Shows
YarraBUGRuby Roseman-Gannon heads to the Olympics and the village (Brunswick CC) that got her thereFaith and Val are joined in the studio today by Andrew Gannon, father of Ruby Roseman-Gannon, one of the Australian cyclists selected for the road racing at the Paris Olympics. First we all share our bike moments, wherein Melburn Roobaix featured, before moving on to some news. We are thrilled to announce that thanks to so many wonderful listeners we blew the fundraising goal set for us this year out of the water! 3CR asked us to raise $1400 but thanks to you we raised $2157 towards keeping 3CR on the air for another year. Thank you to everyone who donated, we rea...
2024-07-0800 min
Focused CompoundingEp 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basicshttps://www.prkaproxyfight.com/
If you have any questions, require assistance in voting your BLUE proxy card, or need additional copies of the Focused Compounding Group’s proxy materials, please contact InvestorCom at the phone numbers or email address listed below.
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Additional Information Focused Compounding Group, LP, Focused Compounding Capital Management, LLC, Andrew Kuhn, Geoffrey Gannon and James Ford (collectively, the “Focused Compounding Group”) have f...
2024-02-131h 36
Andrew Petty is DyingLegacy: What It is and Why It Matters, With Maggie GannonLegacy. What is it, and why does it matter? As a 28-year veteran in the field of Otorhinolaryngology, clinical nurse specialist Maggie Gannon first encountered the transformational impact of legacy in the crucible of caring for desperately ill head and neck cancer patients. Then, cancer hit close to home. That ordeal galvanized her resolve to bring the power of legacy to everyone. Today, Maggie is the founder and CEO of Haven, the first customer-centric company built from clinical research to help the patient, the family, and the companies that serve them improve quality of life d...
2023-03-0649 minFocused CompoundingEp 382. Franchise Value, The Secret to Geoff Gannon’s Investing, and Analyzing Airline StocksQuickFS 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/disclaimer/
2023-01-271h 47
Tales from the PlinthClinical Instructor of the Year - Andrew CarlinWelcome back! Today we are joined by Andrew Carlin, a Gannon University alum, here to talk to us about his experience as being Gannon's Clinical Instructor of the Year, working in a variety of clinical settings, and his own clinical rotation in Alaska! Andrew Carlin is a PT working at the Ashtabula County Medical Center and has been there for almost 10 years. Listen in on his advice on what it takes to be a good student in the clinical setting, how to get the most out of your rotations, and more. Thanks for listening!
Any further questions...
2022-10-0341 min
heretics.Time to Disconnect: Emma GannonEmma Gannon is a famous writer. You might know her from her amazing books the Multi-hyphen Life and Disconnected, and her podcast Ctrl Alt Delete.Emma Gannon links:https://www.emmagannon.co.uk/booksCtrl Alt Delete Podcasthttps://twitter.com/emmagannonSign up to her newsletter! : https://thehyphen.substack.com/Andrew Gold links:http://youtube.com/andrewgold1http://instagram.com/andrewgold_okhttp://twitter.com/andrewgold_ok ...
