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]]> Fri, 29 May 2026 09:27:34 -0500 https://podbean.com/?v=5.5 en us Copyright 2021 All rights reserved. Business 1440 episodic 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/ Andrew Kuhn and Geoff Gannon Andrew Kuhn and Geoff Gannon No false https://feed.podbean.com/focusedcompoundinginvest/feed.xml https://pbcdn1.podbean.com/imglogo/image-logo/14983184/PB-Logo-01.jpg Focused Compounding https://focusedcompoundinginvest.podbean.com 144 144 Ep 480. A-Z on IGV: Value Hunt in Software (F-M) Ep 480. A-Z on IGV: Value Hunt in Software (F-M) https://focusedcompoundinginvest.podbean.com/e/ep-480-a-z-on-igv-value-hunt-in-software-f-m/ https://focusedcompoundinginvest.podbean.com/e/ep-480-a-z-on-igv-value-hunt-in-software-f-m/#comments Fri, 29 May 2026 09:27:34 -0500 focusedcompoundinginvest.podbean.com/4fbc165a-4bde-396a-b631-129576de458b Subscribe now: https://t.co/I65UzM4uFB

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]]> Andrew Kuhn and Geoff Gannon false No 3134 480 full Ep 479. A-Z on IGV: Value Hunt in Software (C-E) Ep 479. A-Z on IGV: Value Hunt in Software (C-E) https://focusedcompoundinginvest.podbean.com/e/ep-479-a-z-on-igv-value-hunt-in-software-c-e/ https://focusedcompoundinginvest.podbean.com/e/ep-479-a-z-on-igv-value-hunt-in-software-c-e/#comments Fri, 15 May 2026 08:27:47 -0500 focusedcompoundinginvest.podbean.com/04d5baf1-903c-3099-a96e-1295cbf006f5 Subscribe now: https://t.co/I65UzM4uFB

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]]> Andrew Kuhn and Geoff Gannon false No 3041 479 full Ep 478. A-Z on IGV: Value Hunt in Software Ep 478. A-Z on IGV: Value Hunt in Software https://focusedcompoundinginvest.podbean.com/e/ep-478-a-z-on-igv-value-hunt-in-software/ https://focusedcompoundinginvest.podbean.com/e/ep-478-a-z-on-igv-value-hunt-in-software/#comments Fri, 01 May 2026 08:45:11 -0500 focusedcompoundinginvest.podbean.com/be708450-cc35-3a23-a278-8cb0c5fcdd7e Subscribe now: https://t.co/I65UzM4uFB

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]]> Andrew Kuhn and Geoff Gannon false No 3866 478 full Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders https://focusedcompoundinginvest.podbean.com/e/ep-477-jamie-dimon-s-annual-letter-to-jpmorgan-shareholders/ https://focusedcompoundinginvest.podbean.com/e/ep-477-jamie-dimon-s-annual-letter-to-jpmorgan-shareholders/#comments Thu, 09 Apr 2026 08:52:46 -0500 focusedcompoundinginvest.podbean.com/decc8311-b4ce-3e40-bd93-5108b4846f02 Subscribe now: https://t.co/I65UzM4uFB

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]]> Andrew Kuhn and Geoff Gannon false No 2136 477 full Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter https://focusedcompoundinginvest.podbean.com/e/ep-476-greg-abels-first-berkshire-hathaway-shareholder-letter/ https://focusedcompoundinginvest.podbean.com/e/ep-476-greg-abels-first-berkshire-hathaway-shareholder-letter/#comments Fri, 03 Apr 2026 09:07:02 -0500 focusedcompoundinginvest.podbean.com/d37d92db-6fa5-3707-b7a4-302fb6330101 00:00 Intro 01:15 First impressions of the letter 07:50 Greg’s operating framework for BRK 16:29 Capital allocation principles 21:39 Berkshire’s 2025 performance 29:40 Equity investments 34:10 Berkshire’s size is its own prison 36:50 Takeaways

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]]> 00:00 Intro
01:15 First impressions of the letter
07:50 Greg’s operating framework for BRK
16:29 Capital allocation principles
21:39 Berkshire’s 2025 performance
29:40 Equity investments
34:10 Berkshire’s size is its own prison
36:50 Takeaways

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]]> Andrew Kuhn and Geoff Gannon false No 2477 476 full Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown https://focusedcompoundinginvest.podbean.com/e/ep-474-ai-capex-nflxwbd-deal-and-the-fisvlrn-meltdown/ https://focusedcompoundinginvest.podbean.com/e/ep-474-ai-capex-nflxwbd-deal-and-the-fisvlrn-meltdown/#comments Sun, 07 Dec 2025 13:17:08 -0600 focusedcompoundinginvest.podbean.com/2bedd54d-c6e8-3106-b99e-bd0c62b183e5 00:00 Intro 00:50 Berkshire buying $GOOGL: AI revenue 06:35 Mag7 heavy capex 12:30 Circular nature of AI 16:27 Thoughts on the $NFLX / $WBD deal 29:00 $FISV / $LRN massive sell-off 43:00 Insurance business heading into 2026 45:50 Housing industry 51:00 Capital cycles

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]]> 00:00 Intro
00:50 Berkshire buying $GOOGL: AI revenue
06:35 Mag7 heavy capex
12:30 Circular nature of AI
16:27 Thoughts on the $NFLX / $WBD deal
29:00 $FISV / $LRN massive sell-off
43:00 Insurance business heading into 2026
45:50 Housing industry
51:00 Capital cycles

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]]> Andrew Kuhn and Geoff Gannon false No 3724 475 full Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter https://focusedcompoundinginvest.podbean.com/e/ep-474-buffett-s-thanksgiving-letter-and-berkshire-s-next-chapter/ https://focusedcompoundinginvest.podbean.com/e/ep-474-buffett-s-thanksgiving-letter-and-berkshire-s-next-chapter/#comments Wed, 12 Nov 2025 10:20:58 -0600 focusedcompoundinginvest.podbean.com/690ba7da-6265-3f5f-b6bd-5ac4aa075984 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 2834 474 full Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates? Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates? https://focusedcompoundinginvest.podbean.com/e/ep-473-what-happens-to-stocks-when-the-fed-starts-cutting-rates/ https://focusedcompoundinginvest.podbean.com/e/ep-473-what-happens-to-stocks-when-the-fed-starts-cutting-rates/#comments Fri, 26 Sep 2025 16:17:46 -0500 focusedcompoundinginvest.podbean.com/c79b31d5-c2d0-3d55-8a24-d069c4df003b 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 3817 473 full Ep 472. Moats in Commodities: Why Some Price Takers Win Big Ep 472. Moats in Commodities: Why Some Price Takers Win Big https://focusedcompoundinginvest.podbean.com/e/ep-472-moats-in-commodities-why-some-price-takers-win-big/ https://focusedcompoundinginvest.podbean.com/e/ep-472-moats-in-commodities-why-some-price-takers-win-big/#comments Fri, 05 Sep 2025 16:11:49 -0500 focusedcompoundinginvest.podbean.com/f32ac4e7-690e-3a09-991a-81feb871807b 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 3700 472 full Ep 471. Howard Marks’ Memo: The Calculus of Value Ep 471. Howard Marks’ Memo: The Calculus of Value https://focusedcompoundinginvest.podbean.com/e/ep-471-howard-marks-memo-the-calculus-of-value/ https://focusedcompoundinginvest.podbean.com/e/ep-471-howard-marks-memo-the-calculus-of-value/#comments Fri, 29 Aug 2025 14:25:04 -0500 focusedcompoundinginvest.podbean.com/4381891d-ec70-3506-b824-29269b4052d6 https://www.oaktreecapital.com/insights/memo/the-calculus-of-value

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]]> https://www.oaktreecapital.com/insights/memo/the-calculus-of-value

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]]> Andrew Kuhn and Geoff Gannon false No 2611 471 full Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves https://focusedcompoundinginvest.podbean.com/e/ep-470-13-f-season-berkshire-fundsmith-and-superinvestor-moves/ https://focusedcompoundinginvest.podbean.com/e/ep-470-13-f-season-berkshire-fundsmith-and-superinvestor-moves/#comments Fri, 22 Aug 2025 14:52:14 -0500 focusedcompoundinginvest.podbean.com/8db5edca-f5f0-3bb8-86a8-6724955e6246 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 3747 470 full Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AI’s Disruption of Investing Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AI’s Disruption of Investing https://focusedcompoundinginvest.podbean.com/e/ep-469-investor-qa-from-low-beta-growth-stocks-to-ai-s-disruption-of-investing/ https://focusedcompoundinginvest.podbean.com/e/ep-469-investor-qa-from-low-beta-growth-stocks-to-ai-s-disruption-of-investing/#comments Fri, 15 Aug 2025 09:55:24 -0500 focusedcompoundinginvest.podbean.com/53a94a0e-6dab-36dc-b13a-2d387aa6b9a3 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 5673 469 full Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation https://focusedcompoundinginvest.podbean.com/e/ep-468-regulated-to-unleashed-finding-inflections-in-deregulation/ https://focusedcompoundinginvest.podbean.com/e/ep-468-regulated-to-unleashed-finding-inflections-in-deregulation/#comments Fri, 08 Aug 2025 09:44:01 -0500 focusedcompoundinginvest.podbean.com/7314c337-a5f2-30e1-872d-1180aea84833 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 4497 468 full Ep 467. Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance Ep 467. Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance https://focusedcompoundinginvest.podbean.com/e/ep-467-gross-margin-gross-profit-per-share-as-predictors-of-stock-price-performance/ https://focusedcompoundinginvest.podbean.com/e/ep-467-gross-margin-gross-profit-per-share-as-predictors-of-stock-price-performance/#comments Fri, 01 Aug 2025 09:16:13 -0500 focusedcompoundinginvest.podbean.com/474c4a23-6a68-31c8-8f21-8ffd84bd1493 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 4240 467 full Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett https://focusedcompoundinginvest.podbean.com/e/ep-466-all-time-highs-passive-distortions-and-thoughts-on-brk-post-buffett/ https://focusedcompoundinginvest.podbean.com/e/ep-466-all-time-highs-passive-distortions-and-thoughts-on-brk-post-buffett/#comments Mon, 28 Jul 2025 10:25:31 -0500 focusedcompoundinginvest.podbean.com/6dc4588e-cb78-3706-9e36-c40dd84e0fd5 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 3642 466 full Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now? Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now? https://focusedcompoundinginvest.podbean.com/e/ep-465-massive-sell-off-sparked-by-tariffs-oil-crash-and-interest-rates-%e2%80%94-what-now/ https://focusedcompoundinginvest.podbean.com/e/ep-465-massive-sell-off-sparked-by-tariffs-oil-crash-and-interest-rates-%e2%80%94-what-now/#comments Sat, 12 Apr 2025 15:50:21 -0500 focusedcompoundinginvest.podbean.com/ff0d66ae-d439-349b-b5a9-0346cc969931 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 3775 465 full Ep 464. Buffett’s Playbook: Past and Present Ep 464. Buffett’s Playbook: Past and Present https://focusedcompoundinginvest.podbean.com/e/ep-464-buffett-s-playbook-past-and-present/ https://focusedcompoundinginvest.podbean.com/e/ep-464-buffett-s-playbook-past-and-present/#comments Fri, 21 Mar 2025 15:52:34 -0500 focusedcompoundinginvest.podbean.com/e4698a76-544e-3255-8916-4fddec11a7f6 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 3825 464 full Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders https://focusedcompoundinginvest.podbean.com/e/ep-463-key-takeaways-from-warren-buffetts-2024-letter-to-berkshire-shareholders/ https://focusedcompoundinginvest.podbean.com/e/ep-463-key-takeaways-from-warren-buffetts-2024-letter-to-berkshire-shareholders/#comments Fri, 28 Feb 2025 08:08:48 -0600 focusedcompoundinginvest.podbean.com/f3b2df41-07d9-3d3e-99b4-74c3d01adf67 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 4369 463 full Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices https://focusedcompoundinginvest.podbean.com/e/ep-462-berkshires-13-f-buybacks-at-100x-pe-and-momentum-pods-effects-on-stock-prices/ https://focusedcompoundinginvest.podbean.com/e/ep-462-berkshires-13-f-buybacks-at-100x-pe-and-momentum-pods-effects-on-stock-prices/#comments Wed, 11 Dec 2024 08:56:33 -0600 focusedcompoundinginvest.podbean.com/9f98d1f2-dcf2-3017-a330-5c2b4e8e199d 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 4476 462 full Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock https://focusedcompoundinginvest.podbean.com/e/ep-461-the-trump-economy-interest-rates-deficits-supermarkets-and-an-intriguing-value-stock/ https://focusedcompoundinginvest.podbean.com/e/ep-461-the-trump-economy-interest-rates-deficits-supermarkets-and-an-intriguing-value-stock/#comments Fri, 08 Nov 2024 14:33:16 -0600 focusedcompoundinginvest.podbean.com/ab86f217-3515-3a91-993c-b762bec93103 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 4520 461 full Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X https://focusedcompoundinginvest.podbean.com/e/ep-460-strong-jobs-report-bond-market-signals-scale-economies-shared-and-questions-from-x/ https://focusedcompoundinginvest.podbean.com/e/ep-460-strong-jobs-report-bond-market-signals-scale-economies-shared-and-questions-from-x/#comments Fri, 04 Oct 2024 12:11:41 -0500 focusedcompoundinginvest.podbean.com/7bce7d10-e3c0-3497-af42-74d82ba7f5c5 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 5659 460 full Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas https://focusedcompoundinginvest.podbean.com/e/ep-459-interest-rates-recessions-customer-behavior-and-themes-vs-individual-ideas/ https://focusedcompoundinginvest.podbean.com/e/ep-459-interest-rates-recessions-customer-behavior-and-themes-vs-individual-ideas/#comments Fri, 13 Sep 2024 14:38:50 -0500 focusedcompoundinginvest.podbean.com/141b4f3e-eb53-3f3f-93e8-0182ea9924f5 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 4518 459 full Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior https://focusedcompoundinginvest.podbean.com/e/ep-458-capital-allocation-returns-aap-vs-azo-family-entertainment-stocks-supplier-concentration-and-customer-behavior/ https://focusedcompoundinginvest.podbean.com/e/ep-458-capital-allocation-returns-aap-vs-azo-family-entertainment-stocks-supplier-concentration-and-customer-behavior/#comments Fri, 23 Aug 2024 14:35:33 -0500 focusedcompoundinginvest.podbean.com/b5a56707-778b-3a60-9e3e-ab2c79c6253c 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 5952 458 full Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X https://focusedcompoundinginvest.podbean.com/e/ep-457-first-12-hours-on-a-stock-13-fs-nkesbuxulta-and-questions-from-x/ https://focusedcompoundinginvest.podbean.com/e/ep-457-first-12-hours-on-a-stock-13-fs-nkesbuxulta-and-questions-from-x/#comments Fri, 16 Aug 2024 16:44:58 -0500 focusedcompoundinginvest.podbean.com/ecc31783-67b7-3f6d-adca-4714a978edcc 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 5977 457 full Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence https://focusedcompoundinginvest.podbean.com/e/ep-456-yen-carry-trade-buffetts-aapl-sales-and-mcs-vs-cnk-price-divergence/ https://focusedcompoundinginvest.podbean.com/e/ep-456-yen-carry-trade-buffetts-aapl-sales-and-mcs-vs-cnk-price-divergence/#comments Sun, 11 Aug 2024 08:11:31 -0500 focusedcompoundinginvest.podbean.com/68fc46a8-c7c9-325f-b1e4-f05c4b81b38f 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 3504 456 full Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024 Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024 https://focusedcompoundinginvest.podbean.com/e/ep-455-box-office-sp-500-vs-russell-ytd-nvda-and-value-investing-in-2024/ https://focusedcompoundinginvest.podbean.com/e/ep-455-box-office-sp-500-vs-russell-ytd-nvda-and-value-investing-in-2024/#comments Wed, 17 Jul 2024 11:06:11 -0500 focusedcompoundinginvest.podbean.com/c7ad4551-5c94-3be1-9f40-46897ffb12f8 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 5309 455 full Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry https://focusedcompoundinginvest.podbean.com/e/ep-454-cable-talk-charter-s-valuation-a-ted-weschler-position-and-thoughts-on-the-industry/ https://focusedcompoundinginvest.podbean.com/e/ep-454-cable-talk-charter-s-valuation-a-ted-weschler-position-and-thoughts-on-the-industry/#comments Tue, 25 Jun 2024 10:02:57 -0500 focusedcompoundinginvest.podbean.com/36477588-5c07-392f-a33c-320fe6cabf7b 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 1566 454 full Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA https://focusedcompoundinginvest.podbean.com/e/ep-453-asset-earnings-equivalence-cyclical-downturns-and-thoughts-on-nvda/ https://focusedcompoundinginvest.podbean.com/e/ep-453-asset-earnings-equivalence-cyclical-downturns-and-thoughts-on-nvda/#comments Wed, 29 May 2024 10:22:50 -0500 focusedcompoundinginvest.podbean.com/e499280f-858f-3362-afb1-5978f6c9d1e0 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 1713 453 full Ep 452. Analyzing Debt: Optimal Capital Structures Ep 452. Analyzing Debt: Optimal Capital Structures https://focusedcompoundinginvest.podbean.com/e/ep-452-analyzing-debt-optimal-capital-structures/ https://focusedcompoundinginvest.podbean.com/e/ep-452-analyzing-debt-optimal-capital-structures/#comments Fri, 24 May 2024 12:25:28 -0500 focusedcompoundinginvest.podbean.com/5cefdedc-e9e1-36b4-93b8-647cc814e5c2 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 1397 452 full Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry https://focusedcompoundinginvest.podbean.com/e/ep-451-2024-box-office-amc-short-squeeze-and-the-future-of-the-movie-industry/ https://focusedcompoundinginvest.podbean.com/e/ep-451-2024-box-office-amc-short-squeeze-and-the-future-of-the-movie-industry/#comments Tue, 21 May 2024 09:25:14 -0500 focusedcompoundinginvest.podbean.com/b5442b07-65d1-3648-9ba0-8fcc8ac9e20c 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 3033 451 full Ep 450. Our Takeaways from the Berkshire Hathaway Meeting Ep 450. Our Takeaways from the Berkshire Hathaway Meeting https://focusedcompoundinginvest.podbean.com/e/ep-450-our-takeaways-from-the-berkshire-hathaway-meeting/ https://focusedcompoundinginvest.podbean.com/e/ep-450-our-takeaways-from-the-berkshire-hathaway-meeting/#comments Thu, 16 May 2024 08:57:55 -0500 focusedcompoundinginvest.podbean.com/6b3a374b-cc68-37f2-b58a-e78e4909ecd3 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 4082 450 full Ep 449. Focused Compounding's Plan for Parks! America Ep 449. Focused Compounding's Plan for Parks! America https://focusedcompoundinginvest.podbean.com/e/ep-449-focused-compoundings-plan-for-parks-america/ https://focusedcompoundinginvest.podbean.com/e/ep-449-focused-compoundings-plan-for-parks-america/#comments Fri, 10 May 2024 11:29:58 -0500 focusedcompoundinginvest.podbean.com/d0df3f21-cd72-3d5a-86ef-22493fe8a3b8 PRKAproxyfight.com

 

The implementation of this plan is contingent on the election of Focused Compounding’s four (4) director-nominees at the Company’s Annual Meeting. The financial forecasts contained herein are not a guaranty of what will happen, but rather are based on our market knowledge, and what we believe to be conservative forecasts.

Focused Compounding is currently in a proxy contest with the Company, the outcome of which may determine the future of the Company. The Plan outlines what Focused Compounding’s nominees would propose to do if they are elected to the Board of Parks! America at the Annual Meeting, subject to their fiduciary duties.  

Additional Information and Certain Information Regarding the Participants

On May 7, 2024, Focused Compounding Fund, LP filed a definitive proxy statement (the “Proxy Statement”) with the U.S. Securities and Exchange Commission (“SEC”) in connection with the 2024 annual meeting of Parks! America, Inc., which is currently scheduled to be held virtually on June 6, 2024 at 10:00 a.m. Eastern Time.

FOCUSED COMPOUNDING STRONGLY ADVISES ALL SHAREHOLDERS OF PARKS! TO READ THE PROXY STATEMENT BECAUSE IT CONTAINS IMPORTANT INFORMATION. SUCH PROXY STATEMENT IS AVAILABLE AT NO CHARGE ON THE SEC’S WEB SITE AT HTTP://WWW.SEC.GOV. IN ADDITION, FOCUSED COMPOUNDING WILL PROVIDE COPIES OF THE PROXY STATEMENT WITHOUT CHARGE UPON REQUEST. REQUESTS FOR COPIES SHOULD BE DIRECTED TO FOCUSED COMPOUNDING’S PROXY SOLICITOR, INVESTORCOM, AT 19 OLD KINGS HIGHWAY S., SUITE 130 DARIEN, CT 06820, PROXY@INVESTOR-COM.COM. SHAREHOLDERS MAY CALL TOLL-FREE: (877) 972-0090. BANKS AND BROKERS CALL: (203) 972-9300.

]]> PRKAproxyfight.com

 

The implementation of this plan is contingent on the election of Focused Compounding’s four (4) director-nominees at the Company’s Annual Meeting. The financial forecasts contained herein are not a guaranty of what will happen, but rather are based on our market knowledge, and what we believe to be conservative forecasts.

Focused Compounding is currently in a proxy contest with the Company, the outcome of which may determine the future of the Company. The Plan outlines what Focused Compounding’s nominees would propose to do if they are elected to the Board of Parks! America at the Annual Meeting, subject to their fiduciary duties.  

Additional Information and Certain Information Regarding the Participants

On May 7, 2024, Focused Compounding Fund, LP filed a definitive proxy statement (the “Proxy Statement”) with the U.S. Securities and Exchange Commission (“SEC”) in connection with the 2024 annual meeting of Parks! America, Inc., which is currently scheduled to be held virtually on June 6, 2024 at 10:00 a.m. Eastern Time.

