Focused Compounding
Podcast tekijän mukaan Andrew Kuhn and Geoff Gannon
Kategoriat:
455 Jaksot
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EP 301. Capital Allocation, 1967-1969: Buffett Buys National Indemnity -- and a Primer on Insurance Companies
Julkaistiin: 1.4.2021 -
EP 300. Occam’s Razor: How to Make Better Investing Decisions
Julkaistiin: 31.3.2021 -
EP 299. What’s Going on in the Market? Hedge Fund Meltdown, Activism, and Answering Questions from Listeners
Julkaistiin: 30.3.2021 -
EP 298. Highlights and Thoughts on Charlie Munger’s 2021 Daily Journal Meeting
Julkaistiin: 25.3.2021 -
EP 297. Capital Allocation, 1955-1962: Buffett Buys Berkshire Hathaway Stock
Julkaistiin: 24.3.2021 -
EP 296. Stocks Recently Looked at, Workflow, Judging a Bank’s Loan Book, Books Recently Read, & Much More
Julkaistiin: 23.3.2021 -
EP 295. Analyzing Buffett’s Investment in Disney and Thoughts on Movie Theaters, Theme Parks, and Cruise Line Stocks
Julkaistiin: 11.3.2021 -
EP 294. SKIPPING Banks: Things We Stay Away From in the Banking Industry
Julkaistiin: 10.3.2021 -
EP 293. Mr. Market Is Your Servant: Dealing With The Current Stock Market Volatility
Julkaistiin: 9.3.2021 -
EP 292. Where Do We Go From Here? Thoughts on Current Market Valuations, Interest Rates, Inflation Fears, Etc.
Julkaistiin: 4.3.2021 -
EP 291. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Answering YOUR Questions
Julkaistiin: 3.3.2021 -
EP 290. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts
Julkaistiin: 2.3.2021 -
EP 289. Staying Sane in an Insane Environment, SPACs, Geoff’s Favorite Businesses, Valuation, Management, and Other Questions From Twitter
Julkaistiin: 11.2.2021 -
EP 288. A Framework for Active Reading and The Importance of Operational Efficiency
Julkaistiin: 10.2.2021 -
EP 287. Value Investing in a Growth Market? 4 Value Stocks to Look At
Julkaistiin: 9.2.2021 -
EP 286. Analyzing and Investing in Insurance & Reinsurance Businesses
Julkaistiin: 28.1.2021 -
EP 285. Competition: How to Judge The Durability of a Business
Julkaistiin: 27.1.2021 -
EP 284. Charlie Munger’s Cigar Butt: Reverse Engineering Tenneco Investment
Julkaistiin: 26.1.2021 -
EP 283. Price Discovery in Microcaps, Investing in Banks, FCF Yield Plus Growth, Book Value Adjustments, and Other Questions From Twitter
Julkaistiin: 21.1.2021 -
EP 282. Value vs. Growth: Thoughts on ”Something of Value” Memo From Howard Marks
Julkaistiin: 20.1.2021
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/
