459 Episodo

  1. VIDEO: Boards That Excel

    Publicado: 4/8/2020
  2. What Does Warren Buffett Buying More BAC Say About Bank Stocks?

    Publicado: 4/8/2020
  3. Ep 238. How Would Joel Greenblatt Invest in This Market and Other Questions from Twitter

    Publicado: 3/8/2020
  4. EP 237. Peter Lynch and the Most Basic Form of Scuttlebutt

    Publicado: 31/7/2020
  5. Ep 236. Surviving Once a Decade Disasters: The Cost of Companies Not Keeping Enough Cash on Hand

    Publicado: 30/7/2020
  6. Ep 235. Q&A: Purchasing Power Parity, What Makes a Great Bank, NACCO, VTU, SPACs, and Other Questions

    Publicado: 29/7/2020
  7. Ep 234. Hindsight Is Always 20/20: What 34 Year Old Geoff Would Tell His Novice Investing Self

    Publicado: 28/7/2020
  8. Surviving Once a Decade Disasters: The Cost of Companies Not Keeping Enough Cash on Hand

    Publicado: 26/7/2020
  9. Revisiting the Most Common Stocks That People Ask About

    Publicado: 15/7/2020
  10. When Will Value Catch a Bid, Multiple Expansion, Process vs. Outcome, and other Questions

    Publicado: 14/7/2020
  11. Handicapping Stocks: Winnowing a Stock List to Fit the Distance of the Business Horse Race You're Really Betting on

    Publicado: 13/7/2020
  12. The Art of Capital Re-Allocation - How Warren Buffett Got Rich

    Publicado: 11/7/2020
  13. The Second-Half Of Our Research Trip: Our Final Thoughts

    Publicado: 8/7/2020
  14. Do As We Say, Or Do As We Do: Times When We've Broken Our Own Rules

    Publicado: 6/7/2020
  15. Revisiting Stocks Written Up on Focused Compounding

    Publicado: 4/7/2020
  16. Tricky Stocks: Why Analyzing Asset Plays Is so Hard

    Publicado: 1/7/2020
  17. Speculation vs. Investment: Ben Graham's definition, Geoff's definition

    Publicado: 30/6/2020
  18. The First Half of Our Research Trip: Our Takeaway

    Publicado: 29/6/2020
  19. What’s My Upside? How to Break Down Where Your Return Can Come From

    Publicado: 26/6/2020
  20. The Process of Due Diligence AFTER You Buy a Stock

    Publicado: 23/6/2020

12 / 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/

Visit the podcast's native language site