FOCUSED COMPOUNDING STRONGLY ADVISES ALL SHAREHOLDERS OF PARKS! TO READ THE PROXY STATEMENT BECAUSE IT CONTAINS IMPORTANT INFORMATION. SUCH PROXY STATEMENT IS AVAILABLE AT NO CHARGE ON THE SEC’S WEB SITE AT HTTP://WWW.SEC.GOV. IN ADDITION, FOCUSED COMPOUNDING WILL PROVIDE COPIES OF THE PROXY STATEMENT WITHOUT CHARGE UPON REQUEST. REQUESTS FOR COPIES SHOULD BE DIRECTED TO FOCUSED COMPOUNDING’S PROXY SOLICITOR, INVESTORCOM, AT 19 OLD KINGS HIGHWAY S., SUITE 130 DARIEN, CT 06820, PROXY@INVESTOR-COM.COM. SHAREHOLDERS MAY CALL TOLL-FREE: (877) 972-0090. BANKS AND BROKERS CALL: (203) 972-9300.

]]> Andrew Kuhn and Geoff Gannon false No 2771 449 full Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges https://focusedcompoundinginvest.podbean.com/e/ep-448-stocks-below-replacement-cost-nuclear-power-dynamics-and-insurance-premium-surges/ https://focusedcompoundinginvest.podbean.com/e/ep-448-stocks-below-replacement-cost-nuclear-power-dynamics-and-insurance-premium-surges/#comments Fri, 26 Apr 2024 09:22:36 -0500 focusedcompoundinginvest.podbean.com/0b6534e7-a37e-3ebe-a92e-ceecb3ef88fb 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 2175 448 full Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy https://focusedcompoundinginvest.podbean.com/e/ep-447-tangible-offline-vs-intangible-online-the-revenge-of-the-old-economy/ https://focusedcompoundinginvest.podbean.com/e/ep-447-tangible-offline-vs-intangible-online-the-revenge-of-the-old-economy/#comments Thu, 25 Apr 2024 06:13:27 -0500 focusedcompoundinginvest.podbean.com/7fc3f167-e6e9-369e-b8e8-d5db6b6c4677 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 2168 447 full Ep 446. Energy Investing the Warren Buffett Way Ep 446. Energy Investing the Warren Buffett Way https://focusedcompoundinginvest.podbean.com/e/ep-446-energy-investing-the-warren-buffett-way/ https://focusedcompoundinginvest.podbean.com/e/ep-446-energy-investing-the-warren-buffett-way/#comments Wed, 24 Apr 2024 09:15:20 -0500 focusedcompoundinginvest.podbean.com/a5727515-4162-3acf-8caa-b955772d2cf7 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 1953 446 full Ep 445. Market Share and Profitability: Unraveling the Relationship Ep 445. Market Share and Profitability: Unraveling the Relationship https://focusedcompoundinginvest.podbean.com/e/ep-445-market-share-and-profitability-unraveling-the-relationship/ https://focusedcompoundinginvest.podbean.com/e/ep-445-market-share-and-profitability-unraveling-the-relationship/#comments Mon, 22 Apr 2024 08:31:15 -0500 focusedcompoundinginvest.podbean.com/383e6b44-2771-3ead-9c3c-f4b964f852c6 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 1783 445 full Ep 444. Rising Margins: Continuation or Reversion to the Mean? Ep 444. Rising Margins: Continuation or Reversion to the Mean? https://focusedcompoundinginvest.podbean.com/e/ep-444-high-margins-continuation-or-mean-reversion/ https://focusedcompoundinginvest.podbean.com/e/ep-444-high-margins-continuation-or-mean-reversion/#comments Tue, 16 Apr 2024 07:51:01 -0500 focusedcompoundinginvest.podbean.com/6ce76102-9cbd-3e8f-9fdf-bc01bf5ff695 🔍 Want access to an event-driven monitor?

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

]]> Andrew Kuhn and Geoff Gannon false No 1250 444 full Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise https://focusedcompoundinginvest.podbean.com/e/ep-443-efficiency-narratives-and-stock-prices-sifting-through-the-noise/ https://focusedcompoundinginvest.podbean.com/e/ep-443-efficiency-narratives-and-stock-prices-sifting-through-the-noise/#comments Fri, 12 Apr 2024 08:50:40 -0500 focusedcompoundinginvest.podbean.com/ec375991-6a73-3da0-b686-f74d559645e6 🔍 Want access to an event-driven monitor?

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About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends.

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About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends.

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]]> Andrew Kuhn and Geoff Gannon false No 2189 443 full Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't https://focusedcompoundinginvest.podbean.com/e/ep-442-measuring-and-judging-a-companys-growth-what-matters-and-what-doesnt/ https://focusedcompoundinginvest.podbean.com/e/ep-442-measuring-and-judging-a-companys-growth-what-matters-and-what-doesnt/#comments Tue, 09 Apr 2024 07:00:00 -0500 focusedcompoundinginvest.podbean.com/b3918dfc-bbe5-3555-825f-bd012a94efbb 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 2275 442 full Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates https://focusedcompoundinginvest.podbean.com/e/ep-441-new-spinoffsstrategic-alternatives-a-case-for-crmts-cheapness-and-thoughts-on-future-corp-tax-rates/ https://focusedcompoundinginvest.podbean.com/e/ep-441-new-spinoffsstrategic-alternatives-a-case-for-crmts-cheapness-and-thoughts-on-future-corp-tax-rates/#comments Fri, 05 Apr 2024 12:58:59 -0500 focusedcompoundinginvest.podbean.com/29429209-92cb-3b32-a997-ec58f0f4c9ff 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 2212 441 full Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever https://focusedcompoundinginvest.podbean.com/e/ep-439-surviving-the-test-of-time-why-some-companies-fail-and-others-live-forever/ https://focusedcompoundinginvest.podbean.com/e/ep-439-surviving-the-test-of-time-why-some-companies-fail-and-others-live-forever/#comments Tue, 02 Apr 2024 10:52:59 -0500 focusedcompoundinginvest.podbean.com/78980535-2769-3c03-b8b4-b9faf214b365 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 2372 440 full Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies https://focusedcompoundinginvest.podbean.com/e/ep-439-bankruptcy-investing-how-to-analyze-and-profit-from-distressed-companies/ https://focusedcompoundinginvest.podbean.com/e/ep-439-bankruptcy-investing-how-to-analyze-and-profit-from-distressed-companies/#comments Thu, 28 Mar 2024 08:09:51 -0500 focusedcompoundinginvest.podbean.com/4d6e6fe3-b849-31cb-ad5c-0d2c20b7c030 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 1680 439 full Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024 Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024 https://focusedcompoundinginvest.podbean.com/e/ep-438-navigating-three-rate-cuts-and-sticky-inflation-in-2024/ https://focusedcompoundinginvest.podbean.com/e/ep-438-navigating-three-rate-cuts-and-sticky-inflation-in-2024/#comments Tue, 26 Mar 2024 08:56:03 -0500 focusedcompoundinginvest.podbean.com/eebd2fe8-9a05-362c-9f2d-cc8bfdeb82c7 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 2051 438 full Ep 437. Outsider CEOs: John Malone and TCI Ep 437. Outsider CEOs: John Malone and TCI https://focusedcompoundinginvest.podbean.com/e/ep-437-outsider-ceos-john-malone-and-tci/ https://focusedcompoundinginvest.podbean.com/e/ep-437-outsider-ceos-john-malone-and-tci/#comments Tue, 12 Mar 2024 10:34:44 -0500 focusedcompoundinginvest.podbean.com/decaf076-564a-30c5-a64a-30d7caf78c43 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 2048 437 full Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions https://focusedcompoundinginvest.podbean.com/e/ep-436-sp-500-ytd-the-ftcs-move-against-kroger-albertsons-nvidias-surge-and-year-end-predictions/ https://focusedcompoundinginvest.podbean.com/e/ep-436-sp-500-ytd-the-ftcs-move-against-kroger-albertsons-nvidias-surge-and-year-end-predictions/#comments Thu, 07 Mar 2024 08:42:13 -0600 focusedcompoundinginvest.podbean.com/c93661f7-eac3-37ce-8738-c0d7ceba3521 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 1906 436 full Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders https://focusedcompoundinginvest.podbean.com/e/ep-435-warren-buffetts-letter-to-berkshire-hathaway-shareholders/ https://focusedcompoundinginvest.podbean.com/e/ep-435-warren-buffetts-letter-to-berkshire-hathaway-shareholders/#comments Tue, 05 Mar 2024 08:52:56 -0600 focusedcompoundinginvest.podbean.com/9187911b-1f94-32ec-a6ed-646ce6520711 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 1894 435 full Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns https://focusedcompoundinginvest.podbean.com/e/ep-434-snap-judgments-from-listeners-and-analysis-of-amrs-extraordinary-returns/ https://focusedcompoundinginvest.podbean.com/e/ep-434-snap-judgments-from-listeners-and-analysis-of-amrs-extraordinary-returns/#comments Wed, 28 Feb 2024 09:05:46 -0600 focusedcompoundinginvest.podbean.com/3b9db098-ae4e-34ef-bc05-c7bacf04759e 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 2810 434 full Ep 433. Les Schwab Pride in Performance: Keep It Going Ep 433. Les Schwab Pride in Performance: Keep It Going https://focusedcompoundinginvest.podbean.com/e/ep-433-les-schwab-pride-in-performance-keep-it-going/ https://focusedcompoundinginvest.podbean.com/e/ep-433-les-schwab-pride-in-performance-keep-it-going/#comments Thu, 22 Feb 2024 10:12:36 -0600 focusedcompoundinginvest.podbean.com/279e0eae-1cfc-322f-a15d-6e6bb7fd2c69 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 1802 433 full Ep 432. Outsider CEOs: Bill Anders and General Dynamics Ep 432. Outsider CEOs: Bill Anders and General Dynamics https://focusedcompoundinginvest.podbean.com/e/ep-432-outsider-ceos-bill-anders-and-general-dynamics/ https://focusedcompoundinginvest.podbean.com/e/ep-432-outsider-ceos-bill-anders-and-general-dynamics/#comments Thu, 15 Feb 2024 11:36:29 -0600 focusedcompoundinginvest.podbean.com/88c345b5-4c8b-37a8-adca-48f681a7c5d9 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 1880 432 full Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics https://focusedcompoundinginvest.podbean.com/e/ep-431-parks-america-failures-in-mergers-acquisitions-corporate-governance-and-business-basics/ https://focusedcompoundinginvest.podbean.com/e/ep-431-parks-america-failures-in-mergers-acquisitions-corporate-governance-and-business-basics/#comments Tue, 13 Feb 2024 07:00:00 -0600 focusedcompoundinginvest.podbean.com/e8e64468-3a6e-3957-8d0f-03cbeb53aa93 https://www.prkaproxyfight.com/

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Additional Information Focused Compounding Group, LP, Focused Compounding Capital Management, LLC, Andrew Kuhn, Geoffrey Gannon and James Ford (collectively, the “Focused Compounding Group”) have filed a contested definitive Proxy Statement (the “Proxy Statement”) together with a proxy card with the SEC in connection with the proxy solicitation the Focused Compounding Group initiated (the “Proxy Solicitation”). SHAREHOLDERS ARE URGED TO READ PROXY STATEMENT (INCLUDING ANY AMENDMENTS OR SUPPLEMENTS THERETO), AND ANY OTHER RELEVANT DOCUMENTS THAT THE FOCUSED COMPOUNDING GROUP FILES WITH THE SEC CAREFULLY IN THEIR ENTIRETY WHEN THEY BECOME AVAILABLE BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION. Shareholders may obtain, free of charge, copies of the Proxy Statement when available, and any amendments or supplements thereto and any other documents (including the proxy card) at the SEC’s website (http://www.sec.gov). Certain Information Regarding Participants The respective members of the Focused Compounding Group may be deemed to be participants in the solicitation of proxy cards from shareholders in connection with the Proxy Statement. Additional information regarding the identity of these participants, and their direct or indirect interests, by security holdings or otherwise, is set forth in the Proxy Statement and certain other materials filed with the SEC in connection with the Proxy Solicitation.

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]]> Andrew Kuhn and Geoff Gannon false No 5766 431 full Ep 430. Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing Ep 430. Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing https://focusedcompoundinginvest.podbean.com/e/ep-430-unpacking-the-ev-landscape-in-2024-supply-demand-and-pricing/ https://focusedcompoundinginvest.podbean.com/e/ep-430-unpacking-the-ev-landscape-in-2024-supply-demand-and-pricing/#comments Fri, 09 Feb 2024 09:24:42 -0600 focusedcompoundinginvest.podbean.com/5a6bae6f-3a3b-31cb-91c0-e66bb877e25b 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 2054 430 full Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value https://focusedcompoundinginvest.podbean.com/e/ep-429-the-new-financial-capitalists-kohlberg-kravis-roberts-and-the-creation-of-corporate-value/ https://focusedcompoundinginvest.podbean.com/e/ep-429-the-new-financial-capitalists-kohlberg-kravis-roberts-and-the-creation-of-corporate-value/#comments Tue, 06 Feb 2024 09:08:59 -0600 focusedcompoundinginvest.podbean.com/c135f109-17ac-315c-829b-609536223f1f https://www.amazon.com/New-Financial-Capitalists-Kohlberg-Corporate/dp/0521642604/ref=sr_1_1?keywords=the+new+financial+capitalists&sr=8-1

 

https://aletteraday.substack.com/p/letter-54-george-roberts-1998

 

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]]> https://www.amazon.com/New-Financial-Capitalists-Kohlberg-Corporate/dp/0521642604/ref=sr_1_1?keywords=the+new+financial+capitalists&sr=8-1

 

https://aletteraday.substack.com/p/letter-54-george-roberts-1998

 

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]]> Andrew Kuhn and Geoff Gannon false No 2639 429 full Ep 428. Dear Chairman: Robert Young vs. New York Central - The Proxyteers Storm the Vanderbilt Line Ep 428. Dear Chairman: Robert Young vs. New York Central - The Proxyteers Storm the Vanderbilt Line https://focusedcompoundinginvest.podbean.com/e/ep-428-dear-chairman-robert-young-vs-new-york-central-the-proxyteers-storm-the-vanderbilt-line/ https://focusedcompoundinginvest.podbean.com/e/ep-428-dear-chairman-robert-young-vs-new-york-central-the-proxyteers-storm-the-vanderbilt-line/#comments Tue, 30 Jan 2024 09:45:00 -0600 focusedcompoundinginvest.podbean.com/ee8dcacd-9ea5-3f04-895c-615b6b46bbbc 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 2288 428 full Ep 427. M&A Activity: Spirit/JetBlue, Hawaiian Holdings/Alaska Airlines, and Kroger/Albertsons Ep 427. M&A Activity: Spirit/JetBlue, Hawaiian Holdings/Alaska Airlines, and Kroger/Albertsons https://focusedcompoundinginvest.podbean.com/e/ep-427-ma-activity-spiritjetblue-hawaiian-holdingsalaska-airlines-and-krogeralbertsons/ https://focusedcompoundinginvest.podbean.com/e/ep-427-ma-activity-spiritjetblue-hawaiian-holdingsalaska-airlines-and-krogeralbertsons/#comments Thu, 25 Jan 2024 09:18:19 -0600 focusedcompoundinginvest.podbean.com/12fff17e-10ad-3e93-a418-ade833ee4cc2 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 2041 427 full Ep 426. Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024 Ep 426. Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024 https://focusedcompoundinginvest.podbean.com/e/ep-426-expectations-investing-predictions-for-the-box-office-and-movie-theaters-in-2024/ https://focusedcompoundinginvest.podbean.com/e/ep-426-expectations-investing-predictions-for-the-box-office-and-movie-theaters-in-2024/#comments Mon, 22 Jan 2024 09:48:27 -0600 focusedcompoundinginvest.podbean.com/55bcf5ab-bb94-35da-9516-244ae45130e2 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 2407 426 full Ep 425. Dear Chairman: Benjamin Graham vs. Northern Pipeline - The Birth of Modern Shareholder Activism Ep 425. Dear Chairman: Benjamin Graham vs. Northern Pipeline - The Birth of Modern Shareholder Activism https://focusedcompoundinginvest.podbean.com/e/ep-425-dear-chairman-benjamin-graham-vs-northern-pipeline-the-birth-of-modern-shareholder-activism/ https://focusedcompoundinginvest.podbean.com/e/ep-425-dear-chairman-benjamin-graham-vs-northern-pipeline-the-birth-of-modern-shareholder-activism/#comments Tue, 16 Jan 2024 10:07:43 -0600 focusedcompoundinginvest.podbean.com/76f2cfca-36ab-3e05-836a-8e16294b9e08 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 3670 425 full Ep 424. Outsider CEOs: Tom Murphy, A Perpetual Motion Machine for Returns Ep 424. Outsider CEOs: Tom Murphy, A Perpetual Motion Machine for Returns https://focusedcompoundinginvest.podbean.com/e/ep-424-outsider-ceos-tom-murphy-a-perpetual-motion-machine-for-returns/ https://focusedcompoundinginvest.podbean.com/e/ep-424-outsider-ceos-tom-murphy-a-perpetual-motion-machine-for-returns/#comments Fri, 12 Jan 2024 13:22:36 -0600 focusedcompoundinginvest.podbean.com/844d75ab-07c9-3f94-99ff-28b5a118f4b0 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 2431 424 full Ep 423. The Warren Buffett Way: Mastering the Art of Capital Allocation Ep 423. The Warren Buffett Way: Mastering the Art of Capital Allocation https://focusedcompoundinginvest.podbean.com/e/ep-423-the-warren-buffett-way-mastering-the-art-of-capital-allocation/ https://focusedcompoundinginvest.podbean.com/e/ep-423-the-warren-buffett-way-mastering-the-art-of-capital-allocation/#comments Mon, 08 Jan 2024 12:04:31 -0600 focusedcompoundinginvest.podbean.com/eea2633a-e3d9-3936-b814-de94c8f6dc0b 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 4452 423 full Ep 422. Creating Business Systems, John Neff, Multiple Expansion, Inflection Points, and Other Investing Musings Ep 422. Creating Business Systems, John Neff, Multiple Expansion, Inflection Points, and Other Investing Musings https://focusedcompoundinginvest.podbean.com/e/ep-422-creating-business-systems-john-neff-multiple-expansion-inflection-points-and-other-investing-musings/ https://focusedcompoundinginvest.podbean.com/e/ep-422-creating-business-systems-john-neff-multiple-expansion-inflection-points-and-other-investing-musings/#comments Fri, 05 Jan 2024 09:33:23 -0600 focusedcompoundinginvest.podbean.com/90800549-9eb5-3bb1-a02f-1b79c6db1538 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 2377 422 full Ep 421. New Year, New You: How to Invest When You Only Have An Hour a Day to Do It Ep 421. New Year, New You: How to Invest When You Only Have An Hour a Day to Do It https://focusedcompoundinginvest.podbean.com/e/ep-421-new-year-new-you-how-to-invest-when-you-only-have-an-hour-a-day-to-do-it/ https://focusedcompoundinginvest.podbean.com/e/ep-421-new-year-new-you-how-to-invest-when-you-only-have-an-hour-a-day-to-do-it/#comments Wed, 03 Jan 2024 12:56:43 -0600 focusedcompoundinginvest.podbean.com/3acb78ba-312b-3f2e-b084-06f3ee69e1e3 https://focusedcompounding.com/how-to-invest-when-you-only-have-an-hour-a-day-to-do-it/

 

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]]> Andrew Kuhn and Geoff Gannon false No 1912 421 full Ep 420. 2023 in Review and 2024 Predictions Ep 420. 2023 in Review and 2024 Predictions https://focusedcompoundinginvest.podbean.com/e/ep-420-2023-in-review-and-2024-predictions/ https://focusedcompoundinginvest.podbean.com/e/ep-420-2023-in-review-and-2024-predictions/#comments Fri, 29 Dec 2023 09:46:31 -0600 focusedcompoundinginvest.podbean.com/21f0ef1d-87f9-36cf-b6e1-f683f8acadc3 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 3670 420 full Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries https://focusedcompoundinginvest.podbean.com/e/ep-419-is-the-steel-industry-in-play-us-steel-and-friedman-industries/ https://focusedcompoundinginvest.podbean.com/e/ep-419-is-the-steel-industry-in-play-us-steel-and-friedman-industries/#comments Tue, 26 Dec 2023 09:19:58 -0600 focusedcompoundinginvest.podbean.com/a18b7748-54ed-3fc2-aba6-015529a576c6 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 1766 419 full Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital https://focusedcompoundinginvest.podbean.com/e/ep-418-warren-buffett-teledyne-and-the-art-of-allocating-company-capital/ https://focusedcompoundinginvest.podbean.com/e/ep-418-warren-buffett-teledyne-and-the-art-of-allocating-company-capital/#comments Wed, 20 Dec 2023 08:31:17 -0600 focusedcompoundinginvest.podbean.com/2a60f6d8-efaf-31f6-8acd-6e02e256ba43 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 2110 418 full Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks https://focusedcompoundinginvest.podbean.com/e/ep-417-banking-on-the-curve-a-fresh-look-at-bank-stocks/ https://focusedcompoundinginvest.podbean.com/e/ep-417-banking-on-the-curve-a-fresh-look-at-bank-stocks/#comments Mon, 18 Dec 2023 07:10:27 -0600 focusedcompoundinginvest.podbean.com/b867eaff-9fd2-34eb-9ffb-3374e5c397bb 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 1459 417 full Ep 416. Assessing Land Banks: Value Trap or Value Investment? Ep 416. Assessing Land Banks: Value Trap or Value Investment? https://focusedcompoundinginvest.podbean.com/e/ep-416-assessing-land-banks-value-trap-or-value-investment/ https://focusedcompoundinginvest.podbean.com/e/ep-416-assessing-land-banks-value-trap-or-value-investment/#comments Wed, 06 Dec 2023 09:16:46 -0600 focusedcompoundinginvest.podbean.com/7dfc0ebd-950f-3260-a631-42fd34285834 MLP writeup: https://valueinvestorsclub.com/idea/MAUI_LAND_andamp%3B_PINEAPPLE_CO/2155146259

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]]> Andrew Kuhn and Geoff Gannon false No 1658 416 full Ep 415. A Tribute to Charlie Munger Ep 415. A Tribute to Charlie Munger https://focusedcompoundinginvest.podbean.com/e/ep-415-a-tribute-to-charlie-munger/ https://focusedcompoundinginvest.podbean.com/e/ep-415-a-tribute-to-charlie-munger/#comments Mon, 04 Dec 2023 09:37:23 -0600 focusedcompoundinginvest.podbean.com/dad5ba57-5ac2-3fcc-b9fe-e273e961e5d4 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 1515 415 full Ep 414. Normalizing Supply-Driven, Demand-Driven, and Bond-Like Earnings Ep 414. Normalizing Supply-Driven, Demand-Driven, and Bond-Like Earnings https://focusedcompoundinginvest.podbean.com/e/ep-414-normalizing-supply-driven-demand-driven-and-bond-like-earnings/ https://focusedcompoundinginvest.podbean.com/e/ep-414-normalizing-supply-driven-demand-driven-and-bond-like-earnings/#comments Wed, 01 Nov 2023 09:15:08 -0500 focusedcompoundinginvest.podbean.com/bda7d35d-6f67-3299-b3f1-d00403739cde 🔍 Want access to an event-driven monitor?

