Ep 12. Q&A from Listeners: Part 2
Focused Compounding12 Maalis 2018

Ep 12. Q&A from Listeners: Part 2

In this episode, Andrew and Geoff answer questions that were asked on Twitter. The questions they go over are:

1. If intrinsic value is the discounted value of all future cash flows, how can it grow over time? (Apart from interest rates changing)

2. What do you use as a discount rate and why? Presumably, the 30yr treasury rate is problematic because of QE

3. Now we know what the future held for See’s Candies, what was its rough intrinsic value in 1972?

4. We see disruption and weakening moats in multiple industries from media to consumer packaged goods. Are there areas and industries where you think moats are getting stronger?

5. Any opinion on UnitedHealth UNH?

6. Do you think your returns would've been better if you'd never found out about value investing? Would teenage you have avoided some of the mistakes you made as a value investor? Your style now seems to have reverted to close to what you did when starting out as a teenager.

7. What would you do for a living if you never found about investing?

www.focusedcompounding.com

Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

Contact Andrew at:

Twitter: @Focusedcompound

Email: Andrew@pilotswmg.com

Contact Geoff at:

Twitter: @GeoffGannon

Email: gannononinvesting@gmail.com

Jaksot(475)

Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA

Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our i...

29 Touko 202428min

Ep 452. Analyzing Debt: Optimal Capital Structures

Ep 452. Analyzing Debt: Optimal Capital Structures

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our i...

24 Touko 202423min

Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry

Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our i...

21 Touko 202450min

Ep 450. Our Takeaways from the Berkshire Hathaway Meeting

Ep 450. Our Takeaways from the Berkshire Hathaway Meeting

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our i...

16 Touko 20241h 8min

Ep 449. Focused Compounding's Plan for Parks! America

Ep 449. Focused Compounding's Plan for Parks! America

PRKAproxyfight.com   The implementation of this plan is contingent on the election of Focused Compounding’s four (4) director-nominees at the Company’s Annual Meeting. The financial forecasts containe...

10 Touko 202446min

Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges

Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our i...

26 Huhti 202436min

Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy

Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our i...

25 Huhti 202436min

Ep 446. Energy Investing the Warren Buffett Way

Ep 446. Energy Investing the Warren Buffett Way

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our i...

24 Huhti 202432min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
herrasmieshakkerit
rss-rahamania
ostan-asuntoja-podcast
hyva-paha-johtaminen
rss-sami-miettinen-neuvottelija
rahapuhetta
rss-lahtijat
rss-doulapodi
rss-paasipodi
juristipodi
rss-sisalto-kuntoon
rss-muutoksenanatomiaa-podcast
rss-startup-ministerio
rss-uppoava-vn-laiva
rss-bisnesta-bebeja
rss-seuraava-potilas