Focused Compounding

A podcast by Andrew Kuhn and Geoff Gannon - Vineri

459 Episoade

Ep 425. Dear Chairman: Benjamin Graham vs. Northern Pipeline - The Birth of Modern Shareholder Activism
Publicat: 16.01.2024
Ep 424. Outsider CEOs: Tom Murphy, A Perpetual Motion Machine for Returns
Publicat: 12.01.2024
Ep 423. The Warren Buffett Way: Mastering the Art of Capital Allocation
Publicat: 08.01.2024
Ep 422. Creating Business Systems, John Neff, Multiple Expansion, Inflection Points, and Other Investing Musings
Publicat: 05.01.2024
Ep 421. New Year, New You: How to Invest When You Only Have An Hour a Day to Do It
Publicat: 03.01.2024
Ep 420. 2023 in Review and 2024 Predictions
Publicat: 29.12.2023
Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries
Publicat: 26.12.2023
Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital
Publicat: 20.12.2023
Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks
Publicat: 18.12.2023
Ep 416. Assessing Land Banks: Value Trap or Value Investment?
Publicat: 06.12.2023
Ep 415. A Tribute to Charlie Munger
Publicat: 04.12.2023
Ep 414. Normalizing Supply-Driven, Demand-Driven, and Bond-Like Earnings
Publicat: 01.11.2023
Ep 413. Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy
Publicat: 30.10.2023
Ep 412. The Many Different Ways to Guess a Business’s Future Revenue
Publicat: 25.10.2023
Ep 411. Understanding Your Opportunity Cost in an Inflationary Environment
Publicat: 23.10.2023
Ep 410. Analyzing Past Peaks: The Dynamics of Compounders & Cyclicals
Publicat: 18.10.2023
Ep 409. Corporate Governance and The Power of Ownership
Publicat: 16.10.2023
Ep 408. Where Do You Draw the Line Between Money Mind and Style?
Publicat: 11.10.2023
Ep 407. Two-Minute Drill on Stocks and Recalling the Bank Failures Earlier in the Year
Publicat: 27.09.2023
Ep 406. Searching for Value: Long-Term Net Net Returns & Two Actionable Ideas
Publicat: 25.09.2023

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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

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

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

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

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

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

Ep 420. 2023 in Review and 2024 Predictions

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

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

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

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

Ep 415. A Tribute to Charlie Munger

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

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

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

Ep 411. Understanding Your Opportunity Cost in an Inflationary Environment

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

Ep 409. Corporate Governance and The Power of Ownership

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

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

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