Focused Compounding

Andrew Kuhn and Geoff Gannon

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Important: Read our Disclaimer: https://focusedcompounding.com/disclaimer/

Episodes

Mentioned books

7 snips

Jan 27, 2023 • 1h 48min

Ep 382. Franchise Value, The Secret to Geoff Gannon’s 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 • 2h

Ep 381. Disney and Nelson Peltz, Carvana’s Fall, Pair Trading Strategies, and Charlie Munger’s Top 3 Places to Find Stocks

Jan 6, 2023 • 1h 51min

Ep 380. Stock Market Valuation, Deposit Contraction + Financials, and An Activist Campaign Against Six Flags

Dec 28, 2022 • 2h 10min

Ep 379. Remembering 2022, Thoughts on FTX & SBF Debacle, and Predictions for 2023

Dec 23, 2022 • 2h 2min

Ep 378. The Best Warren Buffett Stock Screener, Questions from Twitter, and Building Conviction in Your Investments

Dec 16, 2022 • 2h 5min

Ep 377. Inflation Print, Fed Raised Interest Rates, Reading, and Howard Marks’s New Memo

Dec 9, 2022 • 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 • 1h 52min

Ep 375. Q&A: Buffett’s 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

Nov 4, 2022 • 1h 44min

Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener

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