Focused Compounding

A podcast by Andrew Kuhn and Geoff Gannon - Vineri

459 Episoade

VIDEO: Boards That Excel
Publicat: 04.08.2020
What Does Warren Buffett Buying More BAC Say About Bank Stocks?
Publicat: 04.08.2020
Ep 238. How Would Joel Greenblatt Invest in This Market and Other Questions from Twitter
Publicat: 03.08.2020
EP 237. Peter Lynch and the Most Basic Form of Scuttlebutt
Publicat: 31.07.2020
Ep 236. Surviving Once a Decade Disasters: The Cost of Companies Not Keeping Enough Cash on Hand
Publicat: 30.07.2020
Ep 235. Q&A: Purchasing Power Parity, What Makes a Great Bank, NACCO, VTU, SPACs, and Other Questions
Publicat: 29.07.2020
Ep 234. Hindsight Is Always 20/20: What 34 Year Old Geoff Would Tell His Novice Investing Self
Publicat: 28.07.2020
Surviving Once a Decade Disasters: The Cost of Companies Not Keeping Enough Cash on Hand
Publicat: 26.07.2020
Revisiting the Most Common Stocks That People Ask About
Publicat: 15.07.2020
When Will Value Catch a Bid, Multiple Expansion, Process vs. Outcome, and other Questions
Publicat: 14.07.2020
Handicapping Stocks: Winnowing a Stock List to Fit the Distance of the Business Horse Race You're Really Betting on
Publicat: 13.07.2020
The Art of Capital Re-Allocation - How Warren Buffett Got Rich
Publicat: 11.07.2020
The Second-Half Of Our Research Trip: Our Final Thoughts
Publicat: 08.07.2020
Do As We Say, Or Do As We Do: Times When We've Broken Our Own Rules
Publicat: 06.07.2020
Revisiting Stocks Written Up on Focused Compounding
Publicat: 04.07.2020
Tricky Stocks: Why Analyzing Asset Plays Is so Hard
Publicat: 01.07.2020
Speculation vs. Investment: Ben Graham's definition, Geoff's definition
Publicat: 30.06.2020
The First Half of Our Research Trip: Our Takeaway
Publicat: 29.06.2020
What’s My Upside? How to Break Down Where Your Return Can Come From
Publicat: 26.06.2020
The Process of Due Diligence AFTER You Buy a Stock
Publicat: 23.06.2020

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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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459 Episoade

VIDEO: Boards That Excel

What Does Warren Buffett Buying More BAC Say About Bank Stocks?

Ep 238. How Would Joel Greenblatt Invest in This Market and Other Questions from Twitter

EP 237. Peter Lynch and the Most Basic Form of Scuttlebutt

Ep 236. Surviving Once a Decade Disasters: The Cost of Companies Not Keeping Enough Cash on Hand

Ep 235. Q&A: Purchasing Power Parity, What Makes a Great Bank, NACCO, VTU, SPACs, and Other Questions

Ep 234. Hindsight Is Always 20/20: What 34 Year Old Geoff Would Tell His Novice Investing Self

Surviving Once a Decade Disasters: The Cost of Companies Not Keeping Enough Cash on Hand

Revisiting the Most Common Stocks That People Ask About

When Will Value Catch a Bid, Multiple Expansion, Process vs. Outcome, and other Questions

Handicapping Stocks: Winnowing a Stock List to Fit the Distance of the Business Horse Race You're Really Betting on

The Art of Capital Re-Allocation - How Warren Buffett Got Rich

The Second-Half Of Our Research Trip: Our Final Thoughts

Do As We Say, Or Do As We Do: Times When We've Broken Our Own Rules

Revisiting Stocks Written Up on Focused Compounding

Tricky Stocks: Why Analyzing Asset Plays Is so Hard

Speculation vs. Investment: Ben Graham's definition, Geoff's definition

The First Half of Our Research Trip: Our Takeaway

What’s My Upside? How to Break Down Where Your Return Can Come From

The Process of Due Diligence AFTER You Buy a Stock