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 149. Snap Judgments: IHC, SMIT, WINA, PAYS, STLJF

Ep 149. Snap Judgments: IHC, SMIT, WINA, PAYS, STLJF

Twitter: @Focusedcompound Email: info@focusedcompounding.com   Contact Geoff at: Email: gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold v...

13 Des 201922min

Ep 148. Business Models We Like and Business Models We Don’t Like

Ep 148. Business Models We Like and Business Models We Don’t Like

Twitter: @Focusedcompound Email: info@focusedcompounding.com   Contact Geoff at: Email: gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold v...

9 Des 201927min

Ep 147. Going Over 5 Stocks: Sydney Airport, F.W. Thorpe, Gamehost, Vitreous Glass, A-Mark Precious Metals

Ep 147. Going Over 5 Stocks: Sydney Airport, F.W. Thorpe, Gamehost, Vitreous Glass, A-Mark Precious Metals

Twitter: @Focusedcompound Email: info@focusedcompounding.com   Contact Geoff at: Email: gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold v...

6 Des 201929min

Ep 146. Valuing Stocks, and How we think About Returns

Ep 146. Valuing Stocks, and How we think About Returns

Twitter: @Focusedcompound Email: info@focusedcompounding.com   Contact Geoff at: Email: gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold v...

4 Des 201920min

Ep 145. Snap Judgements - Magic Formula Edition - TZOO, KFY, HRB, DHX, and GTX

Ep 145. Snap Judgements - Magic Formula Edition - TZOO, KFY, HRB, DHX, and GTX

Twitter: @Focusedcompound Email: info@focusedcompounding.com   Contact Geoff at: Email: gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold v...

2 Des 201922min

Ep 144. Snap Judgements: MLR, MATX, BADFF, EQGPF, GHIFF

Ep 144. Snap Judgements: MLR, MATX, BADFF, EQGPF, GHIFF

Twitter: @Focusedcompound Email: info@focusedcompounding.com   Contact Geoff at: Email: gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold v...

26 Nov 201925min

Ep 143. The Bullcase for Investing in Burford Capital with Stephen Gamble

Ep 143. The Bullcase for Investing in Burford Capital with Stephen Gamble

Twitter: @Focusedcompound Email: info@focusedcompounding.com   Contact Geoff at: Email: gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold v...

25 Nov 201930min

Ep 142. Our Thoughts on Spinoffs and What we think about Them Going Forward

Ep 142. Our Thoughts on Spinoffs and What we think about Them Going Forward

Twitter: @Focusedcompound Email: info@focusedcompounding.com   Contact Geoff at: Email: gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold v...

22 Nov 201925min

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