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]]> Andrew Kuhn and Geoff Gannon false No 2132 414 full Ep 413. Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy Ep 413. Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy https://focusedcompoundinginvest.podbean.com/e/ep-413-pod-about-a-pod-todd-combs-on-berkshire-shorting-and-strategy/ https://focusedcompoundinginvest.podbean.com/e/ep-413-pod-about-a-pod-todd-combs-on-berkshire-shorting-and-strategy/#comments Mon, 30 Oct 2023 08:50:26 -0500 focusedcompoundinginvest.podbean.com/522aa1d1-b746-37fc-a89e-5c2cc5504f6a InsideArbitrage: https://t.co/XjSwNNG8bK

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]]> Andrew Kuhn and Geoff Gannon false No 1973 413 full Ep 412. The Many Different Ways to Guess a Business’s Future Revenue Ep 412. The Many Different Ways to Guess a Business’s Future Revenue https://focusedcompoundinginvest.podbean.com/e/ep-412-the-many-different-ways-to-guess-a-business-s-future-revenue/ https://focusedcompoundinginvest.podbean.com/e/ep-412-the-many-different-ways-to-guess-a-business-s-future-revenue/#comments Wed, 25 Oct 2023 11:17:46 -0500 focusedcompoundinginvest.podbean.com/45e7e95c-5d4b-3ce5-9de7-61a5291d0677 The Many Different Ways to Guess a Business’s Future Revenue blog post:

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]]> Andrew Kuhn and Geoff Gannon false No 1753 412 full Ep 411. Understanding Your Opportunity Cost in an Inflationary Environment Ep 411. Understanding Your Opportunity Cost in an Inflationary Environment https://focusedcompoundinginvest.podbean.com/e/ep-411-understanding-your-opportunity-cost-in-an-inflationary-environment/ https://focusedcompoundinginvest.podbean.com/e/ep-411-understanding-your-opportunity-cost-in-an-inflationary-environment/#comments Mon, 23 Oct 2023 08:36:11 -0500 focusedcompoundinginvest.podbean.com/6efcb5ce-c510-3d63-b894-334586132347 InsideArbitrage: https://t.co/XjSwNNG8bK

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]]> Andrew Kuhn and Geoff Gannon false No 2294 411 full Ep 410. Analyzing Past Peaks: The Dynamics of Compounders & Cyclicals Ep 410. Analyzing Past Peaks: The Dynamics of Compounders & Cyclicals https://focusedcompoundinginvest.podbean.com/e/ep-410-analyzing-past-peaks-the-dynamics-of-compounders-cyclicals/ https://focusedcompoundinginvest.podbean.com/e/ep-410-analyzing-past-peaks-the-dynamics-of-compounders-cyclicals/#comments Wed, 18 Oct 2023 09:13:23 -0500 focusedcompoundinginvest.podbean.com/5af631c9-1d80-380c-9b0e-0a6364ebf122 InsideArbitrage: https://t.co/XjSwNNG8bK

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]]> Andrew Kuhn and Geoff Gannon false No 2071 410 full Ep 409. Corporate Governance and The Power of Ownership Ep 409. Corporate Governance and The Power of Ownership https://focusedcompoundinginvest.podbean.com/e/ep-409-corporate-governance-and-the-power-of-ownership/ https://focusedcompoundinginvest.podbean.com/e/ep-409-corporate-governance-and-the-power-of-ownership/#comments Mon, 16 Oct 2023 09:45:27 -0500 focusedcompoundinginvest.podbean.com/43befd29-e745-3505-a9a3-44684e09b9ee https://aletteraday.substack.com/p/letter-54-george-roberts-1998

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]]> Andrew Kuhn and Geoff Gannon false No 1758 409 full Ep 408. Where Do You Draw the Line Between Money Mind and Style? Ep 408. Where Do You Draw the Line Between Money Mind and Style? https://focusedcompoundinginvest.podbean.com/e/ep-408-where-do-you-draw-the-line-between-money-mind-and-style/ https://focusedcompoundinginvest.podbean.com/e/ep-408-where-do-you-draw-the-line-between-money-mind-and-style/#comments Wed, 11 Oct 2023 08:39:42 -0500 focusedcompoundinginvest.podbean.com/2f325c29-444b-31a5-95a8-d2cd962386a5 InsideArbitrage: https://t.co/XjSwNNG8bK

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]]> Andrew Kuhn and Geoff Gannon false No 4355 408 full Ep 407. Two-Minute Drill on Stocks and Recalling the Bank Failures Earlier in the Year Ep 407. Two-Minute Drill on Stocks and Recalling the Bank Failures Earlier in the Year https://focusedcompoundinginvest.podbean.com/e/ep-407-two-minute-drill-on-stocks-and-recalling-the-bank-failures-earlier-in-the-year/ https://focusedcompoundinginvest.podbean.com/e/ep-407-two-minute-drill-on-stocks-and-recalling-the-bank-failures-earlier-in-the-year/#comments Wed, 27 Sep 2023 10:25:06 -0500 focusedcompoundinginvest.podbean.com/9529efb8-c26a-3d08-97f1-5f1820073da7 InsideArbitrage: https://t.co/XjSwNNG8bK

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]]> Andrew Kuhn and Geoff Gannon false No 3787 407 full Ep 406. Searching for Value: Long-Term Net Net Returns & Two Actionable Ideas Ep 406. Searching for Value: Long-Term Net Net Returns & Two Actionable Ideas https://focusedcompoundinginvest.podbean.com/e/ep-405-searching-for-value-two-actionable-net-nets/ https://focusedcompoundinginvest.podbean.com/e/ep-405-searching-for-value-two-actionable-net-nets/#comments Mon, 25 Sep 2023 10:40:03 -0500 focusedcompoundinginvest.podbean.com/299c1c00-29a1-35be-b245-8eaddd07febc InsideArbitrage: https://t.co/XjSwNNG8bK

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]]> Andrew Kuhn and Geoff Gannon false No 2773 406 full Ep 405. Merger Arbitrage: Spirit Airlines vs. Albertsons Ep 405. Merger Arbitrage: Spirit Airlines vs. Albertsons https://focusedcompoundinginvest.podbean.com/e/ep-405-merger-arbitrage-spirit-airlines-vs-albertsons/ https://focusedcompoundinginvest.podbean.com/e/ep-405-merger-arbitrage-spirit-airlines-vs-albertsons/#comments Wed, 20 Sep 2023 11:07:59 -0500 focusedcompoundinginvest.podbean.com/c8ba3f40-3d59-38af-9e90-0db09e16ef9f InsideArbitrage: https://t.co/XjSwNNG8bK

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]]> Andrew Kuhn and Geoff Gannon false No 2884 405 full Ep 404. The Number One Trait of Top Investors: A Money Mindset Ep 404. The Number One Trait of Top Investors: A Money Mindset https://focusedcompoundinginvest.podbean.com/e/ep-404-the-number-one-trait-of-top-investors-a-money-mindset/ https://focusedcompoundinginvest.podbean.com/e/ep-404-the-number-one-trait-of-top-investors-a-money-mindset/#comments Mon, 18 Sep 2023 09:59:44 -0500 focusedcompoundinginvest.podbean.com/b5ca698c-bfac-32a2-bd28-be8c8b295458 InsideArbitrage: https://t.co/XjSwNNG8bK

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]]> Andrew Kuhn and Geoff Gannon false No 2592 404 full Ep 403. Investing the Peter Lynch Way Ep 403. Investing the Peter Lynch Way https://focusedcompoundinginvest.podbean.com/e/ep-403-investing-the-peter-lynch-way/ https://focusedcompoundinginvest.podbean.com/e/ep-403-investing-the-peter-lynch-way/#comments Wed, 13 Sep 2023 11:06:47 -0500 focusedcompoundinginvest.podbean.com/efc630b5-b14b-3051-b18b-c87b0b06142e InsideArbitrage: https://t.co/XjSwNNG8bK

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]]> Andrew Kuhn and Geoff Gannon false No 3018 403 full Ep 402. Uncovering Warren Buffett’s Investments in Japan Ep 402. Uncovering Warren Buffett’s Investments in Japan https://focusedcompoundinginvest.podbean.com/e/ep-402-uncovering-warren-buffett-s-investments-in-japan/ https://focusedcompoundinginvest.podbean.com/e/ep-402-uncovering-warren-buffett-s-investments-in-japan/#comments Mon, 11 Sep 2023 11:24:23 -0500 focusedcompoundinginvest.podbean.com/04b60f8f-b3d5-3d0b-9ee8-9639aa3589dd InsideArbitrage: https://t.co/XjSwNNG8bK

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]]> Andrew Kuhn and Geoff Gannon false No 2114 402 full Ep 401. Macro for Value Investors: What Alice Schroeder Means by ’Buffett Cares about Macro’ Ep 401. Macro for Value Investors: What Alice Schroeder Means by ’Buffett Cares about Macro’ https://focusedcompoundinginvest.podbean.com/e/ep-401-macro-for-value-investors-what-alice-schroeder-means-by-buffett-cares-about-macro/ https://focusedcompoundinginvest.podbean.com/e/ep-401-macro-for-value-investors-what-alice-schroeder-means-by-buffett-cares-about-macro/#comments Wed, 06 Sep 2023 10:48:01 -0500 focusedcompoundinginvest.podbean.com/6e628b92-ff7e-3481-8441-3559e8d80ac2 QuickFS Link: https://quickfs.net/?via=focused

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]]> Andrew Kuhn and Geoff Gannon false No 2546 401 full Ep 400. Where Does Your Return Come From: Yield, Growth, and Multiple Expansion, and the Difference Between Speculation and Investing Ep 400. Where Does Your Return Come From: Yield, Growth, and Multiple Expansion, and the Difference Between Speculation and Investing https://focusedcompoundinginvest.podbean.com/e/ep-400-where-does-your-return-come-from-yield-growth-and-multiple-expansion-and-the-difference-between-speculation-and-investing/ https://focusedcompoundinginvest.podbean.com/e/ep-400-where-does-your-return-come-from-yield-growth-and-multiple-expansion-and-the-difference-between-speculation-and-investing/#comments Mon, 04 Sep 2023 09:39:37 -0500 focusedcompoundinginvest.podbean.com/6e0be0fc-fad1-33f9-b815-6fce6cb8ff1c QuickFS Link: https://quickfs.net/?via=focused

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]]> Andrew Kuhn and Geoff Gannon false No 1911 400 full Ep 399. Berkshire Hathaway’s Homebuilder Investment, Market Positioning, and Assessing Business Profit Persistency Ep 399. Berkshire Hathaway’s Homebuilder Investment, Market Positioning, and Assessing Business Profit Persistency https://focusedcompoundinginvest.podbean.com/e/ep-399-berkshire-hathaway-s-homebuilder-investment-market-positioning-and-assessing-business-profit-persistency/ https://focusedcompoundinginvest.podbean.com/e/ep-399-berkshire-hathaway-s-homebuilder-investment-market-positioning-and-assessing-business-profit-persistency/#comments Sun, 20 Aug 2023 10:35:50 -0500 focusedcompoundinginvest.podbean.com/4776e268-df4e-3911-a7ce-f0ea0eb574ec QuickFS Link: https://quickfs.net/?via=focused

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]]> Andrew Kuhn and Geoff Gannon false No 6683 399 full Ep 398. The Financial History of General Motors with Capital Allocation Author, Jacob McDonough Ep 398. The Financial History of General Motors with Capital Allocation Author, Jacob McDonough https://focusedcompoundinginvest.podbean.com/e/ep-398-the-financial-history-of-general-motors-with-capital-allocation-author-jacob-mcdonough/ https://focusedcompoundinginvest.podbean.com/e/ep-398-the-financial-history-of-general-motors-with-capital-allocation-author-jacob-mcdonough/#comments Fri, 28 Jul 2023 07:57:08 -0500 focusedcompoundinginvest.podbean.com/6ebde801-4d68-3aee-ab73-efa2b8ed1d9b Jacob's Info

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]]> Andrew Kuhn and Geoff Gannon false No 5775 398 full Ep 397. The Financial History of GEICO with Capital Allocation Author, Jacob McDonough Ep 397. The Financial History of GEICO with Capital Allocation Author, Jacob McDonough https://focusedcompoundinginvest.podbean.com/e/ep-397-the-financial-history-of-geico-with-capital-allocation-author-jacob-mcdonough/ https://focusedcompoundinginvest.podbean.com/e/ep-397-the-financial-history-of-geico-with-capital-allocation-author-jacob-mcdonough/#comments Sat, 08 Jul 2023 12:00:00 -0500 focusedcompoundinginvest.podbean.com/3cf50362-2cb1-38bd-af91-bb71920a3e01 Jacob's Info

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]]> Andrew Kuhn and Geoff Gannon false No 4979 397 full Ep 396. Box Office Flops, Cinemark’s Valuation, and Revisiting Overlooked Bank Stocks Ep 396. Box Office Flops, Cinemark’s Valuation, and Revisiting Overlooked Bank Stocks https://focusedcompoundinginvest.podbean.com/e/ep-396-box-office-flops-cinemark-s-valuation-and-revisiting-overlooked-bank-stocks/ https://focusedcompoundinginvest.podbean.com/e/ep-396-box-office-flops-cinemark-s-valuation-and-revisiting-overlooked-bank-stocks/#comments Sat, 01 Jul 2023 11:08:14 -0500 focusedcompoundinginvest.podbean.com/014d5a0f-16e0-3a0f-b469-5d018756f2a9 QuickFS Link: https://quickfs.net/?via=focused

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]]> Andrew Kuhn and Geoff Gannon false No 6834 396 full Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter https://focusedcompoundinginvest.podbean.com/e/ep-395-analyzing-10-baggers-from-the-past-10-years-industry-returns-and-snap-judgments-from-twitter/ https://focusedcompoundinginvest.podbean.com/e/ep-395-analyzing-10-baggers-from-the-past-10-years-industry-returns-and-snap-judgments-from-twitter/#comments Fri, 16 Jun 2023 07:59:35 -0500 focusedcompoundinginvest.podbean.com/208ba673-0f71-37e1-8fe9-e2b2e1f892fb QuickFS Link: https://quickfs.net/?via=focused

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]]> Andrew Kuhn and Geoff Gannon false No 7148 395 full Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On https://focusedcompoundinginvest.podbean.com/e/ep-393-insider-purchases-good-vs-bad-spinoffs-commodities-and-ideas-geoff-has-passed-on/ https://focusedcompoundinginvest.podbean.com/e/ep-393-insider-purchases-good-vs-bad-spinoffs-commodities-and-ideas-geoff-has-passed-on/#comments Fri, 09 Jun 2023 10:07:49 -0500 focusedcompoundinginvest.podbean.com/2ef5662f-278f-3083-9444-0579dd66a912 QuickFS Link: https://quickfs.net/?via=focused

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]]> Andrew Kuhn and Geoff Gannon false No 6729 394 full Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing https://focusedcompoundinginvest.podbean.com/e/ep-393-nvda-s-valuation-oil-outlook-srg-s-liquidation-and-event-driven-investing/ https://focusedcompoundinginvest.podbean.com/e/ep-393-nvda-s-valuation-oil-outlook-srg-s-liquidation-and-event-driven-investing/#comments Fri, 02 Jun 2023 06:00:00 -0500 focusedcompoundinginvest.podbean.com/5ec8cbe5-2ffb-3d8b-bd2d-624553697c71 QuickFS Link: https://quickfs.net/?via=focused

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]]> Andrew Kuhn and Geoff Gannon false No 7615 393 full Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators https://focusedcompoundinginvest.podbean.com/e/ep-392-unlocking-investment-wisdom-reading-for-success-evaluating-companies-and-essential-financial-concepts-for-capital-allocators/ https://focusedcompoundinginvest.podbean.com/e/ep-392-unlocking-investment-wisdom-reading-for-success-evaluating-companies-and-essential-financial-concepts-for-capital-allocators/#comments Fri, 26 May 2023 11:10:01 -0500 focusedcompoundinginvest.podbean.com/655409a3-9e66-3daf-86b0-44f425adc67c QuickFS Link: https://quickfs.net/?via=focused

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]]> Andrew Kuhn and Geoff Gannon false No 8185 392 full Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast https://focusedcompoundinginvest.podbean.com/e/ep-391-buffett-s-investment-in-paramount-streaming-vs-theaters-and-takeaways-from-todd-combs-podcast/ https://focusedcompoundinginvest.podbean.com/e/ep-391-buffett-s-investment-in-paramount-streaming-vs-theaters-and-takeaways-from-todd-combs-podcast/#comments Fri, 19 May 2023 08:30:03 -0500 focusedcompoundinginvest.podbean.com/d8534902-c919-3fe3-8683-185d52b727fe 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

 

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]]> Andrew Kuhn and Geoff Gannon false No 7286 391 full Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM https://focusedcompoundinginvest.podbean.com/e/ep-390-the-omaha-experience-our-take-on-berkshire-s-agm/ https://focusedcompoundinginvest.podbean.com/e/ep-390-the-omaha-experience-our-take-on-berkshire-s-agm/#comments Fri, 12 May 2023 15:53:49 -0500 focusedcompoundinginvest.podbean.com/254f1b56-d100-316e-b5c8-aea397268eca QuickFS Link: https://quickfs.net/?via=focused

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]]> Andrew Kuhn and Geoff Gannon false No 7732 390 full Ep 389. Interest Rate Hike, Credit Suisse’s Failure, and Other Banking + Economic Risks on the Horizon Ep 389. Interest Rate Hike, Credit Suisse’s Failure, and Other Banking + Economic Risks on the Horizon https://focusedcompoundinginvest.podbean.com/e/ep-389-interest-rate-hike-credit-suisse-s-failure-and-other-banking-economic-risks-on-the-horizon/ https://focusedcompoundinginvest.podbean.com/e/ep-389-interest-rate-hike-credit-suisse-s-failure-and-other-banking-economic-risks-on-the-horizon/#comments Fri, 24 Mar 2023 10:53:09 -0500 focusedcompoundinginvest.podbean.com/92285516-09db-3e95-a51f-771636a08029 QuickFS Link: https://quickfs.net/?via=focused

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]]> Andrew Kuhn and Geoff Gannon false No 7075 389 full Ep 388. SVB Financial Collapse, Modern Bank Runs, and The Future of Regional Banks Ep 388. SVB Financial Collapse, Modern Bank Runs, and The Future of Regional Banks https://focusedcompoundinginvest.podbean.com/e/ep-388-svb-financial-collapse-modern-bank-runs-and-the-future-of-regional-banks/ https://focusedcompoundinginvest.podbean.com/e/ep-388-svb-financial-collapse-modern-bank-runs-and-the-future-of-regional-banks/#comments Fri, 17 Mar 2023 10:15:41 -0500 focusedcompoundinginvest.podbean.com/b8bd7fb8-9d93-3792-a6e5-073008f1db2f QuickFS Link: https://quickfs.net/?via=focused

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]]> Andrew Kuhn and Geoff Gannon false No 6284 388 full Ep 387. Bank Stock Sell-Offs, Higher Interest Rates, and JetBlue + Spirit Airlines Merger Arbitrage Ep 387. Bank Stock Sell-Offs, Higher Interest Rates, and JetBlue + Spirit Airlines Merger Arbitrage https://focusedcompoundinginvest.podbean.com/e/ep-387-bank-stock-sell-offs-higher-interest-rates-and-jetblue-spirit-airlines-merger-arbitrage/ https://focusedcompoundinginvest.podbean.com/e/ep-387-bank-stock-sell-offs-higher-interest-rates-and-jetblue-spirit-airlines-merger-arbitrage/#comments Fri, 10 Mar 2023 09:43:45 -0600 focusedcompoundinginvest.podbean.com/743ab63d-f80e-34cc-b7f3-184331405019 QuickFS Link: https://quickfs.net/?via=focused

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]]> Andrew Kuhn and Geoff Gannon false No 6315 387 full Ep 386. Takeaways from Warren Buffett’s Shareholder Letter and Analyzing Ted Weschler’s Dillards Investment Ep 386. Takeaways from Warren Buffett’s Shareholder Letter and Analyzing Ted Weschler’s Dillards Investment https://focusedcompoundinginvest.podbean.com/e/ep-386-takeaways-from-warren-buffett-s-shareholder-letter-and-analyzing-ted-weschler-s-dillards-investment/ https://focusedcompoundinginvest.podbean.com/e/ep-386-takeaways-from-warren-buffett-s-shareholder-letter-and-analyzing-ted-weschler-s-dillards-investment/#comments Fri, 03 Mar 2023 06:00:00 -0600 focusedcompoundinginvest.podbean.com/0debcbad-bf5a-3f63-94e3-96a8684ee58c QuickFS Link: https://quickfs.net/?via=focused

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]]> Andrew Kuhn and Geoff Gannon false No 7194 386 full Ep 385. 5 Years of Podcasting, Theme Park Industry in 2023, Munger DJCO Meeting, and Berkshire’s 13-F Ep 385. 5 Years of Podcasting, Theme Park Industry in 2023, Munger DJCO Meeting, and Berkshire’s 13-F https://focusedcompoundinginvest.podbean.com/e/ep-385-5-years-of-podcasting-theme-park-industry-in-2023-munger-djco-meeting-and-berkshire-s-13-f/ https://focusedcompoundinginvest.podbean.com/e/ep-385-5-years-of-podcasting-theme-park-industry-in-2023-munger-djco-meeting-and-berkshire-s-13-f/#comments Fri, 24 Feb 2023 08:50:18 -0600 focusedcompoundinginvest.podbean.com/885f210c-cd63-3581-9f45-a88802b17d0c QuickFS Link: https://quickfs.net/?via=focused

