Focused Compounding
Ein Podcast von Andrew Kuhn and Geoff Gannon - Freitags
459 Folgen
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Ep 121. Investing in Stocks: ROC, ROE, ROIC, ROIIC
Vom: 3.10.2019 -
Ep 120. Focused Compounding Q3 Results +9.6% | +37.8% YTD
Vom: 2.10.2019 -
Ep 119. Investing Mistakes, Creative Things We've Done For Research, DCF's, Screens, Projections, and Other Questions From Twitter
Vom: 1.10.2019 -
Ep 118. How to Read a Cash flow Statement - The MOST Important Statement
Vom: 26.9.2019 -
Ep 117. Why Investors Are Hardwired to Keep Making The Same Mistakes - REITS, MLPs, IPOs, Shorting Good Stocks, and More
Vom: 24.9.2019 -
Ep 116. How to Think About Margin of Safety, Seth Klarman, The Intelligent Investor, and Advice on Looking for Stocks With a Margin of Safety
Vom: 19.9.2019 -
Ep 115. Mr. Market from Chapter 8 in The Intelligent Investor by Benjamin Graham
Vom: 17.9.2019 -
Ep 114. All About Investing in Insurance Stocks
Vom: 12.9.2019 -
Ep 113. Investing in Stocks: Monarch Cement $MCEM
Vom: 10.9.2019 -
Ep 112. Investment Qualities That Make a Great Investor from Peter Cundill and How to Develop Them
Vom: 3.9.2019 -
Ep 111. Warren Buffett's Investment Filters, Hurdle Rate, Financial Models, and Alice Schroeder
Vom: 29.8.2019 -
Ep 110. Energy Stocks, NACCO, Replacement Value, Valuing Stocks, and Thoughts on the Warren Buffett Partnership Fee Structure
Vom: 27.8.2019 -
Ep 109. Upcoming Spinoffs, Information Overload, Portfolio Allocation, and Walking Through an Appraisal
Vom: 22.8.2019 -
Ep 108. Investing, Market Cycles, Tesla, Portfolio Management, and Life With Vitaliy Katsenelson From Investment Management Associates
Vom: 20.8.2019 -
Ep 107. Interest Rates, Discount Rates, The Market Cycle, Tariffs, WeWork, and Much More
Vom: 15.8.2019 -
Ep 106. Our Thoughts on NACCO, KLXI, Selling, Currency Over/Under Valuation, and The Big Mac Index
Vom: 13.8.2019 -
Ep 105. EV-EBITDA for Handicapping Stocks, Compensation for Management, Competitive Advantages, and Geoff's Best Investment Ever
Vom: 8.8.2019 -
Ep 104. Our Daily Routine
Vom: 6.8.2019 -
Ep 102. Stocks to Research from Our Watchlist
Vom: 30.7.2019 -
Ep 101. Talking About Stocks on the Focused Compounding Gazette
Vom: 23.7.2019
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/