Focused Compounding
Podcast tekijän mukaan Andrew Kuhn and Geoff Gannon
Kategoriat:
455 Jaksot
-
EP 341. Industry Analysis: Judging a company’s market position in its industry
Julkaistiin: 9.2.2022 -
EP 340. Snap Judgments: LMT, GD, HPQ, TACT, PCOM, HRBR, FREE, LEE, DALN
Julkaistiin: 14.1.2022 -
EP 339. Competition Demystified: Customer Behavior, Reading a 10K, Retention Rates, Industry Structure, Etc.
Julkaistiin: 13.1.2022 -
EP 338. The Fed’s Hawkish Tone, NASDAQ Selloff, Interest Rate Hikes, Retail Stocks: Now What?
Julkaistiin: 12.1.2022 -
EP 337. Snap Judgments, Gaming stocks, Net-nets to look for, and a case for America’s Car-Mart
Julkaistiin: 7.1.2022 -
EP 336. An Inside Look at Managing Investor Capital
Julkaistiin: 6.1.2022 -
EP 335. Investing in Alibaba, Geoff’s Hot Take On AMZN, Tech Stocks, Groupthink, & Much More
Julkaistiin: 5.1.2022 -
EP 334. 2021 Post Mortem and Outlook for 2022
Julkaistiin: 23.12.2021 -
EP 333. Q&A: Berkshire Buybacks, Company Culture, Sourcing Ideas, Is Geoff Bearish?
Julkaistiin: 20.12.2021 -
EP 332. Interest Rates, Inflation, and Macro Worries - Where Do We Go From Here?
Julkaistiin: 16.12.2021 -
EP 331. How No-Growth Stocks Can Lead to High Investment Returns
Julkaistiin: 15.12.2021 -
EP 330. Our First 5 Minutes on 10 Stocks -BGFV, BKNG, MO, NLS, CRFCF, KMT, ENVA, MCK, SSNC, FRPH
Julkaistiin: 15.10.2021 -
EP 329. 20 Lessons About Banking from Maxfield on Banks
Julkaistiin: 13.10.2021 -
EP 328. Special Situations Investing: Revisiting and analyzing recent spinoffs
Julkaistiin: 24.9.2021 -
EP 327. Snap Judgements: Our First 5 Minutes on 10 Stocks - CTO, DFIN, AMZN, DG, COST, GLXY, RILY, AMC, ENR, ARKR
Julkaistiin: 22.9.2021 -
EP 326. Snap Judgements: Our First 5 Minutes on 6 Stocks - DG, BBSI, VRSN, ALOT, VLGEA, SFM
Julkaistiin: 17.9.2021 -
EP 325. What are the 4 Most Important Numbers to Know About a Stock?
Julkaistiin: 15.9.2021 -
EP 324. Snap Judgements: Our First 5 Minutes on 7 Stocks
Julkaistiin: 1.9.2021 -
EP 323. Asking the Right Questions: Evaluating Management, Board, Business, etc.
Julkaistiin: 31.8.2021 -
EP 322. Q/A: Movie Theater Industry + Shortening Window, Managing Personal Portfolio, Bank Deposits, Valuing Stocks, and Much More
Julkaistiin: 26.8.2021
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/
