Focused Compounding
Andrew Kuhn and Geoff Gannon
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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
Sep 15, 2020 ⢠22min
EP 255. Q&A: Valuing Stocks, Projecting Changes in Working Capital, Position Sizing, and Geoffâs Experience Investing in Liquidations
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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
Sep 10, 2020 ⢠19min
EP 254. Warren Buffett is Investing in Japan. Now What?
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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
Sep 9, 2020 ⢠26min
EP 253. The Outsiders: Our Takeaway From 8 Unconventional CEOs
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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
Sep 8, 2020 ⢠22min
EP 252. Investing in Black Box Business Models
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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
Sep 4, 2020 ⢠24min
EP 251. Opportunity in the Entertainment Industry: Analyzing Theaters, Cruises, Hotels, and Restaurants
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
Sep 3, 2020 ⢠1h 1min
EP 250. Capital Allocation: The Financials of a New England Textile Mill with Author Jacob McDonough
Buy Capital Allocation here: https://amzn.to/3gRmgr9
Follow Jacob on Twitter: @SMRFinvestments
Jacob's Blog: http://smrfinvestments.com/
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
Sep 2, 2020 ⢠30min
EP 249. Interpreting Buffettâs 13F, Contacting Management, Our Long Term Goals, and Other Questions from Twitter
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Aug 31, 2020 ⢠31min
EP 248. What Does a Perfect Stock Investment Look Like?
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Aug 29, 2020 ⢠30min
PREMIUM EPISODE: Peter Lynchâs 13-Points on What Makes a Perfect Stock
Aug 29, 2020 ⢠21min
EP 247. 5 Stocks Above a 10B Market Cap That Geoff Would Buy
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