2022-05-1257 min
Focused CompoundingEP 335. Investing in Alibaba, Geoff’s Hot Take On AMZN, Tech Stocks, Groupthink, & Much MoreQuickFS 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
2022-01-051h 01
Focused CompoundingEP 334. 2021 Post Mortem and Outlook for 2022QuickFS 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
2021-12-2351 min
Focused CompoundingEP 333. Q&A: Berkshire Buybacks, Company Culture, Sourcing Ideas, Is Geoff Bearish?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
2021-12-2045 min
Focused CompoundingEP 332. Interest Rates, Inflation, and Macro Worries - Where Do We Go From Here?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
2021-12-161h 06
Focused CompoundingEP 331. How No-Growth Stocks Can Lead to High Investment ReturnsQuickFS 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
2021-12-1531 min
Focused CompoundingEP 330. Our First 5 Minutes on 10 Stocks -BGFV, BKNG, MO, NLS, CRFCF, KMT, ENVA, MCK, SSNC, FRPHQuickFS 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
2021-10-1555 min
Focused CompoundingEP 329. 20 Lessons About Banking from Maxfield on BanksQuickFS 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
2021-10-131h 02
Focused CompoundingEP 328. Special Situations Investing: Revisiting and analyzing recent spinoffsQuickFS 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
2021-09-2434 min
Focused CompoundingEP 327. Snap Judgements: Our First 5 Minutes on 10 Stocks - CTO, DFIN, AMZN, DG, COST, GLXY, RILY, AMC, ENR, ARKRQuickFS 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
2021-09-2247 min
Focused CompoundingEP 326. Snap Judgements: Our First 5 Minutes on 6 Stocks - DG, BBSI, VRSN, ALOT, VLGEA, SFMQuickFS 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
2021-09-1731 min
Focused CompoundingEP 325. What are the 4 Most Important Numbers to Know About a Stock?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
2021-09-1536 min
Focused CompoundingEP 324. Snap Judgements: Our First 5 Minutes on 7 StocksQuickFS 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
2021-09-0141 min
Focused CompoundingEP 323. Asking the Right Questions: Evaluating Management, Board, Business, 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. Please read our Disclaimer: https://focusedcompounding.com/discla
2021-08-3140 min
Focused CompoundingEP 322. Q/A: Movie Theater Industry + Shortening Window, Managing Personal Portfolio, Bank Deposits, Valuing Stocks, and Much MoreQuickFS 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
2021-08-261h 08
Focused CompoundingEP 321. Where Do We Go From Here? 39x Shiller PE, Inflation, Interest Rates, China, etcQuickFS 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
2021-08-2545 min
Focused CompoundingEP 320. Investing in Emerging Markets, Creative Thinking, Float, Sizing Investments, and Other Questions from TwitterQuickFS 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
2021-07-1932 min
Focused CompoundingEP 319. How We Analyze Insurance CompaniesQuickFS 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
2021-07-1551 min
Focused CompoundingEP 318. Hunting for 10-Baggers: 9-Point Investing ChecklistQuickFS 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
2021-07-1446 min
Focused CompoundingEP 317. Fintech, Sourcing Ideas, Investing Books, and Other Questions From TwitterQuickFS 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
2021-06-2552 min
Focused CompoundingEP 316. Judging Moats: Customer Behavior, Price Sensitivity, Retention, Power of Suppliers, Distribution Process, and Much MoreQuickFS 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
2021-06-2446 min
Focused CompoundingEP 315. Why Capital Turns Matter – And What Warren Buffett Means When He Talks About ThemQuickFS 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
2021-06-2345 min
HumanzeeJitzu Podcast90:Gannon LangGannon Lang is a brown belt out of legion AJJ in San Diego who has pioneered a new lapel guard called Anubis guard.We get into how he first developed Anubis Guard as well as why he named it Anubis guard and also we spend an in ordinate amount of time talking about Yugi-oh and potential guard names.Gannons insta:https://instagram.com/gannon_lang?utm_medium=copy_linkAnubis Guard Instructional: https://jiujitsux.com/product/anubis/Gannons youtube: https://youtube.com/channel...
2021-06-121h 31
Focused CompoundingEP 314. How Much Is Too Much To Pay for a Great BusinessQuickFS 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
2021-06-0330 min
Focused CompoundingEP 313. How to Judge and Research an IndustryQuickFS 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
2021-06-0229 min
Focused CompoundingEP 312. Capital Allocation, 1966-1972: Diversified Retailing, Blue Chip Stamps, and See’s CandiesQuickFS 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...
2021-05-2424 min
Focused CompoundingEP 311. Analyzing and Investing in Holding CompaniesQuickFS 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...
2021-05-2034 min
Focused CompoundingEP 310. Berkshire Meeting, Munger/Pabrai Buy Baba, 13-Fs, Handicapping Stocks After 2020 Growth, and InflationQuickFS 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...
