Focused Compounding

Andrew Kuhn and Geoff Gannon

Episodes

Mentioned books

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May 26, 2023 • 2h 16min

Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators

QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: info@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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9 snips
May 19, 2023 • 2h 1min

Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast

https://aletteraday.substack.com/p/letter-80-todd-combs-2023   https://podcasts.apple.com/us/podcast/todd-combs-meeting-munger-buffett-and-joining-berkshire/id1502613782?i=1000611548160   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. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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May 12, 2023 • 2h 9min

Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM

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. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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4 snips
Mar 24, 2023 • 1h 58min

Ep 389. Interest Rate Hike, Credit Suisse’s Failure, and Other Banking + Economic Risks on the Horizon

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. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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Mar 17, 2023 • 1h 45min

Ep 388. SVB Financial Collapse, Modern Bank Runs, and The Future of Regional Banks

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. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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Mar 10, 2023 • 1h 45min

Ep 387. Bank Stock Sell-Offs, Higher Interest Rates, and JetBlue + Spirit Airlines Merger Arbitrage

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. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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Mar 3, 2023 • 1h 60min

Ep 386. Takeaways from Warren Buffett’s Shareholder Letter and Analyzing Ted Weschler’s Dillards 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. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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7 snips
Feb 24, 2023 • 1h 56min

Ep 385. 5 Years of Podcasting, Theme Park Industry in 2023, Munger DJCO Meeting, and Berkshire’s 13-F

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. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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Feb 10, 2023 • 2h 3min

Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition

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. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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Feb 3, 2023 • 1h 42min

Ep 383. Fed Raised Interest Rates, Market Cycles, Multi Strat Portfolio, & Airlines Look Cheap

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. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

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