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 253. The Outsiders: Our Takeaway From 8 Unconventional CEOs

EP 253. The Outsiders: Our Takeaway From 8 Unconventional CEOs

www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for...

9 Sep 202026min

EP 252. Investing in Black Box Business Models

EP 252. Investing in Black Box Business Models

www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site fo...

8 Sep 202022min

EP 251. Opportunity in the Entertainment Industry: Analyzing Theaters, Cruises, Hotels, and Restaurants

EP 251. Opportunity in the Entertainment Industry: Analyzing Theaters, Cruises, Hotels, and Restaurants

www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site fo...

4 Sep 202023min

EP 250. Capital Allocation: The Financials of a New England Textile Mill with Author  Jacob McDonough

EP 250. Capital Allocation: The Financials of a New England Textile Mill with Author Jacob McDonough

Buy Capital Allocation here: https://amzn.to/3gRmgr9 Follow Jacob on Twitter: @SMRFinvestments Jacob's Blog: http://smrfinvestments.com/   www.focusedcompounding.com/App QuickFS Link: https://qui...

3 Sep 20201h 1min

EP 249. Interpreting Buffett’s 13F, Contacting Management, Our Long Term Goals, and Other Questions from Twitter

EP 249. Interpreting Buffett’s 13F, Contacting Management, Our Long Term Goals, and Other Questions from Twitter

www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com

2 Sep 202030min

EP 248. What Does a Perfect Stock Investment Look Like?

EP 248. What Does a Perfect Stock Investment Look Like?

www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com

31 Aug 202030min

PREMIUM EPISODE: Peter Lynch’s 13-Points on What Makes a Perfect Stock

PREMIUM EPISODE: Peter Lynch’s 13-Points on What Makes a Perfect Stock

29 Aug 202029min

EP 247. 5 Stocks Above a 10B Market Cap That Geoff Would Buy

EP 247. 5 Stocks Above a 10B Market Cap That Geoff Would Buy

www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com

29 Aug 202021min

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