
Über diesen Podcast
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/
478 Folgen · business
Focused Compounding
Über diesen Podcast
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/
Neue Folgen
- Ep 479. A-Z on IGV: Value Hunt in Software (C-E)15. Mai · 51 Min.
- Ep 478. A-Z on IGV: Value Hunt in Software1. Mai · 1 Std. 04 Min.
- Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders9. Apr. · 36 Min.
- Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter3. Apr. · 41 Min.
- Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown7. Dez. 2025 · 1 Std. 02 Min.
- Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter12. Nov. 2025 · 47 Min.
- Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?26. Sept. 2025 · 1 Std. 04 Min.
- Ep 472. Moats in Commodities: Why Some Price Takers Win Big5. Sept. 2025 · 1 Std. 02 Min.
- Ep 471. Howard Marks’ Memo: The Calculus of Value29. Aug. 2025 · 44 Min.
- Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves22. Aug. 2025 · 1 Std. 02 Min.