Focused Compounding

Andrew Kuhn and Geoff Gannon

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Episodes

Mentioned books

Apr 24, 2020 • 58min

Ep 197. Investing in Airlines/Airports, and Should the Government Bailout Companies?

Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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

Apr 22, 2020 • 48min

Ep 196. Porter’s 5 Forces and Measuring a Stock’s Moat

Discover the crucial role of economic moats in investing, showcasing how strong competitive advantages lead to sustained returns. Dive into Porter's Five Forces to understand competitive dynamics and the impact of customer power. Explore intangible assets in sectors like pharmaceuticals and media, particularly Disney's library. Uncover how industry performance influences stock returns, with strategies inspired by Buffett. Plus, navigate the challenges of investing in net nets with insights on patience, diversification, and psychological factors.

Apr 20, 2020 • 45min

Ep 195. Oil Price Collapse, Beta and Overlooked Stocks, The Current Stock Market, and Business Valuation

Apr 19, 2020 • 1h 3min

Ep 194. Looking Over Warren Buffett’s Lehman Brothers 10k

Apr 13, 2020 • 1h 8min

Ep 193. Net-Net Investing, Great Businesses, Snap Judgements, and Other Investing Questions from Twitter

Apr 10, 2020 • 1h 17min

Ep 192. Investing in Net-Nets in The Current Market Environment

Apr 8, 2020 • 1h 3min

Ep 191. Is The Stock Market Acting like 1929 Crash and Investing in Serial Acquirers

Apr 7, 2020 • 48min

Ep 190. Our Thoughts on Jamie Dimon’s Shareholder Letter and Investing in Bank Stocks

Apr 6, 2020 • 29min

Ep 189. Investing in a Turbulent Market and Answering Questions From Listeners

Apr 3, 2020 • 49min

Ep 188. Buying Stocks That Are Closed For Business and Warren Buffett Selling Airlines

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