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 18. The Two Types of Value Investing: Cheap vs. Quality

Ep 18. The Two Types of Value Investing: Cheap vs. Quality

In this episode, Andrew and Geoff give their thoughts on the controversial topic of the two types of value investing: Cheap vs. Quality.       www.focusedcompounding.com   Thanks for listening, ...

29 Mar 201823min

Ep 17. Investing in Net-Nets

Ep 17. Investing in Net-Nets

In this episode, Andrew and Geoff talk about investing in Net-Nets.    www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off you...

26 Mar 201824min

Ep 16. Investing in Spinoffs

Ep 16. Investing in Spinoffs

In this episode, Andrew and Geoff talk about their experience investing in spinoffs.    www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** t...

22 Mar 201830min

Ep 15. Q&A from Listeners: Part 3

Ep 15. Q&A from Listeners: Part 3

In this episode, Andrew and Geoff answer questions that we asked on Twitter. The questions that were asked were:    1.Does capital gain tax affect your investing decision in terms of holding periods...

19 Mar 201831min

Ep 14. Omnicom Group $OMC

Ep 14. Omnicom Group $OMC

In this podcast, Andrew and Geoff go over a stock idea that Geoff wrote about 2 years ago, which they think is an idea worth further study at current price levels. Listen in as they go over the invest...

15 Mar 201826min

Ep 13. What is Focused Compounding?

Ep 13. What is Focused Compounding?

In this special podcast, Andrew and Geoff take their listeners behind Focused Compounding's paywall and talk about the Idea Exchange, Investment Checklist, and all membership benefits.      www.foc...

12 Mar 201833min

Ep 12. Q&A from Listeners: Part 2

Ep 12. Q&A from Listeners: Part 2

In this episode, Andrew and Geoff answer questions that were asked on Twitter. The questions they go over are: 1. If intrinsic value is the discounted value of all future cash flows, how can it grow ...

12 Mar 201821min

Ep 11. Concentration vs. Diversification

Ep 11. Concentration vs. Diversification

In this episode, Andrew and Geoff share their views on diversification vs. concentration as an investor.    www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the prom...

8 Mar 201822min

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