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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

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]]> Andrew Kuhn and Geoff Gannon false No 6954 385 full Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition https://focusedcompoundinginvest.podbean.com/e/ep-384-strong-jobs-report-inflation-fears-movie-theaters-look-cheap-and-analyzing-judging-an-acquisition/ https://focusedcompoundinginvest.podbean.com/e/ep-384-strong-jobs-report-inflation-fears-movie-theaters-look-cheap-and-analyzing-judging-an-acquisition/#comments Fri, 10 Feb 2023 09:10:56 -0600 focusedcompoundinginvest.podbean.com/6e5c131a-4bbf-3e5c-a033-7c9643bec6c2 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/

]]> 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/

]]> Andrew Kuhn and Geoff Gannon false No 7362 384 full Ep 383. Fed Raised Interest Rates, Market Cycles, Multi Strat Portfolio, & Airlines Look Cheap Ep 383. Fed Raised Interest Rates, Market Cycles, Multi Strat Portfolio, & Airlines Look Cheap https://focusedcompoundinginvest.podbean.com/e/ep-383-fed-raised-interest-rates-market-cycles-multi-strat-portfolio-airlines-look-cheap/ https://focusedcompoundinginvest.podbean.com/e/ep-383-fed-raised-interest-rates-market-cycles-multi-strat-portfolio-airlines-look-cheap/#comments Fri, 03 Feb 2023 07:47:15 -0600 focusedcompoundinginvest.podbean.com/e4519cd5-d4fe-3d64-8d77-012efa7bfec1 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/

]]> 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/

]]> Andrew Kuhn and Geoff Gannon false No 6124 383 full Ep 382. Franchise Value, The Secret to Geoff Gannon’s Investing, and Analyzing Airline Stocks Ep 382. Franchise Value, The Secret to Geoff Gannon’s Investing, and Analyzing Airline Stocks https://focusedcompoundinginvest.podbean.com/e/ep-382-franchise-value-the-secret-to-geoff-gannon-s-investing-and-analyzing-airline-stocks/ https://focusedcompoundinginvest.podbean.com/e/ep-382-franchise-value-the-secret-to-geoff-gannon-s-investing-and-analyzing-airline-stocks/#comments Fri, 27 Jan 2023 07:00:00 -0600 focusedcompoundinginvest.podbean.com/8d576081-269d-3e03-936e-ee89ae5a0169 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/

]]> 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/

]]> Andrew Kuhn and Geoff Gannon false No 6478 382 full Ep 381. Disney and Nelson Peltz, Carvana’s Fall, Pair Trading Strategies, and Charlie Munger’s Top 3 Places to Find Stocks Ep 381. Disney and Nelson Peltz, Carvana’s Fall, Pair Trading Strategies, and Charlie Munger’s Top 3 Places to Find Stocks https://focusedcompoundinginvest.podbean.com/e/ep-381-disney-and-nelson-peltz-carvana-s-fall-pair-trading-strategies-and-charlie-munger-s-top-3-places-to-find-stocks/ https://focusedcompoundinginvest.podbean.com/e/ep-381-disney-and-nelson-peltz-carvana-s-fall-pair-trading-strategies-and-charlie-munger-s-top-3-places-to-find-stocks/#comments Fri, 20 Jan 2023 09:52:36 -0600 focusedcompoundinginvest.podbean.com/7f59bddd-fdf7-36a3-a79f-bdd2035b3cee 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/

]]> 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/

]]> Andrew Kuhn and Geoff Gannon false No 7204 381 full Ep 380. Stock Market Valuation, Deposit Contraction + Financials, and An Activist Campaign Against Six Flags Ep 380. Stock Market Valuation, Deposit Contraction + Financials, and An Activist Campaign Against Six Flags https://focusedcompoundinginvest.podbean.com/e/ep-380-stock-market-valuation-deposit-contraction-financials-and-an-activist-campaign-against-six-flags/ https://focusedcompoundinginvest.podbean.com/e/ep-380-stock-market-valuation-deposit-contraction-financials-and-an-activist-campaign-against-six-flags/#comments Fri, 06 Jan 2023 08:27:24 -0600 focusedcompoundinginvest.podbean.com/69ca31eb-687d-38b3-8640-9874dbd046f9 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/

]]> 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/

]]> Andrew Kuhn and Geoff Gannon false No 6670 380 full Ep 379. Remembering 2022, Thoughts on FTX & SBF Debacle, and Predictions for 2023 Ep 379. Remembering 2022, Thoughts on FTX & SBF Debacle, and Predictions for 2023 https://focusedcompoundinginvest.podbean.com/e/ep-379-remembering-2022-thoughts-on-ftx-sbf-debacle-and-predictions-for-2023/ https://focusedcompoundinginvest.podbean.com/e/ep-379-remembering-2022-thoughts-on-ftx-sbf-debacle-and-predictions-for-2023/#comments Wed, 28 Dec 2022 11:21:01 -0600 focusedcompoundinginvest.podbean.com/d1612848-21f6-39bd-ba2f-f83f68e6c077 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/

]]> 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/

]]> Andrew Kuhn and Geoff Gannon false No 7828 379 full Ep 378. The Best Warren Buffett Stock Screener, Questions from Twitter, and Building Conviction in Your Investments Ep 378. The Best Warren Buffett Stock Screener, Questions from Twitter, and Building Conviction in Your Investments https://focusedcompoundinginvest.podbean.com/e/ep-378-the-best-warren-buffett-stock-screener-questions-from-twitter-and-building-conviction-in-your-investments/ https://focusedcompoundinginvest.podbean.com/e/ep-378-the-best-warren-buffett-stock-screener-questions-from-twitter-and-building-conviction-in-your-investments/#comments Fri, 23 Dec 2022 10:22:38 -0600 focusedcompoundinginvest.podbean.com/96055e8d-a7dd-3204-a301-c60e7e384656 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/

]]> 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/

]]> Andrew Kuhn and Geoff Gannon false No 7317 378 full Ep 377. Inflation Print, Fed Raised Interest Rates, Reading, and Howard Marks’s New Memo Ep 377. Inflation Print, Fed Raised Interest Rates, Reading, and Howard Marks’s New Memo https://focusedcompoundinginvest.podbean.com/e/ep-377-inflation-print-fed-raised-interest-rates-reading-and-howard-marks-s-new-memo/ https://focusedcompoundinginvest.podbean.com/e/ep-377-inflation-print-fed-raised-interest-rates-reading-and-howard-marks-s-new-memo/#comments Fri, 16 Dec 2022 05:23:00 -0600 focusedcompoundinginvest.podbean.com/bfd77c97-69c9-39c1-9eb5-9fdf9c066126 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/

]]> 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/

]]> Andrew Kuhn and Geoff Gannon false No 7481 full Ep 376. Bob Iger Is Back at Disney, the Perfect Stock, and Snap Judgments From Twitter Ep 376. Bob Iger Is Back at Disney, the Perfect Stock, and Snap Judgments From Twitter https://focusedcompoundinginvest.podbean.com/e/ep-376-bob-iger-is-back-at-disney-the-perfect-stock-and-snap-judgments-from-twitter/ https://focusedcompoundinginvest.podbean.com/e/ep-376-bob-iger-is-back-at-disney-the-perfect-stock-and-snap-judgments-from-twitter/#comments Fri, 09 Dec 2022 09:30:18 -0600 focusedcompoundinginvest.podbean.com/c9316fbe-cd27-373c-8d9c-55b216d2b362 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...

 

]]> 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...

 

]]> Andrew Kuhn and Geoff Gannon false No 6427 full Ep 375. Q&A: Buffett’s Best Investment, Distributor Stocks, P/E Contraction, Net Nets, etc. Ep 375. Q&A: Buffett’s Best Investment, Distributor Stocks, P/E Contraction, Net Nets, etc. https://focusedcompoundinginvest.podbean.com/e/ep-375-qa-buffett-s-best-investment-distributor-stocks-pe-contraction-net-nets-etc/ https://focusedcompoundinginvest.podbean.com/e/ep-375-qa-buffett-s-best-investment-distributor-stocks-pe-contraction-net-nets-etc/#comments Fri, 18 Nov 2022 05:30:00 -0600 focusedcompoundinginvest.podbean.com/860012e6-9ae3-3cec-ac66-9ddab1da34be 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...

 

]]> 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...

 

]]> Andrew Kuhn and Geoff Gannon false No 6706 full Ep 374. Tech Layoffs, Recessions, Microcap Screener, and Thoughts on the Rollup Biz Model Ep 374. Tech Layoffs, Recessions, Microcap Screener, and Thoughts on the Rollup Biz Model https://focusedcompoundinginvest.podbean.com/e/ep-374-tech-layoffs-recessions-microcap-screener-and-thoughts-on-the-rollup-biz-model/ https://focusedcompoundinginvest.podbean.com/e/ep-374-tech-layoffs-recessions-microcap-screener-and-thoughts-on-the-rollup-biz-model/#comments Fri, 11 Nov 2022 08:48:26 -0600 focusedcompoundinginvest.podbean.com/31405390-a8c8-36fd-98c8-ec7ae90b1721 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...

 

]]> 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...

 

]]> Andrew Kuhn and Geoff Gannon false No 8239 full Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener https://focusedcompoundinginvest.podbean.com/e/ep-373-fed-raised-75-bps-inflation-persistence-and-value-stocks-from-midcap-stock-screener/ https://focusedcompoundinginvest.podbean.com/e/ep-373-fed-raised-75-bps-inflation-persistence-and-value-stocks-from-midcap-stock-screener/#comments Fri, 04 Nov 2022 11:43:52 -0500 focusedcompoundinginvest.podbean.com/ed7a02b0-39d6-3e8e-8fb1-44fa7b126650 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...

 

]]> 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...

 

]]> Andrew Kuhn and Geoff Gannon false No 6247 full Ep 372. S&P 500 is Down 25% YTD, FAANG, Interest Rates, International Stocks, and Other Questions from Twitter Ep 372. S&P 500 is Down 25% YTD, FAANG, Interest Rates, International Stocks, and Other Questions from Twitter https://focusedcompoundinginvest.podbean.com/e/ep-372-sp-500-is-down-25-ytd-faang-interest-rates-international-stocks-and-other-questions-from-twitter/ https://focusedcompoundinginvest.podbean.com/e/ep-372-sp-500-is-down-25-ytd-faang-interest-rates-international-stocks-and-other-questions-from-twitter/#comments Fri, 14 Oct 2022 09:19:38 -0500 focusedcompoundinginvest.podbean.com/3d688611-0f99-3efa-a9d6-1b4e64c3ea94 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...

 

]]> 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...

 

]]> Andrew Kuhn and Geoff Gannon false No 7400 full Ep 371. Bank of England Emergency, Cheap UK Stocks, Interest Rates, and US Insurance Companies Ep 371. Bank of England Emergency, Cheap UK Stocks, Interest Rates, and US Insurance Companies https://focusedcompoundinginvest.podbean.com/e/ep-371-bank-of-england-emergency-cheap-uk-stocks-interest-rates-and-us-insurance-companies/ https://focusedcompoundinginvest.podbean.com/e/ep-371-bank-of-england-emergency-cheap-uk-stocks-interest-rates-and-us-insurance-companies/#comments Thu, 29 Sep 2022 12:00:23 -0500 focusedcompoundinginvest.podbean.com/96d98112-088c-38e0-8f49-3f327a396e54 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...

 

]]> 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...

 

]]> Andrew Kuhn and Geoff Gannon false No 7028 full Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter https://focusedcompoundinginvest.podbean.com/e/ep-370-hot-inflation-print-volatility-and-value-investing-and-snap-judgments-from-twitter/ https://focusedcompoundinginvest.podbean.com/e/ep-370-hot-inflation-print-volatility-and-value-investing-and-snap-judgments-from-twitter/#comments Mon, 19 Sep 2022 14:27:37 -0500 focusedcompoundinginvest.podbean.com/279e5e84-1e58-386d-89e2-178d85c60a22 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...

 

]]> 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...

 

]]> Andrew Kuhn and Geoff Gannon false No 6014 full Ep 369. Interest Rates, US Deficit, and the First 8 Things to Look at When Researching a Stock Ep 369. Interest Rates, US Deficit, and the First 8 Things to Look at When Researching a Stock https://focusedcompoundinginvest.podbean.com/e/ep-369-interest-rates-us-deficit-and-the-first-8-things-to-look-at-when-researching-a-stock/ https://focusedcompoundinginvest.podbean.com/e/ep-369-interest-rates-us-deficit-and-the-first-8-things-to-look-at-when-researching-a-stock/#comments Wed, 07 Sep 2022 11:12:11 -0500 focusedcompoundinginvest.podbean.com/d77b6f46-57a6-3aae-8e45-2e2f02bfaf02 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...

 

]]> 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...

 

]]> Andrew Kuhn and Geoff Gannon false No 7023 full Ep 368. Favorite Buffett Lessons, Yield Curve, Inflation, Management Teams, & Matching a Style to Your Personality Ep 368. Favorite Buffett Lessons, Yield Curve, Inflation, Management Teams, & Matching a Style to Your Personality https://focusedcompoundinginvest.podbean.com/e/ep-368-favorite-buffett-lessons-yield-curve-inflation-management-teams-matching-a-style-to-your-personality/ https://focusedcompoundinginvest.podbean.com/e/ep-368-favorite-buffett-lessons-yield-curve-inflation-management-teams-matching-a-style-to-your-personality/#comments Mon, 05 Sep 2022 11:55:49 -0500 focusedcompoundinginvest.podbean.com/49595b9c-41e4-3dad-a3a4-ec80386873c1 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...

 

]]> 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...

 

]]> Andrew Kuhn and Geoff Gannon false No 7331 full Ep 367. Fed Funds Rate, Celsius Deal, FCF + Growth, Bargaining Power, & The Best Business Advantages Ep 367. Fed Funds Rate, Celsius Deal, FCF + Growth, Bargaining Power, & The Best Business Advantages https://focusedcompoundinginvest.podbean.com/e/ep-367-fed-funds-rate-celsius-deal-fcf-growth-bargaining-power-the-best-business-advantages/ https://focusedcompoundinginvest.podbean.com/e/ep-367-fed-funds-rate-celsius-deal-fcf-growth-bargaining-power-the-best-business-advantages/#comments Wed, 03 Aug 2022 13:12:00 -0500 0b5d722f-6ff9-4a67-ab16-3bf84cf4d485 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...

]]> 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...

]]> Andrew Kuhn and Geoff Gannon false No 6169 Ep 366. Microsoft + Netflix, Advice for New Investors, Buffett/Munger, and Testing Bargaining Power Ep 366. Microsoft + Netflix, Advice for New Investors, Buffett/Munger, and Testing Bargaining Power https://focusedcompoundinginvest.podbean.com/e/ep-366-microsoft-netflix-advice-for-new-investors-buffettmunger-and-testing-bargaining-power/ https://focusedcompoundinginvest.podbean.com/e/ep-366-microsoft-netflix-advice-for-new-investors-buffettmunger-and-testing-bargaining-power/#comments Wed, 27 Jul 2022 06:00:00 -0500 c6d62550-1bc1-4904-8a6d-32e0a9f7947c 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...

]]> 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...

]]> Andrew Kuhn and Geoff Gannon false No 7393 Ep 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection Ep 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection https://focusedcompoundinginvest.podbean.com/e/ep-365-finding-moats-market-power-customer-behavior-substitution-distribution-and-margin-protection/ https://focusedcompoundinginvest.podbean.com/e/ep-365-finding-moats-market-power-customer-behavior-substitution-distribution-and-margin-protection/#comments Thu, 14 Jul 2022 08:04:00 -0500 12d29a25-3489-4ecd-bc17-cb9f151b9cfc 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...

]]> 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...

]]> Andrew Kuhn and Geoff Gannon false No 8529 Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile https://focusedcompoundinginvest.podbean.com/e/ep-364-qa-entertainment-intrinsic-value-cyclicals-dark-stocks-and-the-too-hard-pile/ https://focusedcompoundinginvest.podbean.com/e/ep-364-qa-entertainment-intrinsic-value-cyclicals-dark-stocks-and-the-too-hard-pile/#comments Thu, 07 Jul 2022 08:37:00 -0500 467b4bfa-ddbb-4387-86f2-92656e222393 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...

]]> 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...

]]> Andrew Kuhn and Geoff Gannon false No 8047 Ep 363. Currency Swings, Naked Wines, Buffett + OXY, & Valuing Stocks using FCF + Growth Ep 363. Currency Swings, Naked Wines, Buffett + OXY, & Valuing Stocks using FCF + Growth https://focusedcompoundinginvest.podbean.com/e/ep-363-currency-swings-naked-wines-buffett-oxy-valuing-stocks-using-fcf-growth/ https://focusedcompoundinginvest.podbean.com/e/ep-363-currency-swings-naked-wines-buffett-oxy-valuing-stocks-using-fcf-growth/#comments Wed, 29 Jun 2022 06:30:00 -0500 bea4c513-292b-48d0-807e-b7fbb4e5fcf5 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...

]]> 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...

]]> Andrew Kuhn and Geoff Gannon false No 8278 Ep 362. Value Stock vs. Value Trap: The Importance of Business Momentum Ep 362. Value Stock vs. Value Trap: The Importance of Business Momentum https://focusedcompoundinginvest.podbean.com/e/ep-362-value-stock-vs-value-trap-the-importance-of-business-momentum/ https://focusedcompoundinginvest.podbean.com/e/ep-362-value-stock-vs-value-trap-the-importance-of-business-momentum/#comments Wed, 22 Jun 2022 09:06:00 -0500 e2b8b6b7-1bd5-41ec-bb75-77672623ca36 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...

]]> 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...

]]> Andrew Kuhn and Geoff Gannon false No 8635 Ep 361. Recent Inflation Print, Bear Market, and Focusing on Settled Industries Ep 361. Recent Inflation Print, Bear Market, and Focusing on Settled Industries https://focusedcompoundinginvest.podbean.com/e/ep-361-recent-inflation-print-bear-market-and-focusing-on-settled-industries/ https://focusedcompoundinginvest.podbean.com/e/ep-361-recent-inflation-print-bear-market-and-focusing-on-settled-industries/#comments Wed, 15 Jun 2022 11:21:00 -0500 d0eaab11-b2d4-4770-ac57-afde81889c1a 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...

]]> 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...

]]> Andrew Kuhn and Geoff Gannon false No 5126 Ep 360. Natural Gas, Inflation, Elon Musk + Twitter, and How Do You Know if Capital Allocation Has Created Value? Ep 360. Natural Gas, Inflation, Elon Musk + Twitter, and How Do You Know if Capital Allocation Has Created Value? https://focusedcompoundinginvest.podbean.com/e/ep-360-natural-gas-inflation-elon-musk-twitter-and-how-do-you-know-if-capital-allocation-has-created-value/ https://focusedcompoundinginvest.podbean.com/e/ep-360-natural-gas-inflation-elon-musk-twitter-and-how-do-you-know-if-capital-allocation-has-created-value/#comments Wed, 08 Jun 2022 06:11:00 -0500 222a8976-7101-4675-a670-abf54e152bef 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...

]]> 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...

]]> Andrew Kuhn and Geoff Gannon false No 7504 Ep 359. Serial Acquirers: Good vs. Bad, Long-term Returns, Are Movie Theaters Back? & Market Update Ep 359. Serial Acquirers: Good vs. Bad, Long-term Returns, Are Movie Theaters Back? & Market Update https://focusedcompoundinginvest.podbean.com/e/ep-359-serial-acquirers-good-vs-bad-long-term-returns-are-movie-theaters-back-market-update/ https://focusedcompoundinginvest.podbean.com/e/ep-359-serial-acquirers-good-vs-bad-long-term-returns-are-movie-theaters-back-market-update/#comments Wed, 01 Jun 2022 06:45:00 -0500 c99931d1-b57b-4b07-806f-3d0733df4d62 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...

  ]]> 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...

  ]]> Andrew Kuhn and Geoff Gannon false No 7344 Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex https://focusedcompoundinginvest.podbean.com/e/ep-358-elasticity-of-demand-snap-judgments-capital-allocation-and-judging-growth-capex/ https://focusedcompoundinginvest.podbean.com/e/ep-358-elasticity-of-demand-snap-judgments-capital-allocation-and-judging-growth-capex/#comments Thu, 26 May 2022 11:22:00 -0500 f57f33bb-a63a-4ad9-b10c-691009b35a21 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...

  ]]> 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...

  ]]> Andrew Kuhn and Geoff Gannon false No 7390 Ep 357. Berkshire’s 13-F, JetBlue’s Hostile Takeover, Paying High P/S, and Profitable Growth vs. Unprofitable Growth Ep 357. Berkshire’s 13-F, JetBlue’s Hostile Takeover, Paying High P/S, and Profitable Growth vs. Unprofitable Growth https://focusedcompoundinginvest.podbean.com/e/ep-357-berkshire-s-13-f-jetblue-s-hostile-takeover-paying-high-ps-and-profitable-growth-vs-unprofitable-growth/ https://focusedcompoundinginvest.podbean.com/e/ep-357-berkshire-s-13-f-jetblue-s-hostile-takeover-paying-high-ps-and-profitable-growth-vs-unprofitable-growth/#comments Wed, 18 May 2022 11:45:00 -0500 e349205d-21b6-4265-a89f-04dfd9f05863 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...

]]> 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...

]]> Andrew Kuhn and Geoff Gannon false No 3597 Ep 356. Tech Crash, Stock-based Comp, Yield Curve, and Bank Stocks Ep 356. Tech Crash, Stock-based Comp, Yield Curve, and Bank Stocks https://focusedcompoundinginvest.podbean.com/e/ep-356-tech-crash-stock-based-comp-yield-curve-and-bank-stocks/ https://focusedcompoundinginvest.podbean.com/e/ep-356-tech-crash-stock-based-comp-yield-curve-and-bank-stocks/#comments Wed, 11 May 2022 06:01:00 -0500 4f587649-685c-4970-8979-7d38d704729f 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...

