Focused Compounding
Podcast autorstwa Andrew Kuhn and Geoff Gannon
Kategorie:
454 Odcinki
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Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X
Opublikowany: 4.10.2024 -
Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas
Opublikowany: 13.09.2024 -
Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior
Opublikowany: 23.08.2024 -
Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X
Opublikowany: 16.08.2024 -
Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence
Opublikowany: 11.08.2024 -
Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024
Opublikowany: 17.07.2024 -
Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry
Opublikowany: 25.06.2024 -
Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA
Opublikowany: 29.05.2024 -
Ep 452. Analyzing Debt: Optimal Capital Structures
Opublikowany: 24.05.2024 -
Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry
Opublikowany: 21.05.2024 -
Ep 450. Our Takeaways from the Berkshire Hathaway Meeting
Opublikowany: 16.05.2024 -
Ep 449. Focused Compounding's Plan for Parks! America
Opublikowany: 10.05.2024 -
Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges
Opublikowany: 26.04.2024 -
Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy
Opublikowany: 25.04.2024 -
Ep 446. Energy Investing the Warren Buffett Way
Opublikowany: 24.04.2024 -
Ep 445. Market Share and Profitability: Unraveling the Relationship
Opublikowany: 22.04.2024 -
Ep 444. Rising Margins: Continuation or Reversion to the Mean?
Opublikowany: 16.04.2024 -
Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise
Opublikowany: 12.04.2024 -
Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't
Opublikowany: 9.04.2024 -
Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates
Opublikowany: 5.04.2024
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/
