Focused Compounding
Andrew Kuhn and Geoff Gannon
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Sign up here: https://www.insidearbitrage.com/special/focused
š Explore our backlog:
Click here: https://focusedcompounding.com/blog/
š QuickFS:
Visit here: https://quickfs.net/?via=focused
š¦ Twitter: @Focusedcompound
āļø Email: info@focusedcompounding.com
Important: Read our Disclaimer: https://focusedcompounding.com/disclaimer/
Episodes
Mentioned books
Jan 27, 2021 ā¢ 45min
EP 285. Competition: How to Judge The Durability of a Business
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
Jan 26, 2021 ā¢ 30min
EP 284. Charlie Mungerās Cigar Butt: Reverse Engineering Tenneco Investment
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
Jan 21, 2021 ā¢ 33min
EP 283. Price Discovery in Microcaps, Investing in Banks, FCF Yield Plus Growth, Book Value Adjustments, and Other Questions From Twitter
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
Jan 20, 2021 ā¢ 50min
EP 282. Value vs. Growth: Thoughts on āSomething of Valueā Memo From Howard Marks
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
Jan 19, 2021 ā¢ 26min
EP 281. Thoughts on Talking to Management During Your Research Process
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
Nov 17, 2020 ā¢ 43min
EP 280. The Art of Generating Stock Investment Ideas
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
Nov 10, 2020 ā¢ 29min
EP 279. How to Spot a Business Warren Buffett Would Be Interested in
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
Nov 9, 2020 ā¢ 43min
EP 278. PREMIUM PODCAST: Thoughts on the Future of Twitter, Netflix, and Amazon
Nov 5, 2020 ā¢ 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.
Nov 3, 2020 ā¢ 1h 2min
EP 276. Free Cash Flow Plus Growth: Reverse Engineering Past Warren Buffett Investments
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
