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EP 313. How to Judge and Research an Industry

Jun 2, 2021
29:04
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1
Introduction
00:00 • 2min
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2
How to Find a Durable Industry
02:07 • 2min
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3
How Important Is Brandy Clothing?
04:28 • 4min
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4
Do You Think That Limiting Am Nicotine Content Will Help Cigarette Use?
08:15 • 3min
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5
Researching Companies Outside of Company Filing, Right?
11:13 • 2min
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6
Is That What You're Looking For?
13:12 • 2min
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7
What's the Modern Version of That of Newspapers?
15:20 • 3min
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8
Are You Getting More Subscribers Than You Want?
18:22 • 2min
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9
The Price to Sales Ratio Is Too High
20:19 • 2min
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10
The Future of Gambling?
22:37 • 2min
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11
Food Away From Home Is Above Food at Home Now?
24:55 • 4min
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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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