

Focused Compounding
Andrew Kuhn and Geoff Gannon
🔍 Want access to an event-driven monitor?
Sign up here: https://www.insidearbitrage.com/special/focused
📚 Explore our backlog:
Click here: https://focusedcompounding.com/blog/
📈 QuickFS:
Visit here: https://quickfs.net/?via=focused
🐦 Twitter: @Focusedcompound
✉️ Email: info@focusedcompounding.com
Important: Read our Disclaimer: https://focusedcompounding.com/disclaimer/
Sign up here: https://www.insidearbitrage.com/special/focused
📚 Explore our backlog:
Click here: https://focusedcompounding.com/blog/
📈 QuickFS:
Visit here: https://quickfs.net/?via=focused
🐦 Twitter: @Focusedcompound
✉️ Email: info@focusedcompounding.com
Important: Read our Disclaimer: https://focusedcompounding.com/disclaimer/
Episodes
Mentioned books

Oct 17, 2019 • 25min
Ep 125. Investing in Bank Stocks: Why Interest Rates and the Yield Curve Matter
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.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: https://www.focusedcompoundinggazette.com

Oct 15, 2019 • 31min
Ep 124. How to Read a 10k
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.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: https://www.focusedcompoundinggazette.com

Oct 11, 2019 • 22min
Ep 123. Investing Other People’s Money: Float, Deposits, Backlog, & AUM
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.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: https://www.focusedcompoundinggazette.com/

Oct 8, 2019 • 26min
Ep 122. How to Read a Balance Sheet
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.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: https://www.focusedcompoundinggazette.com

Oct 3, 2019 • 22min
Ep 121. Investing in Stocks: ROC, ROE, ROIC, ROIIC
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.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: https://www.focusedcompoundinggazette.com

Oct 2, 2019 • 27min
Ep 120. Focused Compounding Q3 Results +9.6% | +37.8% YTD
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.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: https://www.focusedcompoundinggazette.com

Oct 1, 2019 • 32min
Ep 119. Investing Mistakes, Creative Things We’ve Done For Research, DCF’s, Screens, Projections, and Other Questions From Twitter
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.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: https://www.focusedcompoundinggazette.com

Sep 26, 2019 • 27min
Ep 118. How to Read a Cash flow Statement - The MOST Important Statement
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.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: https://www.focusedcompoundinggazette.com

Sep 24, 2019 • 33min
Ep 117. Why Investors Are Hardwired to Keep Making The Same Mistakes - REITS, MLPs, IPOs, Shorting Good Stocks, and More
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.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: https://www.focusedcompoundinggazette.com

Sep 19, 2019 • 23min
Ep 116. How to Think About Margin of Safety, Seth Klarman, The Intelligent Investor, and Advice on Looking for Stocks With a Margin of Safety
Exploring the significance of margin of safety in value investing and everyday situations. Discussing the importance of margin of safety in achieving good returns and identifying companies with a margin of safety. Understanding margin of safety in debt considerations and calculating it for companies. Comparing Seth Klarman's investing style to Graham and Buffett. Emphasizing the importance of choosing stocks with a comfortable cushion for price decline.


