Focused Compounding

A podcast by Andrew Kuhn and Geoff Gannon

Categories:

Business

454 Episodes

  1. EP 320. Investing in Emerging Markets, Creative Thinking, Float, Sizing Investments, and Other Questions from Twitter

    Published: 7/19/2021

  2. EP 319. How We Analyze Insurance Companies

    Published: 7/15/2021

  3. EP 318. Hunting for 10-Baggers: 9-Point Investing Checklist

    Published: 7/14/2021

  4. EP 317. Fintech, Sourcing Ideas, Investing Books, and Other Questions From Twitter

    Published: 6/25/2021

  5. EP 316. Judging Moats: Customer Behavior, Price Sensitivity, Retention, Power of Suppliers, Distribution Process, and Much More

    Published: 6/24/2021

  6. EP 315. Why Capital Turns Matter – And What Warren Buffett Means When He Talks About Them

    Published: 6/23/2021

  7. EP 314. How Much Is Too Much To Pay for a Great Business

    Published: 6/3/2021

  8. EP 313. How to Judge and Research an Industry

    Published: 6/2/2021

  9. EP 312. Capital Allocation, 1966-1972: Diversified Retailing, Blue Chip Stamps, and See’s Candies

    Published: 5/24/2021

  10. EP 311. Analyzing and Investing in Holding Companies

    Published: 5/20/2021

  11. EP 310. Berkshire Meeting, Munger/Pabrai Buy Baba, 13-Fs, Handicapping Stocks After 2020 Growth, and Inflation

    Published: 5/19/2021

  12. EP 309. Capital Allocation, 1975-1977: Buffett Buys Cypress, Waumbec, and K&W Products

    Published: 4/23/2021

  13. EP 308. Improving on the Psychology of Successful Investing

    Published: 4/22/2021

  14. EP 307. Thoughts on Tobacco Stocks, DogeCoin, Blockchain, Buffett’s CVX Buy, Investing Process, and more

    Published: 4/21/2021

  15. EP 306. Jamie Dimon’s Letter, Railroad Industry, Investing Overseas, Bonds, and Much More

    Published: 4/15/2021

  16. EP 305. Capital Allocation, 1976: Buffett Buys GEICO

    Published: 4/14/2021

  17. EP 304. Thoughts on 10 Different Stocks, REITS, MSG/MSGN, and a Bull Case for Amazon’s Stock

    Published: 4/9/2021

  18. EP 303. Capital Allocation, 1969: Buffett Buys Illinois National Bank

    Published: 4/8/2021

  19. EP 302. Munger Buys BABA, Thoughts on 100 Baggers, Holding Overvalued Stocks, and Potential Cambria Buyout

    Published: 4/7/2021

  20. EP 301. Capital Allocation, 1967-1969: Buffett Buys National Indemnity -- and a Primer on Insurance Companies

    Published: 4/1/2021

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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/