459 Episodo

  1. EP 325. What are the 4 Most Important Numbers to Know About a Stock?

    Publicado: 15/9/2021

  2. EP 324. Snap Judgements: Our First 5 Minutes on 7 Stocks

    Publicado: 1/9/2021

  3. EP 323. Asking the Right Questions: Evaluating Management, Board, Business, etc.

    Publicado: 31/8/2021

  4. EP 322. Q/A: Movie Theater Industry + Shortening Window, Managing Personal Portfolio, Bank Deposits, Valuing Stocks, and Much More

    Publicado: 26/8/2021

  5. EP 321. Where Do We Go From Here? 39x Shiller PE, Inflation, Interest Rates, China, etc

    Publicado: 25/8/2021

  6. EP 320. Investing in Emerging Markets, Creative Thinking, Float, Sizing Investments, and Other Questions from Twitter

    Publicado: 19/7/2021

  7. EP 319. How We Analyze Insurance Companies

    Publicado: 15/7/2021

  8. EP 318. Hunting for 10-Baggers: 9-Point Investing Checklist

    Publicado: 14/7/2021

  9. EP 317. Fintech, Sourcing Ideas, Investing Books, and Other Questions From Twitter

    Publicado: 25/6/2021

  10. EP 316. Judging Moats: Customer Behavior, Price Sensitivity, Retention, Power of Suppliers, Distribution Process, and Much More

    Publicado: 24/6/2021

  11. EP 315. Why Capital Turns Matter – And What Warren Buffett Means When He Talks About Them

    Publicado: 23/6/2021

  12. EP 314. How Much Is Too Much To Pay for a Great Business

    Publicado: 3/6/2021

  13. EP 313. How to Judge and Research an Industry

    Publicado: 2/6/2021

  14. EP 312. Capital Allocation, 1966-1972: Diversified Retailing, Blue Chip Stamps, and See’s Candies

    Publicado: 24/5/2021

  15. EP 311. Analyzing and Investing in Holding Companies

    Publicado: 20/5/2021

  16. EP 310. Berkshire Meeting, Munger/Pabrai Buy Baba, 13-Fs, Handicapping Stocks After 2020 Growth, and Inflation

    Publicado: 19/5/2021

  17. EP 309. Capital Allocation, 1975-1977: Buffett Buys Cypress, Waumbec, and K&W Products

    Publicado: 23/4/2021

  18. EP 308. Improving on the Psychology of Successful Investing

    Publicado: 22/4/2021

  19. EP 307. Thoughts on Tobacco Stocks, DogeCoin, Blockchain, Buffett’s CVX Buy, Investing Process, and more

    Publicado: 21/4/2021

  20. EP 306. Jamie Dimon’s Letter, Railroad Industry, Investing Overseas, Bonds, and Much More

    Publicado: 15/4/2021

8 / 23

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/

Visit the podcast's native language site