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Focused Compounding

Näringsliv Investering

Focused Compounding

Andrew Kuhn and Geoff Gannon•478 avsnitt•50 min•Månatligen

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

4 okt. 2024•1 tim 34 min

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

13 sep. 2024•1 tim 15 min

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

23 aug. 2024•1 tim 39 min

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

16 aug. 2024•1 tim 40 min

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

11 aug. 2024•58 min

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

17 juli 2024•1 tim 28 min

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

25 juni 2024•26 min

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

29 maj 2024•29 min

Ep 452. Analyzing Debt: Optimal Capital Structures

24 maj 2024•23 min

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

21 maj 2024•51 min

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