Ep 353. Revisiting Geoff’s Singular Diligence Writeups
Focused Compounding17 Maalis 2022

Ep 353. Revisiting Geoff’s Singular Diligence Writeups

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

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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 445. Market Share and Profitability: Unraveling the Relationship

Ep 445. Market Share and Profitability: Unraveling the Relationship

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22 Huhti 202429min

Ep 444. Rising Margins: Continuation or Reversion to the Mean?

Ep 444. Rising Margins: Continuation or Reversion to the Mean?

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16 Huhti 202420min

Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise

Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise

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Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't

Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't

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9 Huhti 202437min

Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates

Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates

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5 Huhti 202436min

Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever

Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever

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2 Huhti 202439min

Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies

Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies

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28 Maalis 202428min

Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024

Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024

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26 Maalis 202434min

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