Focused Compounding
Een podcast door Andrew Kuhn and Geoff Gannon - Vrijdagen
459 Afleveringen
-
Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?
Gepubliceerd: 12-4-2025 -
Ep 464. Buffett’s Playbook: Past and Present
Gepubliceerd: 21-3-2025 -
Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders
Gepubliceerd: 28-2-2025 -
Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices
Gepubliceerd: 11-12-2024 -
Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock
Gepubliceerd: 8-11-2024 -
Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X
Gepubliceerd: 4-10-2024 -
Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas
Gepubliceerd: 13-9-2024 -
Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior
Gepubliceerd: 23-8-2024 -
Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X
Gepubliceerd: 16-8-2024 -
Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence
Gepubliceerd: 11-8-2024 -
Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024
Gepubliceerd: 17-7-2024 -
Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry
Gepubliceerd: 25-6-2024 -
Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA
Gepubliceerd: 29-5-2024 -
Ep 452. Analyzing Debt: Optimal Capital Structures
Gepubliceerd: 24-5-2024 -
Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry
Gepubliceerd: 21-5-2024 -
Ep 450. Our Takeaways from the Berkshire Hathaway Meeting
Gepubliceerd: 16-5-2024 -
Ep 449. Focused Compounding's Plan for Parks! America
Gepubliceerd: 10-5-2024 -
Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges
Gepubliceerd: 26-4-2024 -
Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy
Gepubliceerd: 25-4-2024 -
Ep 446. Energy Investing the Warren Buffett Way
Gepubliceerd: 24-4-2024
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/
