459 Epizód

  1. Ep 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection

    Közzétéve: 2022. 07. 14.

  2. Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile

    Közzétéve: 2022. 07. 07.

  3. Ep 363. Currency Swings, Naked Wines, Buffett + OXY, & Valuing Stocks using FCF + Growth

    Közzétéve: 2022. 06. 29.

  4. Ep 362. Value Stock vs. Value Trap: The Importance of Business Momentum

    Közzétéve: 2022. 06. 22.

  5. Ep 361. Recent Inflation Print, Bear Market, and Focusing on Settled Industries

    Közzétéve: 2022. 06. 15.

  6. Ep 360. Natural Gas, Inflation, Elon Musk + Twitter, and How Do You Know if Capital Allocation Has Created Value?

    Közzétéve: 2022. 06. 08.

  7. Ep 359. Serial Acquirers: Good vs. Bad, Long-term Returns, Are Movie Theaters Back? & Market Update

    Közzétéve: 2022. 06. 01.

  8. Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex

    Közzétéve: 2022. 05. 26.

  9. Ep 357. Berkshire’s 13-F, JetBlue’s Hostile Takeover, Paying High P/S, and Profitable Growth vs. Unprofitable Growth

    Közzétéve: 2022. 05. 18.

  10. Ep 356. Tech Crash, Stock-based Comp, Yield Curve, and Bank Stocks

    Közzétéve: 2022. 05. 11.

  11. Ep 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter

    Közzétéve: 2022. 05. 09.

  12. Ep 354. Consolidation in Banking, Growth in Unsettled Industries, Fees, and Managing Outside Capital

    Közzétéve: 2022. 03. 18.

  13. Ep 353. Revisiting Geoff’s Singular Diligence Writeups

    Közzétéve: 2022. 03. 17.

  14. Ep 352. Focusing in an Unfocused World

    Közzétéve: 2022. 03. 16.

  15. Ep 351. Improving Deep Work + Focus, Buffett Buys OXY, TAM, Market Share, and Valuing Growth

    Közzétéve: 2022. 03. 10.

  16. Ep 350. Market Volatility, Oil & Gas, Cruises, and a Look at Movie Theater Stocks

    Közzétéve: 2022. 03. 09.

  17. Ep 349. Q&A: Illiquid Stocks, Deep Value, Underrated Industries, BNPL, & Moats in Big Tech

    Közzétéve: 2022. 03. 04.

  18. Ep 348. Warren Buffett’s 2021 Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts

    Közzétéve: 2022. 03. 03.

  19. Ep 347. Russia / Ukraine, International Investing, Have Rates Peaked? & Risk / Reward

    Közzétéve: 2022. 03. 02.

  20. Ep 346. Q&A: Investing Mistakes, Holding Compounders, ROIC, FCF + Growth

    Közzétéve: 2022. 02. 25.

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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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