Выпусков: 391

QuickFS Link: https://quickfs.net/?via=focused



Twitter: @Focusedcompound



Email: info@focusedcompounding.com



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/

Focused Compounding Andrew Kuhn and Geoff Gannon

    • Бизнес
    • 4,8 • Оценок: 251

QuickFS Link: https://quickfs.net/?via=focused



Twitter: @Focusedcompound



Email: info@focusedcompounding.com



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/

    Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing

    Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing

    QuickFS Link: https://quickfs.net/?via=focused
    Podcast Questions: Focusedcompounding@gmail.com
    Twitter: @Focusedcompound
    Investment Inquiries: info@focusedcompounding.com
    Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

    • 2 ч 6 мин.
    Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators

    Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators

    QuickFS Link: https://quickfs.net/?via=focused
    Podcast Questions: Focusedcompounding@gmail.com
    Twitter: @Focusedcompound
    Investment Inquiries: info@focusedcompounding.com
    Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

    • 2 ч 16 мин.
    Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast

    Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast

    https://aletteraday.substack.com/p/letter-80-todd-combs-2023
     
    https://podcasts.apple.com/us/podcast/todd-combs-meeting-munger-buffett-and-joining-berkshire/id1502613782?i=1000611548160
     
    QuickFS Link: https://quickfs.net/?via=focused
    Twitter: @Focusedcompound
    Email: info@focusedcompounding.com
    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/

    • 2 ч 1 мин.
    Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM

    Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM

    QuickFS Link: https://quickfs.net/?via=focused
    Twitter: @Focusedcompound
    Email: info@focusedcompounding.com
    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/

    • 2 ч 8 мин.
    Ep 389. Interest Rate Hike, Credit Suisse’s Failure, and Other Banking + Economic Risks on the Horizon

    Ep 389. Interest Rate Hike, Credit Suisse’s Failure, and Other Banking + Economic Risks on the Horizon

    QuickFS Link: https://quickfs.net/?via=focused
    Twitter: @Focusedcompound
    Email: info@focusedcompounding.com
    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/

    • 1 ч. 57 мин.
    Ep 388. SVB Financial Collapse, Modern Bank Runs, and The Future of Regional Banks

    Ep 388. SVB Financial Collapse, Modern Bank Runs, and The Future of Regional Banks

    QuickFS Link: https://quickfs.net/?via=focused
    Twitter: @Focusedcompound
    Email: info@focusedcompounding.com
    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/

    • 1 ч. 44 мин.

Отзывы покупателей

4,8 из 5
Оценок: 251

Оценок: 251

WildlyFastWill7 ,

Better than most So Awesome

One of the best. Thank me later. So fantastic.

Big-daddy85 ,

The only podcast I never miss an episode of

If you have come to learn, you’ve found the right place. I love the new long form podcast from Geoff and Andrew. It’s the best form of journalism there is. Ample time to get beyond the headlines and discuss the variables driving the headlines. They freely share old ideas and current ideas, but most importantly their thinking behind the ideas. I never miss an episode.

Dunbelieveable ,

Great podcast- to many Uh Um

Great guys. Some of the most knowledgeable guys doing a podcast. It would be great if he mentioned ideas he was passing up on. It’s a free country and a free podcast though. They should do a panel with a third investor that they like.

Amended - you guys have to spend a few dollars on Upwork to get someone to edit out you Uh Um verbal pauses.

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