459 Afleveringen

  1. Ep 385. 5 Years of Podcasting, Theme Park Industry in 2023, Munger DJCO Meeting, and Berkshire’s 13-F

    Gepubliceerd: 24-2-2023

  2. Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition

    Gepubliceerd: 10-2-2023

  3. Ep 383. Fed Raised Interest Rates, Market Cycles, Multi Strat Portfolio, & Airlines Look Cheap

    Gepubliceerd: 3-2-2023

  4. Ep 382. Franchise Value, The Secret to Geoff Gannon’s Investing, and Analyzing Airline Stocks

    Gepubliceerd: 27-1-2023

  5. Ep 381. Disney and Nelson Peltz, Carvana’s Fall, Pair Trading Strategies, and Charlie Munger’s Top 3 Places to Find Stocks

    Gepubliceerd: 20-1-2023

  6. Ep 380. Stock Market Valuation, Deposit Contraction + Financials, and An Activist Campaign Against Six Flags

    Gepubliceerd: 6-1-2023

  7. Ep 379. Remembering 2022, Thoughts on FTX & SBF Debacle, and Predictions for 2023

    Gepubliceerd: 28-12-2022

  8. Ep 378. The Best Warren Buffett Stock Screener, Questions from Twitter, and Building Conviction in Your Investments

    Gepubliceerd: 23-12-2022

  9. Ep 377. Inflation Print, Fed Raised Interest Rates, Reading, and Howard Marks’s New Memo

    Gepubliceerd: 16-12-2022

  10. Ep 376. Bob Iger Is Back at Disney, the Perfect Stock, and Snap Judgments From Twitter

    Gepubliceerd: 9-12-2022

  11. Ep 375. Q&A: Buffett’s Best Investment, Distributor Stocks, P/E Contraction, Net Nets, etc.

    Gepubliceerd: 18-11-2022

  12. Ep 374. Tech Layoffs, Recessions, Microcap Screener, and Thoughts on the Rollup Biz Model

    Gepubliceerd: 11-11-2022

  13. Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener

    Gepubliceerd: 4-11-2022

  14. Ep 372. S&P 500 is Down 25% YTD, FAANG, Interest Rates, International Stocks, and Other Questions from Twitter

    Gepubliceerd: 14-10-2022

  15. Ep 371. Bank of England Emergency, Cheap UK Stocks, Interest Rates, and US Insurance Companies

    Gepubliceerd: 29-9-2022

  16. Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter

    Gepubliceerd: 19-9-2022

  17. Ep 369. Interest Rates, US Deficit, and the First 8 Things to Look at When Researching a Stock

    Gepubliceerd: 7-9-2022

  18. Ep 368. Favorite Buffett Lessons, Yield Curve, Inflation, Management Teams, & Matching a Style to Your Personality

    Gepubliceerd: 5-9-2022

  19. Ep 367. Fed Funds Rate, Celsius Deal, FCF + Growth, Bargaining Power, & The Best Business Advantages

    Gepubliceerd: 3-8-2022

  20. Ep 366. Microsoft + Netflix, Advice for New Investors, Buffett/Munger, and Testing Bargaining Power

    Gepubliceerd: 27-7-2022

5 / 23

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/

Visit the podcast's native language site