EP 319. How We Analyze Insurance Companies

EP 319. How We Analyze Insurance Companies

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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

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Ep 428. Dear Chairman: Robert Young vs. New York Central - The Proxyteers Storm the Vanderbilt Line

Ep 428. Dear Chairman: Robert Young vs. New York Central - The Proxyteers Storm the Vanderbilt Line

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30 Jan 202438min

Ep 427. M&A Activity: Spirit/JetBlue, Hawaiian Holdings/Alaska Airlines, and Kroger/Albertsons

Ep 427. M&A Activity: Spirit/JetBlue, Hawaiian Holdings/Alaska Airlines, and Kroger/Albertsons

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25 Jan 202434min

Ep 426. Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024

Ep 426. Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024

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22 Jan 202440min

Ep 425. Dear Chairman: Benjamin Graham vs. Northern Pipeline - The Birth of Modern Shareholder Activism

Ep 425. Dear Chairman: Benjamin Graham vs. Northern Pipeline - The Birth of Modern Shareholder Activism

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16 Jan 20241h 1min

Ep 424. Outsider CEOs: Tom Murphy, A Perpetual Motion Machine for Returns

Ep 424. Outsider CEOs: Tom Murphy, A Perpetual Motion Machine for Returns

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12 Jan 202440min

Ep 423. The Warren Buffett Way: Mastering the Art of Capital Allocation

Ep 423. The Warren Buffett Way: Mastering the Art of Capital Allocation

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8 Jan 20241h 14min

Ep 422. Creating Business Systems, John Neff, Multiple Expansion, Inflection Points, and Other Investing Musings

Ep 422. Creating Business Systems, John Neff, Multiple Expansion, Inflection Points, and Other Investing Musings

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5 Jan 202439min

Ep 421.  New Year, New You: How to Invest When You Only Have An Hour a Day to Do It

Ep 421. New Year, New You: How to Invest When You Only Have An Hour a Day to Do It

How to Invest When You Only Have an Hour a Day to Do It https://focusedcompounding.com/how-to-invest-when-you-only-have-an-hour-a-day-to-do-it/   🔍 Want access to an event-driven monitor? Sign up he...

3 Jan 202431min

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