459 Episodo

  1. Ep 405. Merger Arbitrage: Spirit Airlines vs. Albertsons

    Publicado: 20/9/2023

  2. Ep 404. The Number One Trait of Top Investors: A Money Mindset

    Publicado: 18/9/2023

  3. Ep 403. Investing the Peter Lynch Way

    Publicado: 13/9/2023

  4. Ep 402. Uncovering Warren Buffett’s Investments in Japan

    Publicado: 11/9/2023

  5. Ep 401. Macro for Value Investors: What Alice Schroeder Means by ’Buffett Cares about Macro’

    Publicado: 6/9/2023

  6. Ep 400. Where Does Your Return Come From: Yield, Growth, and Multiple Expansion, and the Difference Between Speculation and Investing

    Publicado: 4/9/2023

  7. Ep 399. Berkshire Hathaway’s Homebuilder Investment, Market Positioning, and Assessing Business Profit Persistency

    Publicado: 20/8/2023

  8. Ep 398. The Financial History of General Motors with Capital Allocation Author, Jacob McDonough

    Publicado: 28/7/2023

  9. Ep 397. The Financial History of GEICO with Capital Allocation Author, Jacob McDonough

    Publicado: 8/7/2023

  10. Ep 396. Box Office Flops, Cinemark’s Valuation, and Revisiting Overlooked Bank Stocks

    Publicado: 1/7/2023

  11. Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter

    Publicado: 16/6/2023

  12. Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On

    Publicado: 9/6/2023

  13. Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing

    Publicado: 2/6/2023

  14. Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators

    Publicado: 26/5/2023

  15. Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast

    Publicado: 19/5/2023

  16. Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM

    Publicado: 12/5/2023

  17. Ep 389. Interest Rate Hike, Credit Suisse’s Failure, and Other Banking + Economic Risks on the Horizon

    Publicado: 24/3/2023

  18. Ep 388. SVB Financial Collapse, Modern Bank Runs, and The Future of Regional Banks

    Publicado: 17/3/2023

  19. Ep 387. Bank Stock Sell-Offs, Higher Interest Rates, and JetBlue + Spirit Airlines Merger Arbitrage

    Publicado: 10/3/2023

  20. Ep 386. Takeaways from Warren Buffett’s Shareholder Letter and Analyzing Ted Weschler’s Dillards Investment

    Publicado: 3/3/2023

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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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