459 Episodo

  1. Capital Allocation, Smaller Stock Advantages, FANG, and Debt

    Publicado: 20/6/2020

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

    Publicado: 18/6/2020

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

    Publicado: 17/6/2020

  4. What if the Value Gap Never Closes?

    Publicado: 16/6/2020

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

    Publicado: 12/6/2020

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

    Publicado: 11/6/2020

  7. Inefficient Markets: Common Reasons Why Stocks Get Mispriced

    Publicado: 10/6/2020

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

    Publicado: 9/6/2020

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

    Publicado: 9/6/2020

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

    Publicado: 8/6/2020

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

    Publicado: 4/6/2020

  12. No Names Dropped: Adventures in Actually Talking to Management

    Publicado: 3/6/2020

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

    Publicado: 2/6/2020

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

    Publicado: 1/6/2020

  15. How to Identify and Think About Operating Leverage

    Publicado: 30/5/2020

  16. Learning From Phil Fisher to Improve Your Own Investing Process

    Publicado: 28/5/2020

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

    Publicado: 26/5/2020

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

    Publicado: 22/5/2020

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

    Publicado: 20/5/2020

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

    Publicado: 20/5/2020

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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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