EP 319. How We Analyze Insurance Companies
Focused Compounding15 Jul 2021

EP 319. How We Analyze Insurance Companies

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Twitter: @Focusedcompound

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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(474)

Ep 140. Snap Judgements on Stocks From Twitter

Ep 140. Snap Judgements on Stocks From Twitter

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 value inves...

17 Nov 201942min

Ep 139. Portfolio Allocation – Selling a Position to Buy a New Stock

Ep 139. Portfolio Allocation – Selling a Position to Buy a New Stock

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 Nov 201921min

Ep 138. Investing in Stocks with Bargaining Power

Ep 138. Investing in Stocks with Bargaining Power

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...

12 Nov 201920min

Ep 137. Our First 5 Minutes on 5 Stocks: LRN, SCVL, ETH, WNC and JVA

Ep 137. Our First 5 Minutes on 5 Stocks: LRN, SCVL, ETH, WNC and JVA

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...

11 Nov 201928min

Ep 136. Superinvestor Series: Charlie Munger

Ep 136. Superinvestor Series: Charlie Munger

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...

10 Nov 201923min

Ep 135. Appraising a Stock: How we Valued $OTCM

Ep 135. Appraising a Stock: How we Valued $OTCM

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 Nov 201928min

Ep 134. Revisiting Geoff’s Recent Investing Writeups: AMRK, DJCO, PMD and VTU

Ep 134. Revisiting Geoff’s Recent Investing Writeups: AMRK, DJCO, PMD and VTU

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...

8 Nov 201924min

Ep 133. Why Reading Business Books Will Make You a Better Investor, and What We’ve Been Reading Lately

Ep 133. Why Reading Business Books Will Make You a Better Investor, and What We’ve Been Reading Lately

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...

7 Nov 201924min

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