2021-05-1948 min
Focused CompoundingEP 309. Capital Allocation, 1975-1977: Buffett Buys Cypress, Waumbec, and K&W ProductsQuickFS 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...
2021-04-2336 min
Focused CompoundingEP 308. Improving on the Psychology of Successful InvestingQuickFS 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...
2021-04-2230 min
Focused CompoundingEP 307. Thoughts on Tobacco Stocks, DogeCoin, Blockchain, Buffett’s CVX Buy, Investing Process, and moreQuickFS 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...
2021-04-211h 14
Focused CompoundingEP 306. Jamie Dimon’s Letter, Railroad Industry, Investing Overseas, Bonds, and Much MoreQuickFS 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...
2021-04-1551 min
Focused CompoundingEP 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...
2021-04-1443 min
Focused CompoundingEP 304. Thoughts on 10 Different Stocks, REITS, MSG/MSGN, and a Bull Case for Amazon’s StockQuickFS 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...
2021-04-0937 min
Focused CompoundingEP 303. Capital Allocation, 1969: Buffett Buys Illinois National BankQuickFS 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...
2021-04-0834 min
Focused CompoundingEP 302. Munger Buys BABA, Thoughts on 100 Baggers, Holding Overvalued Stocks, and Potential Cambria BuyoutQuickFS 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...
2021-04-0748 min
Focused CompoundingEP 301. Capital Allocation, 1967-1969: Buffett Buys National Indemnity -- and a Primer on Insurance CompaniesCapital 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...
2021-04-0142 min
Focused CompoundingEP 300. Occam’s Razor: How to Make Better Investing DecisionsQuickFS 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.
2021-03-3131 min
Focused CompoundingEP 299. What’s Going on in the Market? Hedge Fund Meltdown, Activism, and Answering Questions from ListenersQuickFS 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.
2021-03-3035 min
Focused CompoundingEP 298. Highlights and Thoughts on Charlie Munger’s 2021 Daily Journal MeetingQuickFS 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.
2021-03-2537 min
Focused CompoundingEP 297. Capital Allocation, 1955-1962: Buffett Buys Berkshire Hathaway StockQuickFS 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.
2021-03-2428 min
Focused CompoundingEP 296. Stocks Recently Looked at, Workflow, Judging a Bank’s Loan Book, Books Recently Read, & Much MoreQuickFS 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.
2021-03-231h 10
Focused CompoundingEP 295. Analyzing Buffett’s Investment in Disney and Thoughts on Movie Theaters, Theme Parks, and Cruise Line Stockshttps://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.
2021-03-1158 min
Focused CompoundingEP 294. SKIPPING Banks: Things We Stay Away From in the Banking IndustryQuickFS 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.
2021-03-101h 00
Focused CompoundingEP 293. Mr. Market Is Your Servant: Dealing With The Current Stock Market VolatilityQuickFS 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.
2021-03-0926 min
Focused CompoundingEP 292. 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.
2021-03-041h 03
Focused CompoundingEP 291. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Answering YOUR QuestionsQuickFS 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.
