Andrew Kuhn and Geoff Gannon

Focused Compounding

Descubra recursos e ferramentas valiosas para investidores, incluindo conteúdo de blog perspicaz e QuickFS para análise financeira. Conecte-se com eles no Twitter ou por e-mail.

Listen on Apple Podcasts

Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices

E462 • 75 mins • Dec 11, 2024

Episódios recentes

Dec 11, 2024

Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices

E462 • 75 mins

Nov 8, 2024

Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock

E461 • 75 mins

Oct 4, 2024

Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X

E460 • 94 mins

Sep 13, 2024

Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas

E459 • 75 mins

Aug 23, 2024

Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior

E458 • 99 mins

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Malta
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