]]> 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...

]]> Andrew Kuhn and Geoff Gannon false No 6581 Ep 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter Ep 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter https://focusedcompoundinginvest.podbean.com/e/ep-355-market-update-omaha-trip-activision-arb-and-thoughts-on-elon-musk-buying-twitter/ https://focusedcompoundinginvest.podbean.com/e/ep-355-market-update-omaha-trip-activision-arb-and-thoughts-on-elon-musk-buying-twitter/#comments Mon, 09 May 2022 11:09:00 -0500 6699a979-cca7-44c9-81c5-95908531b3bc 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...

]]> 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...

]]> Andrew Kuhn and Geoff Gannon false No 10113 Ep 354. Consolidation in Banking, Growth in Unsettled Industries, Fees, and Managing Outside Capital Ep 354. Consolidation in Banking, Growth in Unsettled Industries, Fees, and Managing Outside Capital https://focusedcompoundinginvest.podbean.com/e/ep-354-consolidation-in-banking-growth-in-unsettled-industries-fees-and-managing-outside-capital/ https://focusedcompoundinginvest.podbean.com/e/ep-354-consolidation-in-banking-growth-in-unsettled-industries-fees-and-managing-outside-capital/#comments Fri, 18 Mar 2022 08:28:00 -0500 ce8d85b8-7643-4ae3-9e5f-9c306d59966c 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...

]]> 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...

]]> Andrew Kuhn and Geoff Gannon false No 2661 Ep 353. Revisiting Geoff’s Singular Diligence Writeups Ep 353. Revisiting Geoff’s Singular Diligence Writeups https://focusedcompoundinginvest.podbean.com/e/ep-353-revisiting-geoff-s-singular-diligence-writeups/ https://focusedcompoundinginvest.podbean.com/e/ep-353-revisiting-geoff-s-singular-diligence-writeups/#comments Thu, 17 Mar 2022 09:13:00 -0500 165451eb-bfce-42d4-a622-aee294043dba 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...

]]> 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...

]]> Andrew Kuhn and Geoff Gannon false No 4006 Ep 352. Focusing in an Unfocused World Ep 352. Focusing in an Unfocused World https://focusedcompoundinginvest.podbean.com/e/ep-352-focusing-in-an-unfocused-world/ https://focusedcompoundinginvest.podbean.com/e/ep-352-focusing-in-an-unfocused-world/#comments Wed, 16 Mar 2022 06:39:00 -0500 6c47a83f-6632-4d28-85a6-77741bde1403 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...

]]> 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...

]]> Andrew Kuhn and Geoff Gannon false No 2661 Ep 351. Improving Deep Work + Focus, Buffett Buys OXY, TAM, Market Share, and Valuing Growth Ep 351. Improving Deep Work + Focus, Buffett Buys OXY, TAM, Market Share, and Valuing Growth https://focusedcompoundinginvest.podbean.com/e/ep-351-improving-deep-work-focus-buffett-buys-oxy-tam-market-share-and-valuing-growth/ https://focusedcompoundinginvest.podbean.com/e/ep-351-improving-deep-work-focus-buffett-buys-oxy-tam-market-share-and-valuing-growth/#comments Thu, 10 Mar 2022 06:43:00 -0600 dde7709f-3eb3-4afd-96bf-c91f39cd8527 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...

]]> 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...

]]> Andrew Kuhn and Geoff Gannon false No 3090 Ep 350. Market Volatility, Oil & Gas, Cruises, and a Look at Movie Theater Stocks Ep 350. Market Volatility, Oil & Gas, Cruises, and a Look at Movie Theater Stocks https://focusedcompoundinginvest.podbean.com/e/ep-350-market-volatility-oil-gas-cruises-and-a-look-at-movie-theater-stocks/ https://focusedcompoundinginvest.podbean.com/e/ep-350-market-volatility-oil-gas-cruises-and-a-look-at-movie-theater-stocks/#comments Wed, 09 Mar 2022 06:45:00 -0600 fa6e4ebe-0fc0-468e-9d89-6afbbce83f9c 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...

]]> QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound

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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...

]]> Andrew Kuhn and Geoff Gannon false No 2496 Ep 349. Q&A: Illiquid Stocks, Deep Value, Underrated Industries, BNPL, & Moats in Big Tech Ep 349. Q&A: Illiquid Stocks, Deep Value, Underrated Industries, BNPL, & Moats in Big Tech https://focusedcompoundinginvest.podbean.com/e/ep-349-qa-illiquid-stocks-deep-value-underrated-industries-bnpl-moats-in-big-tech/ https://focusedcompoundinginvest.podbean.com/e/ep-349-qa-illiquid-stocks-deep-value-underrated-industries-bnpl-moats-in-big-tech/#comments Fri, 04 Mar 2022 16:15:00 -0600 89dba984-4919-4b57-9a46-549c06a91ac0 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...

]]> 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...

]]> Andrew Kuhn and Geoff Gannon false No 3107 Ep 348. Warren Buffett’s 2021 Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts Ep 348. Warren Buffett’s 2021 Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts https://focusedcompoundinginvest.podbean.com/e/ep-348-warren-buffett-s-2021-letter-to-berkshire-hathaway-shareholders-highlights-our-thoughts/ https://focusedcompoundinginvest.podbean.com/e/ep-348-warren-buffett-s-2021-letter-to-berkshire-hathaway-shareholders-highlights-our-thoughts/#comments Thu, 03 Mar 2022 07:54:00 -0600 c632b76b-20d9-47d8-8eab-21e90fe14383 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...

]]> 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...

]]> Andrew Kuhn and Geoff Gannon false No 2540 Ep 347. Russia / Ukraine, International Investing, Have Rates Peaked? & Risk / Reward Ep 347. Russia / Ukraine, International Investing, Have Rates Peaked? & Risk / Reward https://focusedcompoundinginvest.podbean.com/e/ep-347-russia-ukraine-international-investing-have-rates-peaked-risk-reward/ https://focusedcompoundinginvest.podbean.com/e/ep-347-russia-ukraine-international-investing-have-rates-peaked-risk-reward/#comments Wed, 02 Mar 2022 07:01:00 -0600 ad65df0f-5131-483e-8d83-5e5d6b6dba87 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 4752 Ep 346. Q&A: Investing Mistakes, Holding Compounders, ROIC, FCF + Growth Ep 346. Q&A: Investing Mistakes, Holding Compounders, ROIC, FCF + Growth https://focusedcompoundinginvest.podbean.com/e/ep-346-qa-investing-mistakes-holding-compounders-roic-fcf-growth/ https://focusedcompoundinginvest.podbean.com/e/ep-346-qa-investing-mistakes-holding-compounders-roic-fcf-growth/#comments Fri, 25 Feb 2022 06:00:00 -0600 d6af2e4c-3516-4839-8463-5f7076f87a86 https://quickfs.net/?via=focused​

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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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 3127 Ep 345. Russia invades Ukraine, AI Lending Platforms, Market Sell-Off, Now What? Ep 345. Russia invades Ukraine, AI Lending Platforms, Market Sell-Off, Now What? https://focusedcompoundinginvest.podbean.com/e/ep-345-russia-invades-ukraine-ai-lending-platforms-market-sell-off-now-what/ https://focusedcompoundinginvest.podbean.com/e/ep-345-russia-invades-ukraine-ai-lending-platforms-market-sell-off-now-what/#comments Thu, 24 Feb 2022 07:53:00 -0600 89c25c58-8050-46f1-bf1d-7c95db1f1ae7 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

]]> QuickFS Link: https://quickfs.net/?via=focused​

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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

]]> Andrew Kuhn and Geoff Gannon false No 2921 EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap? EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap? https://focusedcompoundinginvest.podbean.com/e/ep-344-superinvestor-13-fs-cyclical-stocks-and-is-boston-beer-co-cheap/ https://focusedcompoundinginvest.podbean.com/e/ep-344-superinvestor-13-fs-cyclical-stocks-and-is-boston-beer-co-cheap/#comments Wed, 23 Feb 2022 06:30:00 -0600 f43dc529-647e-4462-9c48-12518c4f5d22 QuickFS Link: https://quickfs.net/?via=focused​

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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

]]> QuickFS Link: https://quickfs.net/?via=focused​

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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

]]> Andrew Kuhn and Geoff Gannon false No 3649 EP 343. Snap Judgments, Tobacco Stocks, and Upcoming Spinoffs EP 343. Snap Judgments, Tobacco Stocks, and Upcoming Spinoffs https://focusedcompoundinginvest.podbean.com/e/ep-343-snap-judgments-tobacco-stocks-and-upcoming-spinoffs/ https://focusedcompoundinginvest.podbean.com/e/ep-343-snap-judgments-tobacco-stocks-and-upcoming-spinoffs/#comments Fri, 18 Feb 2022 09:02:00 -0600 a5c594e7-992f-414a-9234-1e8769caefc4 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

]]> QuickFS Link: https://quickfs.net/?via=focused​

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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

]]> Andrew Kuhn and Geoff Gannon false No 3290 EP 342. New Peloton CEO, Spirit + Activision + Cedar Fair Mergers, & How Will Higher Interest Rates Affect Bank Stocks? EP 342. New Peloton CEO, Spirit + Activision + Cedar Fair Mergers, & How Will Higher Interest Rates Affect Bank Stocks? https://focusedcompoundinginvest.podbean.com/e/ep-342-new-peloton-ceo-spirit-activision-cedar-fair-mergers-how-will-higher-interest-rates-affect-bank-stocks/ https://focusedcompoundinginvest.podbean.com/e/ep-342-new-peloton-ceo-spirit-activision-cedar-fair-mergers-how-will-higher-interest-rates-affect-bank-stocks/#comments Thu, 10 Feb 2022 06:00:00 -0600 e524837c-c49d-461c-9c90-1c562fc4bb90 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 3717 EP 341. Industry Analysis: Judging a company’s market position in its industry EP 341. Industry Analysis: Judging a company’s market position in its industry https://focusedcompoundinginvest.podbean.com/e/ep-341-industry-analysis-judging-a-company-s-market-position-in-its-industry/ https://focusedcompoundinginvest.podbean.com/e/ep-341-industry-analysis-judging-a-company-s-market-position-in-its-industry/#comments Wed, 09 Feb 2022 06:00:00 -0600 ecde1226-c40d-4132-8b0d-06432793d2b5 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 1874 EP 340. Snap Judgments: LMT, GD, HPQ, TACT, PCOM, HRBR, FREE, LEE, DALN EP 340. Snap Judgments: LMT, GD, HPQ, TACT, PCOM, HRBR, FREE, LEE, DALN https://focusedcompoundinginvest.podbean.com/e/ep-340-snap-judgments-lmt-gd-hpq-tact-pcom-hrbr-free-lee-daln/ https://focusedcompoundinginvest.podbean.com/e/ep-340-snap-judgments-lmt-gd-hpq-tact-pcom-hrbr-free-lee-daln/#comments Fri, 14 Jan 2022 07:35:00 -0600 e3843f6f-c8a0-43c1-b8e4-247eaf9d1a24 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 2408 EP 339. Competition Demystified: Customer Behavior, Reading a 10K, Retention Rates, Industry Structure, Etc. EP 339. Competition Demystified: Customer Behavior, Reading a 10K, Retention Rates, Industry Structure, Etc. https://focusedcompoundinginvest.podbean.com/e/ep-339-competition-demystified-customer-behavior-reading-a-10k-retention-rates-industry-structure-etc/ https://focusedcompoundinginvest.podbean.com/e/ep-339-competition-demystified-customer-behavior-reading-a-10k-retention-rates-industry-structure-etc/#comments Thu, 13 Jan 2022 06:00:00 -0600 231f0328-5f76-45b5-9a73-79e4fee51a65 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 1733 EP 338. The Fed’s Hawkish Tone, NASDAQ Selloff, Interest Rate Hikes, Retail Stocks: Now What? EP 338. The Fed’s Hawkish Tone, NASDAQ Selloff, Interest Rate Hikes, Retail Stocks: Now What? https://focusedcompoundinginvest.podbean.com/e/ep-338-the-fed-s-hawkish-tone-nasdaq-selloff-interest-rate-hikes-retail-stocks-now-what/ https://focusedcompoundinginvest.podbean.com/e/ep-338-the-fed-s-hawkish-tone-nasdaq-selloff-interest-rate-hikes-retail-stocks-now-what/#comments Wed, 12 Jan 2022 09:01:00 -0600 beb1d1bc-6f27-4ca5-adb5-18c467ee9cbc 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

]]> QuickFS Link: https://quickfs.net/?via=focused​

Twitter: @Focusedcompound

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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

]]> Andrew Kuhn and Geoff Gannon false No 3737 EP 337. Snap Judgments, Gaming stocks, Net-nets to look for, and a case for America’s Car-Mart EP 337. Snap Judgments, Gaming stocks, Net-nets to look for, and a case for America’s Car-Mart https://focusedcompoundinginvest.podbean.com/e/ep-337-snap-judgments-gaming-stocks-net-nets-to-look-for-and-a-case-for-america-s-car-mart/ https://focusedcompoundinginvest.podbean.com/e/ep-337-snap-judgments-gaming-stocks-net-nets-to-look-for-and-a-case-for-america-s-car-mart/#comments Fri, 07 Jan 2022 06:00:00 -0600 cbcd181d-00eb-4c88-b7e3-5f2af2c32729 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 4484 EP 336. An Inside Look at Managing Investor Capital EP 336. An Inside Look at Managing Investor Capital https://focusedcompoundinginvest.podbean.com/e/ep-336-an-inside-look-at-managing-investor-capital/ https://focusedcompoundinginvest.podbean.com/e/ep-336-an-inside-look-at-managing-investor-capital/#comments Thu, 06 Jan 2022 06:00:00 -0600 8ce1591e-22e5-4752-994e-8996aa45596b 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

]]> QuickFS Link: https://quickfs.net/?via=focused​

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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

]]> Andrew Kuhn and Geoff Gannon false No 3311 EP 335. Investing in Alibaba, Geoff’s Hot Take On AMZN, Tech Stocks, Groupthink, & Much More EP 335. Investing in Alibaba, Geoff’s Hot Take On AMZN, Tech Stocks, Groupthink, & Much More https://focusedcompoundinginvest.podbean.com/e/ep-335-investing-in-alibaba-geoff-s-hot-take-on-amzn-tech-stocks-groupthink-much-more/ https://focusedcompoundinginvest.podbean.com/e/ep-335-investing-in-alibaba-geoff-s-hot-take-on-amzn-tech-stocks-groupthink-much-more/#comments Wed, 05 Jan 2022 06:00:00 -0600 067bf22b-4edf-4306-a56a-82e833ac74a5 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 3699 EP 334. 2021 Post Mortem and Outlook for 2022 EP 334. 2021 Post Mortem and Outlook for 2022 https://focusedcompoundinginvest.podbean.com/e/ep-334-2021-post-mortem-and-outlook-for-2022/ https://focusedcompoundinginvest.podbean.com/e/ep-334-2021-post-mortem-and-outlook-for-2022/#comments Thu, 23 Dec 2021 09:11:00 -0600 55054227-82a4-4ffe-a42f-b3129ffbc905 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 3109 EP 333. Q&A: Berkshire Buybacks, Company Culture, Sourcing Ideas, Is Geoff Bearish? EP 333. Q&A: Berkshire Buybacks, Company Culture, Sourcing Ideas, Is Geoff Bearish? https://focusedcompoundinginvest.podbean.com/e/ep-333-qa-berkshire-buybacks-company-culture-sourcing-ideas-is-geoff-bearish/ https://focusedcompoundinginvest.podbean.com/e/ep-333-qa-berkshire-buybacks-company-culture-sourcing-ideas-is-geoff-bearish/#comments Mon, 20 Dec 2021 14:05:00 -0600 4ca1aeed-f313-44e4-ae5c-7aba59d2449e 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 2733 EP 332. Interest Rates, Inflation, and Macro Worries - Where Do We Go From Here? EP 332. Interest Rates, Inflation, and Macro Worries - Where Do We Go From Here? https://focusedcompoundinginvest.podbean.com/e/ep-332-interest-rates-inflation-and-macro-worries-where-do-we-go-from-here/ https://focusedcompoundinginvest.podbean.com/e/ep-332-interest-rates-inflation-and-macro-worries-where-do-we-go-from-here/#comments Wed, 15 Dec 2021 22:29:00 -0600 eb26faad-4a9e-4b0d-8350-2294dcf47ccf 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 4005 EP 331. How No-Growth Stocks Can Lead to High Investment Returns EP 331. How No-Growth Stocks Can Lead to High Investment Returns https://focusedcompoundinginvest.podbean.com/e/ep-331-how-no-growth-stocks-can-lead-to-high-investment-returns/ https://focusedcompoundinginvest.podbean.com/e/ep-331-how-no-growth-stocks-can-lead-to-high-investment-returns/#comments Wed, 15 Dec 2021 05:00:00 -0600 c3d22762-360d-4eb7-bef3-91205186e2e6 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 1882 EP 330. Our First 5 Minutes on 10 Stocks -BGFV, BKNG, MO, NLS, CRFCF, KMT, ENVA, MCK, SSNC, FRPH EP 330. Our First 5 Minutes on 10 Stocks -BGFV, BKNG, MO, NLS, CRFCF, KMT, ENVA, MCK, SSNC, FRPH https://focusedcompoundinginvest.podbean.com/e/ep-330-our-first-5-minutes-on-10-stocks-bgfv-bkng-mo-nls-crfcf-kmt-enva-mck-ssnc-frph/ https://focusedcompoundinginvest.podbean.com/e/ep-330-our-first-5-minutes-on-10-stocks-bgfv-bkng-mo-nls-crfcf-kmt-enva-mck-ssnc-frph/#comments Fri, 15 Oct 2021 09:14:00 -0500 29b42f4c-5ba8-4bbe-a9e7-8d95ba00c561 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 3330 EP 329. 20 Lessons About Banking from Maxfield on Banks EP 329. 20 Lessons About Banking from Maxfield on Banks https://focusedcompoundinginvest.podbean.com/e/ep-329-20-lessons-about-banking-from-maxfield-on-banks/ https://focusedcompoundinginvest.podbean.com/e/ep-329-20-lessons-about-banking-from-maxfield-on-banks/#comments Wed, 13 Oct 2021 08:10:00 -0500 44d91b68-7045-46f1-86e5-cb99d107057d 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 3747 EP 328. Special Situations Investing: Revisiting and analyzing recent spinoffs EP 328. Special Situations Investing: Revisiting and analyzing recent spinoffs https://focusedcompoundinginvest.podbean.com/e/ep-328-special-situations-investing-revisiting-and-analyzing-recent-spinoffs/ https://focusedcompoundinginvest.podbean.com/e/ep-328-special-situations-investing-revisiting-and-analyzing-recent-spinoffs/#comments Fri, 24 Sep 2021 10:06:00 -0500 16cbeb1d-073e-4b60-8799-4500c6b023b7 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 2089 EP 327. Snap Judgements: Our First 5 Minutes on 10 Stocks - CTO, DFIN, AMZN, DG, COST, GLXY, RILY, AMC, ENR, ARKR EP 327. Snap Judgements: Our First 5 Minutes on 10 Stocks - CTO, DFIN, AMZN, DG, COST, GLXY, RILY, AMC, ENR, ARKR https://focusedcompoundinginvest.podbean.com/e/ep-327-snap-judgements-our-first-5-minutes-on-10-stocks-cto-dfin-amzn-dg-cost-glxy-rily-amc-enr-arkr/ https://focusedcompoundinginvest.podbean.com/e/ep-327-snap-judgements-our-first-5-minutes-on-10-stocks-cto-dfin-amzn-dg-cost-glxy-rily-amc-enr-arkr/#comments Wed, 22 Sep 2021 09:29:00 -0500 a127ff32-ffe2-495d-8840-0134271e19fa 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 2865 EP 326. Snap Judgements: Our First 5 Minutes on 6 Stocks - DG, BBSI, VRSN, ALOT, VLGEA, SFM EP 326. Snap Judgements: Our First 5 Minutes on 6 Stocks - DG, BBSI, VRSN, ALOT, VLGEA, SFM https://focusedcompoundinginvest.podbean.com/e/ep-326-snap-judgements-our-first-5-minutes-on-6-stocks-dg-bbsi-vrsn-alot-vlgea-sfm/ https://focusedcompoundinginvest.podbean.com/e/ep-326-snap-judgements-our-first-5-minutes-on-6-stocks-dg-bbsi-vrsn-alot-vlgea-sfm/#comments Fri, 17 Sep 2021 09:23:00 -0500 4c184fc4-2eaa-466f-8a01-d6de26bdd48f 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 1884 EP 325. What are the 4 Most Important Numbers to Know About a Stock? EP 325. What are the 4 Most Important Numbers to Know About a Stock? https://focusedcompoundinginvest.podbean.com/e/ep-325-what-are-the-4-most-important-numbers-to-know-about-a-stock/ https://focusedcompoundinginvest.podbean.com/e/ep-325-what-are-the-4-most-important-numbers-to-know-about-a-stock/#comments Wed, 15 Sep 2021 09:59:00 -0500 8675a941-1d85-499c-9b43-218814abe614 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 2166 EP 324. Snap Judgements: Our First 5 Minutes on 7 Stocks EP 324. Snap Judgements: Our First 5 Minutes on 7 Stocks https://focusedcompoundinginvest.podbean.com/e/ep-324-snap-judgements-our-first-5-minutes-on-7-stocks/ https://focusedcompoundinginvest.podbean.com/e/ep-324-snap-judgements-our-first-5-minutes-on-7-stocks/#comments Wed, 01 Sep 2021 09:38:00 -0500 4efdfe68-7c04-44fe-b3c7-7c572bfbe8a7 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 2490 EP 323. Asking the Right Questions: Evaluating Management, Board, Business, etc. EP 323. Asking the Right Questions: Evaluating Management, Board, Business, etc. https://focusedcompoundinginvest.podbean.com/e/ep-323-asking-the-right-questions-evaluating-management-board-business-etc/ https://focusedcompoundinginvest.podbean.com/e/ep-323-asking-the-right-questions-evaluating-management-board-business-etc/#comments Tue, 31 Aug 2021 07:18:00 -0500 b0574f9a-ee4c-41ed-8762-0bc8925e5c2c 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 2436 EP 322. Q/A: Movie Theater Industry + Shortening Window, Managing Personal Portfolio, Bank Deposits, Valuing Stocks, and Much More EP 322. Q/A: Movie Theater Industry + Shortening Window, Managing Personal Portfolio, Bank Deposits, Valuing Stocks, and Much More https://focusedcompoundinginvest.podbean.com/e/ep-322-qa-movie-theater-industry-shortening-window-managing-personal-portfolio-bank-deposits-valuing-stocks-and-much-more/ https://focusedcompoundinginvest.podbean.com/e/ep-322-qa-movie-theater-industry-shortening-window-managing-personal-portfolio-bank-deposits-valuing-stocks-and-much-more/#comments Thu, 26 Aug 2021 09:54:00 -0500 4ea4199e-0efa-4be3-9417-3806960a59ea 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 4114 EP 321. Where Do We Go From Here? 39x Shiller PE, Inflation, Interest Rates, China, etc EP 321. Where Do We Go From Here? 39x Shiller PE, Inflation, Interest Rates, China, etc https://focusedcompoundinginvest.podbean.com/e/ep-321-where-do-we-go-from-here-39x-shiller-pe-inflation-interest-rates-china-etc/ https://focusedcompoundinginvest.podbean.com/e/ep-321-where-do-we-go-from-here-39x-shiller-pe-inflation-interest-rates-china-etc/#comments Wed, 25 Aug 2021 09:00:00 -0500 a64e4de3-c3cb-43d2-b88f-35faa1c4bc9e 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 2747 EP 320. Investing in Emerging Markets, Creative Thinking, Float, Sizing Investments, and Other Questions from Twitter EP 320. Investing in Emerging Markets, Creative Thinking, Float, Sizing Investments, and Other Questions from Twitter https://focusedcompoundinginvest.podbean.com/e/ep-320-investing-in-emerging-markets-creative-thinking-float-sizing-investments-and-other-questions-from-twitter/ https://focusedcompoundinginvest.podbean.com/e/ep-320-investing-in-emerging-markets-creative-thinking-float-sizing-investments-and-other-questions-from-twitter/#comments Mon, 19 Jul 2021 12:00:00 -0500 97c77d0a-7b22-469e-8d58-51ba872fccd3 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 1939 EP 319. How We Analyze Insurance Companies EP 319. How We Analyze Insurance Companies https://focusedcompoundinginvest.podbean.com/e/ep-319-how-we-analyze-insurance-companies/ https://focusedcompoundinginvest.podbean.com/e/ep-319-how-we-analyze-insurance-companies/#comments Thu, 15 Jul 2021 09:00:00 -0500 6c3aa3b8-43d3-40d1-8c9b-2983a5c610d9 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 3095 EP 318. Hunting for 10-Baggers: 9-Point Investing Checklist EP 318. Hunting for 10-Baggers: 9-Point Investing Checklist https://focusedcompoundinginvest.podbean.com/e/ep-318-hunting-for-10-baggers-9-point-investing-checklist/ https://focusedcompoundinginvest.podbean.com/e/ep-318-hunting-for-10-baggers-9-point-investing-checklist/#comments Wed, 14 Jul 2021 08:43:00 -0500 aae26e26-e9fe-4392-bc87-02ab4a6d88da 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 2806 EP 317. Fintech, Sourcing Ideas, Investing Books, and Other Questions From Twitter EP 317. Fintech, Sourcing Ideas, Investing Books, and Other Questions From Twitter https://focusedcompoundinginvest.podbean.com/e/ep-317-fintech-sourcing-ideas-investing-books-and-other-questions-from-twitter/ https://focusedcompoundinginvest.podbean.com/e/ep-317-fintech-sourcing-ideas-investing-books-and-other-questions-from-twitter/#comments Fri, 25 Jun 2021 10:59:00 -0500 6fe0a6c7-e82a-488c-a47b-ba0e5de14416 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 3143 EP 316. Judging Moats: Customer Behavior, Price Sensitivity, Retention, Power of Suppliers, Distribution Process, and Much More EP 316. Judging Moats: Customer Behavior, Price Sensitivity, Retention, Power of Suppliers, Distribution Process, and Much More https://focusedcompoundinginvest.podbean.com/e/ep-316-judging-moats-customer-behavior-price-sensitivity-retention-power-of-suppliers-distribution-process-and-much-more/ https://focusedcompoundinginvest.podbean.com/e/ep-316-judging-moats-customer-behavior-price-sensitivity-retention-power-of-suppliers-distribution-process-and-much-more/#comments Thu, 24 Jun 2021 10:43:00 -0500 206f2e58-edab-4cf0-aa1a-ffc9e52c6c2c 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 2776 EP 315. Why Capital Turns Matter – And What Warren Buffett Means When He Talks About Them EP 315. Why Capital Turns Matter – And What Warren Buffett Means When He Talks About Them https://focusedcompoundinginvest.podbean.com/e/ep-315-why-capital-turns-matter-%e2%80%93-and-what-warren-buffett-means-when-he-talks-about-them/ https://focusedcompoundinginvest.podbean.com/e/ep-315-why-capital-turns-matter-%e2%80%93-and-what-warren-buffett-means-when-he-talks-about-them/#comments Wed, 23 Jun 2021 05:27:00 -0500 0619b440-c5ea-41c1-8979-4ec3e95f8b0f 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 2713 EP 314. How Much Is Too Much To Pay for a Great Business EP 314. How Much Is Too Much To Pay for a Great Business https://focusedcompoundinginvest.podbean.com/e/ep-314-how-much-is-too-much-to-pay-for-a-great-business/ https://focusedcompoundinginvest.podbean.com/e/ep-314-how-much-is-too-much-to-pay-for-a-great-business/#comments Thu, 03 Jun 2021 07:17:00 -0500 b69611f5-cb23-4a54-a452-026e606937db QuickFS Link: https://quickfs.net/?via=focused​