2021-03-0326 min
Focused CompoundingEP 290. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Highlights & Our ThoughtsQuickFS 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
2021-03-0236 min
Focused CompoundingEP 289. Staying Sane in an Insane Environment, SPACs, Geoff’s Favorite Businesses, Valuation, Management, and Other Questions From TwitterQuickFS 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
2021-02-1131 min
Focused CompoundingEP 288. A Framework for Active Reading and The Importance of Operational EfficiencyQuickFS 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
2021-02-1043 min
Focused CompoundingEP 287. Value Investing in a Growth Market? 4 Value Stocks to Look AtQuickFS 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
2021-02-0929 min
Focused CompoundingEP 286. Analyzing and Investing in Insurance & Reinsurance BusinessesQuickFS 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
2021-01-2849 min
Focused CompoundingEP 285. Competition: How to Judge The Durability of a BusinessQuickFS 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
2021-01-2744 min
Focused CompoundingEP 284. Charlie Munger’s Cigar Butt: Reverse Engineering Tenneco InvestmentQuickFS 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
2021-01-2630 min
Focused CompoundingEP 283. Price Discovery in Microcaps, Investing in Banks, FCF Yield Plus Growth, Book Value Adjustments, and Other Questions From TwitterQuickFS 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
2021-01-2132 min
Focused CompoundingEP 282. Value vs. Growth: Thoughts on ”Something of Value” Memo From Howard MarksQuickFS 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
2021-01-2049 min
Focused CompoundingEP 281. Thoughts on Talking to Management During Your Research ProcessQuickFS 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
2021-01-1925 min
Focused CompoundingEP 280. The Art of Generating Stock Investment Ideaswww.focusedcompounding.com/App 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
2020-11-1743 min
Focused CompoundingEP 279. How to Spot a Business Warren Buffett Would Be Interested inwww.focusedcompounding.com/App 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
2020-11-1029 min
Focused CompoundingEP 277. Working Capital and the Cash Flow Statement: The Cash Conversion Cycle of a Businesswww.focusedcompounding.com/App 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
2020-11-051h 11
Focused CompoundingEP 276. Free Cash Flow Plus Growth: Reverse Engineering Past Warren Buffett Investmentswww.focusedcompounding.com/App
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
2020-11-031h 01
Focused CompoundingEP 274. Learning to Think Better Through Building a Latticework of Mental Modelswww.focusedcompounding.com/App
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
2020-10-2956 min
Focused CompoundingEP 273. 100x: Lessons From Analyzing Past 100-Bagger Stockswww.focusedcompounding.com/App
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
2020-10-2749 min
Focused CompoundingEP 271. How is a Bank Like a Railroad? – And Other Crazy Ideas Geoff Has About Investing In “Efficiency Driven Businesses”www.focusedcompounding.com/App
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
2020-10-2324 min
Focused CompoundingEP 270. Should You Buy Movie Theater Stocks? Our Thoughtswww.focusedcompounding.com/App
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
2020-10-2034 min
What's the Score?Episode 3 (Andrew Kurland)The guest for the show's third episode is Andrew Kurland, NASCAR reporter, country music fanatic, and sports journalist at Arizona State University. Kurland has been a NASCAR media member for over six years and has interviewed some of the best drivers in the sport. Make sure to stick around for when he and Gannon Hanevold play a round of the game "Word Sneak", popularized by Jimmy Fallon! When he's not at the speedway, Kurland is an avid listener of country music and recently started writing and playing music of his own. Listen to hear about his passion for NASCAR...
2020-08-0439 min
Focused CompoundingEp 217. Investing Books: Andrew and Geoff’s Favorites – Some Obscure OnesQuickFS Link: https://quickfs.net/company/USLM?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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com
2020-06-1226 min
My Worst Investment Ever PodcastGeoff Gannon – Watch the Weight of High Debt And Operating LeverageGeoff Gannon is a portfolio manager, podcaster, and investment writer. He manages accounts at Focus Compounding Capital Management, and he co-hosts the Focus Compounding Podcast with Andrew Kuhn. He started writing and podcasting about value investing in 2005, at the ripe young age of 19. Since then, Geoff has written hundreds of articles for Seeking Alpha and Guru Focus. He wrote the Gannon On Investing newsletter in 2006 and two GuruFocus newsletters from 2010-2012. In 2013, he co-founded Singular Diligence (a monthly investment newsletter) with Quan Hoang and authored all issues from 2013-2016. In 2017, he co-founded the Focused Compounding...
2019-11-1428 min
Focused CompoundingEp 45. Mental Models for Life and InvestingThe Psychology book Andrew was referencing is "Evolutionary Psychology - The New Science Of The Mind"
Join our free memo distribution list at - www.focusedcompounding.com
Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
Contact Andrew at:
Twitter: @Focusedcompound
Email: Andrew@pilotswmg.com
Contact Geoff at:
Twitter: @GeoffGannon
Email: gannononinvesting@gmail.com
2018-06-1826 min
Focused CompoundingEp 36. Do We Prefer Companies That Are Controlled by the Founder? Join our free memo distribution list at - www.focusedcompounding.com
Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
Contact Andrew at:
Twitter: @Focusedcompound
Email: Andrew@pilotswmg.com
Contact Geoff at:
Twitter: @GeoffGannon
Email: gannononinvesting@gmail.com
In this episode, Andrew and Geoff go over books that have helped them as investors.
