459 Epizód

  1. EP 285. Competition: How to Judge The Durability of a Business

    Közzétéve: 2021. 01. 27.

  2. EP 284. Charlie Munger’s Cigar Butt: Reverse Engineering Tenneco Investment

    Közzétéve: 2021. 01. 26.

  3. EP 283. Price Discovery in Microcaps, Investing in Banks, FCF Yield Plus Growth, Book Value Adjustments, and Other Questions From Twitter

    Közzétéve: 2021. 01. 21.

  4. EP 282. Value vs. Growth: Thoughts on ”Something of Value” Memo From Howard Marks

    Közzétéve: 2021. 01. 20.

  5. EP 281. Thoughts on Talking to Management During Your Research Process

    Közzétéve: 2021. 01. 19.

  6. EP 280. The Art of Generating Stock Investment Ideas

    Közzétéve: 2020. 11. 17.

  7. Why Appraising a Stock Based on “Relative Valuation” vs. Peers Isn’t Enough to Guarantee You’re Getting a Bargain

    Közzétéve: 2020. 11. 10.

  8. EP 279. How to Spot a Business Warren Buffett Would Be Interested in

    Közzétéve: 2020. 11. 10.

  9. Working Capital and the Cash Flow Statement: Judging the Cash Conversion Cycle of a Business

    Közzétéve: 2020. 11. 05.

  10. EP 277. Working Capital and the Cash Flow Statement: The Cash Conversion Cycle of a Business

    Közzétéve: 2020. 11. 05.

  11. EP 276. Free Cash Flow Plus Growth: Reverse Engineering Past Warren Buffett Investments

    Közzétéve: 2020. 11. 03.

  12. EP 274. Learning to Think Better Through Building a Latticework of Mental Models

    Közzétéve: 2020. 10. 29.

  13. EP 273. 100x: Lessons From Analyzing Past 100-Bagger Stocks

    Közzétéve: 2020. 10. 27.

  14. EP 271. How is a Bank Like a Railroad? – And Other Crazy Ideas Geoff Has About Investing In “Efficiency Driven Businesses”

    Közzétéve: 2020. 10. 23.

  15. EP 270. Should You Buy Movie Theater Stocks? Our Thoughts

    Közzétéve: 2020. 10. 20.

  16. EP 268. Intelligent Speculation? Keynesian Beauty Contest vs. Bottom Up Stock Investing

    Közzétéve: 2020. 10. 13.

  17. EP 266. Net Income to Cash Flow from Operations: Focusing on What Really Matters

    Közzétéve: 2020. 10. 07.

  18. EP 265. Gaining a Regional Edge: Generate Alpha Investing Where You Live

    Közzétéve: 2020. 10. 06.

  19. EP 264. The Art of Great Stock Research: How to Go Beyond the 10K and Dig Deep

    Közzétéve: 2020. 10. 05.

  20. EP 263. Banks, Banks, and More Banks: Analyzing 8 Overlooked Banks

    Közzétéve: 2020. 09. 28.

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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/

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