Focused Compounding

Focused Compounding

  • Autor: Vários
  • Narrador: Vários
  • Editor: Podcast
  • Duración: 356:02:56
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Sinopsis

New podcast weblog

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Episodios

  • Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators

    Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators
    26/05/2023 Duración: 02h16min

    QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: info@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

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  • Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast

    Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast
    19/05/2023 Duración: 02h01min

    https://aletteraday.substack.com/p/letter-80-todd-combs-2023   https://podcasts.apple.com/us/podcast/todd-combs-meeting-munger-buffett-and-joining-berkshire/id1502613782?i=1000611548160   QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com 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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  • Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM

    Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM
    12/05/2023 Duración: 02h08min

    QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com 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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  • Ep 389. Interest Rate Hike, Credit Suisse’s Failure, and Other Banking + Economic Risks on the Horizon

    Ep 389. Interest Rate Hike, Credit Suisse’s Failure, and Other Banking + Economic Risks on the Horizon
    24/03/2023 Duración: 01h57min

    QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com 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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  • Ep 388. SVB Financial Collapse, Modern Bank Runs, and The Future of Regional Banks

    Ep 388. SVB Financial Collapse, Modern Bank Runs, and The Future of Regional Banks
    17/03/2023 Duración: 01h44min

    QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com 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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  • Ep 387. Bank Stock Sell-Offs, Higher Interest Rates, and JetBlue + Spirit Airlines Merger Arbitrage

    Ep 387. Bank Stock Sell-Offs, Higher Interest Rates, and JetBlue + Spirit Airlines Merger Arbitrage
    10/03/2023 Duración: 01h45min

    QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com 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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  • Ep 386. Takeaways from Warren Buffett’s Shareholder Letter and Analyzing Ted Weschler’s Dillards Investment

    Ep 386. Takeaways from Warren Buffett’s Shareholder Letter and Analyzing Ted Weschler’s Dillards Investment
    03/03/2023 Duración: 01h59min

    QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com 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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  • Ep 385. 5 Years of Podcasting, Theme Park Industry in 2023, Munger DJCO Meeting, and Berkshire’s 13-F

    Ep 385. 5 Years of Podcasting, Theme Park Industry in 2023, Munger DJCO Meeting, and Berkshire’s 13-F
    24/02/2023 Duración: 01h55min

    QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com 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/

    Escucha
  • Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition

    Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition
    10/02/2023 Duración: 02h02min

    QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com 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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  • Ep 383. Fed Raised Interest Rates, Market Cycles, Multi Strat Portfolio, Airlines Look Cheap

    Ep 383. Fed Raised Interest Rates, Market Cycles, Multi Strat Portfolio, & Airlines Look Cheap
    03/02/2023 Duración: 01h42min

    QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com 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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  • Ep 382. Franchise Value, The Secret to Geoff Gannon’s Investing, and Analyzing Airline Stocks

    Ep 382. Franchise Value, The Secret to Geoff Gannon’s Investing, and Analyzing Airline Stocks
    27/01/2023 Duración: 01h47min

    QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com 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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  • Ep 381. Disney and Nelson Peltz, Carvana’s Fall, Pair Trading Strategies, and Charlie Munger’s Top 3 Places to Find Stocks

    Ep 381. Disney and Nelson Peltz, Carvana’s Fall, Pair Trading Strategies, and Charlie Munger’s Top 3 Places to Find Stocks
    20/01/2023 Duración: 02h04s

    QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com 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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  • Ep 380. Stock Market Valuation, Deposit Contraction + Financials, and An Activist Campaign Against Six Flags

    Ep 380. Stock Market Valuation, Deposit Contraction + Financials, and An Activist Campaign Against Six Flags
    06/01/2023 Duración: 01h51min

    QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com 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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  • Ep 379. Remembering 2022, Thoughts on FTX SBF Debacle, and Predictions for 2023

    Ep 379. Remembering 2022, Thoughts on FTX & SBF Debacle, and Predictions for 2023
    28/12/2022 Duración: 02h10min

    QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com 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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  • Ep 378. The Best Warren Buffett Stock Screener, Questions from Twitter, and Building Conviction in Your Investments

    Ep 378. The Best Warren Buffett Stock Screener, Questions from Twitter, and Building Conviction in Your Investments
    23/12/2022 Duración: 02h01min

    QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com 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/

    Escucha
  • Ep 377. Inflation Print, Fed Raised Interest Rates, Reading, and Howard Marks’s New Memo

    Ep 377. Inflation Print, Fed Raised Interest Rates, Reading, and Howard Marks’s New Memo
    16/12/2022 Duración: 02h04min

    QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com 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/

    Escucha
  • Ep 376. Bob Iger Is Back at Disney, the Perfect Stock, and Snap Judgments From Twitter

    Ep 376. Bob Iger Is Back at Disney, the Perfect Stock, and Snap Judgments From Twitter
    09/12/2022 Duración: 01h47min

    QuickFS Link: https://quickfs.net/?via=focused  Twitter: @Focusedcompound Email: info@focusedcompounding.com  Focused Compounding is website 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/discla...  

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  • Ep 375. QA: Buffett’s Best Investment, Distributor Stocks, P/E Contraction, Net Nets, etc.

    Ep 375. Q&A: Buffett’s Best Investment, Distributor Stocks, P/E Contraction, Net Nets, etc.
    18/11/2022 Duración: 01h51min

    QuickFS Link: https://quickfs.net/?via=focused  Twitter: @Focusedcompound Email: info@focusedcompounding.com  Focused Compounding is website 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/discla...  

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  • Ep 374. Tech Layoffs, Recessions, Microcap Screener, and Thoughts on the Rollup Biz Model

    Ep 374. Tech Layoffs, Recessions, Microcap Screener, and Thoughts on the Rollup Biz Model
    11/11/2022 Duración: 02h17min

    QuickFS Link: https://quickfs.net/?via=focused  Twitter: @Focusedcompound Email: info@focusedcompounding.com  Focused Compounding is website 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/discla...  

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  • Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener

    Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener
    04/11/2022 Duración: 01h44min

    QuickFS Link: https://quickfs.net/?via=focused  Twitter: @Focusedcompound Email: info@focusedcompounding.com  Focused Compounding is website 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/discla...  

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