EP 319. How We Analyze Insurance Companies

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 26. Sharpening Your Accounting Skills

Ep 26. Sharpening Your Accounting Skills

In this episode, Andrew and Geoff go over the language of business -- accounting.      Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to ...

26 Apr 201825min

Ep 25. Researching a Stock and Reading a 10k

Ep 25. Researching a Stock and Reading a 10k

In this episode, Andrew and Geoff go over their research process when it comes to doing due diligence on a company and also discuss how they read a 10k.      Join our free memo distribution list at...

23 Apr 201824min

Ep 24. Value Traps and How to Avoid Them

Ep 24. Value Traps and How to Avoid Them

In this episode, Andrew and Geoff chat about value traps. Value traps are what every investor looks to avoid — which is, buying a stock that looks “cheap”, but turns out to actually be expensive. Tune...

19 Apr 201832min

Ep 23. Japanese Net-Nets, Movado and Fossil, and a Discussion on Short Selling

Ep 23. Japanese Net-Nets, Movado and Fossil, and a Discussion on Short Selling

In this episode, Andrew and Geoff answer questions that were asked of them on Twitter.     Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure...

16 Apr 201836min

Ep 22. Tandy Leather Factory (TLF)

Ep 22. Tandy Leather Factory (TLF)

In this episode, Andrew and Geoff talk about Tandy Leather Factory (TLF), a stock Geoff wrote about at Singular Diligence back in 2015.    www.focusedcompounding.com   Thanks for listening, and be...

12 Apr 201824min

Ep 21. NACCO industries, Inc $NC

Ep 21. NACCO industries, Inc $NC

In this episode, Andrew and Geoff go over NACCO Industries, a stock that Geoff personally has invested 50% of his portfolio in. They decided to revisit the stock due to it currently trading near Geoff...

9 Apr 201825min

Ep 20. Habits For Becoming a Better Investor

Ep 20. Habits For Becoming a Better Investor

In this episode, Andrew and Geoff go over habits they believe individuals should work to develop to become a better investor.      www.focusedcompounding.com   Thanks for listening, and be sure t...

5 Apr 201831min

Ep 19. All About Moats

Ep 19. All About Moats

In this episode, Andrew and Geoff go over the topic of investing in businesses with “moats”.      www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **...

2 Apr 201828min

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