459 Episodio

  1. Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?

    Pubblicato: 12/04/2025

  2. Ep 464. Buffett’s Playbook: Past and Present

    Pubblicato: 21/03/2025

  3. Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders

    Pubblicato: 28/02/2025

  4. Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices

    Pubblicato: 11/12/2024

  5. Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock

    Pubblicato: 08/11/2024

  6. Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X

    Pubblicato: 04/10/2024

  7. Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas

    Pubblicato: 13/09/2024

  8. Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior

    Pubblicato: 23/08/2024

  9. Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X

    Pubblicato: 16/08/2024

  10. Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence

    Pubblicato: 11/08/2024

  11. Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024

    Pubblicato: 17/07/2024

  12. Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry

    Pubblicato: 25/06/2024

  13. Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA

    Pubblicato: 29/05/2024

  14. Ep 452. Analyzing Debt: Optimal Capital Structures

    Pubblicato: 24/05/2024

  15. Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry

    Pubblicato: 21/05/2024

  16. Ep 450. Our Takeaways from the Berkshire Hathaway Meeting

    Pubblicato: 16/05/2024

  17. Ep 449. Focused Compounding's Plan for Parks! America

    Pubblicato: 10/05/2024

  18. Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges

    Pubblicato: 26/04/2024

  19. Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy

    Pubblicato: 25/04/2024

  20. Ep 446. Energy Investing the Warren Buffett Way

    Pubblicato: 24/04/2024

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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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