459 Avsnitt

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

    Publicerades: 2025-04-12

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

    Publicerades: 2025-03-21

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

    Publicerades: 2025-02-28

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

    Publicerades: 2024-12-11

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

    Publicerades: 2024-11-08

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

    Publicerades: 2024-10-04

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

    Publicerades: 2024-09-13

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

    Publicerades: 2024-08-23

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

    Publicerades: 2024-08-16

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

    Publicerades: 2024-08-11

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

    Publicerades: 2024-07-17

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

    Publicerades: 2024-06-25

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

    Publicerades: 2024-05-29

  14. Ep 452. Analyzing Debt: Optimal Capital Structures

    Publicerades: 2024-05-24

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

    Publicerades: 2024-05-21

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

    Publicerades: 2024-05-16

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

    Publicerades: 2024-05-10

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

    Publicerades: 2024-04-26

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

    Publicerades: 2024-04-25

  20. Ep 446. Energy Investing the Warren Buffett Way

    Publicerades: 2024-04-24

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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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