459 Epizód

  1. Ep 345. Russia invades Ukraine, AI Lending Platforms, Market Sell-Off, Now What?

    Közzétéve: 2022. 02. 24.

  2. EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?

    Közzétéve: 2022. 02. 23.

  3. EP 343. Snap Judgments, Tobacco Stocks, and Upcoming Spinoffs

    Közzétéve: 2022. 02. 18.

  4. EP 342. New Peloton CEO, Spirit + Activision + Cedar Fair Mergers, & How Will Higher Interest Rates Affect Bank Stocks?

    Közzétéve: 2022. 02. 10.

  5. EP 341. Industry Analysis: Judging a company’s market position in its industry

    Közzétéve: 2022. 02. 09.

  6. EP 340. Snap Judgments: LMT, GD, HPQ, TACT, PCOM, HRBR, FREE, LEE, DALN

    Közzétéve: 2022. 01. 14.

  7. EP 339. Competition Demystified: Customer Behavior, Reading a 10K, Retention Rates, Industry Structure, Etc.

    Közzétéve: 2022. 01. 13.

  8. EP 338. The Fed’s Hawkish Tone, NASDAQ Selloff, Interest Rate Hikes, Retail Stocks: Now What?

    Közzétéve: 2022. 01. 12.

  9. EP 337. Snap Judgments, Gaming stocks, Net-nets to look for, and a case for America’s Car-Mart

    Közzétéve: 2022. 01. 07.

  10. EP 336. An Inside Look at Managing Investor Capital

    Közzétéve: 2022. 01. 06.

  11. EP 335. Investing in Alibaba, Geoff’s Hot Take On AMZN, Tech Stocks, Groupthink, & Much More

    Közzétéve: 2022. 01. 05.

  12. EP 334. 2021 Post Mortem and Outlook for 2022

    Közzétéve: 2021. 12. 23.

  13. EP 333. Q&A: Berkshire Buybacks, Company Culture, Sourcing Ideas, Is Geoff Bearish?

    Közzétéve: 2021. 12. 20.

  14. EP 332. Interest Rates, Inflation, and Macro Worries - Where Do We Go From Here?

    Közzétéve: 2021. 12. 16.

  15. EP 331. How No-Growth Stocks Can Lead to High Investment Returns

    Közzétéve: 2021. 12. 15.

  16. EP 330. Our First 5 Minutes on 10 Stocks -BGFV, BKNG, MO, NLS, CRFCF, KMT, ENVA, MCK, SSNC, FRPH

    Közzétéve: 2021. 10. 15.

  17. EP 329. 20 Lessons About Banking from Maxfield on Banks

    Közzétéve: 2021. 10. 13.

  18. EP 328. Special Situations Investing: Revisiting and analyzing recent spinoffs

    Közzétéve: 2021. 09. 24.

  19. EP 327. Snap Judgements: Our First 5 Minutes on 10 Stocks - CTO, DFIN, AMZN, DG, COST, GLXY, RILY, AMC, ENR, ARKR

    Közzétéve: 2021. 09. 22.

  20. EP 326. Snap Judgements: Our First 5 Minutes on 6 Stocks - DG, BBSI, VRSN, ALOT, VLGEA, SFM

    Közzétéve: 2021. 09. 17.

7 / 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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