459 Episodio

  1. Capital Allocation, Smaller Stock Advantages, FANG, and Debt

    Pubblicato: 20/06/2020

  2. Defense in Depth: Finding multiple margins of safety in the same stock

    Pubblicato: 18/06/2020

  3. Credit Conditions and the Stock Market: Why this matters for you, the individual stock picker

    Pubblicato: 17/06/2020

  4. What if the Value Gap Never Closes?

    Pubblicato: 16/06/2020

  5. Investing Books: Andrew and Geoff’s Favorites – Some Obscure Ones

    Pubblicato: 12/06/2020

  6. Story stocks: The Main Street Story vs. The Wall Street Story

    Pubblicato: 11/06/2020

  7. Inefficient Markets: Common Reasons Why Stocks Get Mispriced

    Pubblicato: 10/06/2020

  8. The Best Valuation Method for a Company, Benchmarking Yourself as an Investor, DCFs, and Other Questions from Twitter

    Pubblicato: 09/06/2020

  9. How to Tell the Difference Between a Real Business and a Fraud

    Pubblicato: 09/06/2020

  10. The Current Interest Rate Environment, Generating Investment Ideas, Margin of Safety, and Other Questions From Twitter

    Pubblicato: 08/06/2020

  11. Going Beyond Just Good vs. Bad: How to Get a 360 Degree View of a Business

    Pubblicato: 04/06/2020

  12. No Names Dropped: Adventures in Actually Talking to Management

    Pubblicato: 03/06/2020

  13. Surviving Your Slump: How to Stay Sane When Prices are High and Value Investing Isn’t Working

    Pubblicato: 02/06/2020

  14. Relative “Resulting”: The Good and Bad of Comparing Yourself to the S&P 500

    Pubblicato: 01/06/2020

  15. How to Identify and Think About Operating Leverage

    Pubblicato: 30/05/2020

  16. Learning From Phil Fisher to Improve Your Own Investing Process

    Pubblicato: 28/05/2020

  17. Decision Making, Stock Buybacks, Stock Metrics, DCFs, and Other Questions From Twitter

    Pubblicato: 26/05/2020

  18. Rule of 240: How to Work Backwards From a Future 10-Bagger to Today's Stock Price

    Pubblicato: 22/05/2020

  19. Ep 207. Investing During High Inflation: Which Stocks Work Best and Which Stocks Work Worst?

    Pubblicato: 20/05/2020

  20. Ep 206. How the Hell Do You Read a 10k?

    Pubblicato: 20/05/2020

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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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