​ 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...

Focused Compounding

EP 305. Capital Allocation, 1976: Buffett Buys GEICO

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...

EP 304. Thoughts on 10 Different Stocks, REITS, MSG/MSGN, and a Bull Case for Amazon's Stock

EP 303. Capital Allocation, 1969: Buffett Buys Illinois National Bank

EP 302. Munger Buys BABA, Thoughts on 100 Baggers, Holding Overvalued Stocks, and Potential Cambria Buyout

Capital Allocation: The Financials of a New England Textile Mill 1955 - 1985 https://www.amazon.com/Capital-Alloca...​   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...

EP 301. Capital Allocation, 1967-1969: Buffett Buys National Indemnity -- and a Primer on 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. 

EP 300. Occam's Razor: How to Make Better Investing Decisions

EP 299. What's Going on in the Market? Hedge Fund Meltdown, Activism, and Answering Questions from Listeners

EP 298. Highlights and Thoughts on Charlie Munger's 2021 Daily Journal Meeting

EP 297. Capital Allocation, 1955-1962: Buffett Buys Berkshire Hathaway Stock

EP 296. Stocks Recently Looked at, Workflow, Judging a Bank's Loan Book, Books Recently Read, & Much More

https://www.tilsonfunds.com/BuffettNotreDame.pdf 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. 

Analyzing Buffett's Investment in Disney and Thoughts on Movie Theaters, Theme Parks, and Cruise Line Stocks

SKIPPING Banks: Things We Stay Away From in the Banking Industry

Mr. Market Is Your Servant: Dealing With The Current Stock Market Volatility

Where Do We Go From Here? Thoughts on Current Market Valuations, Interest Rates, Inflation Fears, Etc.

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.

hubhopper

Focused Compounding

hubhopper