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EP 283. Price Discovery in Microcaps, Investing in Banks, FCF Yield Plus Growth, Book Value Adjustments, and Other Questions From Twitter

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Manage episode 282880355 series 2720308
Content provided by Andrew Kuhn & Geoff Gannon, Andrew Kuhn, and Geoff Gannon. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Kuhn & Geoff Gannon, Andrew Kuhn, and Geoff Gannon or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

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414 episodes

Artwork
iconShare
 

Archived series ("Inactive feed" status)

When? This feed was archived on September 29, 2022 09:01 (1+ y ago). Last successful fetch was on August 03, 2022 18:26 (1+ y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 282880355 series 2720308
Content provided by Andrew Kuhn & Geoff Gannon, Andrew Kuhn, and Geoff Gannon. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Kuhn & Geoff Gannon, Andrew Kuhn, and Geoff Gannon or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

414 episodes

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