459 Episodo

  1. Ep 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection

    Publicado: 14/7/2022

  2. Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile

    Publicado: 7/7/2022

  3. Ep 363. Currency Swings, Naked Wines, Buffett + OXY, & Valuing Stocks using FCF + Growth

    Publicado: 29/6/2022

  4. Ep 362. Value Stock vs. Value Trap: The Importance of Business Momentum

    Publicado: 22/6/2022

  5. Ep 361. Recent Inflation Print, Bear Market, and Focusing on Settled Industries

    Publicado: 15/6/2022

  6. Ep 360. Natural Gas, Inflation, Elon Musk + Twitter, and How Do You Know if Capital Allocation Has Created Value?

    Publicado: 8/6/2022

  7. Ep 359. Serial Acquirers: Good vs. Bad, Long-term Returns, Are Movie Theaters Back? & Market Update

    Publicado: 1/6/2022

  8. Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex

    Publicado: 26/5/2022

  9. Ep 357. Berkshire’s 13-F, JetBlue’s Hostile Takeover, Paying High P/S, and Profitable Growth vs. Unprofitable Growth

    Publicado: 18/5/2022

  10. Ep 356. Tech Crash, Stock-based Comp, Yield Curve, and Bank Stocks

    Publicado: 11/5/2022

  11. Ep 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter

    Publicado: 9/5/2022

  12. Ep 354. Consolidation in Banking, Growth in Unsettled Industries, Fees, and Managing Outside Capital

    Publicado: 18/3/2022

  13. Ep 353. Revisiting Geoff’s Singular Diligence Writeups

    Publicado: 17/3/2022

  14. Ep 352. Focusing in an Unfocused World

    Publicado: 16/3/2022

  15. Ep 351. Improving Deep Work + Focus, Buffett Buys OXY, TAM, Market Share, and Valuing Growth

    Publicado: 10/3/2022

  16. Ep 350. Market Volatility, Oil & Gas, Cruises, and a Look at Movie Theater Stocks

    Publicado: 9/3/2022

  17. Ep 349. Q&A: Illiquid Stocks, Deep Value, Underrated Industries, BNPL, & Moats in Big Tech

    Publicado: 4/3/2022

  18. Ep 348. Warren Buffett’s 2021 Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts

    Publicado: 3/3/2022

  19. Ep 347. Russia / Ukraine, International Investing, Have Rates Peaked? & Risk / Reward

    Publicado: 2/3/2022

  20. Ep 346. Q&A: Investing Mistakes, Holding Compounders, ROIC, FCF + Growth

    Publicado: 25/2/2022

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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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