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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

]]> QuickFS Link: https://quickfs.net/?via=focused​

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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

]]> Andrew Kuhn and Geoff Gannon false No 1851 EP 313. How to Judge and Research an Industry EP 313. How to Judge and Research an Industry https://focusedcompoundinginvest.podbean.com/e/ep-313-how-to-judge-and-research-an-industry/ https://focusedcompoundinginvest.podbean.com/e/ep-313-how-to-judge-and-research-an-industry/#comments Wed, 02 Jun 2021 13:53:00 -0500 b5143e38-afc0-4287-b892-3e1c5829e10a QuickFS Link: https://quickfs.net/?via=focused​

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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

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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

]]> Andrew Kuhn and Geoff Gannon false No 1744 EP 312. Capital Allocation, 1966-1972: Diversified Retailing, Blue Chip Stamps, and See’s Candies EP 312. Capital Allocation, 1966-1972: Diversified Retailing, Blue Chip Stamps, and See’s Candies https://focusedcompoundinginvest.podbean.com/e/ep-312-capital-allocation-1966-1972-diversified-retailing-blue-chip-stamps-and-see-s-candies/ https://focusedcompoundinginvest.podbean.com/e/ep-312-capital-allocation-1966-1972-diversified-retailing-blue-chip-stamps-and-see-s-candies/#comments Mon, 24 May 2021 08:18:00 -0500 7b5ffd61-46ef-42a5-a43c-ae1927c58e64 QuickFS Link: https://quickfs.net/?via=focused​

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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...

]]> QuickFS Link: https://quickfs.net/?via=focused​

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]]> Andrew Kuhn and Geoff Gannon false No 1485 EP 311. Analyzing and Investing in Holding Companies EP 311. Analyzing and Investing in Holding Companies https://focusedcompoundinginvest.podbean.com/e/ep-311-analyzing-and-investing-in-holding-companies/ https://focusedcompoundinginvest.podbean.com/e/ep-311-analyzing-and-investing-in-holding-companies/#comments Thu, 20 May 2021 09:17:00 -0500 a8488193-af19-4763-8286-8554bea08ee3 QuickFS Link: https://quickfs.net/?via=focused​

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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...

]]> QuickFS Link: https://quickfs.net/?via=focused​

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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...

]]> Andrew Kuhn and Geoff Gannon false No 2083 EP 310. Berkshire Meeting, Munger/Pabrai Buy Baba, 13-Fs, Handicapping Stocks After 2020 Growth, and Inflation EP 310. Berkshire Meeting, Munger/Pabrai Buy Baba, 13-Fs, Handicapping Stocks After 2020 Growth, and Inflation https://focusedcompoundinginvest.podbean.com/e/ep-310-berkshire-meeting-mungerpabrai-buy-baba-13-fs-handicapping-stocks-after-2020-growth-and-inflation/ https://focusedcompoundinginvest.podbean.com/e/ep-310-berkshire-meeting-mungerpabrai-buy-baba-13-fs-handicapping-stocks-after-2020-growth-and-inflation/#comments Wed, 19 May 2021 07:56:00 -0500 758efeb5-e9c2-4253-85ab-ef999fdd5054 QuickFS Link: https://quickfs.net/?via=focused​

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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...

]]> QuickFS Link: https://quickfs.net/?via=focused​

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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...

]]> Andrew Kuhn and Geoff Gannon false No 2907 EP 309. Capital Allocation, 1975-1977: Buffett Buys Cypress, Waumbec, and K&W Products EP 309. Capital Allocation, 1975-1977: Buffett Buys Cypress, Waumbec, and K&W Products https://focusedcompoundinginvest.podbean.com/e/ep-309-capital-allocation-1975-1977-buffett-buys-cypress-waumbec-and-kw-products/ https://focusedcompoundinginvest.podbean.com/e/ep-309-capital-allocation-1975-1977-buffett-buys-cypress-waumbec-and-kw-products/#comments Fri, 23 Apr 2021 13:09:00 -0500 833f3137-4828-4f32-b3ce-a09b5806947f QuickFS Link: https://quickfs.net/?via=focused​

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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...

]]> QuickFS Link: https://quickfs.net/?via=focused​

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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...

]]> Andrew Kuhn and Geoff Gannon false No 2205 EP 308. Improving on the Psychology of Successful Investing EP 308. Improving on the Psychology of Successful Investing https://focusedcompoundinginvest.podbean.com/e/ep-308-improving-on-the-psychology-of-successful-investing/ https://focusedcompoundinginvest.podbean.com/e/ep-308-improving-on-the-psychology-of-successful-investing/#comments Thu, 22 Apr 2021 10:00:00 -0500 5f2685fd-9e7f-48f0-af59-1eead36721e9 QuickFS Link: https://quickfs.net/?via=focused​

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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...

]]> QuickFS Link: https://quickfs.net/?via=focused​

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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...

]]> Andrew Kuhn and Geoff Gannon false No 1849 EP 307. Thoughts on Tobacco Stocks, DogeCoin, Blockchain, Buffett’s CVX Buy, Investing Process, and more EP 307. Thoughts on Tobacco Stocks, DogeCoin, Blockchain, Buffett’s CVX Buy, Investing Process, and more https://focusedcompoundinginvest.podbean.com/e/ep-307-thoughts-on-tobacco-stocks-dogecoin-blockchain-buffett-s-cvx-buy-investing-process-and-more/ https://focusedcompoundinginvest.podbean.com/e/ep-307-thoughts-on-tobacco-stocks-dogecoin-blockchain-buffett-s-cvx-buy-investing-process-and-more/#comments Wed, 21 Apr 2021 12:29:00 -0500 6fa841e6-980d-42d0-836d-a213639f8ce3 QuickFS Link: https://quickfs.net/?via=focused​

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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...

]]> QuickFS Link: https://quickfs.net/?via=focused​

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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...

]]> Andrew Kuhn and Geoff Gannon false No 4466 EP 306. Jamie Dimon’s Letter, Railroad Industry, Investing Overseas, Bonds, and Much More EP 306. Jamie Dimon’s Letter, Railroad Industry, Investing Overseas, Bonds, and Much More https://focusedcompoundinginvest.podbean.com/e/ep-306-jamie-dimon-s-letter-railroad-industry-investing-overseas-bonds-and-much-more/ https://focusedcompoundinginvest.podbean.com/e/ep-306-jamie-dimon-s-letter-railroad-industry-investing-overseas-bonds-and-much-more/#comments Thu, 15 Apr 2021 10:32:00 -0500 f02d0e0b-adea-42a5-99be-789bd9aa4637 QuickFS Link: https://quickfs.net/?via=focused​

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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...

]]> QuickFS Link: https://quickfs.net/?via=focused​

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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...

]]> Andrew Kuhn and Geoff Gannon false No 3101 EP 305. Capital Allocation, 1976: Buffett Buys GEICO EP 305. Capital Allocation, 1976: Buffett Buys GEICO https://focusedcompoundinginvest.podbean.com/e/ep-305-capital-allocation-1976-buffett-buys-geico/ https://focusedcompoundinginvest.podbean.com/e/ep-305-capital-allocation-1976-buffett-buys-geico/#comments Wed, 14 Apr 2021 08:55:00 -0500 27d9083d-f2b3-4dfc-8b16-6058a20c3d50 ​

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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...

]]> Andrew Kuhn and Geoff Gannon false No 2623 EP 304. Thoughts on 10 Different Stocks, REITS, MSG/MSGN, and a Bull Case for Amazon’s Stock EP 304. Thoughts on 10 Different Stocks, REITS, MSG/MSGN, and a Bull Case for Amazon’s Stock https://focusedcompoundinginvest.podbean.com/e/ep-304-thoughts-on-10-different-stocks-reits-msgmsgn-and-a-bull-case-for-amazon-s-stock/ https://focusedcompoundinginvest.podbean.com/e/ep-304-thoughts-on-10-different-stocks-reits-msgmsgn-and-a-bull-case-for-amazon-s-stock/#comments Fri, 09 Apr 2021 08:36:00 -0500 5bed7c3e-7838-4939-b958-031a8dbb655f QuickFS Link: https://quickfs.net/?via=focused​

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]]> QuickFS Link: https://quickfs.net/?via=focused​

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]]> Andrew Kuhn and Geoff Gannon false No 2258 EP 303. Capital Allocation, 1969: Buffett Buys Illinois National Bank EP 303. Capital Allocation, 1969: Buffett Buys Illinois National Bank https://focusedcompoundinginvest.podbean.com/e/ep-303-capital-allocation-1969-buffett-buys-illinois-national-bank/ https://focusedcompoundinginvest.podbean.com/e/ep-303-capital-allocation-1969-buffett-buys-illinois-national-bank/#comments Thu, 08 Apr 2021 10:29:00 -0500 50aaf76d-82a1-41f1-b482-908a491e2cf2 QuickFS Link: https://quickfs.net/?via=focused​

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]]> QuickFS Link: https://quickfs.net/?via=focused​

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]]> Andrew Kuhn and Geoff Gannon false No 2062 EP 302. Munger Buys BABA, Thoughts on 100 Baggers, Holding Overvalued Stocks, and Potential Cambria Buyout EP 302. Munger Buys BABA, Thoughts on 100 Baggers, Holding Overvalued Stocks, and Potential Cambria Buyout https://focusedcompoundinginvest.podbean.com/e/ep-302-munger-buys-baba-thoughts-on-100-baggers-holding-overvalued-stocks-and-potential-cambria-buyout/ https://focusedcompoundinginvest.podbean.com/e/ep-302-munger-buys-baba-thoughts-on-100-baggers-holding-overvalued-stocks-and-potential-cambria-buyout/#comments Wed, 07 Apr 2021 09:57:00 -0500 8311cfc5-5cc9-49fe-a50b-6fc52425c1c6 QuickFS Link: https://quickfs.net/?via=focused​

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]]> QuickFS Link: https://quickfs.net/?via=focused​

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]]> Andrew Kuhn and Geoff Gannon false No 2939 EP 301. Capital Allocation, 1967-1969: Buffett Buys National Indemnity -- and a Primer on Insurance Companies EP 301. Capital Allocation, 1967-1969: Buffett Buys National Indemnity -- and a Primer on Insurance Companies https://focusedcompoundinginvest.podbean.com/e/ep-301-capital-allocation-1967-1969-buffett-buys-national-indemnity-and-a-primer-on-insurance-companies/ https://focusedcompoundinginvest.podbean.com/e/ep-301-capital-allocation-1967-1969-buffett-buys-national-indemnity-and-a-primer-on-insurance-companies/#comments Thu, 01 Apr 2021 09:53:00 -0500 39cece89-3715-43b1-b105-bcefffc45c8e Capital Allocation: The Financials of a New England Textile Mill 1955 - 1985 https://www.amazon.com/Capital-Alloca...​

 

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]]> Capital Allocation: The Financials of a New England Textile Mill 1955 - 1985 https://www.amazon.com/Capital-Alloca...​

 

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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...

]]> Andrew Kuhn and Geoff Gannon false No 2545 EP 300. Occam’s Razor: How to Make Better Investing Decisions EP 300. Occam’s Razor: How to Make Better Investing Decisions https://focusedcompoundinginvest.podbean.com/e/ep-300-occam-s-razor-how-to-make-better-investing-decisions/ https://focusedcompoundinginvest.podbean.com/e/ep-300-occam-s-razor-how-to-make-better-investing-decisions/#comments Wed, 31 Mar 2021 11:29:00 -0500 84a6475e-441f-4556-8d97-0d2426bc803e 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. 

]]> 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. 

]]> Andrew Kuhn and Geoff Gannon false No 1893 EP 299. What’s Going on in the Market? Hedge Fund Meltdown, Activism, and Answering Questions from Listeners EP 299. What’s Going on in the Market? Hedge Fund Meltdown, Activism, and Answering Questions from Listeners https://focusedcompoundinginvest.podbean.com/e/ep-299-what-s-going-on-in-the-market-hedge-fund-meltdown-activism-and-answering-questions-from-listeners/ https://focusedcompoundinginvest.podbean.com/e/ep-299-what-s-going-on-in-the-market-hedge-fund-meltdown-activism-and-answering-questions-from-listeners/#comments Tue, 30 Mar 2021 09:52:00 -0500 6e3758e3-5aa4-4be7-85a6-0cb71e9dd1b1 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. 

]]> 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. 

]]> Andrew Kuhn and Geoff Gannon false No 2138 EP 298. Highlights and Thoughts on Charlie Munger’s 2021 Daily Journal Meeting EP 298. Highlights and Thoughts on Charlie Munger’s 2021 Daily Journal Meeting https://focusedcompoundinginvest.podbean.com/e/ep-298-highlights-and-thoughts-on-charlie-munger-s-2021-daily-journal-meeting/ https://focusedcompoundinginvest.podbean.com/e/ep-298-highlights-and-thoughts-on-charlie-munger-s-2021-daily-journal-meeting/#comments Thu, 25 Mar 2021 11:06:00 -0500 d24b7a51-0e0e-40e8-8666-af7d75ee5485 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. 

]]> 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. 

]]> Andrew Kuhn and Geoff Gannon false No 2223 EP 297. Capital Allocation, 1955-1962: Buffett Buys Berkshire Hathaway Stock EP 297. Capital Allocation, 1955-1962: Buffett Buys Berkshire Hathaway Stock https://focusedcompoundinginvest.podbean.com/e/ep-297-capital-allocation-1955-1962-buffett-buys-berkshire-hathaway-stock/ https://focusedcompoundinginvest.podbean.com/e/ep-297-capital-allocation-1955-1962-buffett-buys-berkshire-hathaway-stock/#comments Wed, 24 Mar 2021 11:04:00 -0500 d1c62959-4b83-4cd5-8072-0a30dd0a834e 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. 

]]> 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. 

]]> Andrew Kuhn and Geoff Gannon false No 1694 EP 296. Stocks Recently Looked at, Workflow, Judging a Bank’s Loan Book, Books Recently Read, & Much More EP 296. Stocks Recently Looked at, Workflow, Judging a Bank’s Loan Book, Books Recently Read, & Much More https://focusedcompoundinginvest.podbean.com/e/ep-296-stocks-recently-looked-at-workflow-judging-a-bank-s-loan-book-books-recently-read-much-more/ https://focusedcompoundinginvest.podbean.com/e/ep-296-stocks-recently-looked-at-workflow-judging-a-bank-s-loan-book-books-recently-read-much-more/#comments Tue, 23 Mar 2021 09:46:00 -0500 e85aeaa5-2d0a-4f08-a7ca-0f6df1ad4001 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. 

]]> 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. 

]]> Andrew Kuhn and Geoff Gannon false No 4231 EP 295. Analyzing Buffett’s Investment in Disney and Thoughts on Movie Theaters, Theme Parks, and Cruise Line Stocks EP 295. Analyzing Buffett’s Investment in Disney and Thoughts on Movie Theaters, Theme Parks, and Cruise Line Stocks https://focusedcompoundinginvest.podbean.com/e/ep-295-analyzing-buffett-s-investment-in-disney-and-thoughts-on-movie-theaters-theme-parks-and-cruise-line-stocks/ https://focusedcompoundinginvest.podbean.com/e/ep-295-analyzing-buffett-s-investment-in-disney-and-thoughts-on-movie-theaters-theme-parks-and-cruise-line-stocks/#comments Thu, 11 Mar 2021 10:39:00 -0600 9865fbe8-b19a-4f41-9a2a-37c78e07cf56 https://www.tilsonfunds.com/BuffettNotreDame.pdf

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. 

]]> https://www.tilsonfunds.com/BuffettNotreDame.pdf

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. 

]]> Andrew Kuhn and Geoff Gannon false No 3488 EP 294. SKIPPING Banks: Things We Stay Away From in the Banking Industry EP 294. SKIPPING Banks: Things We Stay Away From in the Banking Industry https://focusedcompoundinginvest.podbean.com/e/ep-294-skipping-banks-things-we-stay-away-from-in-the-banking-industry/ https://focusedcompoundinginvest.podbean.com/e/ep-294-skipping-banks-things-we-stay-away-from-in-the-banking-industry/#comments Wed, 10 Mar 2021 10:13:00 -0600 91fa0800-36d4-49b2-9518-2b102c5b5bc1 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. 

]]> 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. 