Join our free memo distribution list at - www.fo...
2018-05-2818 min
Focused CompoundingEp 33. Getting to Know Andrew and GeoffJoin our free memo distribution list at - www.focusedcompounding.com
Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
Contact Andrew at:
Twitter: @Focusedcompound
Email: Andrew@pilotswmg.com
Contact Geoff at:
Twitter: @GeoffGannon
Email: gannononinvesting@gmail.com
2018-05-2028 min
Focused CompoundingEp 30. Famous Investors to FollowIn this episode, Andrew and Geoff talk about investors that they follow for stock ideas and wisdom.
Join our free memo distribution list at - www.focusedcompounding.com
Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
Contact Andrew at:
Twitter: @Focusedcompound
Email: Andrew@pilotswmg.com
Contact Geoff at:
Twitter: @GeoffGannon
Email: gannononinvesting@gmail.com
2018-05-1018 min
Focused CompoundingEp 29. Books for Becoming Better InvestorsIn this episode, Andrew and Geoff go over books that have helped them as investors.
Join our free memo distribution list at - www.focusedcompounding.com
Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
Contact Andrew at:
Twitter: @Focusedcompound
Email: Andrew@pilotswmg.com
Contact Geoff at:
Twitter: @GeoffGannon
Email: gannononinvesting@gmail.com
2018-05-0717 min
Focused CompoundingEp 28. Scuttlebutt InvestingIn this episode, Andrew and Geoff go over adding scuttlebutt to your investing toolbox.
Join our free memo distribution list at - www.focusedcompounding.com
Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
Contact Andrew at:
Twitter: @Focusedcompound
Email: Andrew@pilotswmg.com
Contact Geoff at:
Twitter: @GeoffGannon
Email: gannononinvesting@gmail.com
2018-05-0331 min
Focused CompoundingEp 27. Questions From Listeners, $KEWL, Tobacco Stocks, and FANGIn this episode, Andrew and Geoff answer questions from their listeners.
Join our free memo distribution list at - www.focusedcompounding.com
Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
Contact Andrew at:
Twitter: @Focusedcompound
Email: Andrew@pilotswmg.com
Contact Geoff at:
Twitter: @GeoffGannon
Email: gannononinvesting@gmail.com
2018-04-3028 min
Focused CompoundingEp 26. Sharpening Your Accounting SkillsIn this episode, Andrew and Geoff go over the language of business -- accounting.
Join our free memo distribution list at - www.focusedcompounding.com
Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
Contact Andrew at:
Twitter: @Focusedcompound
Email: Andrew@pilotswmg.com
Contact Geoff at:
Twitter: @GeoffGannon
Email: gannononinvesting@gmail.com
2018-04-2625 min
Focused CompoundingEp 25. Researching a Stock and Reading a 10kIn this episode, Andrew and Geoff go over their research process when it comes to doing due diligence on a company and also discuss how they read a 10k.
Join our free memo distribution list at - www.focusedcompounding.com
Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
Contact Andrew at:
Twitter: @Focusedcompound
Email: Andrew@pilotswmg.com
Contact Geoff at:
Twitter: @GeoffGan...
2018-04-2324 min
Focused CompoundingEp 24. Value Traps and How to Avoid ThemIn this episode, Andrew and Geoff chat about value traps. Value traps are what every investor looks to avoid — which is, buying a stock that looks “cheap”, but turns out to actually be expensive. Tune in to hear their thoughts.
Join our free memo distribution list at - www.focusedcompounding.com
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Contact Andrew at:
Twitter: @Focusedcompound
Email: Andrew@pilotswmg.com
...
