Focused Compounding
Andrew Kuhn and Geoff Gannon
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š¦ Twitter: @Focusedcompound
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Important: Read our Disclaimer: https://focusedcompounding.com/disclaimer/
Sign up here: https://www.insidearbitrage.com/special/focused
š Explore our backlog:
Click here: https://focusedcompounding.com/blog/
š QuickFS:
Visit here: https://quickfs.net/?via=focused
š¦ Twitter: @Focusedcompound
āļø Email: info@focusedcompounding.com
Important: Read our Disclaimer: https://focusedcompounding.com/disclaimer/
Episodes
Mentioned books
Feb 3, 2023 ā¢ 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/
7 snips
Jan 27, 2023 ā¢ 1h 48min
Ep 382. Franchise Value, The Secret to Geoff Gannonās Investing, and Analyzing Airline Stocks
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/
Jan 20, 2023 ā¢ 2h
Ep 381. Disney and Nelson Peltz, Carvanaās Fall, Pair Trading Strategies, and Charlie Mungerās Top 3 Places to Find Stocks
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/
Jan 6, 2023 ā¢ 1h 51min
Ep 380. Stock Market Valuation, Deposit Contraction + Financials, and An Activist Campaign Against Six Flags
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/
Dec 28, 2022 ā¢ 2h 10min
Ep 379. Remembering 2022, Thoughts on FTX & SBF Debacle, and Predictions for 2023
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/
Dec 23, 2022 ā¢ 2h 2min
Ep 378. The Best Warren Buffett Stock Screener, Questions from Twitter, and Building Conviction in Your Investments
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/
Dec 16, 2022 ā¢ 2h 5min
Ep 377. Inflation Print, Fed Raised Interest Rates, Reading, and Howard Marksās New Memo
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/
Dec 9, 2022 ā¢ 1h 47min
Ep 376. Bob Iger Is Back at Disney, the Perfect Stock, and Snap Judgments 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...
Nov 18, 2022 ā¢ 1h 52min
Ep 375. Q&A: Buffettās 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 ā¢ 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...
