459 Episodio

  1. EP 285. Competition: How to Judge The Durability of a Business

    Pubblicato: 27/01/2021

  2. EP 284. Charlie Munger’s Cigar Butt: Reverse Engineering Tenneco Investment

    Pubblicato: 26/01/2021

  3. EP 283. Price Discovery in Microcaps, Investing in Banks, FCF Yield Plus Growth, Book Value Adjustments, and Other Questions From Twitter

    Pubblicato: 21/01/2021

  4. EP 282. Value vs. Growth: Thoughts on ”Something of Value” Memo From Howard Marks

    Pubblicato: 20/01/2021

  5. EP 281. Thoughts on Talking to Management During Your Research Process

    Pubblicato: 19/01/2021

  6. EP 280. The Art of Generating Stock Investment Ideas

    Pubblicato: 17/11/2020

  7. Why Appraising a Stock Based on “Relative Valuation” vs. Peers Isn’t Enough to Guarantee You’re Getting a Bargain

    Pubblicato: 10/11/2020

  8. EP 279. How to Spot a Business Warren Buffett Would Be Interested in

    Pubblicato: 10/11/2020

  9. Working Capital and the Cash Flow Statement: Judging the Cash Conversion Cycle of a Business

    Pubblicato: 05/11/2020

  10. EP 277. Working Capital and the Cash Flow Statement: The Cash Conversion Cycle of a Business

    Pubblicato: 05/11/2020

  11. EP 276. Free Cash Flow Plus Growth: Reverse Engineering Past Warren Buffett Investments

    Pubblicato: 03/11/2020

  12. EP 274. Learning to Think Better Through Building a Latticework of Mental Models

    Pubblicato: 29/10/2020

  13. EP 273. 100x: Lessons From Analyzing Past 100-Bagger Stocks

    Pubblicato: 27/10/2020

  14. EP 271. How is a Bank Like a Railroad? – And Other Crazy Ideas Geoff Has About Investing In “Efficiency Driven Businesses”

    Pubblicato: 23/10/2020

  15. EP 270. Should You Buy Movie Theater Stocks? Our Thoughts

    Pubblicato: 20/10/2020

  16. EP 268. Intelligent Speculation? Keynesian Beauty Contest vs. Bottom Up Stock Investing

    Pubblicato: 13/10/2020

  17. EP 266. Net Income to Cash Flow from Operations: Focusing on What Really Matters

    Pubblicato: 07/10/2020

  18. EP 265. Gaining a Regional Edge: Generate Alpha Investing Where You Live

    Pubblicato: 06/10/2020

  19. EP 264. The Art of Great Stock Research: How to Go Beyond the 10K and Dig Deep

    Pubblicato: 05/10/2020

  20. EP 263. Banks, Banks, and More Banks: Analyzing 8 Overlooked Banks

    Pubblicato: 28/09/2020

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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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