Ep 351. Improving Deep Work + Focus, Buffett Buys OXY, TAM, Market Share, and Valuing Growth
Focused Compounding10 Maalis 2022

Ep 351. Improving Deep Work + Focus, Buffett Buys OXY, TAM, Market Share, and Valuing Growth

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/discla...

Jaksot(475)

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

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

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29 Touko 202428min

Ep 452. Analyzing Debt: Optimal Capital Structures

Ep 452. Analyzing Debt: Optimal Capital Structures

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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

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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

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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

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25 Huhti 202436min

Ep 446. Energy Investing the Warren Buffett Way

Ep 446. Energy Investing the Warren Buffett Way

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24 Huhti 202432min

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