Focused Compounding
Ein Podcast von Andrew Kuhn and Geoff Gannon - Freitags
459 Folgen
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Ep 445. Market Share and Profitability: Unraveling the Relationship
Vom: 22.4.2024 -
Ep 444. Rising Margins: Continuation or Reversion to the Mean?
Vom: 16.4.2024 -
Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise
Vom: 12.4.2024 -
Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't
Vom: 9.4.2024 -
Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates
Vom: 5.4.2024 -
Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever
Vom: 2.4.2024 -
Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies
Vom: 28.3.2024 -
Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024
Vom: 26.3.2024 -
Ep 437. Outsider CEOs: John Malone and TCI
Vom: 12.3.2024 -
Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions
Vom: 7.3.2024 -
Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders
Vom: 5.3.2024 -
Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns
Vom: 28.2.2024 -
Ep 433. Les Schwab Pride in Performance: Keep It Going
Vom: 22.2.2024 -
Ep 432. Outsider CEOs: Bill Anders and General Dynamics
Vom: 15.2.2024 -
Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics
Vom: 13.2.2024 -
Ep 430. Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing
Vom: 9.2.2024 -
Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value
Vom: 6.2.2024 -
Ep 428. Dear Chairman: Robert Young vs. New York Central - The Proxyteers Storm the Vanderbilt Line
Vom: 30.1.2024 -
Ep 427. M&A Activity: Spirit/JetBlue, Hawaiian Holdings/Alaska Airlines, and Kroger/Albertsons
Vom: 25.1.2024 -
Ep 426. Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024
Vom: 22.1.2024
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/
