459 Epizód

  1. Capital Allocation, Smaller Stock Advantages, FANG, and Debt

    Közzétéve: 2020. 06. 20.

  2. Defense in Depth: Finding multiple margins of safety in the same stock

    Közzétéve: 2020. 06. 18.

  3. Credit Conditions and the Stock Market: Why this matters for you, the individual stock picker

    Közzétéve: 2020. 06. 17.

  4. What if the Value Gap Never Closes?

    Közzétéve: 2020. 06. 16.

  5. Investing Books: Andrew and Geoff’s Favorites – Some Obscure Ones

    Közzétéve: 2020. 06. 12.

  6. Story stocks: The Main Street Story vs. The Wall Street Story

    Közzétéve: 2020. 06. 11.

  7. Inefficient Markets: Common Reasons Why Stocks Get Mispriced

    Közzétéve: 2020. 06. 10.

  8. The Best Valuation Method for a Company, Benchmarking Yourself as an Investor, DCFs, and Other Questions from Twitter

    Közzétéve: 2020. 06. 09.

  9. How to Tell the Difference Between a Real Business and a Fraud

    Közzétéve: 2020. 06. 09.

  10. The Current Interest Rate Environment, Generating Investment Ideas, Margin of Safety, and Other Questions From Twitter

    Közzétéve: 2020. 06. 08.

  11. Going Beyond Just Good vs. Bad: How to Get a 360 Degree View of a Business

    Közzétéve: 2020. 06. 04.

  12. No Names Dropped: Adventures in Actually Talking to Management

    Közzétéve: 2020. 06. 03.

  13. Surviving Your Slump: How to Stay Sane When Prices are High and Value Investing Isn’t Working

    Közzétéve: 2020. 06. 02.

  14. Relative “Resulting”: The Good and Bad of Comparing Yourself to the S&P 500

    Közzétéve: 2020. 06. 01.

  15. How to Identify and Think About Operating Leverage

    Közzétéve: 2020. 05. 30.

  16. Learning From Phil Fisher to Improve Your Own Investing Process

    Közzétéve: 2020. 05. 28.

  17. Decision Making, Stock Buybacks, Stock Metrics, DCFs, and Other Questions From Twitter

    Közzétéve: 2020. 05. 26.

  18. Rule of 240: How to Work Backwards From a Future 10-Bagger to Today's Stock Price

    Közzétéve: 2020. 05. 22.

  19. Ep 207. Investing During High Inflation: Which Stocks Work Best and Which Stocks Work Worst?

    Közzétéve: 2020. 05. 20.

  20. Ep 206. How the Hell Do You Read a 10k?

    Közzétéve: 2020. 05. 20.

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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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