459 Episodo

  1. Ep 345. Russia invades Ukraine, AI Lending Platforms, Market Sell-Off, Now What?

    Publicado: 24/2/2022

  2. EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?

    Publicado: 23/2/2022

  3. EP 343. Snap Judgments, Tobacco Stocks, and Upcoming Spinoffs

    Publicado: 18/2/2022

  4. EP 342. New Peloton CEO, Spirit + Activision + Cedar Fair Mergers, & How Will Higher Interest Rates Affect Bank Stocks?

    Publicado: 10/2/2022

  5. EP 341. Industry Analysis: Judging a company’s market position in its industry

    Publicado: 9/2/2022

  6. EP 340. Snap Judgments: LMT, GD, HPQ, TACT, PCOM, HRBR, FREE, LEE, DALN

    Publicado: 14/1/2022

  7. EP 339. Competition Demystified: Customer Behavior, Reading a 10K, Retention Rates, Industry Structure, Etc.

    Publicado: 13/1/2022

  8. EP 338. The Fed’s Hawkish Tone, NASDAQ Selloff, Interest Rate Hikes, Retail Stocks: Now What?

    Publicado: 12/1/2022

  9. EP 337. Snap Judgments, Gaming stocks, Net-nets to look for, and a case for America’s Car-Mart

    Publicado: 7/1/2022

  10. EP 336. An Inside Look at Managing Investor Capital

    Publicado: 6/1/2022

  11. EP 335. Investing in Alibaba, Geoff’s Hot Take On AMZN, Tech Stocks, Groupthink, & Much More

    Publicado: 5/1/2022

  12. EP 334. 2021 Post Mortem and Outlook for 2022

    Publicado: 23/12/2021

  13. EP 333. Q&A: Berkshire Buybacks, Company Culture, Sourcing Ideas, Is Geoff Bearish?

    Publicado: 20/12/2021

  14. EP 332. Interest Rates, Inflation, and Macro Worries - Where Do We Go From Here?

    Publicado: 16/12/2021

  15. EP 331. How No-Growth Stocks Can Lead to High Investment Returns

    Publicado: 15/12/2021

  16. EP 330. Our First 5 Minutes on 10 Stocks -BGFV, BKNG, MO, NLS, CRFCF, KMT, ENVA, MCK, SSNC, FRPH

    Publicado: 15/10/2021

  17. EP 329. 20 Lessons About Banking from Maxfield on Banks

    Publicado: 13/10/2021

  18. EP 328. Special Situations Investing: Revisiting and analyzing recent spinoffs

    Publicado: 24/9/2021

  19. EP 327. Snap Judgements: Our First 5 Minutes on 10 Stocks - CTO, DFIN, AMZN, DG, COST, GLXY, RILY, AMC, ENR, ARKR

    Publicado: 22/9/2021

  20. EP 326. Snap Judgements: Our First 5 Minutes on 6 Stocks - DG, BBSI, VRSN, ALOT, VLGEA, SFM

    Publicado: 17/9/2021

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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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