2018-04-1932 min
Focused CompoundingEp 23. Japanese Net-Nets, Movado and Fossil, and a Discussion on Short SellingIn this episode, Andrew and Geoff answer questions that were asked of them on Twitter.
Join our free memo distribution list at - www.focusedcompounding.com
Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
Contact Andrew at:
Twitter: @Focusedcompound
Email: Andrew@pilotswmg.com
Contact Geoff at:
Twitter: @GeoffGannon
Email: gannononinvesting@gmail.com
2018-04-1636 min
Focused CompoundingEp 22. Tandy Leather Factory (TLF)In this episode, Andrew and Geoff talk about Tandy Leather Factory (TLF), a stock Geoff wrote about at Singular Diligence back in 2015.
www.focusedcompounding.com
Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
Contact Andrew at:
Twitter: @Focusedcompound
Email: Andrew@pilotswmg.com
Contact Geoff at:
Twitter: @GeoffGannon
Email: gannononinvesting@gmail.com
2018-04-1224 min
Focused CompoundingEp 21. NACCO industries, Inc $NCIn this episode, Andrew and Geoff go over NACCO Industries, a stock that Geoff personally has invested 50% of his portfolio in. They decided to revisit the stock due to it currently trading near Geoffs original buy-in price.
www.focusedcompounding.com
Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
Contact Andrew at:
Twitter: @Focusedcompound
Email: Andrew@pilotswmg.com
Contact Geoff at:
Twitter: @GeoffGannon
Email...
2018-04-0925 min
Focused CompoundingEp 20. Habits For Becoming a Better InvestorIn this episode, Andrew and Geoff go over habits they believe individuals should work to develop to become a better investor.
www.focusedcompounding.com
Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
Contact Andrew at:
Twitter: @Focusedcompound
Email: Andrew@pilotswmg.com
Contact Geoff at:
Twitter: @GeoffGannon
Email: gannononinvesting@gmail.com
2018-04-0531 min
Focused CompoundingEp 19. All About MoatsIn this episode, Andrew and Geoff go over the topic of investing in businesses with “moats”.
www.focusedcompounding.com
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Contact Andrew at:
Twitter: @Focusedcompound
Email: Andrew@pilotswmg.com
Contact Geoff at:
Twitter: @GeoffGannon
Email: gannononinvesting@gmail.com
2018-04-0228 min
Focused CompoundingEp 18. The Two Types of Value Investing: Cheap vs. QualityIn this episode, Andrew and Geoff give their thoughts on the controversial topic of the two types of value investing: Cheap vs. Quality.
www.focusedcompounding.com
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Contact Andrew at:
Twitter: @Focusedcompound
Email: Andrew@pilotswmg.com
Contact Geoff at:
Twitter: @GeoffGannon
Email: gannononinvesting@gmail.com
2018-03-2923 min
Focused CompoundingEp 17. Investing in Net-NetsIn this episode, Andrew and Geoff talk about investing in Net-Nets.
www.focusedcompounding.com
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Contact Andrew at:
Twitter: @Focusedcompound
Email: Andrew@pilotswmg.com
Contact Geoff at:
Twitter: @GeoffGannon
Email: gannononinvesting@gmail.com
2018-03-2624 min
Focused CompoundingEp 16. Investing in SpinoffsIn this episode, Andrew and Geoff talk about their experience investing in spinoffs.
www.focusedcompounding.com
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Contact Andrew at:
Twitter: @Focusedcompound
Email: Andrew@pilotswmg.com
Contact Geoff at:
Twitter: @GeoffGannon
Email: gannononinvesting@gmail.com
2018-03-2230 min
Focused CompoundingEp 15. Q&A from Listeners: Part 3In this episode, Andrew and Geoff answer questions that we asked on Twitter. The questions that were asked were:
1.Does capital gain tax affect your investing decision in terms of holding periods? Like if there is capital gain tax at all, will that affect how u invest in any way?
2.How valuable have you found the paying-member service level at data providers such as GuruFocus or Morningstar as a tool for initials checks on companies? What I mean is, when you first get interested in a company, is having access to long...
