459 Episodo

  1. Ep 100. What We Look For in Management, How We Judge Management, Compensation, Capital Allocation, and Much More

    Publicado: 18/7/2019

  2. Ep 99. Analyzing Stocks, Moats, Research, Advice to New Investors and Cigar Butts vs Quality Businesses

    Publicado: 16/7/2019

  3. Ep 98. Focus, Deep Work, and Reading Books/10ks,

    Publicado: 11/7/2019

  4. Ep 97. Pari-Mutual System, Probabilities, and Handicapping a stock

    Publicado: 4/7/2019

  5. Ep 96. All About Investing in Banks

    Publicado: 2/7/2019

  6. Ep 95. International Stocks, Screening, FCF and NI, Managing Money, and Much More

    Publicado: 27/6/2019

  7. Ep 93. Investing Mistakes, Passing on NFLX, Coefficient Variation and Reading the Footnotes

    Publicado: 18/6/2019

  8. Ep 92. Growth vs. Value, Magical Formula vs. The Acquires Multiple, Shareholder Value in Dark Stocks and Investor Letters We Like

    Publicado: 13/6/2019

  9. Ep 91. Stock Talk: North American Energy Partners ($NOA) With Alex Middleton

    Publicado: 11/6/2019

  10. Ep 90. All About Illiquid Stocks, Our Thoughts on LEAPS and Talking About Merger Arbitrage

    Publicado: 6/6/2019

  11. Ep 89. Sonics & Materials Inc: A Profitable Net-Net Building A Cash Pile with Luke Elliott

    Publicado: 4/6/2019

  12. Ep 88. All About Berkshire Hathaway's 2019 Shareholder Meeting and Other Thoughts on the Company Going Forward

    Publicado: 30/5/2019

  13. Ep 87. Favorite Psychology Books, Career Advice, Specialization, Moats and Becoming a Better Investor

    Publicado: 23/5/2019

  14. Ep 86. Berkshire Meeting, 10k’s, Books We Reread Often, ROE/ROCE, Inflation and Much More

    Publicado: 16/5/2019

  15. Ep 85. Using Volatility to Your Advantage

    Publicado: 9/5/2019

  16. Ep 84. Discount rates, Is there a place for Lower return investments in a portfolio, and Geoffs thoughts on regional banks and Majestic Wines

    Publicado: 2/5/2019

  17. Ep 83. All About Overlooked Stocks

    Publicado: 25/4/2019

  18. Ep 82. Focused Compounding Capital Management, Auditing the Accounting in Dark Stocks, Bidding for Illiquid Stocks, Spinoffs, and How We Think About Our Investing Watchlist

    Publicado: 11/4/2019

  19. Ep 81. Value vs. Book Value, Investing in Other Countries, and How to Prejudge a Stock

    Publicado: 4/4/2019

  20. Ep 80. Avoiding Confirmation Bias, Doing Research, Changes to Investing Style, and Much More

    Publicado: 22/3/2019

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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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