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Focused Compounding
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Ep 226. Tricky Stocks: Why Analyzing Asset Plays Is so Hard

26 min•1 juli 2020

QuickFS Link: https://quickfs.net/company/USLM?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

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Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders
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Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter
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Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown
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Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter
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Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?
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Ep 472. Moats in Commodities: Why Some Price Takers Win Big
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Ep 471. Howard Marks’ Memo: The Calculus of Value
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Focused Compounding med Andrew Kuhn and Geoff Gannon finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.