Shows
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 36Focused 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
Focused CompoundingEp 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin ProtectionQuickFS 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...
2022-07-142h 22
Focused CompoundingEp 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard PileQuickFS 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...
2022-07-072h 14
Focused CompoundingEp 363. Currency Swings, Naked Wines, Buffett + OXY, & Valuing Stocks using FCF + GrowthQuickFS 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...
2022-06-292h 17
Focused CompoundingEp 362. Value Stock vs. Value Trap: The Importance of Business MomentumQuickFS 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...
2022-06-222h 23
Focused CompoundingEp 361. Recent Inflation Print, Bear Market, and Focusing on Settled IndustriesQuickFS 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...
2022-06-151h 25
Focused CompoundingEp 360. Natural Gas, Inflation, Elon Musk + Twitter, and How Do You Know if Capital Allocation Has Created Value?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...
2022-06-082h 05
Focused CompoundingEp 359. Serial Acquirers: Good vs. Bad, Long-term Returns, Are Movie Theaters Back? & Market Update 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...
2022-06-012h 02
Focused CompoundingEp 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex 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...
2022-05-262h 03
Focused CompoundingEp 357. Berkshire’s 13-F, JetBlue’s Hostile Takeover, Paying High P/S, and Profitable Growth vs. Unprofitable GrowthQuickFS 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...
2022-05-1859 min
Focused CompoundingEp 356. Tech Crash, Stock-based Comp, Yield Curve, and Bank 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...
2022-05-111h 49
Focused CompoundingEp 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying 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...
2022-05-092h 48
Focused CompoundingEp 354. Consolidation in Banking, Growth in Unsettled Industries, Fees, and Managing Outside CapitalQuickFS 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...
2022-03-1844 min
Focused CompoundingEp 353. Revisiting Geoff’s Singular Diligence WriteupsQuickFS 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...
2022-03-171h 06
Focused CompoundingEp 352. Focusing in an Unfocused WorldQuickFS 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...
2022-03-1644 min
Focused CompoundingEp 351. Improving Deep Work + Focus, Buffett Buys OXY, TAM, Market Share, and Valuing GrowthQuickFS 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...
2022-03-1051 min
Focused CompoundingEp 350. Market Volatility, Oil & Gas, Cruises, and a Look at Movie Theater 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...
2022-03-0941 min
Focused CompoundingEp 349. Q&A: Illiquid Stocks, Deep Value, Underrated Industries, BNPL, & Moats in Big TechQuickFS 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...
2022-03-0451 min
Focused CompoundingEp 348. Warren Buffett’s 2021 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. Please read our Disclaimer: https://focusedcompounding.com/discla...
2022-03-0342 min
Focused CompoundingEp 347. Russia / Ukraine, International Investing, Have Rates Peaked? & Risk / RewardQuickFS 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
2022-03-021h 19
Focused CompoundingEp 346. Q&A: Investing Mistakes, Holding Compounders, ROIC, FCF + GrowthQuickFS 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
2022-02-2552 min
Focused CompoundingEp 345. Russia invades Ukraine, AI Lending Platforms, Market Sell-Off, Now What?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
2022-02-2448 min
Focused CompoundingEP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?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
2022-02-231h 00
Focused CompoundingEP 343. Snap Judgments, Tobacco Stocks, and Upcoming 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
2022-02-1854 min
Focused CompoundingEP 342. New Peloton CEO, Spirit + Activision + Cedar Fair Mergers, & How Will Higher Interest Rates Affect Bank Stocks?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
2022-02-101h 01
Focused CompoundingEP 341. Industry Analysis: Judging a company’s market position in its 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
2022-02-0931 min
Focused CompoundingEP 340. Snap Judgments: LMT, GD, HPQ, TACT, PCOM, HRBR, FREE, LEE, DALNQuickFS 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
2022-01-1440 min
Focused CompoundingEP 339. Competition Demystified: Customer Behavior, Reading a 10K, Retention Rates, Industry Structure, 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
2022-01-1328 min
Focused CompoundingEP 338. The Fed’s Hawkish Tone, NASDAQ Selloff, Interest Rate Hikes, Retail Stocks: Now What?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
2022-01-121h 02
Focused CompoundingEP 337. Snap Judgments, Gaming stocks, Net-nets to look for, and a case for America’s Car-MartQuickFS 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
2022-01-071h 14
Focused CompoundingEP 336. An Inside Look at Managing Investor CapitalQuickFS 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
2022-01-0655 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
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
Focused CompoundingEP 255. Q&A: Valuing Stocks, Projecting Changes in Working Capital, Position Sizing, and Geoff’s Experience Investing in Liquidationswww.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
2020-09-1522 min
Focused CompoundingEp 234. Hindsight Is Always 20/20: What 34 Year Old Geoff Would Tell His Novice Investing Selfwww.focusedcompounding.com/App
QuickFS 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
2020-07-2824 min
Focused CompoundingEp 225. Speculation vs. Investment: Ben Graham’s definition, Geoff’s definitionQuickFS 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
2020-06-3026 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 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