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Focused Compounding
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Ep 385. 5 Years of Podcasting, Theme Park Industry in 2023, Munger DJCO Meeting, and Berkshire’s 13-F

1 tim 56 min•24 februari 2023

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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

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Ep 480. A-Z on IGV: Value Hunt in Software (F-M)
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Ep 479. A-Z on IGV: Value Hunt in Software (C-E)
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Ep 478. A-Z on IGV: Value Hunt in Software
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Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders
•36 min
Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter
•41 min
Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown
•1 tim 2 min
Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter
•47 min
Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?
•1 tim 4 min
Ep 472. Moats in Commodities: Why Some Price Takers Win Big
•1 tim 2 min
Ep 471. Howard Marks’ Memo: The Calculus of Value
•44 min

Focused Compounding med Andrew Kuhn and Geoff Gannon finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.