Shows
ChangEDPAIMS: The Backbone of Modern LearningWhat did you think of the episode? Send us a text! Join hosts Andrew Kuhn, Patrice Semicek, and Tony Mirabito for an engaging conversation with our special guest, Eric Lech. Our latest episode takes you behind the curtain to reveal how PAIMS (PA Instructional Media Services), akin to a diligent stage crew, ensures the smooth operation of educational activities through robust network infrastructure and cutting-edge instructional technology support. Learn how PAIMS supports educational technology across Pennsylvania. Discover the evolution of PAMS from its humble beginnings to its current role in network management and teacher training. 1This episode i...2024-09-1613 min
ChangEDEmpowering Minds: A Mother’s Educational LegacyWhat did you think of the episode? Send us a text!Andrew’s mom Tricia's passion for education shines through as she shares her experiences teaching across various grade levels, leaving an indelible impact on students' lives. Despite facing some relocations, Tricia's dedication to her craft remained unwavering, demonstrating resilience and commitment at every turn. As a reading specialist, she continued to inspire and empower learners to reach their full potential. Don't miss this enlightening conversation as Tricia discusses her journey as both an educator and Andrew’s mom! Want to learn more about ChangED? Check...2024-05-1221 min
Focused CompoundingEp 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basicshttps://www.prkaproxyfight.com/
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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
Operation ReviveHudson Pokemon Card Opening 1Hang out with Hudson and Andrew while Hudson explores multiple packs of Pokemon Lost Origin cards.Disclaimer... Andrew has no idea what's what in this lifestyle.. 2022-09-2222 minOperation ReviveRace Review - Columbus Running Company Grasshoppers Youth Running ClubAndrew, Raegan, and Rachel recap on Raegan's summer track season with the CRC Grasshoppers Club. Covering down on costs, training, races, and what to expect. So, is it worth it? 2022-08-0439 minOperation ReviveRace Review - 2022 NAPRF 5k and 1 MilerAndrew and the fam talk about their most recent event, the New Albany Parks and Recreation Foundation 5k and 1 miler with Nana and Grandpa Richie. Background Music by: @WhosManzYT 2022-07-1553 minOperation ReviveRace Review - 2022 Night Nation RunAndrew and Rachel talk about their recent parent's night out with family and friends at the 2022 Night Nation Run in Columbus, Ohio. Shout out to Jordan Beaver for the background music!Check him out here: https://www.youtube.com/user/UTxJazzyJay 2022-06-2940 minOperation ReviveFather's Day 2022 - Part 3 - The One with Flubbed Dad JokesTheis and the Kuhn's continue to talk about parenting and and even share a few dad jokes. 2022-06-2221 minOperation ReviveFather's Day 2022 - Part 2 - Tips, Tricks, and Rabbit HolesDipping into our episode with Andrew Theis. We finally break into our fatherly advise before diving into various life topics. 2022-06-2027 minOperation ReviveFather's Day 2022 - Part 1 - The IntroductionJoined by Andrew Theis, Rachel, and Raegan to talk dad life. 2022-06-1929 min
Operation ReviveRace Review - Columbus Hot Chocolate 15K/5KAndrew, the kids (Hudson and Raegan), and Rachel (finally making her appearance) talk about their experience completing the Hot Chocolate 5K in Columbus, Ohio. They also get side tracked by their adorable puppy, Ranger. 2021-12-0451 min
Operation ReviveRace Review - Heroes for Heroes 5k and Obstacle CourseAndrew, Hudson and Raegan talk about their experience running in the Heroes for Heroes 5k at Civic Park in Reynoldsburg, Ohio. 2021-11-2225 min
Operation ReviveRace Review - Gourdy's Pumpkin Run 5kAndrew and the kids, Hudson and Raegan, do an overview of registering and racing the 2021 Gourdy's Pumpkin Run 5k in Columbus, Ohio. 2021-11-1634 min
Operation ReviveCommenting on Comments (Father's Day Edition)Andrew breaks down several topics: Covers his own learning experiences as a father as-well-as some habits learned from his father figures... Gives personal tips on being a better dad and addressing mental health... Updates listeners on his experience with the COVID vaccine and being a "long-hauler..."And gives a behind the scenes on what's to come with Operation Revive.2021-06-2245 min
Operation ReviveSuccess Story - Avery Cunningham (Former NFL Athlete)Join Andrew and Zach as they hear how former NFL athlete, Avery Cunningham tells his story about how he joined some of the most elite athletes on the gridiron. Growing up as your average kid, Avery explains the sacrifices he had to make; challenges and setbacks he had to overcome; and the healthy traits he had to tap into in order to make it into the professional league. 2021-06-171h 27Operation ReviveConquering COVIDTag along as Andrew recaps his experiences as a Covid "Long-Hauler" and expresses the negatives and positive that come from living with the illness’ long-term impacts. 2021-05-0639 minOperation ReviveIntroduction to Operation ReviveJoin Andrew Kuhn and Zach Stonerock as they introduce themselves and Operation Revive - a podcast that aims to improve personal growth and professional development while also taking the time to build a diverse team with a desire to support one another and our communities. 2021-04-2647 min
Focused CompoundingPREMIUM POST: Investing in Trusts: Why Andrew and I Don’t Own Them, Why You Probably Won’t Want to Too – And How to Get Started if You’re Sure This is Really an Area You Want to Explore2020-11-1700 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
Focused CompoundingEp 152. How Andrew Finds Stocks for Geoff to ResearchTwitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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 writeu...2019-12-2030 min
Focused CompoundingEp 104. Our Daily RoutineContact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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...2019-08-0624 min
Focused CompoundingEp 102. Stocks to Research from Our WatchlistContact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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 o...2019-07-3032 min
