459 Episodo

  1. EP 305. Capital Allocation, 1976: Buffett Buys GEICO

    Publicado: 14/4/2021

  2. EP 304. Thoughts on 10 Different Stocks, REITS, MSG/MSGN, and a Bull Case for Amazon’s Stock

    Publicado: 9/4/2021

  3. EP 303. Capital Allocation, 1969: Buffett Buys Illinois National Bank

    Publicado: 8/4/2021

  4. EP 302. Munger Buys BABA, Thoughts on 100 Baggers, Holding Overvalued Stocks, and Potential Cambria Buyout

    Publicado: 7/4/2021

  5. EP 301. Capital Allocation, 1967-1969: Buffett Buys National Indemnity -- and a Primer on Insurance Companies

    Publicado: 1/4/2021

  6. EP 300. Occam’s Razor: How to Make Better Investing Decisions

    Publicado: 31/3/2021

  7. EP 299. What’s Going on in the Market? Hedge Fund Meltdown, Activism, and Answering Questions from Listeners

    Publicado: 30/3/2021

  8. EP 298. Highlights and Thoughts on Charlie Munger’s 2021 Daily Journal Meeting

    Publicado: 25/3/2021

  9. EP 297. Capital Allocation, 1955-1962: Buffett Buys Berkshire Hathaway Stock

    Publicado: 24/3/2021

  10. EP 296. Stocks Recently Looked at, Workflow, Judging a Bank’s Loan Book, Books Recently Read, & Much More

    Publicado: 23/3/2021

  11. EP 295. Analyzing Buffett’s Investment in Disney and Thoughts on Movie Theaters, Theme Parks, and Cruise Line Stocks

    Publicado: 11/3/2021

  12. EP 294. SKIPPING Banks: Things We Stay Away From in the Banking Industry

    Publicado: 10/3/2021

  13. EP 293. Mr. Market Is Your Servant: Dealing With The Current Stock Market Volatility

    Publicado: 9/3/2021

  14. EP 292. Where Do We Go From Here? Thoughts on Current Market Valuations, Interest Rates, Inflation Fears, Etc.

    Publicado: 4/3/2021

  15. EP 291. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Answering YOUR Questions

    Publicado: 3/3/2021

  16. EP 290. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts

    Publicado: 2/3/2021

  17. EP 289. Staying Sane in an Insane Environment, SPACs, Geoff’s Favorite Businesses, Valuation, Management, and Other Questions From Twitter

    Publicado: 11/2/2021

  18. EP 288. A Framework for Active Reading and The Importance of Operational Efficiency

    Publicado: 10/2/2021

  19. EP 287. Value Investing in a Growth Market? 4 Value Stocks to Look At

    Publicado: 9/2/2021

  20. EP 286. Analyzing and Investing in Insurance & Reinsurance Businesses

    Publicado: 28/1/2021

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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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