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 promo code **Podcast** to get $10 off your monthly subscription price forever.

Contact Andrew at:

Twitter: @Focusedcompound

Email: Andrew@pilotswmg.com

Contact Geoff at:

Twitter: @GeoffGannon

Email: gannononinvesting@gmail.com

Avsnitt(475)

Ep 445. Market Share and Profitability: Unraveling the Relationship

Ep 445. Market Share and Profitability: Unraveling the Relationship

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22 Apr 202429min

Ep 444. Rising Margins: Continuation or Reversion to the Mean?

Ep 444. Rising Margins: Continuation or Reversion to the Mean?

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16 Apr 202420min

Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise

Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise

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12 Apr 202436min

Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't

Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't

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9 Apr 202437min

Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates

Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates

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5 Apr 202436min

Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever

Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever

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2 Apr 202439min

Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies

Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies

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28 Mars 202428min

Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024

Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024

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26 Mars 202434min

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