EP 262. Premium Podcast: Thoughts on Activist Investing

37 min•26 september 2020

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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.

EP 262. Premium Podcast: Thoughts on Activist Investing

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Ep 480. A-Z on IGV: Value Hunt in Software (F-M)

Ep 479. A-Z on IGV: Value Hunt in Software (C-E)

Ep 478. A-Z on IGV: Value Hunt in Software

Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders

Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter

Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown

Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter

Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?

Ep 472. Moats in Commodities: Why Some Price Takers Win Big

Ep 471. Howard Marks’ Memo: The Calculus of Value