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(474)

Ep 90. All About Illiquid Stocks, Our Thoughts on LEAPS and Talking About Merger Arbitrage

Ep 90. All About Illiquid Stocks, Our Thoughts on LEAPS and Talking About Merger Arbitrage

Contact Andrew at: Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only s...

6 Jun 201934min

Ep 89. Sonics & Materials Inc: A Profitable Net-Net Building A Cash Pile with Luke Elliott

Ep 89. Sonics & Materials Inc: A Profitable Net-Net Building A Cash Pile with Luke Elliott

$SIMA   Contact Andrew at: Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, memb...

4 Jun 201931min

Ep 88. All About Berkshire Hathaway’s 2019 Shareholder Meeting and Other Thoughts on the Company Going Forward

Ep 88. All About Berkshire Hathaway’s 2019 Shareholder Meeting and Other Thoughts on the Company Going Forward

Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only ...

30 Mai 201927min

Ep 87. Favorite Psychology Books, Career Advice, Specialization, Moats and Becoming a Better Investor

Ep 87. Favorite Psychology Books, Career Advice, Specialization, Moats and Becoming a Better Investor

Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only ...

23 Mai 201930min

Ep 86. Berkshire Meeting, 10k’s, Books We Reread Often, ROE/ROCE, Inflation and Much More

Ep 86. Berkshire Meeting, 10k’s, Books We Reread Often, ROE/ROCE, Inflation and Much More

Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only ...

16 Mai 201922min

Ep 85. Using Volatility to Your Advantage

Ep 85. Using Volatility to Your Advantage

Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only ...

9 Mai 201932min

Ep 84. Discount rates, Is there a place for Lower return investments in a portfolio, and Geoffs thoughts on regional banks and Majestic Wines

Ep 84. Discount rates, Is there a place for Lower return investments in a portfolio, and Geoffs thoughts on regional banks and Majestic Wines

Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only ...

2 Mai 201927min

Ep 83. All About Overlooked Stocks

Ep 83. All About Overlooked Stocks

Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only ...

25 Apr 201927min

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