459 Epizód

  1. Ep 425. Dear Chairman: Benjamin Graham vs. Northern Pipeline - The Birth of Modern Shareholder Activism

    Közzétéve: 2024. 01. 16.

  2. Ep 424. Outsider CEOs: Tom Murphy, A Perpetual Motion Machine for Returns

    Közzétéve: 2024. 01. 12.

  3. Ep 423. The Warren Buffett Way: Mastering the Art of Capital Allocation

    Közzétéve: 2024. 01. 08.

  4. Ep 422. Creating Business Systems, John Neff, Multiple Expansion, Inflection Points, and Other Investing Musings

    Közzétéve: 2024. 01. 05.

  5. Ep 421. New Year, New You: How to Invest When You Only Have An Hour a Day to Do It

    Közzétéve: 2024. 01. 03.

  6. Ep 420. 2023 in Review and 2024 Predictions

    Közzétéve: 2023. 12. 29.

  7. Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries

    Közzétéve: 2023. 12. 26.

  8. Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital

    Közzétéve: 2023. 12. 20.

  9. Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks

    Közzétéve: 2023. 12. 18.

  10. Ep 416. Assessing Land Banks: Value Trap or Value Investment?

    Közzétéve: 2023. 12. 06.

  11. Ep 415. A Tribute to Charlie Munger

    Közzétéve: 2023. 12. 04.

  12. Ep 414. Normalizing Supply-Driven, Demand-Driven, and Bond-Like Earnings

    Közzétéve: 2023. 11. 01.

  13. Ep 413. Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy

    Közzétéve: 2023. 10. 30.

  14. Ep 412. The Many Different Ways to Guess a Business’s Future Revenue

    Közzétéve: 2023. 10. 25.

  15. Ep 411. Understanding Your Opportunity Cost in an Inflationary Environment

    Közzétéve: 2023. 10. 23.

  16. Ep 410. Analyzing Past Peaks: The Dynamics of Compounders & Cyclicals

    Közzétéve: 2023. 10. 18.

  17. Ep 409. Corporate Governance and The Power of Ownership

    Közzétéve: 2023. 10. 16.

  18. Ep 408. Where Do You Draw the Line Between Money Mind and Style?

    Közzétéve: 2023. 10. 11.

  19. Ep 407. Two-Minute Drill on Stocks and Recalling the Bank Failures Earlier in the Year

    Közzétéve: 2023. 09. 27.

  20. Ep 406. Searching for Value: Long-Term Net Net Returns & Two Actionable Ideas

    Közzétéve: 2023. 09. 25.

3 / 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/

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