Focused Compounding
A podcast by Andrew Kuhn and Geoff Gannon
Categories:
454 Episodes
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Ep 178. Revisiting Stocks Written-Up On Focused Compounding After Market Sell-Off
Published: 3/10/2020 -
Ep 176. How to Value Stocks and Think About Intrinsic Value
Published: 3/5/2020 -
Ep 175. Analyzing Entertainment Stocks After Coronavirus Market Sell-Off
Published: 3/3/2020 -
Ep 174. Reading 10ks, ScuttleButt, Retained Earnings, DCF's, and Other Questions from Twitter
Published: 2/28/2020 -
Ep 173. Analyzing a 10k and Valuing an Insurance Stock
Published: 2/27/2020 -
Ep 172. Key Takeaways From Warren Buffett's 2019 Shareholder Letter
Published: 2/26/2020 -
Ep 170. How to Think About ROE, ROA, ROIC and ROIIC
Published: 2/21/2020 -
Ep 169. How to Read and Interpret a Balance Sheet
Published: 2/20/2020 -
Ep 168. Investing in Bank Stocks - Going Through CFR's 10k
Published: 2/18/2020 -
Ep 167. The Art of Finding Stock Ideas
Published: 2/14/2020 -
Ep 166. How to Read the Cash Flow Statement: The Most Important Statement
Published: 2/12/2020 -
Ep 165. Going Through Geoff's Marked-Up 10k of Transcat
Published: 2/9/2020 -
Ep 164. Snap Judgments: GANS, PLOW, BKE, EGOV, and PLAY
Published: 2/5/2020 -
Ep 163. Investing in Stocks: 47 Minute Walk-Through of a 10k
Published: 2/3/2020 -
Ep 162. Good Debt vs. Bad Debt: How Much Leverage is Too Much?
Published: 1/31/2020 -
Ep 161. The Art Of NOT Selling a Stock
Published: 1/29/2020 -
Ep 160. Snap Judgements: VTSI, PMD, BJRI, BGS, and CAKE
Published: 1/27/2020 -
Ep 159. Trey Henninger of DIYINVESTING Talks about His Investing Process and ETM, NFPC, and PLWN
Published: 1/24/2020 -
Ep. 158. Snap Judgements: SMDM, FSCR, ATUSF, CODA, and KFRC
Published: 1/22/2020 -
Ep 157. Using Historical Financials to Your Advantage: What We’re Trying to Get From Financial Statements
Published: 1/20/2020
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/