Focused Compounding
Ein Podcast von Andrew Kuhn and Geoff Gannon - Freitags
459 Folgen
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Ep 206. How the Hell Do You Read a 10k?
Vom: 20.5.2020 -
Ep 205. Coffee Can Portfolio: What Really Happens If You Buy Just One Stock a Year and Hold It Forever?
Vom: 18.5.2020 -
Ep 204. Dividend Stocks, DCF's. Graham vs. Munger, and Other Questions From Twitter
Vom: 11.5.2020 -
Ep 203. How to Value Stocks and Think About Intrinsic Value During a Recession
Vom: 8.5.2020 -
Ep 202. ROIC, Intrinsic Value, Investing Time Horizon, and Other Questions From Twitter
Vom: 6.5.2020 -
Ep 201. Key Takeaways From The Berkshire Hathaway Meeting
Vom: 4.5.2020 -
Ep 200.The Current Market, Interest Rates, and Investing Through Recessions
Vom: 1.5.2020 -
Ep 199. The Correlation of an Industry and Individual Stock Performance
Vom: 30.4.2020 -
Ep 198. Biglari Holdings, AerCap, REITS Ponzi, Detecting Fraud, and Other Questions From Listeners
Vom: 27.4.2020 -
Ep 197. Investing in Airlines/Airports, and Should the Government Bailout Companies?
Vom: 24.4.2020 -
Ep 196. Porter's 5 Forces and Measuring a Stock's Moat
Vom: 22.4.2020 -
Ep 195. Oil Price Collapse, Beta and Overlooked Stocks, The Current Stock Market, and Business Valuation
Vom: 20.4.2020 -
Ep 194. Looking Over Warren Buffett's Lehman Brothers 10k
Vom: 19.4.2020 -
Ep 193. Net-Net Investing, Great Businesses, Snap Judgements, and Other Investing Questions from Twitter
Vom: 13.4.2020 -
Ep 192. Investing in Net-Nets in The Current Market Environment
Vom: 10.4.2020 -
Ep 191. Is The Stock Market Acting like 1929 Crash and Investing in Serial Acquirers
Vom: 8.4.2020 -
Ep 190. Our Thoughts on Jamie Dimon's Shareholder Letter and Investing in Bank Stocks
Vom: 7.4.2020 -
Ep 188. Buying Stocks That Are Closed For Business and Warren Buffett Selling Airlines
Vom: 3.4.2020 -
Ep 187. Our Thoughts on Howard Marks' Latest Memo and Going Over a Cheap Stock
Vom: 1.4.2020 -
Ep 184. The Pending Jobs Report and Geoff's Thoughts on Investing in FANG
Vom: 25.3.2020
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/