Ep 12. Q&A from Listeners: Part 2
Focused Compounding12 Mars 2018

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 over time? (Apart from interest rates changing)

2. What do you use as a discount rate and why? Presumably, the 30yr treasury rate is problematic because of QE

3. Now we know what the future held for See’s Candies, what was its rough intrinsic value in 1972?

4. We see disruption and weakening moats in multiple industries from media to consumer packaged goods. Are there areas and industries where you think moats are getting stronger?

5. Any opinion on UnitedHealth UNH?

6. Do you think your returns would've been better if you'd never found out about value investing? Would teenage you have avoided some of the mistakes you made as a value investor? Your style now seems to have reverted to close to what you did when starting out as a teenager.

7. What would you do for a living if you never found about investing?

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

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(478)

Ep 480. A-Z on IGV: Value Hunt in Software (F-M)

Ep 480. A-Z on IGV: Value Hunt in Software (F-M)

Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 🐦 X: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important...

29 Maj 52min

Ep 479. A-Z on IGV: Value Hunt in Software (C-E)

Ep 479. A-Z on IGV: Value Hunt in Software (C-E)

Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 🐦 X: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important...

15 Maj 50min

Ep 478. A-Z on IGV: Value Hunt in Software

Ep 478. A-Z on IGV: Value Hunt in Software

Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 🐦 X: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important...

1 Maj 1h 4min

Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders

Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders

Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 🐦 X: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important...

9 Apr 35min

Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter

Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter

00:00 Intro 01:15 First impressions of the letter 07:50 Greg’s operating framework for BRK 16:29 Capital allocation principles 21:39 Berkshire’s 2025 performance 29:40 Equity investments 34:10 Berkshi...

3 Apr 41min

Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown

Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown

00:00 Intro 00:50 Berkshire buying $GOOGL: AI revenue 06:35 Mag7 heavy capex 12:30 Circular nature of AI 16:27 Thoughts on the $NFLX / $WBD deal 29:00 $FISV / $LRN massive sell-off 43:00 Insurance bus...

7 Dec 20251h 2min

Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter

Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our i...

12 Nov 202547min

Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?

Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our i...

26 Sep 20251h 3min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
uppgang-och-fall
rss-borsens-finest
avanzapodden
24fragor
dynastin
svd-tech-brief
lastbilspodden
bathina-en-podcast
rss-dagen-med-di
rss-inga-dumma-fragor-om-pengar
fill-or-kill
tabberaset
kapitalet-en-podd-om-ekonomi
borsmorgon
rss-kort-lang-analyspodden-fran-di
rikatillsammans-om-privatekonomi-rikedom-i-livet
bilar-med-sladd