.2022 -
Ep 359. Serial Acquirers: Good vs. Bad, Long-term Returns, Are Movie Theaters Back? & Market Update
Julkaistiin: 1.6.2022 -
Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex
Julkaistiin: 26.5.2022 -
Ep 357. Berkshire’s 13-F, JetBlue’s Hostile Takeover, Paying High P/S, and Profitable Growth vs. Unprofitable Growth
Julkaistiin: 18.5.2022 -
Ep 356. Tech Crash, Stock-based Comp, Yield Curve, and Bank Stocks
Julkaistiin: 11.5.2022 -
Ep 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter
Julkaistiin: 9.5.2022 -
Ep 354. Consolidation in Banking, Growth in Unsettled Industries, Fees, and Managing Outside Capital
Julkaistiin: 18.3.2022 -
Ep 353. Revisiting Geoff’s Singular Diligence Writeups
Julkaistiin: 17.3.2022 -
Ep 352. Focusing in an Unfocused World
Julkaistiin: 16.3.2022 -
Ep 351. Improving Deep Work + Focus, Buffett Buys OXY, TAM, Market Share, and Valuing Growth
Julkaistiin: 10.3.2022 -
Ep 350. Market Volatility, Oil & Gas, Cruises, and a Look at Movie Theater Stocks
Julkaistiin: 9.3.2022 -
Ep 349. Q&A: Illiquid Stocks, Deep Value, Underrated Industries, BNPL, & Moats in Big Tech
Julkaistiin: 4.3.2022 -
Ep 348. Warren Buffett’s 2021 Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts
Julkaistiin: 3.3.2022 -
Ep 347. Russia / Ukraine, International Investing, Have Rates Peaked? & Risk / Reward
Julkaistiin: 2.3.2022 -
Ep 346. Q&A: Investing Mistakes, Holding Compounders, ROIC, FCF + Growth
Julkaistiin: 25.2.2022 -
Ep 345. Russia invades Ukraine, AI Lending Platforms, Market Sell-Off, Now What?
Julkaistiin: 24.2.2022 -
EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?
Julkaistiin: 23.2.2022 -
EP 343. Snap Judgments, Tobacco Stocks, and Upcoming Spinoffs
Julkaistiin: 18.2.2022 -
EP 342. New Peloton CEO, Spirit + Activision + Cedar Fair Mergers, & How Will Higher Interest Rates Affect Bank Stocks?
Julkaistiin: 10.2.2022
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/
