Focused Compounding
Een podcast door Andrew Kuhn and Geoff Gannon - Vrijdagen
459 Afleveringen
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Ep 206. How the Hell Do You Read a 10k?
Gepubliceerd: 20-5-2020 -
Ep 205. Coffee Can Portfolio: What Really Happens If You Buy Just One Stock a Year and Hold It Forever?
Gepubliceerd: 18-5-2020 -
Ep 204. Dividend Stocks, DCF's. Graham vs. Munger, and Other Questions From Twitter
Gepubliceerd: 11-5-2020 -
Ep 203. How to Value Stocks and Think About Intrinsic Value During a Recession
Gepubliceerd: 8-5-2020 -
Ep 202. ROIC, Intrinsic Value, Investing Time Horizon, and Other Questions From Twitter
Gepubliceerd: 6-5-2020 -
Ep 201. Key Takeaways From The Berkshire Hathaway Meeting
Gepubliceerd: 4-5-2020 -
Ep 200.The Current Market, Interest Rates, and Investing Through Recessions
Gepubliceerd: 1-5-2020 -
Ep 199. The Correlation of an Industry and Individual Stock Performance
Gepubliceerd: 30-4-2020 -
Ep 198. Biglari Holdings, AerCap, REITS Ponzi, Detecting Fraud, and Other Questions From Listeners
Gepubliceerd: 27-4-2020 -
Ep 197. Investing in Airlines/Airports, and Should the Government Bailout Companies?
Gepubliceerd: 24-4-2020 -
Ep 196. Porter's 5 Forces and Measuring a Stock's Moat
Gepubliceerd: 22-4-2020 -
Ep 195. Oil Price Collapse, Beta and Overlooked Stocks, The Current Stock Market, and Business Valuation
Gepubliceerd: 20-4-2020 -
Ep 194. Looking Over Warren Buffett's Lehman Brothers 10k
Gepubliceerd: 19-4-2020 -
Ep 193. Net-Net Investing, Great Businesses, Snap Judgements, and Other Investing Questions from Twitter
Gepubliceerd: 13-4-2020 -
Ep 192. Investing in Net-Nets in The Current Market Environment
Gepubliceerd: 10-4-2020 -
Ep 191. Is The Stock Market Acting like 1929 Crash and Investing in Serial Acquirers
Gepubliceerd: 8-4-2020 -
Ep 190. Our Thoughts on Jamie Dimon's Shareholder Letter and Investing in Bank Stocks
Gepubliceerd: 7-4-2020 -
Ep 188. Buying Stocks That Are Closed For Business and Warren Buffett Selling Airlines
Gepubliceerd: 3-4-2020 -
Ep 187. Our Thoughts on Howard Marks' Latest Memo and Going Over a Cheap Stock
Gepubliceerd: 1-4-2020 -
Ep 184. The Pending Jobs Report and Geoff's Thoughts on Investing in FANG
Gepubliceerd: 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/