]]> Andrew Kuhn and Geoff Gannon false No 3621 EP 293. Mr. Market Is Your Servant: Dealing With The Current Stock Market Volatility EP 293. Mr. Market Is Your Servant: Dealing With The Current Stock Market Volatility https://focusedcompoundinginvest.podbean.com/e/ep-293-mr-market-is-your-servant-dealing-with-the-current-stock-market-volatility/ https://focusedcompoundinginvest.podbean.com/e/ep-293-mr-market-is-your-servant-dealing-with-the-current-stock-market-volatility/#comments Tue, 09 Mar 2021 08:25:00 -0600 6973f7a4-7561-432a-849a-cd436061a7d7 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. 

]]> 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. 

]]> Andrew Kuhn and Geoff Gannon false No 1613 EP 292. Where Do We Go From Here? Thoughts on Current Market Valuations, Interest Rates, Inflation Fears, Etc. EP 292. Where Do We Go From Here? Thoughts on Current Market Valuations, Interest Rates, Inflation Fears, Etc. https://focusedcompoundinginvest.podbean.com/e/ep-292-where-do-we-go-from-here-thoughts-on-current-market-valuations-interest-rates-inflation-fears-etc/ https://focusedcompoundinginvest.podbean.com/e/ep-292-where-do-we-go-from-here-thoughts-on-current-market-valuations-interest-rates-inflation-fears-etc/#comments Thu, 04 Mar 2021 11:49:00 -0600 04f849e0-6f9d-4031-b836-748728d275ff 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. 

]]> 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. 

]]> Andrew Kuhn and Geoff Gannon false No 3802 EP 291. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Answering YOUR Questions EP 291. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Answering YOUR Questions https://focusedcompoundinginvest.podbean.com/e/ep-291-warren-buffett-s-letter-to-berkshire-hathaway-shareholders-answering-your-questions/ https://focusedcompoundinginvest.podbean.com/e/ep-291-warren-buffett-s-letter-to-berkshire-hathaway-shareholders-answering-your-questions/#comments Wed, 03 Mar 2021 07:38:00 -0600 3d491f85-61d4-471f-a290-62a484b4d7cc 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.

]]> 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.

]]> Andrew Kuhn and Geoff Gannon false No 1565 EP 290. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts EP 290. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts https://focusedcompoundinginvest.podbean.com/e/ep-290-warren-buffett-s-letter-to-berkshire-hathaway-shareholders-highlights-our-thoughts/ https://focusedcompoundinginvest.podbean.com/e/ep-290-warren-buffett-s-letter-to-berkshire-hathaway-shareholders-highlights-our-thoughts/#comments Tue, 02 Mar 2021 08:15:00 -0600 2dc7afec-a7ba-4fc6-9f96-ce9928d22280 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 2162 EP 289. Staying Sane in an Insane Environment, SPACs, Geoff’s Favorite Businesses, Valuation, Management, and Other Questions From Twitter EP 289. Staying Sane in an Insane Environment, SPACs, Geoff’s Favorite Businesses, Valuation, Management, and Other Questions From Twitter https://focusedcompoundinginvest.podbean.com/e/ep-289-staying-sane-in-an-insane-environment-spacs-geoff-s-favorite-businesses-valuation-management-and-other-questions-from-twitter/ https://focusedcompoundinginvest.podbean.com/e/ep-289-staying-sane-in-an-insane-environment-spacs-geoff-s-favorite-businesses-valuation-management-and-other-questions-from-twitter/#comments Thu, 11 Feb 2021 10:16:00 -0600 3455e048-5729-465a-a2e3-c20d5746b10f 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 1871 EP 288. A Framework for Active Reading and The Importance of Operational Efficiency EP 288. A Framework for Active Reading and The Importance of Operational Efficiency https://focusedcompoundinginvest.podbean.com/e/ep-288-a-framework-for-active-reading-and-the-importance-of-operational-efficiency/ https://focusedcompoundinginvest.podbean.com/e/ep-288-a-framework-for-active-reading-and-the-importance-of-operational-efficiency/#comments Wed, 10 Feb 2021 07:57:00 -0600 68a31a9a-9f48-4d64-9f91-3b3282dced54 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 2581 EP 287. Value Investing in a Growth Market? 4 Value Stocks to Look At EP 287. Value Investing in a Growth Market? 4 Value Stocks to Look At https://focusedcompoundinginvest.podbean.com/e/ep-287-value-investing-in-a-growth-market-4-value-stocks-to-look-at/ https://focusedcompoundinginvest.podbean.com/e/ep-287-value-investing-in-a-growth-market-4-value-stocks-to-look-at/#comments Tue, 09 Feb 2021 09:23:00 -0600 1bb6d564-cd5c-4d34-95ac-91bd584bc522 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 1779 EP 286. Analyzing and Investing in Insurance & Reinsurance Businesses EP 286. Analyzing and Investing in Insurance & Reinsurance Businesses https://focusedcompoundinginvest.podbean.com/e/ep-286-analyzing-and-investing-in-insurance-reinsurance-businesses/ https://focusedcompoundinginvest.podbean.com/e/ep-286-analyzing-and-investing-in-insurance-reinsurance-businesses/#comments Thu, 28 Jan 2021 09:19:00 -0600 2d88cc29-a14a-4d33-8829-4e3c85a27f2e 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 2953 EP 285. Competition: How to Judge The Durability of a Business EP 285. Competition: How to Judge The Durability of a Business https://focusedcompoundinginvest.podbean.com/e/ep-285-competition-how-to-judge-the-durability-of-a-business/ https://focusedcompoundinginvest.podbean.com/e/ep-285-competition-how-to-judge-the-durability-of-a-business/#comments Wed, 27 Jan 2021 09:05:00 -0600 a67a016b-3898-47e8-879e-645e28e6ba23 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 2689 EP 284. Charlie Munger’s Cigar Butt: Reverse Engineering Tenneco Investment EP 284. Charlie Munger’s Cigar Butt: Reverse Engineering Tenneco Investment https://focusedcompoundinginvest.podbean.com/e/ep-284-charlie-munger-s-cigar-butt-reverse-engineering-tenneco-investment/ https://focusedcompoundinginvest.podbean.com/e/ep-284-charlie-munger-s-cigar-butt-reverse-engineering-tenneco-investment/#comments Tue, 26 Jan 2021 09:03:00 -0600 3bcffba1-1ef1-4973-b6de-8b6c154707d5 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 1824 EP 283. Price Discovery in Microcaps, Investing in Banks, FCF Yield Plus Growth, Book Value Adjustments, and Other Questions From Twitter EP 283. Price Discovery in Microcaps, Investing in Banks, FCF Yield Plus Growth, Book Value Adjustments, and Other Questions From Twitter https://focusedcompoundinginvest.podbean.com/e/ep-283-price-discovery-in-microcaps-investing-in-banks-fcf-yield-plus-growth-book-value-adjustments-and-other-questions-from-twitter/ https://focusedcompoundinginvest.podbean.com/e/ep-283-price-discovery-in-microcaps-investing-in-banks-fcf-yield-plus-growth-book-value-adjustments-and-other-questions-from-twitter/#comments Thu, 21 Jan 2021 11:41:00 -0600 6852b100-d828-4237-a9a4-9c8aeb6f3691 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 1961 EP 282. Value vs. Growth: Thoughts on ”Something of Value” Memo From Howard Marks EP 282. Value vs. Growth: Thoughts on ”Something of Value” Memo From Howard Marks https://focusedcompoundinginvest.podbean.com/e/ep-282-value-vs-growth-thoughts-on-something-of-value-memo-from-howard-marks/ https://focusedcompoundinginvest.podbean.com/e/ep-282-value-vs-growth-thoughts-on-something-of-value-memo-from-howard-marks/#comments Wed, 20 Jan 2021 10:41:00 -0600 46106f9a-e442-4fbe-bc95-a3c3cc0d2a61 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 2972 EP 281. Thoughts on Talking to Management During Your Research Process EP 281. Thoughts on Talking to Management During Your Research Process https://focusedcompoundinginvest.podbean.com/e/ep-281-thoughts-on-talking-to-management-during-your-research-process/ https://focusedcompoundinginvest.podbean.com/e/ep-281-thoughts-on-talking-to-management-during-your-research-process/#comments Tue, 19 Jan 2021 15:33:00 -0600 1c2c1b71-5ab7-4cfa-bda5-8c2d738b5061 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

]]> 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

]]> Andrew Kuhn and Geoff Gannon false No 1531 EP 280. The Art of Generating Stock Investment Ideas EP 280. The Art of Generating Stock Investment Ideas https://focusedcompoundinginvest.podbean.com/e/ep-280-the-art-of-generating-stock-investment-ideas/ https://focusedcompoundinginvest.podbean.com/e/ep-280-the-art-of-generating-stock-investment-ideas/#comments Tue, 17 Nov 2020 09:57:00 -0600 cd2838d7-e9e7-41fd-9218-1f10ffe8ce53 www.focusedcompounding.com/App 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

]]> www.focusedcompounding.com/App 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

]]> Andrew Kuhn and Geoff Gannon false No 2605 EP 279. How to Spot a Business Warren Buffett Would Be Interested in EP 279. How to Spot a Business Warren Buffett Would Be Interested in https://focusedcompoundinginvest.podbean.com/e/ep-279-how-to-spot-a-business-warren-buffett-would-be-interested-in/ https://focusedcompoundinginvest.podbean.com/e/ep-279-how-to-spot-a-business-warren-buffett-would-be-interested-in/#comments Tue, 10 Nov 2020 06:08:00 -0600 aadf6bf8-55e8-433d-9d5f-42f4b7b1ace3 www.focusedcompounding.com/App 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

]]> www.focusedcompounding.com/App 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

]]> Andrew Kuhn and Geoff Gannon false No 1754 EP 278. PREMIUM PODCAST: Thoughts on the Future of Twitter, Netflix, and Amazon EP 278. PREMIUM PODCAST: Thoughts on the Future of Twitter, Netflix, and Amazon https://focusedcompoundinginvest.podbean.com/e/ep-278-premium-podcast-thoughts-on-the-future-of-twitter-netflix-and-amazon/ https://focusedcompoundinginvest.podbean.com/e/ep-278-premium-podcast-thoughts-on-the-future-of-twitter-netflix-and-amazon/#comments Mon, 09 Nov 2020 13:27:00 -0600 0b1fe463-e6a4-4150-9c5c-60d0438ed230 Andrew Kuhn and Geoff Gannon false No 2570 EP 277. Working Capital and the Cash Flow Statement: The Cash Conversion Cycle of a Business EP 277. Working Capital and the Cash Flow Statement: The Cash Conversion Cycle of a Business https://focusedcompoundinginvest.podbean.com/e/ep-277-working-capital-and-the-cash-flow-statement-the-cash-conversion-cycle-of-a-business/ https://focusedcompoundinginvest.podbean.com/e/ep-277-working-capital-and-the-cash-flow-statement-the-cash-conversion-cycle-of-a-business/#comments Thu, 05 Nov 2020 10:10:00 -0600 c9bc2922-c065-4200-991c-287baec8d153 www.focusedcompounding.com/App 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

]]> www.focusedcompounding.com/App 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

]]> Andrew Kuhn and Geoff Gannon false No 4306 EP 276. Free Cash Flow Plus Growth: Reverse Engineering Past Warren Buffett Investments EP 276. Free Cash Flow Plus Growth: Reverse Engineering Past Warren Buffett Investments https://focusedcompoundinginvest.podbean.com/e/ep-276-free-cash-flow-plus-growth-reverse-engineering-past-warren-buffett-investments/ https://focusedcompoundinginvest.podbean.com/e/ep-276-free-cash-flow-plus-growth-reverse-engineering-past-warren-buffett-investments/#comments Tue, 03 Nov 2020 09:25:00 -0600 6f49a6ec-1048-41cb-931a-d8ef01a998f9 www.focusedcompounding.com/App

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

]]> www.focusedcompounding.com/App

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

]]> Andrew Kuhn and Geoff Gannon false No 3692 EP 275. PREMIUM PODCAST: Benjamin Graham, Charlie Munger, Advice On Investing Through Volatility EP 275. PREMIUM PODCAST: Benjamin Graham, Charlie Munger, Advice On Investing Through Volatility https://focusedcompoundinginvest.podbean.com/e/ep-275-premium-podcast-benjamin-graham-charlie-munger-advice-on-investing-through-volatility/ https://focusedcompoundinginvest.podbean.com/e/ep-275-premium-podcast-benjamin-graham-charlie-munger-advice-on-investing-through-volatility/#comments Mon, 02 Nov 2020 07:50:00 -0600 d1f18a84-2d1f-48b8-96e5-89c770305069 Andrew Kuhn and Geoff Gannon false No 2751 EP 274. Learning to Think Better Through Building a Latticework of Mental Models EP 274. Learning to Think Better Through Building a Latticework of Mental Models https://focusedcompoundinginvest.podbean.com/e/ep-274-learning-to-think-better-through-building-a-latticework-of-mental-models/ https://focusedcompoundinginvest.podbean.com/e/ep-274-learning-to-think-better-through-building-a-latticework-of-mental-models/#comments Thu, 29 Oct 2020 09:06:00 -0500 9a7b0ac1-bd6e-4475-b113-fb9e7de106ff www.focusedcompounding.com/App

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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

]]> www.focusedcompounding.com/App

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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

]]> Andrew Kuhn and Geoff Gannon false No 3382 EP 273. 100x: Lessons From Analyzing Past 100-Bagger Stocks EP 273. 100x: Lessons From Analyzing Past 100-Bagger Stocks https://focusedcompoundinginvest.podbean.com/e/ep-273-100x-lessons-from-analyzing-past-100-bagger-stocks/ https://focusedcompoundinginvest.podbean.com/e/ep-273-100x-lessons-from-analyzing-past-100-bagger-stocks/#comments Tue, 27 Oct 2020 08:38:00 -0500 92a0e0b1-19aa-4bf7-922b-c70402a6dd5b www.focusedcompounding.com/App

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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

]]> www.focusedcompounding.com/App

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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

]]> Andrew Kuhn and Geoff Gannon false No 2961 EP 272. PREMIUM PODCAST: Takeaways From Mohnish Pabrai’s Boston College Lecture EP 272. PREMIUM PODCAST: Takeaways From Mohnish Pabrai’s Boston College Lecture https://focusedcompoundinginvest.podbean.com/e/ep-272-premium-podcast-takeaways-from-mohnish-pabrai-s-boston-college-lecture/ https://focusedcompoundinginvest.podbean.com/e/ep-272-premium-podcast-takeaways-from-mohnish-pabrai-s-boston-college-lecture/#comments Sun, 25 Oct 2020 20:14:00 -0500 a759e644-5a2b-4455-91c5-134879258e48 Andrew Kuhn and Geoff Gannon false No 2074 EP 271. How is a Bank Like a Railroad? – And Other Crazy Ideas Geoff Has About Investing In “Efficiency Driven Businesses” EP 271. How is a Bank Like a Railroad? – And Other Crazy Ideas Geoff Has About Investing In “Efficiency Driven Businesses” https://focusedcompoundinginvest.podbean.com/e/ep-271-how-is-a-bank-like-a-railroad-%e2%80%93-and-other-crazy-ideas-geoff-has-about-investing-in-efficiency-driven-businesses/ https://focusedcompoundinginvest.podbean.com/e/ep-271-how-is-a-bank-like-a-railroad-%e2%80%93-and-other-crazy-ideas-geoff-has-about-investing-in-efficiency-driven-businesses/#comments Fri, 23 Oct 2020 07:43:00 -0500 fec59846-6b99-4d5f-b7ee-f4c33ebdafd3 www.focusedcompounding.com/App

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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

]]> www.focusedcompounding.com/App

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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

]]> Andrew Kuhn and Geoff Gannon false No 1479 EP 270. Should You Buy Movie Theater Stocks? Our Thoughts EP 270. Should You Buy Movie Theater Stocks? Our Thoughts https://focusedcompoundinginvest.podbean.com/e/ep-270-should-you-buy-movie-theater-stocks-our-thoughts/ https://focusedcompoundinginvest.podbean.com/e/ep-270-should-you-buy-movie-theater-stocks-our-thoughts/#comments Tue, 20 Oct 2020 11:36:00 -0500 422c41e4-22f1-4310-82a4-1558b3de835d www.focusedcompounding.com/App

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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

]]> www.focusedcompounding.com/App

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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

]]> Andrew Kuhn and Geoff Gannon false No 2040 EP 269. PREMIUM PODCAST: New Stocks We’ve Been Looking At, CELH Short Reports, EV SPACS, and Future COVID Predictions EP 269. PREMIUM PODCAST: New Stocks We’ve Been Looking At, CELH Short Reports, EV SPACS, and Future COVID Predictions https://focusedcompoundinginvest.podbean.com/e/ep-269-premium-podcast-new-stocks-we-ve-been-looking-at-celh-short-reports-ev-spacs-and-future-covid-predictions/ https://focusedcompoundinginvest.podbean.com/e/ep-269-premium-podcast-new-stocks-we-ve-been-looking-at-celh-short-reports-ev-spacs-and-future-covid-predictions/#comments Mon, 19 Oct 2020 12:29:00 -0500 568bd4fc-f1ef-4547-a594-7d6a1ce97ef3 Andrew Kuhn and Geoff Gannon false No 2325 EP 268. Intelligent Speculation? Keynesian Beauty Contest vs. Bottom Up Stock Investing EP 268. Intelligent Speculation? Keynesian Beauty Contest vs. Bottom Up Stock Investing https://focusedcompoundinginvest.podbean.com/e/ep-268-intelligent-speculation-keynesian-beauty-contest-vs-bottom-up-stock-investing/ https://focusedcompoundinginvest.podbean.com/e/ep-268-intelligent-speculation-keynesian-beauty-contest-vs-bottom-up-stock-investing/#comments Tue, 13 Oct 2020 03:25:00 -0500 02be3a73-95e1-4cd7-9293-d4617ecb09f1 www.focusedcompounding.com/App

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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

]]> www.focusedcompounding.com/App

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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

]]> Andrew Kuhn and Geoff Gannon false No 1972 EP 267. PREMIUM PODCAST: 2020 Review and Playboy IPO/SPAC EP 267. PREMIUM PODCAST: 2020 Review and Playboy IPO/SPAC https://focusedcompoundinginvest.podbean.com/e/ep-267-premium-podcast-2020-review-and-playboy-ipospac/ https://focusedcompoundinginvest.podbean.com/e/ep-267-premium-podcast-2020-review-and-playboy-ipospac/#comments Sat, 10 Oct 2020 10:14:00 -0500 a035c4e6-c959-4fd8-a614-02515bb82dcb

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]]> Andrew Kuhn and Geoff Gannon false No 2700 EP 266. Net Income to Cash Flow from Operations: Focusing on What Really Matters EP 266. Net Income to Cash Flow from Operations: Focusing on What Really Matters https://focusedcompoundinginvest.podbean.com/e/ep-266-net-income-to-cash-flow-from-operations-focusing-on-what-really-matters/ https://focusedcompoundinginvest.podbean.com/e/ep-266-net-income-to-cash-flow-from-operations-focusing-on-what-really-matters/#comments Wed, 07 Oct 2020 07:18:00 -0500 af816c50-a25c-4d19-92c8-dba80f2f810e www.focusedcompounding.com/App

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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

]]> www.focusedcompounding.com/App

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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

]]> Andrew Kuhn and Geoff Gannon false No 1960 EP 265. Gaining a Regional Edge: Generate Alpha Investing Where You Live EP 265. Gaining a Regional Edge: Generate Alpha Investing Where You Live https://focusedcompoundinginvest.podbean.com/e/ep-265-gaining-a-regional-edge-generate-alpha-investing-where-you-live/ https://focusedcompoundinginvest.podbean.com/e/ep-265-gaining-a-regional-edge-generate-alpha-investing-where-you-live/#comments Tue, 06 Oct 2020 07:12:00 -0500 c63c71c8-e526-44f1-b81a-d151ec33dd99 www.focusedcompounding.com/App

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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

]]> www.focusedcompounding.com/App

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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

]]> Andrew Kuhn and Geoff Gannon false No 1644 EP 264. The Art of Great Stock Research: How to Go Beyond the 10K and Dig Deep EP 264. The Art of Great Stock Research: How to Go Beyond the 10K and Dig Deep https://focusedcompoundinginvest.podbean.com/e/ep-264-the-art-of-great-stock-research-how-to-go-beyond-the-10k-and-dig-deep/ https://focusedcompoundinginvest.podbean.com/e/ep-264-the-art-of-great-stock-research-how-to-go-beyond-the-10k-and-dig-deep/#comments Mon, 05 Oct 2020 09:14:00 -0500 2e912829-d29f-4c7f-8061-630c24dff29c www.focusedcompounding.com/App

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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

]]> www.focusedcompounding.com/App

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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

]]> Andrew Kuhn and Geoff Gannon false No 1870 EP 263. Banks, Banks, and More Banks: Analyzing 8 Overlooked Banks EP 263. Banks, Banks, and More Banks: Analyzing 8 Overlooked Banks https://focusedcompoundinginvest.podbean.com/e/ep-263-banks-banks-and-more-banks-analyzing-8-overlooked-banks/ https://focusedcompoundinginvest.podbean.com/e/ep-263-banks-banks-and-more-banks-analyzing-8-overlooked-banks/#comments Mon, 28 Sep 2020 08:57:00 -0500 01e8fd93-c8f7-4970-8c82-4643ac128a91 www.focusedcompounding.com/App

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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

]]> www.focusedcompounding.com/App

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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

]]> Andrew Kuhn and Geoff Gannon false No 2218 EP 262. Premium Podcast: Thoughts on Activist Investing EP 262. Premium Podcast: Thoughts on Activist Investing https://focusedcompoundinginvest.podbean.com/e/ep-262-premium-podcast-thoughts-on-activist-investing/ https://focusedcompoundinginvest.podbean.com/e/ep-262-premium-podcast-thoughts-on-activist-investing/#comments Sat, 26 Sep 2020 12:03:00 -0500 0a5b2fc3-85df-4501-9d64-dc21de8d91de Andrew Kuhn and Geoff Gannon false No 2212 EP 261. Disaster Stocks: Times When Too Much Debt Sank Companies and Analyzing Luby’s Liquidation EP 261. Disaster Stocks: Times When Too Much Debt Sank Companies and Analyzing Luby’s Liquidation https://focusedcompoundinginvest.podbean.com/e/ep-261-disaster-stocks-times-when-too-much-debt-sank-companies-and-analyzing-luby-s-liquidation/ https://focusedcompoundinginvest.podbean.com/e/ep-261-disaster-stocks-times-when-too-much-debt-sank-companies-and-analyzing-luby-s-liquidation/#comments Fri, 25 Sep 2020 10:31:00 -0500 c23118c1-90ec-4165-b5fb-4495117d0654 www.focusedcompounding.com/App

