Focused Compounding
Business & Economics Podcasts
π Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/special/focused π° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB π Explore our informative backlog: Click here: https://focusedcompounding.ck.page/posts/the-many-different-ways-to-guess-a-business-s-future-revenue-1 π QuickFS: Visit here: https://quickfs.net/?via=focused π¦ Twitter: @Focusedcompound βοΈ Email: info@focusedcompounding.com About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/disclaimer/
Location:
United States
Description:
π Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/special/focused π° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB π Explore our informative backlog: Click here: https://focusedcompounding.ck.page/posts/the-many-different-ways-to-guess-a-business-s-future-revenue-1 π QuickFS: Visit here: https://quickfs.net/?via=focused π¦ Twitter: @Focusedcompound βοΈ Email: info@focusedcompounding.com About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/disclaimer/
Twitter:
@focusedcompound
Language:
English
Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges
Duration:00:36:15
Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy
Duration:00:36:08
Ep 446. Energy Investing the Warren Buffett Way
Duration:00:32:33
Ep 445. Market Share and Profitability: Unraveling the Relationship
Duration:00:29:43
Ep 444. Rising Margins: Continuation or Reversion to the Mean?
Duration:00:20:50
Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise
Duration:00:36:29
Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't
Duration:00:37:55
Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates
Duration:00:36:52
Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever
Duration:00:39:32
Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies
Duration:00:28:00
Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024
Duration:00:34:11
Ep 437. Outsider CEOs: John Malone and TCI
Duration:00:34:08
Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions
Duration:00:31:46
Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders
Duration:00:31:34
Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns
Duration:00:46:50
Ep 433. Les Schwab Pride in Performance: Keep It Going
Duration:00:30:02
Ep 432. Outsider CEOs: Bill Anders and General Dynamics
Duration:00:31:20
Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics
Duration:01:36:06
Ep 430. Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing
Duration:00:34:14
Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value
Duration:00:43:59