EP 319. How We Analyze Insurance Companies

EP 319. How We Analyze Insurance Companies

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

Episoder(475)

Ep 405. Merger Arbitrage: Spirit Airlines vs. Albertsons

Ep 405. Merger Arbitrage: Spirit Airlines vs. Albertsons

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedco...

20 Sep 202348min

Ep 404. The Number One Trait of Top Investors: A Money Mindset

Ep 404. The Number One Trait of Top Investors: A Money Mindset

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedco...

18 Sep 202343min

Ep 403. Investing the Peter Lynch Way

Ep 403. Investing the Peter Lynch Way

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedco...

13 Sep 202350min

Ep 402. Uncovering Warren Buffett’s Investments in Japan

Ep 402. Uncovering Warren Buffett’s Investments in Japan

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedco...

11 Sep 202335min

Ep 401. Macro for Value Investors: What Alice Schroeder Means by ’Buffett Cares about Macro’

Ep 401. Macro for Value Investors: What Alice Schroeder Means by ’Buffett Cares about Macro’

QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer:...

6 Sep 202342min

Ep 400. Where Does Your Return Come From: Yield, Growth, and Multiple Expansion, and the Difference Between Speculation and Investing

Ep 400. Where Does Your Return Come From: Yield, Growth, and Multiple Expansion, and the Difference Between Speculation and Investing

QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer:...

4 Sep 202331min

Ep 399. Berkshire Hathaway’s Homebuilder Investment, Market Positioning, and Assessing Business Profit Persistency

Ep 399. Berkshire Hathaway’s Homebuilder Investment, Market Positioning, and Assessing Business Profit Persistency

QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer:...

20 Aug 20231h 51min

Ep 398. The Financial History of General Motors with Capital Allocation Author, Jacob McDonough

Ep 398. The Financial History of General Motors with Capital Allocation Author, Jacob McDonough

Jacob's Info Podcast: https://open.spotify.com/show/3iJsVOzhvOECw8wwckyBbc Twitter: @McD_Investments Website: http://www.mcdonough-investments.com/ QuickFS Link: https://quickfs.net/?via=focused Podc...

28 Jul 20231h 36min

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