

Focused Compounding
Andrew Kuhn and Geoff Gannon
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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/
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

Nov 18, 2022 ⢠1h 52min
Ep 375. Q&A: Buffettâs Best Investment, Distributor Stocks, P/E Contraction, Net Nets, etc.
Dive into the intricacies of investing with key insights on operating margins and the resilience of companies amidst inflation. Discover the impact of market sentiment on stock valuations, and analyze financial metrics of firms like Scott's Miracle-Gro, comparing them against industry standards. Enjoy a debate on which S&P 500 stock to hold long-term, reflecting on Buffett's principles. The conversation also tackles the complexities of social media in investment communication and the challenges of navigating financial reporting.

Nov 11, 2022 ⢠2h 17min
Ep 374. Tech Layoffs, Recessions, Microcap Screener, and Thoughts on the Rollup Biz Model
QuickFS Link: https://quickfs.net/?via=focused
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Focused Compounding is website 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/discla...

Nov 4, 2022 ⢠1h 44min
Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener
QuickFS Link: https://quickfs.net/?via=focused
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Focused Compounding is website 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/discla...

Oct 14, 2022 ⢠2h 3min
Ep 372. S&P 500 is Down 25% YTD, FAANG, Interest Rates, International Stocks, and Other Questions from Twitter
QuickFS Link: https://quickfs.net/?via=focused
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Focused Compounding is website 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/discla...

Sep 29, 2022 ⢠1h 57min
Ep 371. Bank of England Emergency, Cheap UK Stocks, Interest Rates, and US Insurance Companies
Presentation: https://drive.google.com/file/d/1KiqCBLZNEt5viDJKZxX6AsXVs4FD2ZlI/view?usp=sharing
QuickFS Link: https://quickfs.net/?via=focused
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Focused Compounding is website 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/discla...

Sep 19, 2022 ⢠1h 40min
Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter
Presentation: https://drive.google.com/file/d/1Dnz6f5Ym7FpT88y30JgENB7310pnETQQ/view?usp=sharing
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/discla...

Sep 7, 2022 ⢠1h 57min
Ep 369. Interest Rates, US Deficit, and the First 8 Things to Look at When Researching a Stock
Presentation: https://drive.google.com/file/d/1SImDgLmrd8t2s_dCM6RCVDRe8nxs3Fov/view?usp=sharing
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/discla...

Sep 5, 2022 ⢠2h 2min
Ep 368. Favorite Buffett Lessons, Yield Curve, Inflation, Management Teams, & Matching a Style to Your Personality
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/discla...

Aug 3, 2022 ⢠1h 43min
Ep 367. Fed Funds Rate, Celsius Deal, FCF + Growth, Bargaining Power, & The Best Business Advantages
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/discla...

Jul 27, 2022 ⢠2h 3min
Ep 366. Microsoft + Netflix, Advice for New Investors, Buffett/Munger, and Testing Bargaining Power
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/discla...