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 239. What Does Warren Buffett Buying More BAC Say About Bank Stocks?

Ep 239. What Does Warren Buffett Buying More BAC Say About Bank Stocks?

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

4 Aug 202023min

Ep 238. How Would Joel Greenblatt Invest in This Market and Other Questions from Twitter

Ep 238. How Would Joel Greenblatt Invest in This Market and Other Questions from Twitter

www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/company/USLM?via=focused ... Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, memb...

3 Aug 202021min

EP 237. Peter Lynch and the Most Basic Form of Scuttlebutt

EP 237. Peter Lynch and the Most Basic Form of Scuttlebutt

www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/company/USLM?via=focused ... Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, member...

31 Jul 202024min

Ep 236. Surviving Once a Decade Disasters: The Cost of Companies Not Keeping Enough Cash on Hand

Ep 236. Surviving Once a Decade Disasters: The Cost of Companies Not Keeping Enough Cash on Hand

www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/company/USLM?via=focused ... Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, membe...

30 Jul 202022min

Ep 235. Q&A: Purchasing Power Parity, What Makes a Great Bank, NACCO, VTU, SPACs, and Other Questions

Ep 235. Q&A: Purchasing Power Parity, What Makes a Great Bank, NACCO, VTU, SPACs, and Other Questions

www.focusedcompounding.com/App   QuickFS Link: https://quickfs.net/company/USLM?via=focused ... Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, me...

29 Jul 202019min

Ep 234. Hindsight Is Always 20/20: What 34 Year Old Geoff Would Tell His Novice Investing Self

Ep 234. Hindsight Is Always 20/20: What 34 Year Old Geoff Would Tell His Novice Investing Self

www.focusedcompounding.com/App   QuickFS Link: https://quickfs.net/company/USLM?via=focused ... Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, me...

28 Jul 202024min

Ep 233. Revisiting the Most Common Stocks That People Ask About

Ep 233. Revisiting the Most Common Stocks That People Ask About

QuickFS Link: https://quickfs.net/company/USLM?via=focused ... Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold va...

15 Jul 202021min

Ep 232. When Will Value Catch a Bid, Multiple Expansion, Process vs. Outcome, and other Questions

Ep 232. When Will Value Catch a Bid, Multiple Expansion, Process vs. Outcome, and other Questions

QuickFS Link: https://quickfs.net/company/USLM?via=focused ... Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold valu...

14 Jul 202026min

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