Focused Compounding
Andrew Kuhn and Geoff Gannon
đ Want access to an event-driven monitor?
Sign up here: https://www.insidearbitrage.com/special/focused
đ Explore our backlog:
Click here: https://focusedcompounding.com/blog/
đ QuickFS:
Visit here: https://quickfs.net/?via=focused
đŚ Twitter: @Focusedcompound
âď¸ Email: info@focusedcompounding.com
Important: Read our Disclaimer: https://focusedcompounding.com/disclaimer/
Sign up here: https://www.insidearbitrage.com/special/focused
đ Explore our backlog:
Click here: https://focusedcompounding.com/blog/
đ QuickFS:
Visit here: https://quickfs.net/?via=focused
đŚ Twitter: @Focusedcompound
âď¸ Email: info@focusedcompounding.com
Important: Read our Disclaimer: https://focusedcompounding.com/disclaimer/
Episodes
Mentioned books
Oct 14, 2022 ⢠2h 3min
Ep 372. S&P 500 is Down 25% YTD, FAANG, Interest Rates, International Stocks, and Other Questions from Twitter
QuickFS Link: https://quickfs.net/?via=focused
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Focused Compounding is website 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...
Sep 29, 2022 ⢠1h 57min
Ep 371. Bank of England Emergency, Cheap UK Stocks, Interest Rates, and US Insurance Companies
Presentation: https://drive.google.com/file/d/1KiqCBLZNEt5viDJKZxX6AsXVs4FD2ZlI/view?usp=sharing
QuickFS Link: https://quickfs.net/?via=focused
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Focused Compounding is website 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...
Sep 19, 2022 ⢠1h 40min
Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter
Presentation: https://drive.google.com/file/d/1Dnz6f5Ym7FpT88y30JgENB7310pnETQQ/view?usp=sharing
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...
Sep 7, 2022 ⢠1h 57min
Ep 369. Interest Rates, US Deficit, and the First 8 Things to Look at When Researching a Stock
Presentation: https://drive.google.com/file/d/1SImDgLmrd8t2s_dCM6RCVDRe8nxs3Fov/view?usp=sharing
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...
Sep 5, 2022 ⢠2h 2min
Ep 368. Favorite Buffett Lessons, Yield Curve, Inflation, Management Teams, & Matching a Style to Your Personality
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...
Aug 3, 2022 ⢠1h 43min
Ep 367. Fed Funds Rate, Celsius Deal, FCF + Growth, Bargaining Power, & The Best Business Advantages
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...
Jul 27, 2022 ⢠2h 3min
Ep 366. Microsoft + Netflix, Advice for New Investors, Buffett/Munger, and Testing Bargaining Power
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...
28 snips
Jul 14, 2022 ⢠2h 22min
Ep 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection
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...
Jul 7, 2022 ⢠2h 14min
Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile
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...
Jun 29, 2022 ⢠2h 18min
Ep 363. Currency Swings, Naked Wines, Buffett + OXY, & Valuing Stocks using FCF + Growth
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...