2018-03-1931 min
Focused CompoundingEp 14. Omnicom Group $OMCIn this podcast, Andrew and Geoff go over a stock idea that Geoff wrote about 2 years ago, which they think is an idea worth further study at current price levels. Listen in as they go over the investment thesis.
www.focusedcompounding.com
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Contact Andrew at:
Twitter: @Focusedcompound
Email: Andrew@pilotswmg.com
Contact Geoff at:
Twitter: @GeoffGa...
2018-03-1526 min
Focused CompoundingEp 13. What is Focused Compounding?In this special podcast, Andrew and Geoff take their listeners behind Focused Compounding's paywall and talk about the Idea Exchange, Investment Checklist, and all membership benefits.
www.focusedcompounding.com
Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
Contact Andrew at:
Twitter: @Focusedcompound
Email: Andrew@pilotswmg.com
Contact Geoff at:
Twitter: @GeoffGannon
Email: gannononinvesting@gmail.com
2018-03-1333 min
Focused CompoundingEp 12. Q&A from Listeners: Part 2In this episode, Andrew and Geoff answer questions that were asked on Twitter. The questions they go over are:
1. If intrinsic value is the discounted value of all future cash flows, how can it grow over time? (Apart from interest rates changing)
2. What do you use as a discount rate and why? Presumably, the 30yr treasury rate is problematic because of QE
3. Now we know what the future held for See’s Candies, what was its rough intrinsic value in 1972?
4. We see disruption and weakening moats in multiple industries from media to...
2018-03-1221 min
Focused CompoundingEp 11. Concentration vs. DiversificationIn this episode, Andrew and Geoff share their views on diversification vs. concentration as an investor.
www.focusedcompounding.com
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Contact Andrew at:
Twitter: @Focusedcompound
Email: Andrew@pilotswmg.com
Contact Geoff at:
Twitter: @GeoffGannon
Email: gannononinvesting@gmail.com
2018-03-0822 min
Focused CompoundingEp 10. Post-Mortem on Breeze-Eastern ($BZC)In this episode, Andrew and Geoff do a post-mortem on Breeze-Eastern (BZC), a helicopter rescue hoist company that Geoff wrote about as a buy around $11.38 per share in 2015. About a year after the recommendation, Breeze-Eastern was acquired by TransDigm (TDG) for $19.61 — Join them as they go down memory lane to reverse engineer Geoff’s thesis in the investment idea.
www.focusedcompounding.com
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Contact Andrew at:
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2018-03-0523 min
Focused CompoundingEp 9. Q&A from ListenersIn this Episode, Andrew and Geoff answer questions that were asked from their listeners. The questions they went over were:
1. When is it a good time to double down on an Investment?
2. What do you do now that you didn't do when you first started investing?
3. What is the easiest thing about investing?
4. What is the hardest thing about investing?
5. Do you ever trade stocks?
6. What kind of math do you use most in your day to day investing?
Thanks for listening, and be sure t...
2018-03-0123 min
Focused CompoundingEp 8. Post-Mortem on Weight Watchers $WTWIn this episode, Andrew and Geoff go down memory lane and relive the investment Geoff made in Weight Watchers International, Inc. $WTW. This is a "Post-Mortem" podcast, which often is a better way to study investing instead of reading investment pitches.
Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
Contact Andrew at:
Twitter: @Focusedcompound
Email: Andrew@pilotswmg.com
Contact Geoff at:
Twitter: @GeoffGannon
Email: gannononinvesting@gmail.com
2018-02-2628 min
Focused CompoundingEp 7. Cheesecake Factory $CAKEIn this episode, Andrew and Geoff talk about a potential current investment idea in Cheesecake Factory ($CAKE). CAKE was written up 3 times on the Focused Compounding website-- twice in the Idea Exchange by members, and once in the memo section.
www.focusedcompounding.com
Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
Contact Andrew at:
Twitter: @Focusedcompound
Email: Andrew@pilotswmg.com
Contact Geoff at:
Twitter: @GeoffGannon
2018-02-2616 min