Focused Compounding

A podcast by Andrew Kuhn and Geoff Gannon - Vineri

459 Episoade

Capital Allocation, Smaller Stock Advantages, FANG, and Debt
Publicat: 20.06.2020
Defense in Depth: Finding multiple margins of safety in the same stock
Publicat: 18.06.2020
Credit Conditions and the Stock Market: Why this matters for you, the individual stock picker
Publicat: 17.06.2020
What if the Value Gap Never Closes?
Publicat: 16.06.2020
Investing Books: Andrew and Geoff’s Favorites – Some Obscure Ones
Publicat: 12.06.2020
Story stocks: The Main Street Story vs. The Wall Street Story
Publicat: 11.06.2020
Inefficient Markets: Common Reasons Why Stocks Get Mispriced
Publicat: 10.06.2020
The Best Valuation Method for a Company, Benchmarking Yourself as an Investor, DCFs, and Other Questions from Twitter
Publicat: 09.06.2020
How to Tell the Difference Between a Real Business and a Fraud
Publicat: 09.06.2020
The Current Interest Rate Environment, Generating Investment Ideas, Margin of Safety, and Other Questions From Twitter
Publicat: 08.06.2020
Going Beyond Just Good vs. Bad: How to Get a 360 Degree View of a Business
Publicat: 04.06.2020
No Names Dropped: Adventures in Actually Talking to Management
Publicat: 03.06.2020
Surviving Your Slump: How to Stay Sane When Prices are High and Value Investing Isn’t Working
Publicat: 02.06.2020
Relative “Resulting”: The Good and Bad of Comparing Yourself to the S&P 500
Publicat: 01.06.2020
How to Identify and Think About Operating Leverage
Publicat: 30.05.2020
Learning From Phil Fisher to Improve Your Own Investing Process
Publicat: 28.05.2020
Decision Making, Stock Buybacks, Stock Metrics, DCFs, and Other Questions From Twitter
Publicat: 26.05.2020
Rule of 240: How to Work Backwards From a Future 10-Bagger to Today's Stock Price
Publicat: 22.05.2020
Ep 207. Investing During High Inflation: Which Stocks Work Best and Which Stocks Work Worst?
Publicat: 20.05.2020
Ep 206. How the Hell Do You Read a 10k?
Publicat: 20.05.2020

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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

Capital Allocation, Smaller Stock Advantages, FANG, and Debt

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

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

What if the Value Gap Never Closes?

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

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

Inefficient Markets: Common Reasons Why Stocks Get Mispriced

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

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

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

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

No Names Dropped: Adventures in Actually Talking to Management

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

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

How to Identify and Think About Operating Leverage

Learning From Phil Fisher to Improve Your Own Investing Process

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

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

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

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