Focused Compounding

A podcast by Andrew Kuhn and Geoff Gannon

Categories:

Business

454 Episodes

  1. Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever

    Published: 4/2/2024

  2. Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies

    Published: 3/28/2024

  3. Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024

    Published: 3/26/2024

  4. Ep 437. Outsider CEOs: John Malone and TCI

    Published: 3/12/2024

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

    Published: 3/7/2024

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

    Published: 3/5/2024

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

    Published: 2/28/2024

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

    Published: 2/22/2024

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

    Published: 2/15/2024

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

    Published: 2/13/2024

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

    Published: 2/9/2024

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

    Published: 2/6/2024

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

    Published: 1/30/2024

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

    Published: 1/25/2024

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

    Published: 1/22/2024

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

    Published: 1/16/2024

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

    Published: 1/12/2024

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

    Published: 1/8/2024

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

    Published: 1/5/2024

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

    Published: 1/3/2024

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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/