Focused CompoundingEp 101. Talking About Stocks on the Focused Compounding GazetteContact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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 o...2019-07-2325 min
Focused CompoundingEp 100. What We Look For in Management, How We Judge Management, Compensation, Capital Allocation, and Much MoreContact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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 o...2019-07-1824 min
Focused CompoundingEp 99. Analyzing Stocks, Moats, Research, Advice to New Investors and Cigar Butts vs Quality BusinessesContact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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 o...2019-07-1623 min
Focused CompoundingEp 98. Focus, Deep Work, and Reading Books/10ks,Contact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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 o...2019-07-1126 min
Focused CompoundingEp 97. Pari-Mutual System, Probabilities, and Handicapping a stockContact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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 o...2019-07-0450 min
Focused CompoundingEp 96. All About Investing in BanksContact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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 o...2019-07-0228 min
Focused CompoundingEp 95. International Stocks, Screening, FCF and NI, Managing Money, and Much MoreContact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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...2019-06-2727 min
Focused CompoundingEp 93. Investing Mistakes, Passing on NFLX, Coefficient Variation and Reading the FootnotesContact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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...2019-06-1835 min
Focused CompoundingEp 92. Growth vs. Value, Magical Formula vs. The Acquires Multiple, Shareholder Value in Dark Stocks and Investor Letters We Like
Contact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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 $60 a month.
2019-06-1323 min
Focused CompoundingEp 91. Stock Talk: North American Energy Partners ($NOA) With Alex MiddletonTwitter https://twitter.com/StockWriteUps
Website: https://stockwriteups.com/
Podcast https://podcasts.apple.com/ca/podcast/value-stocks/id1422942071
Email: Alex@stockwriteups.com
Email: Valuestockspodcast@gmail.com
Contact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionab...2019-06-1123 min
Focused CompoundingEp 90. All About Illiquid Stocks, Our Thoughts on LEAPS and Talking About Merger Arbitrage
Contact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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 $60 a month.
2019-06-0634 min
Focused CompoundingEp 89. Sonics & Materials Inc: A Profitable Net-Net Building A Cash Pile with Luke Elliott$SIMA
Contact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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.2019-06-0431 min
Focused CompoundingEp 88. All About Berkshire Hathaway’s 2019 Shareholder Meeting and Other Thoughts on the Company Going ForwardContact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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...2019-05-3027 min
Focused CompoundingEp 87. Favorite Psychology Books, Career Advice, Specialization, Moats and Becoming a Better InvestorContact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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...2019-05-2330 min
Focused CompoundingEp 86. Berkshire Meeting, 10k’s, Books We Reread Often, ROE/ROCE, Inflation and Much MoreContact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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...2019-05-1622 min
Focused CompoundingEp 85. Using Volatility to Your AdvantageContact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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...2019-05-0932 min
Focused CompoundingEp 84. Discount rates, Is there a place for Lower return investments in a portfolio, and Geoffs thoughts on regional banks and Majestic WinesContact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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...2019-05-0227 min
Focused CompoundingEp 83. All About Overlooked Stocks
Contact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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. 2019-04-2527 min
Focused CompoundingEp 82. Focused Compounding Capital Management, Auditing the Accounting in Dark Stocks, Bidding for Illiquid Stocks, Spinoffs, and How We Think About O...Contact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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...2019-04-1129 min
Focused CompoundingEp 81. Value vs. Book Value, Investing in Other Countries, and How to Prejudge a StockContact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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...2019-04-0424 min
Focused CompoundingEp 80. Avoiding Confirmation Bias, Doing Research, Changes to Investing Style, and Much MoreContact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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...2019-03-2231 min
Focused CompoundingEp 79. Cloning Super Investors, Alpha, Investing Without the Internet and the Next 30 yearsStocks, Investing, Finance, Reading, Value Investing, Finance, Money, Warren Buffett, Investing Help, Trading
Contact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger...2019-03-1525 min
Focused CompoundingEp 78. Buffetts Berkshire LetterContact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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...2019-03-0726 min
Focused CompoundingEp 77. Insider Ownership, Institutional ownership, Moats, and Other Questions From ListenersContact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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...2019-02-2834 min
Focused CompoundingEp 76. Common Mistakes Investors MakeContact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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...2019-02-0641 min
Focused CompoundingEp 75. Our 5 Investing FiltersContact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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...2019-01-2435 min
Focused CompoundingEp 74. Our Research Pipeline
Contact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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.
