Geoff Gannon
Regular contributor on Focused Compounding who provides macro and equity market analysis, with deep experience discussing Fed policy, financial history, and sector-level impacts on investments.
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Jan 27, 2023 • 1h 48min
Ep 382. Franchise Value, The Secret to Geoff Gannon’s Investing, and Analyzing Airline Stocks
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Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our
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Nov 5, 2020 • 1h 12min
EP 277. Working Capital and the Cash Flow Statement: The Cash Conversion Cycle of a Business
Geoff Gannon, an investment analyst and writer known for his expertise in valuation and cash flow analysis, dives into the intricacies of working capital. He explains why cash flow is often a more reliable metric than earnings, discussing the implications of stock-based compensation and dilution. Listeners will learn about managing receivables during crises, the impact of inventory on cash flow, and signs of aggressive sales tactics. Gannon also shares insights on industry comparisons, using examples from Amazon and Micron to illustrate his points.
