459 Episodo

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

    Publicado: 20/5/2020

  2. Ep 205. Coffee Can Portfolio: What Really Happens If You Buy Just One Stock a Year and Hold It Forever?

    Publicado: 18/5/2020

  3. Ep 204. Dividend Stocks, DCF's. Graham vs. Munger, and Other Questions From Twitter

    Publicado: 11/5/2020

  4. Ep 203. How to Value Stocks and Think About Intrinsic Value During a Recession

    Publicado: 8/5/2020

  5. Ep 202. ROIC, Intrinsic Value, Investing Time Horizon, and Other Questions From Twitter

    Publicado: 6/5/2020

  6. Ep 201. Key Takeaways From The Berkshire Hathaway Meeting

    Publicado: 4/5/2020

  7. Ep 200.The Current Market, Interest Rates, and Investing Through Recessions

    Publicado: 1/5/2020

  8. Ep 199. The Correlation of an Industry and Individual Stock Performance

    Publicado: 30/4/2020

  9. Ep 198. Biglari Holdings, AerCap, REITS Ponzi, Detecting Fraud, and Other Questions From Listeners

    Publicado: 27/4/2020

  10. Ep 197. Investing in Airlines/Airports, and Should the Government Bailout Companies?

    Publicado: 24/4/2020

  11. Ep 196. Porter's 5 Forces and Measuring a Stock's Moat

    Publicado: 22/4/2020

  12. Ep 195. Oil Price Collapse, Beta and Overlooked Stocks, The Current Stock Market, and Business Valuation

    Publicado: 20/4/2020

  13. Ep 194. Looking Over Warren Buffett's Lehman Brothers 10k

    Publicado: 19/4/2020

  14. Ep 193. Net-Net Investing, Great Businesses, Snap Judgements, and Other Investing Questions from Twitter

    Publicado: 13/4/2020

  15. Ep 192. Investing in Net-Nets in The Current Market Environment

    Publicado: 10/4/2020

  16. Ep 191. Is The Stock Market Acting like 1929 Crash and Investing in Serial Acquirers

    Publicado: 8/4/2020

  17. Ep 190. Our Thoughts on Jamie Dimon's Shareholder Letter and Investing in Bank Stocks

    Publicado: 7/4/2020

  18. Ep 188. Buying Stocks That Are Closed For Business and Warren Buffett Selling Airlines

    Publicado: 3/4/2020

  19. Ep 187. Our Thoughts on Howard Marks' Latest Memo and Going Over a Cheap Stock

    Publicado: 1/4/2020

  20. Ep 184. The Pending Jobs Report and Geoff's Thoughts on Investing in FANG

    Publicado: 25/3/2020

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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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