2019-01-171h 17
Focused CompoundingEp 73. Revisiting Geoffs Initial Interest posts -- USLM, REZI, PCOA, KEWL, MLP, GRBK, VULCContact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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...2019-01-0956 min
Focused CompoundingEp 72. Guarding Against Attachment Bias, Updates on Stocks, Our Thoughts On Facebook, and More Questions From Listeners
Contact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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.
2018-12-1244 min
Focused CompoundingEp 71. Oil, Running a Public Company, and the Business of Life with Jeff Johnson - CEO of Epus Global Energyhttps://epusenergy.com
jeff@epusenergy.com
Contact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fishe...2018-12-051h 01
Focused CompoundingEp 70. Cyclical Stocks, BWXT, Buy and Hold Forever, Timberland, Portfolio Decisions, and Other Questions From TwitterContact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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...2018-11-2856 min
Focused CompoundingEp 69. Talking MicroCap Investing with MicroCapClub’s Ian CasselContact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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...2018-11-1452 min
Focused CompoundingEp 68. Talking Deep Value Investing in Japanese stocks with Clayton YoungThe coupon code is: FCPODCAST - Amazon Japan Founder Disrupting Outdated Japanese Publishing Industry - Explosive But Dubious Growth Internet Advertising Company Trading for 3.2x EV/EBIT - Flailing Clothing Company With Signs of Improvement Trading for 55% NCAV
Contact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing...2018-10-3145 min
Focused CompoundingEp 67. Revisiting ALL of Geoff’s Singular Diligence ReportsLifetime Fitness Report - https://focusedcompounding.com/wp-content/uploads/2017/05/LifeTime-Fitness-1.pdf
Breeze Eastern Report - https://focusedcompounding.com/wp-content/uploads/2017/05/Breeze-Eastern-1.pdf
Contact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the com...2018-10-241h 17
Focused CompoundingEp 66. Checking Stock Prices, Detecting Frauds, Avoiding Behavioral Biases, and other FAQs
Contact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Twitter: @GeoffGannon
Email: gannononinvesting@gmail.com
Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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...2018-10-171h 15
Focused CompoundingEp 65. His Investing Process, Being Short Tesla, and His Path to Starting Artko Capital with Peter Raboverhttps://www.hvst.com/organization/art-capital-lp
Peter's Twitter: @ArtkoCapital
info@artkocapital.com
Contact Andrew at:
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Twitter: @GeoffGannon
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Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company o...2018-10-101h 26
Focused CompoundingEp 64. Oddball Stocks, Investing in Banks, Why Price Is The Most Important Information Point, and Much More with Nate TobikNate Tobik
@oddballstocks
http://www.oddballstocks.com
https://www.completebankdata.com
Buy Nates Book here! https://amzn.to/2E1vdzY
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Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing c...2018-10-031h 29
Focused CompoundingEp 63. Good vs. Bad When It Comes to Business, Management, Incentives, Accounting, and A lot MoreContact Andrew at:
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Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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. C...2018-09-2659 min
Focused CompoundingEp 62. SuperInvestor Series: Joel GreenblattContact Andrew at:
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Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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. C...2018-09-1943 min
Focused CompoundingEp 46. The Importance of Temperament in InvestingJoin our free memo distribution list at - www.focusedcompounding.com
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2018-06-2022 min
Focused CompoundingEp 45. Mental Models for Life and InvestingThe Psychology book Andrew was referencing is "Evolutionary Psychology - The New Science Of The Mind"
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2018-06-1826 min
Focused CompoundingEp 44. Stock-Writeups and Probabilities in InvestingJoin our free memo distribution list at - www.focusedcompounding.com
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2018-06-1530 min
Focused CompoundingEp 43. Investing in an Inflationary EnvironementJoin our free memo distribution list at - www.focusedcompounding.com
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2018-06-1316 min
Focused CompoundingEp 41. FinTwitJoin our free memo distribution list at - www.focusedcompounding.com
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2018-06-0819 min
Focused CompoundingEp 40. Value Trading - Does It Ever Make Sense?Join our free memo distribution list at - www.focusedcompounding.com
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2018-06-0616 min
Focused CompoundingEp 39. Hamilton Beach Brands CoJoin our free memo distribution list at - www.focusedcompounding.com
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2018-06-0418 min
