Focused Compounding
Ein Podcast von Andrew Kuhn and Geoff Gannon - Freitags
459 Folgen
-
EP 261. Disaster Stocks: Times When Too Much Debt Sank Companies and Analyzing Luby’s Liquidation
Vom: 25.9.2020 -
EP 260. Does Value Investing Still Work? Gainsco is Getting Acquired by State Farm for 3x its Market Price!
Vom: 24.9.2020 -
EP 259. Why Multiples Matter and Analyzing Stocks over 1 Billion in Market Cap
Vom: 23.9.2020 -
EP 258. How to Analyze the Cash Flow Statement as an Investor
Vom: 22.9.2020 -
EP 257. How The BALANCE SHEET Works: Analyzing As An Investor
Vom: 21.9.2020 -
EP 256. Q&A: Investing in Trusts, Why Something Becomes Cheap or Expensive, Retention Rates, Free Cash Flow + Growth, and Much More
Vom: 17.9.2020 -
EP 255. Q&A: Valuing Stocks, Projecting Changes in Working Capital, Position Sizing, and Geoff’s Experience Investing in Liquidations
Vom: 15.9.2020 -
EP 254. Warren Buffett is Investing in Japan. Now What?
Vom: 10.9.2020 -
EP 253. The Outsiders: Our Takeaway From 8 Unconventional CEOs
Vom: 9.9.2020 -
EP 252. Investing in Black Box Business Models
Vom: 8.9.2020 -
EP 251. Opportunity in the Entertainment Industry: Analyzing Theaters, Cruises, Hotels, and Restaurants
Vom: 4.9.2020 -
PREMIUM VIDEO: Should You Invest in Dividend Stocks?
Vom: 3.9.2020 -
PREMIUM VIDEO: Using DCFs to Value Stocks
Vom: 27.8.2020 -
Learning From Warren Buffett's Personal Portfolio: Trade With a Margin of Safety
Vom: 25.8.2020 -
Competition: How to Judge The Durability of a Business
Vom: 20.8.2020 -
Lessons From Analyzing Past 100-Bagger Stocks
Vom: 19.8.2020 -
Gross Profits and Learning to Move up the Income Statement
Vom: 18.8.2020 -
EP 242. Specialization as an Investor and Revisiting Spinoffs From The Past Few Years
Vom: 7.8.2020 -
How Listening to “The Value Guys” Podcast Can Get You Out of Learning Mode and Into Practicing Mode
Vom: 6.8.2020 -
When Dead Money Becomes a Great Investment. Stock Reratings Over a 10-Year Period
Vom: 5.8.2020
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/