Focused Compounding
Podcast tekijän mukaan Andrew Kuhn and Geoff Gannon
Kategoriat:
455 Jaksot
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EP 321. Where Do We Go From Here? 39x Shiller PE, Inflation, Interest Rates, China, etc
Julkaistiin: 25.8.2021 -
EP 320. Investing in Emerging Markets, Creative Thinking, Float, Sizing Investments, and Other Questions from Twitter
Julkaistiin: 19.7.2021 -
EP 319. How We Analyze Insurance Companies
Julkaistiin: 15.7.2021 -
EP 318. Hunting for 10-Baggers: 9-Point Investing Checklist
Julkaistiin: 14.7.2021 -
EP 317. Fintech, Sourcing Ideas, Investing Books, and Other Questions From Twitter
Julkaistiin: 25.6.2021 -
EP 316. Judging Moats: Customer Behavior, Price Sensitivity, Retention, Power of Suppliers, Distribution Process, and Much More
Julkaistiin: 24.6.2021 -
EP 315. Why Capital Turns Matter – And What Warren Buffett Means When He Talks About Them
Julkaistiin: 23.6.2021 -
EP 314. How Much Is Too Much To Pay for a Great Business
Julkaistiin: 3.6.2021 -
EP 313. How to Judge and Research an Industry
Julkaistiin: 2.6.2021 -
EP 312. Capital Allocation, 1966-1972: Diversified Retailing, Blue Chip Stamps, and See’s Candies
Julkaistiin: 24.5.2021 -
EP 311. Analyzing and Investing in Holding Companies
Julkaistiin: 20.5.2021 -
EP 310. Berkshire Meeting, Munger/Pabrai Buy Baba, 13-Fs, Handicapping Stocks After 2020 Growth, and Inflation
Julkaistiin: 19.5.2021 -
EP 309. Capital Allocation, 1975-1977: Buffett Buys Cypress, Waumbec, and K&W Products
Julkaistiin: 23.4.2021 -
EP 308. Improving on the Psychology of Successful Investing
Julkaistiin: 22.4.2021 -
EP 307. Thoughts on Tobacco Stocks, DogeCoin, Blockchain, Buffett’s CVX Buy, Investing Process, and more
Julkaistiin: 21.4.2021 -
EP 306. Jamie Dimon’s Letter, Railroad Industry, Investing Overseas, Bonds, and Much More
Julkaistiin: 15.4.2021 -
EP 305. Capital Allocation, 1976: Buffett Buys GEICO
Julkaistiin: 14.4.2021 -
EP 304. Thoughts on 10 Different Stocks, REITS, MSG/MSGN, and a Bull Case for Amazon’s Stock
Julkaistiin: 9.4.2021 -
EP 303. Capital Allocation, 1969: Buffett Buys Illinois National Bank
Julkaistiin: 8.4.2021 -
EP 302. Munger Buys BABA, Thoughts on 100 Baggers, Holding Overvalued Stocks, and Potential Cambria Buyout
Julkaistiin: 7.4.2021
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/
