Focused Compounding
Ein Podcast von Andrew Kuhn and Geoff Gannon - Freitags
459 Folgen
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EP 325. What are the 4 Most Important Numbers to Know About a Stock?
Vom: 15.9.2021 -
EP 324. Snap Judgements: Our First 5 Minutes on 7 Stocks
Vom: 1.9.2021 -
EP 323. Asking the Right Questions: Evaluating Management, Board, Business, etc.
Vom: 31.8.2021 -
EP 322. Q/A: Movie Theater Industry + Shortening Window, Managing Personal Portfolio, Bank Deposits, Valuing Stocks, and Much More
Vom: 26.8.2021 -
EP 321. Where Do We Go From Here? 39x Shiller PE, Inflation, Interest Rates, China, etc
Vom: 25.8.2021 -
EP 320. Investing in Emerging Markets, Creative Thinking, Float, Sizing Investments, and Other Questions from Twitter
Vom: 19.7.2021 -
EP 319. How We Analyze Insurance Companies
Vom: 15.7.2021 -
EP 318. Hunting for 10-Baggers: 9-Point Investing Checklist
Vom: 14.7.2021 -
EP 317. Fintech, Sourcing Ideas, Investing Books, and Other Questions From Twitter
Vom: 25.6.2021 -
EP 316. Judging Moats: Customer Behavior, Price Sensitivity, Retention, Power of Suppliers, Distribution Process, and Much More
Vom: 24.6.2021 -
EP 315. Why Capital Turns Matter – And What Warren Buffett Means When He Talks About Them
Vom: 23.6.2021 -
EP 314. How Much Is Too Much To Pay for a Great Business
Vom: 3.6.2021 -
EP 313. How to Judge and Research an Industry
Vom: 2.6.2021 -
EP 312. Capital Allocation, 1966-1972: Diversified Retailing, Blue Chip Stamps, and See’s Candies
Vom: 24.5.2021 -
EP 311. Analyzing and Investing in Holding Companies
Vom: 20.5.2021 -
EP 310. Berkshire Meeting, Munger/Pabrai Buy Baba, 13-Fs, Handicapping Stocks After 2020 Growth, and Inflation
Vom: 19.5.2021 -
EP 309. Capital Allocation, 1975-1977: Buffett Buys Cypress, Waumbec, and K&W Products
Vom: 23.4.2021 -
EP 308. Improving on the Psychology of Successful Investing
Vom: 22.4.2021 -
EP 307. Thoughts on Tobacco Stocks, DogeCoin, Blockchain, Buffett’s CVX Buy, Investing Process, and more
Vom: 21.4.2021 -
EP 306. Jamie Dimon’s Letter, Railroad Industry, Investing Overseas, Bonds, and Much More
Vom: 15.4.2021
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/