Focused CompoundingEp 38. Becoming a Better Investor, Accounting, and DCF’sJoin our free memo distribution list at - www.focusedcompounding.com
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2018-06-0120 min
Focused CompoundingEp 37. All About Our PodcastJoin our free memo distribution list at - www.focusedcompounding.com
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2018-05-3017 min
Focused CompoundingEp 36. Do We Prefer Companies That Are Controlled by the Founder? Join our free memo distribution list at - www.focusedcompounding.com
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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 35. Focused Compounding Capital ManagementJoin our free memo distribution list at - www.focusedcompounding.com
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2018-05-2518 min
Focused CompoundingEp 34. Your Edge as a Long Term InvestorJoin our free memo distribution list at - www.focusedcompounding.com
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2018-05-2320 min
Focused CompoundingEp 33. Getting to Know Andrew and GeoffJoin our free memo distribution list at - www.focusedcompounding.com
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2018-05-2028 min
Focused CompoundingEp 32. Investing With a Catalyst 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
2018-05-1724 min
Focused CompoundingEp 31. Investing in ”Overlooked Stocks”Join our free memo distribution list at - www.focusedcompounding.com
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2018-05-1418 min
Focused CompoundingEp 30. Famous Investors to FollowIn this episode, Andrew and Geoff talk about investors that they follow for stock ideas and wisdom.
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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.
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2018-05-0717 min
Focused CompoundingEp 28. Scuttlebutt InvestingIn this episode, Andrew and Geoff go over adding scuttlebutt to your investing toolbox.
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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.
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2018-04-3028 min
Focused CompoundingEp 26. Sharpening Your Accounting SkillsIn this episode, Andrew and Geoff go over the language of business -- accounting.
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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.
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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.
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...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.
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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.
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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.
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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.
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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”.
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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.
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2018-03-2923 min
Focused CompoundingEp 17. Investing in Net-NetsIn this episode, Andrew and Geoff talk about investing in Net-Nets.
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2018-03-2624 min
Focused CompoundingEp 16. Investing in SpinoffsIn this episode, Andrew and Geoff talk about their experience investing in spinoffs.
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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 $OMCIn this podcast, Andrew and Geoff go over a stock idea that Geoff wrote about 2 years ago, which they think is an idea worth further study at current price levels. Listen in as they go over the investment thesis.
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Twitter: @GeoffGa...2018-03-1526 min
Focused CompoundingEp 13. What is Focused Compounding?In this special podcast, Andrew and Geoff take their listeners behind Focused Compounding's paywall and talk about the Idea Exchange, Investment Checklist, and all membership benefits.
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2018-03-1333 min
Focused CompoundingEp 12. Q&A from Listeners: Part 2In this episode, Andrew and Geoff answer questions that were asked on Twitter. The questions they go over are:
1. If intrinsic value is the discounted value of all future cash flows, how can it grow over time? (Apart from interest rates changing)
2. What do you use as a discount rate and why? Presumably, the 30yr treasury rate is problematic because of QE
3. Now we know what the future held for See’s Candies, what was its rough intrinsic value in 1972?
4. We see disruption and weakening moats in multiple industries from media to...2018-03-1221 min
Focused CompoundingEp 11. Concentration vs. DiversificationIn this episode, Andrew and Geoff share their views on diversification vs. concentration as an investor.
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2018-03-0822 min
Focused CompoundingEp 10. Post-Mortem on Breeze-Eastern ($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.
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Twitter...2018-03-0523 min