Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock
Focused Compounding8 Marras 2024

Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock

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About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends.

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Jaksot(474)

Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation

Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation

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8 Elo 20251h 14min

Ep 467. Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance

Ep 467. Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance

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1 Elo 20251h 10min

Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett

Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett

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28 Heinä 20251h

Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?

Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?

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12 Huhti 20251h 2min

Ep 464. Buffett’s Playbook: Past and Present

Ep 464. Buffett’s Playbook: Past and Present

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21 Maalis 20251h 3min

Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders

Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders

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28 Helmi 20251h 12min

Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices

Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices

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11 Joulu 20241h 14min

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