Focused Compounding

A podcast by Andrew Kuhn and Geoff Gannon

Categories:

Business

430 Episodes

  1. Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions

    Published: 3/7/2024

  2. Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders

    Published: 3/5/2024

  3. Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns

    Published: 2/28/2024

  4. Ep 433. Les Schwab Pride in Performance: Keep It Going

    Published: 2/22/2024

  5. Ep 432. Outsider CEOs: Bill Anders and General Dynamics

    Published: 2/15/2024

  6. Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics

    Published: 2/13/2024

  7. Ep 430. Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing

    Published: 2/9/2024

  8. Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value

    Published: 2/6/2024

  9. Ep 428. Dear Chairman: Robert Young vs. New York Central - The Proxyteers Storm the Vanderbilt Line

    Published: 1/30/2024

  10. Ep 427. M&A Activity: Spirit/JetBlue, Hawaiian Holdings/Alaska Airlines, and Kroger/Albertsons

    Published: 1/25/2024

  11. Ep 426. Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024

    Published: 1/22/2024

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

    Published: 1/16/2024

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

    Published: 1/12/2024

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

    Published: 1/8/2024

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

    Published: 1/5/2024

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

    Published: 1/3/2024

  17. Ep 420. 2023 in Review and 2024 Predictions

    Published: 12/29/2023

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

    Published: 12/26/2023

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

    Published: 12/20/2023

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

    Published: 12/18/2023

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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/