459 Avsnitt

  1. Ep 425. Dear Chairman: Benjamin Graham vs. Northern Pipeline - The Birth of Modern Shareholder Activism

    Publicerades: 2024-01-16

  2. Ep 424. Outsider CEOs: Tom Murphy, A Perpetual Motion Machine for Returns

    Publicerades: 2024-01-12

  3. Ep 423. The Warren Buffett Way: Mastering the Art of Capital Allocation

    Publicerades: 2024-01-08

  4. Ep 422. Creating Business Systems, John Neff, Multiple Expansion, Inflection Points, and Other Investing Musings

    Publicerades: 2024-01-05

  5. Ep 421. New Year, New You: How to Invest When You Only Have An Hour a Day to Do It

    Publicerades: 2024-01-03

  6. Ep 420. 2023 in Review and 2024 Predictions

    Publicerades: 2023-12-29

  7. Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries

    Publicerades: 2023-12-26

  8. Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital

    Publicerades: 2023-12-20

  9. Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks

    Publicerades: 2023-12-18

  10. Ep 416. Assessing Land Banks: Value Trap or Value Investment?

    Publicerades: 2023-12-06

  11. Ep 415. A Tribute to Charlie Munger

    Publicerades: 2023-12-04

  12. Ep 414. Normalizing Supply-Driven, Demand-Driven, and Bond-Like Earnings

    Publicerades: 2023-11-01

  13. Ep 413. Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy

    Publicerades: 2023-10-30

  14. Ep 412. The Many Different Ways to Guess a Business’s Future Revenue

    Publicerades: 2023-10-25

  15. Ep 411. Understanding Your Opportunity Cost in an Inflationary Environment

    Publicerades: 2023-10-23

  16. Ep 410. Analyzing Past Peaks: The Dynamics of Compounders & Cyclicals

    Publicerades: 2023-10-18

  17. Ep 409. Corporate Governance and The Power of Ownership

    Publicerades: 2023-10-16

  18. Ep 408. Where Do You Draw the Line Between Money Mind and Style?

    Publicerades: 2023-10-11

  19. Ep 407. Two-Minute Drill on Stocks and Recalling the Bank Failures Earlier in the Year

    Publicerades: 2023-09-27

  20. Ep 406. Searching for Value: Long-Term Net Net Returns & Two Actionable Ideas

    Publicerades: 2023-09-25

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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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