459 Épisodes

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

    Publié: 16/01/2024

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

    Publié: 12/01/2024

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

    Publié: 08/01/2024

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

    Publié: 05/01/2024

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

    Publié: 03/01/2024

  6. Ep 420. 2023 in Review and 2024 Predictions

    Publié: 29/12/2023

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

    Publié: 26/12/2023

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

    Publié: 20/12/2023

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

    Publié: 18/12/2023

  10. Ep 416. Assessing Land Banks: Value Trap or Value Investment?

    Publié: 06/12/2023

  11. Ep 415. A Tribute to Charlie Munger

    Publié: 04/12/2023

  12. Ep 414. Normalizing Supply-Driven, Demand-Driven, and Bond-Like Earnings

    Publié: 01/11/2023

  13. Ep 413. Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy

    Publié: 30/10/2023

  14. Ep 412. The Many Different Ways to Guess a Business’s Future Revenue

    Publié: 25/10/2023

  15. Ep 411. Understanding Your Opportunity Cost in an Inflationary Environment

    Publié: 23/10/2023

  16. Ep 410. Analyzing Past Peaks: The Dynamics of Compounders & Cyclicals

    Publié: 18/10/2023

  17. Ep 409. Corporate Governance and The Power of Ownership

    Publié: 16/10/2023

  18. Ep 408. Where Do You Draw the Line Between Money Mind and Style?

    Publié: 11/10/2023

  19. Ep 407. Two-Minute Drill on Stocks and Recalling the Bank Failures Earlier in the Year

    Publié: 27/09/2023

  20. Ep 406. Searching for Value: Long-Term Net Net Returns & Two Actionable Ideas

    Publié: 25/09/2023

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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/

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