Focused Compounding
Ein Podcast von Andrew Kuhn and Geoff Gannon - Freitags
459 Folgen
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Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?
Vom: 12.4.2025 -
Ep 464. Buffett’s Playbook: Past and Present
Vom: 21.3.2025 -
Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders
Vom: 28.2.2025 -
Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices
Vom: 11.12.2024 -
Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock
Vom: 8.11.2024 -
Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X
Vom: 4.10.2024 -
Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas
Vom: 13.9.2024 -
Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior
Vom: 23.8.2024 -
Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X
Vom: 16.8.2024 -
Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence
Vom: 11.8.2024 -
Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024
Vom: 17.7.2024 -
Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry
Vom: 25.6.2024 -
Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA
Vom: 29.5.2024 -
Ep 452. Analyzing Debt: Optimal Capital Structures
Vom: 24.5.2024 -
Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry
Vom: 21.5.2024 -
Ep 450. Our Takeaways from the Berkshire Hathaway Meeting
Vom: 16.5.2024 -
Ep 449. Focused Compounding's Plan for Parks! America
Vom: 10.5.2024 -
Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges
Vom: 26.4.2024 -
Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy
Vom: 25.4.2024 -
Ep 446. Energy Investing the Warren Buffett Way
Vom: 24.4.2024
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/
