

Focused Compounding
Andrew Kuhn and Geoff Gannon
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đ Explore our backlog:
Click here: https://focusedcompounding.com/blog/
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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

Jun 18, 2019 ⢠36min
Ep 93. Investing Mistakes, Passing on NFLX, Coefficient Variation and Reading the Footnotes
Contact Andrew at:
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 â for just $60 a month.
Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

Jun 13, 2019 ⢠23min
Ep 92. Growth vs. Value, Magical Formula vs. The Acquires Multiple, Shareholder Value in Dark Stocks and Investor Letters We Like
Contact Andrew at:
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 â for just $60 a month.
Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

Jun 11, 2019 ⢠23min
Ep 91. Stock Talk: North American Energy Partners ($NOA) With Alex Middleton
Twitter https://twitter.com/StockWriteUps
Website: https://stockwriteups.com/
Podcast https://podcasts.apple.com/ca/podcast/value-stocks/id1422942071
Email: Alex@stockwriteups.com
Email: Valuestockspodcast@gmail.com
Contact Andrew at:
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 â for just $60 a month.
Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

Jun 6, 2019 ⢠34min
Ep 90. All About Illiquid Stocks, Our Thoughts on LEAPS and Talking About Merger Arbitrage
Contact Andrew at:
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 â for just $60 a month.
Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

Jun 4, 2019 ⢠32min
Ep 89. Sonics & Materials Inc: A Profitable Net-Net Building A Cash Pile with Luke Elliott
$SIMA
Contact Andrew at:
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 â for just $60 a month.
Join our free memo distribution list at - www.focusedcompounding.com
Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

May 30, 2019 ⢠27min
Ep 88. All About Berkshire Hathawayâs 2019 Shareholder Meeting and Other Thoughts on the Company Going Forward
Contact Andrew at:
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 â for just $60 a month.
Join our free memo distribution list at - www.focusedcompounding.com
Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

May 23, 2019 ⢠31min
Ep 87. Favorite Psychology Books, Career Advice, Specialization, Moats and Becoming a Better Investor
Contact Andrew at:
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 â for just $60 a month.
Join our free memo distribution list at - www.focusedcompounding.com
Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

May 16, 2019 ⢠23min
Ep 86. Berkshire Meeting, 10kâs, Books We Reread Often, ROE/ROCE, Inflation and Much More
Contact Andrew at:
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 â for just $60 a month.
Join our free memo distribution list at - www.focusedcompounding.com
Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

May 9, 2019 ⢠32min
Ep 85. Using Volatility to Your Advantage
Contact Andrew at:
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 â for just $60 a month.
Join our free memo distribution list at - www.focusedcompounding.com
Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

May 2, 2019 ⢠27min
Ep 84. Discount rates, Is there a place for Lower return investments in a portfolio, and Geoffs thoughts on regional banks and Majestic Wines
Contact Andrew at:
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 â for just $60 a month.
Join our free memo distribution list at - www.focusedcompounding.com
Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.


