EP 319. How We Analyze Insurance Companies
Focused Compounding15 Heinä 2021

EP 319. How We Analyze Insurance Companies

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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/discla

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Ep 18. The Two Types of Value Investing: Cheap vs. Quality

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Ep 17. Investing in Net-Nets

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Ep 16. Investing in Spinoffs

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Ep 15. Q&A from Listeners: Part 3

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Ep 14. Omnicom Group $OMC

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Ep 13. What is Focused Compounding?

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Ep 12. Q&A from Listeners: Part 2

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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 ...

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Ep 11. Concentration vs. Diversification

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