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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

]]> www.focusedcompounding.com/App

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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

]]> Andrew Kuhn and Geoff Gannon false No 2935 EP 260. Does Value Investing Still Work? Gainsco is Getting Acquired by State Farm for 3x its Market Price! EP 260. Does Value Investing Still Work? Gainsco is Getting Acquired by State Farm for 3x its Market Price! https://focusedcompoundinginvest.podbean.com/e/ep-260-does-value-investing-still-work-gainsco-is-getting-acquired-by-state-farm-for-3x-its-market-price/ https://focusedcompoundinginvest.podbean.com/e/ep-260-does-value-investing-still-work-gainsco-is-getting-acquired-by-state-farm-for-3x-its-market-price/#comments Thu, 24 Sep 2020 09:51:00 -0500 a76a62b3-9a30-493e-9576-cda8fcc88c01 www.focusedcompounding.com/App

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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

]]> www.focusedcompounding.com/App

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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

]]> Andrew Kuhn and Geoff Gannon false No 1893 EP 259. Why Multiples Matter and Analyzing Stocks over 1 Billion in Market Cap EP 259. Why Multiples Matter and Analyzing Stocks over 1 Billion in Market Cap https://focusedcompoundinginvest.podbean.com/e/ep-259-why-multiples-matter-and-analyzing-stocks-over-1-billion-in-market-cap/ https://focusedcompoundinginvest.podbean.com/e/ep-259-why-multiples-matter-and-analyzing-stocks-over-1-billion-in-market-cap/#comments Wed, 23 Sep 2020 11:02:00 -0500 9931bf32-876a-4552-8f24-311ce8e64308 www.focusedcompounding.com/App

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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

]]> www.focusedcompounding.com/App

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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

]]> Andrew Kuhn and Geoff Gannon false No 2480 EP 258. How to Analyze the Cash Flow Statement as an Investor EP 258. How to Analyze the Cash Flow Statement as an Investor https://focusedcompoundinginvest.podbean.com/e/ep-258-how-to-analyze-the-cash-flow-statement-as-an-investor/ https://focusedcompoundinginvest.podbean.com/e/ep-258-how-to-analyze-the-cash-flow-statement-as-an-investor/#comments Tue, 22 Sep 2020 10:42:00 -0500 c244ac1e-ac74-4dbc-8537-7c13241ca006 www.focusedcompounding.com/App

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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

]]> www.focusedcompounding.com/App

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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

]]> Andrew Kuhn and Geoff Gannon false No 1369 EP 257. How The BALANCE SHEET Works: Analyzing As An Investor EP 257. How The BALANCE SHEET Works: Analyzing As An Investor https://focusedcompoundinginvest.podbean.com/e/ep-257-how-the-balance-sheet-works-analyzing-as-an-investor/ https://focusedcompoundinginvest.podbean.com/e/ep-257-how-the-balance-sheet-works-analyzing-as-an-investor/#comments Mon, 21 Sep 2020 00:38:00 -0500 add1c02d-74a5-48ad-85db-91b202b2eaff www.focusedcompounding.com/App

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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

]]> www.focusedcompounding.com/App

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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

]]> Andrew Kuhn and Geoff Gannon false No 1381 EP 256. Q&A: Investing in Trusts, Why Something Becomes Cheap or Expensive, Retention Rates, Free Cash Flow + Growth, and Much More EP 256. Q&A: Investing in Trusts, Why Something Becomes Cheap or Expensive, Retention Rates, Free Cash Flow + Growth, and Much More https://focusedcompoundinginvest.podbean.com/e/ep-256-qa-investing-in-trusts-why-something-becomes-cheap-or-expensive-retention-rates-free-cash-flow-growth-and-much-more/ https://focusedcompoundinginvest.podbean.com/e/ep-256-qa-investing-in-trusts-why-something-becomes-cheap-or-expensive-retention-rates-free-cash-flow-growth-and-much-more/#comments Thu, 17 Sep 2020 08:58:00 -0500 5c59872c-35c8-4f96-a197-567ce98e8540 www.focusedcompounding.com/App

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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

]]> www.focusedcompounding.com/App

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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

]]> Andrew Kuhn and Geoff Gannon false No 1836 EP 255. Q&A: Valuing Stocks, Projecting Changes in Working Capital, Position Sizing, and Geoff’s Experience Investing in Liquidations EP 255. Q&A: Valuing Stocks, Projecting Changes in Working Capital, Position Sizing, and Geoff’s Experience Investing in Liquidations https://focusedcompoundinginvest.podbean.com/e/ep-255-qa-valuing-stocks-projecting-changes-in-working-capital-position-sizing-and-geoff-s-experience-investing-in-liquidations/ https://focusedcompoundinginvest.podbean.com/e/ep-255-qa-valuing-stocks-projecting-changes-in-working-capital-position-sizing-and-geoff-s-experience-investing-in-liquidations/#comments Mon, 14 Sep 2020 23:24:00 -0500 4b9652f6-7058-4a3f-a056-73e7377b8e23 www.focusedcompounding.com/App

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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

]]> www.focusedcompounding.com/App

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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

]]> Andrew Kuhn and Geoff Gannon false No 1336 EP 254. Warren Buffett is Investing in Japan. Now What? EP 254. Warren Buffett is Investing in Japan. Now What? https://focusedcompoundinginvest.podbean.com/e/ep-254-warren-buffett-is-investing-in-japan-now-what/ https://focusedcompoundinginvest.podbean.com/e/ep-254-warren-buffett-is-investing-in-japan-now-what/#comments Thu, 10 Sep 2020 08:15:00 -0500 c3e8306c-1d4e-437b-a77c-0676bedc87b6 www.focusedcompounding.com/App

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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

]]> www.focusedcompounding.com/App

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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

]]> Andrew Kuhn and Geoff Gannon false No 1161 EP 253. The Outsiders: Our Takeaway From 8 Unconventional CEOs EP 253. The Outsiders: Our Takeaway From 8 Unconventional CEOs https://focusedcompoundinginvest.podbean.com/e/ep-253-the-outsiders-our-takeaway-from-8-unconventional-ceos/ https://focusedcompoundinginvest.podbean.com/e/ep-253-the-outsiders-our-takeaway-from-8-unconventional-ceos/#comments Wed, 09 Sep 2020 10:16:00 -0500 faac78c2-1bdc-4755-bc69-02d1403c90bc www.focusedcompounding.com/App

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

]]> www.focusedcompounding.com/App

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

]]> Andrew Kuhn and Geoff Gannon false No 1586 EP 252. Investing in Black Box Business Models EP 252. Investing in Black Box Business Models https://focusedcompoundinginvest.podbean.com/e/ep-252-investing-in-black-box-business-models/ https://focusedcompoundinginvest.podbean.com/e/ep-252-investing-in-black-box-business-models/#comments Tue, 08 Sep 2020 08:40:00 -0500 2d472d86-37f5-43b1-8d04-ff5165e1c3b4 www.focusedcompounding.com/App

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

]]> www.focusedcompounding.com/App

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

]]> Andrew Kuhn and Geoff Gannon false No 1338 EP 251. Opportunity in the Entertainment Industry: Analyzing Theaters, Cruises, Hotels, and Restaurants EP 251. Opportunity in the Entertainment Industry: Analyzing Theaters, Cruises, Hotels, and Restaurants https://focusedcompoundinginvest.podbean.com/e/ep-251-opportunity-in-the-entertainment-industry-analyzing-theaters-cruises-hotels-and-restaurants/ https://focusedcompoundinginvest.podbean.com/e/ep-251-opportunity-in-the-entertainment-industry-analyzing-theaters-cruises-hotels-and-restaurants/#comments Fri, 04 Sep 2020 06:36:00 -0500 0807ad12-ad65-4ab5-939e-204b6a094197 www.focusedcompounding.com/App

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

]]> www.focusedcompounding.com/App

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

]]> Andrew Kuhn and Geoff Gannon false No 1432 EP 250. Capital Allocation: The Financials of a New England Textile Mill with Author Jacob McDonough EP 250. Capital Allocation: The Financials of a New England Textile Mill with Author Jacob McDonough https://focusedcompoundinginvest.podbean.com/e/ep-250-capital-allocation-the-financials-of-a-new-england-textile-mill-with-author-jacob-mcdonough/ https://focusedcompoundinginvest.podbean.com/e/ep-250-capital-allocation-the-financials-of-a-new-england-textile-mill-with-author-jacob-mcdonough/#comments Thu, 03 Sep 2020 04:00:00 -0500 e612d315-e232-41fe-828a-398d92675b98 Buy Capital Allocation here: https://amzn.to/3gRmgr9

Follow Jacob on Twitter: @SMRFinvestments

Jacob's Blog: http://smrfinvestments.com/

 

www.focusedcompounding.com/App

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

]]> Buy Capital Allocation here: https://amzn.to/3gRmgr9

Follow Jacob on Twitter: @SMRFinvestments

Jacob's Blog: http://smrfinvestments.com/

 

www.focusedcompounding.com/App

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

]]> Andrew Kuhn and Geoff Gannon false No 3681 EP 249. Interpreting Buffett’s 13F, Contacting Management, Our Long Term Goals, and Other Questions from Twitter EP 249. Interpreting Buffett’s 13F, Contacting Management, Our Long Term Goals, and Other Questions from Twitter https://focusedcompoundinginvest.podbean.com/e/ep-249-interpreting-buffett-s-13f-contacting-management-our-long-term-goals-and-other-questions-from-twitter/ https://focusedcompoundinginvest.podbean.com/e/ep-249-interpreting-buffett-s-13f-contacting-management-our-long-term-goals-and-other-questions-from-twitter/#comments Wed, 02 Sep 2020 09:12:00 -0500 75f1fa3e-9f6c-4d2f-9d0a-2764a6f1480d www.focusedcompounding.com/App

QuickFS Link: https://quickfs.net/?via=focused

Twitter: @Focusedcompound

Email: info@focusedcompounding.com 

]]> www.focusedcompounding.com/App

QuickFS Link: https://quickfs.net/?via=focused

Twitter: @Focusedcompound

Email: info@focusedcompounding.com 

]]> Andrew Kuhn and Geoff Gannon false No 1805 EP 248. What Does a Perfect Stock Investment Look Like? EP 248. What Does a Perfect Stock Investment Look Like? https://focusedcompoundinginvest.podbean.com/e/ep-248-what-does-a-perfect-stock-investment-look-like/ https://focusedcompoundinginvest.podbean.com/e/ep-248-what-does-a-perfect-stock-investment-look-like/#comments Mon, 31 Aug 2020 09:58:00 -0500 dd661581-9435-46bf-beb6-5e0e6a174ec5 www.focusedcompounding.com/App

QuickFS Link: https://quickfs.net/?via=focused

Twitter: @Focusedcompound

Email: info@focusedcompounding.com 

]]> www.focusedcompounding.com/App

QuickFS Link: https://quickfs.net/?via=focused

Twitter: @Focusedcompound

Email: info@focusedcompounding.com 

]]> Andrew Kuhn and Geoff Gannon false No 1845 PREMIUM EPISODE: Peter Lynch’s 13-Points on What Makes a Perfect Stock PREMIUM EPISODE: Peter Lynch’s 13-Points on What Makes a Perfect Stock https://focusedcompoundinginvest.podbean.com/e/premium-episode-peter-lynch-s-13-points-on-what-makes-a-perfect-stock/ https://focusedcompoundinginvest.podbean.com/e/premium-episode-peter-lynch-s-13-points-on-what-makes-a-perfect-stock/#comments Sat, 29 Aug 2020 17:49:00 -0500 69ed7a90-0d2d-4ceb-82af-89bebd3969d3 Andrew Kuhn and Geoff Gannon false No 1793 EP 247. 5 Stocks Above a 10B Market Cap That Geoff Would Buy EP 247. 5 Stocks Above a 10B Market Cap That Geoff Would Buy https://focusedcompoundinginvest.podbean.com/e/ep-247-5-stocks-above-a-10b-market-cap-that-geoff-would-buy/ https://focusedcompoundinginvest.podbean.com/e/ep-247-5-stocks-above-a-10b-market-cap-that-geoff-would-buy/#comments Sat, 29 Aug 2020 17:00:00 -0500 b2119c14-eea1-4aea-9ea6-30c695b54b0c www.focusedcompounding.com/App

QuickFS Link: https://quickfs.net/?via=focused

Twitter: @Focusedcompound

Email: info@focusedcompounding.com 

]]> www.focusedcompounding.com/App

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Twitter: @Focusedcompound

Email: info@focusedcompounding.com 

]]> Andrew Kuhn and Geoff Gannon false No 1287 How to Use EDGAR to Navigate SEC Filings How to Use EDGAR to Navigate SEC Filings https://focusedcompoundinginvest.podbean.com/e/how-to-use-edgar-to-navigate-sec-filings/ https://focusedcompoundinginvest.podbean.com/e/how-to-use-edgar-to-navigate-sec-filings/#comments Wed, 26 Aug 2020 04:00:00 -0500 a30f124d-aef6-404d-8a44-93b4de78967b www.focusedcompounding.com/App

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

]]> www.focusedcompounding.com/App

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

]]> Andrew Kuhn and Geoff Gannon false No 2454 EP 246. Learning From Warren Buffett’s Personal Portfolio: Trade With a Margin of Safety EP 246. Learning From Warren Buffett’s Personal Portfolio: Trade With a Margin of Safety https://focusedcompoundinginvest.podbean.com/e/ep-246-learning-from-warren-buffett-s-personal-portfolio-trade-with-a-margin-of-safety/ https://focusedcompoundinginvest.podbean.com/e/ep-246-learning-from-warren-buffett-s-personal-portfolio-trade-with-a-margin-of-safety/#comments Tue, 25 Aug 2020 04:00:00 -0500 36da5fed-d797-4218-afcd-76b3495c7cae www.focusedcompounding.com/App

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

]]> www.focusedcompounding.com/App

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

]]> Andrew Kuhn and Geoff Gannon false No 1817 EP 245. Competition: How to Judge The Durability of a Business EP 245. Competition: How to Judge The Durability of a Business https://focusedcompoundinginvest.podbean.com/e/ep-245-competition-how-to-judge-the-durability-of-a-business/ https://focusedcompoundinginvest.podbean.com/e/ep-245-competition-how-to-judge-the-durability-of-a-business/#comments Thu, 20 Aug 2020 09:24:00 -0500 69766d16-c901-41f1-9bdb-14992639e5a0 www.focusedcompounding.com/App 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

]]> www.focusedcompounding.com/App 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

]]> Andrew Kuhn and Geoff Gannon false No 2981 EP 244. Lessons From Analyzing Past 100-Bagger Stocks EP 244. Lessons From Analyzing Past 100-Bagger Stocks https://focusedcompoundinginvest.podbean.com/e/ep-244-lessons-from-analyzing-past-100-bagger-stocks/ https://focusedcompoundinginvest.podbean.com/e/ep-244-lessons-from-analyzing-past-100-bagger-stocks/#comments Wed, 19 Aug 2020 09:55:00 -0500 6cb14c32-7a5c-4a2f-9ec7-209b5522d324 www.focusedcompounding.com/App 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

]]> www.focusedcompounding.com/App 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

]]> Andrew Kuhn and Geoff Gannon false No 1944 EP 243. Gross Profits and Learning to Move up the Income Statement EP 243. Gross Profits and Learning to Move up the Income Statement https://focusedcompoundinginvest.podbean.com/e/ep-243-gross-profits-and-learning-to-move-up-the-income-statement/ https://focusedcompoundinginvest.podbean.com/e/ep-243-gross-profits-and-learning-to-move-up-the-income-statement/#comments Mon, 17 Aug 2020 23:37:00 -0500 9434c660-e9be-46a7-a597-58f8ea475b3a www.focusedcompounding.com/App 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

]]> www.focusedcompounding.com/App 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

]]> Andrew Kuhn and Geoff Gannon false No 2108 EP 242. Specialization as an Investor and Revisiting Spinoffs From The Past Few Years EP 242. Specialization as an Investor and Revisiting Spinoffs From The Past Few Years https://focusedcompoundinginvest.podbean.com/e/ep-242-specialization-as-an-investor-and-revisiting-spinoffs-from-the-past-few-years/ https://focusedcompoundinginvest.podbean.com/e/ep-242-specialization-as-an-investor-and-revisiting-spinoffs-from-the-past-few-years/#comments Fri, 07 Aug 2020 04:33:00 -0500 d3e5122c-50f2-4fbd-bc6a-5a8e2e2fbd12 www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/company/USLM?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

]]> www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/company/USLM?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

]]> Andrew Kuhn and Geoff Gannon false No 2050 Ep 241. How Listening to “The Value Guys” Podcast Can Get You Out of Learning Mode and Into Practicing Mode Ep 241. How Listening to “The Value Guys” Podcast Can Get You Out of Learning Mode and Into Practicing Mode https://focusedcompoundinginvest.podbean.com/e/ep-241-how-listening-to-the-value-guys-podcast-can-get-you-out-of-learning-mode-and-into-practicing-mode/ https://focusedcompoundinginvest.podbean.com/e/ep-241-how-listening-to-the-value-guys-podcast-can-get-you-out-of-learning-mode-and-into-practicing-mode/#comments Thu, 06 Aug 2020 07:20:00 -0500 eae208fb-5d88-45cc-b972-87429dc7c321 www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/company/USLM?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

]]> www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/company/USLM?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

]]> Andrew Kuhn and Geoff Gannon false No 1201 Ep 240. When Dead Money Becomes a Great Investment. Stock Reratings Over a 10-Year Period Ep 240. When Dead Money Becomes a Great Investment. Stock Reratings Over a 10-Year Period https://focusedcompoundinginvest.podbean.com/e/ep-240-when-dead-money-becomes-a-great-investment-stock-reratings-over-a-10-year-period/ https://focusedcompoundinginvest.podbean.com/e/ep-240-when-dead-money-becomes-a-great-investment-stock-reratings-over-a-10-year-period/#comments Wed, 05 Aug 2020 04:00:00 -0500 20961824-4bcd-4e42-82f1-653c9c4cffae www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/company/USLM?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

]]> www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/company/USLM?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

]]> Andrew Kuhn and Geoff Gannon false No 1935 Ep 239. What Does Warren Buffett Buying More BAC Say About Bank Stocks? Ep 239. What Does Warren Buffett Buying More BAC Say About Bank Stocks? https://focusedcompoundinginvest.podbean.com/e/ep-239-what-does-warren-buffett-buying-more-bac-say-about-bank-stocks/ https://focusedcompoundinginvest.podbean.com/e/ep-239-what-does-warren-buffett-buying-more-bac-say-about-bank-stocks/#comments Tue, 04 Aug 2020 04:00:00 -0500 c2947961-d917-4697-9394-5a9723343627 www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/company/USLM?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

]]> www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/company/USLM?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

]]> Andrew Kuhn and Geoff Gannon false No 1418 Ep 238. How Would Joel Greenblatt Invest in This Market and Other Questions from Twitter Ep 238. How Would Joel Greenblatt Invest in This Market and Other Questions from Twitter https://focusedcompoundinginvest.podbean.com/e/ep-238-how-would-joel-greenblatt-invest-in-this-market-and-other-questions-from-twitter/ https://focusedcompoundinginvest.podbean.com/e/ep-238-how-would-joel-greenblatt-invest-in-this-market-and-other-questions-from-twitter/#comments Mon, 03 Aug 2020 09:51:00 -0500 0c9a5207-48a1-47b3-839f-8d10a559a52b www.focusedcompounding.com/App

QuickFS Link: https://quickfs.net/company/USLM?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

]]> www.focusedcompounding.com/App

QuickFS Link: https://quickfs.net/company/USLM?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

]]> Andrew Kuhn and Geoff Gannon false No 1289 EP 237. Peter Lynch and the Most Basic Form of Scuttlebutt EP 237. Peter Lynch and the Most Basic Form of Scuttlebutt https://focusedcompoundinginvest.podbean.com/e/ep-237-peter-lynch-and-the-most-basic-form-of-scuttlebutt/ https://focusedcompoundinginvest.podbean.com/e/ep-237-peter-lynch-and-the-most-basic-form-of-scuttlebutt/#comments Fri, 31 Jul 2020 10:33:00 -0500 57f29a42-84b4-432c-932b-afbad814f0e2 www.focusedcompounding.com/App

QuickFS Link: https://quickfs.net/company/USLM?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

]]> www.focusedcompounding.com/App

QuickFS Link: https://quickfs.net/company/USLM?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

]]> Andrew Kuhn and Geoff Gannon false No 1486 Ep 236. Surviving Once a Decade Disasters: The Cost of Companies Not Keeping Enough Cash on Hand Ep 236. Surviving Once a Decade Disasters: The Cost of Companies Not Keeping Enough Cash on Hand https://focusedcompoundinginvest.podbean.com/e/ep-236-surviving-once-a-decade-disasters-the-cost-of-companies-not-keeping-enough-cash-on-hand/ https://focusedcompoundinginvest.podbean.com/e/ep-236-surviving-once-a-decade-disasters-the-cost-of-companies-not-keeping-enough-cash-on-hand/#comments Thu, 30 Jul 2020 08:38:00 -0500 f567de12-1ba8-4fa8-8d66-78c49a1fe0a6 www.focusedcompounding.com/App

QuickFS Link: https://quickfs.net/company/USLM?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

]]> www.focusedcompounding.com/App

QuickFS Link: https://quickfs.net/company/USLM?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

]]> Andrew Kuhn and Geoff Gannon false No 1367 Ep 235. Q&A: Purchasing Power Parity, What Makes a Great Bank, NACCO, VTU, SPACs, and Other Questions Ep 235. Q&A: Purchasing Power Parity, What Makes a Great Bank, NACCO, VTU, SPACs, and Other Questions https://focusedcompoundinginvest.podbean.com/e/ep-235-qa-purchasing-power-parity-what-makes-a-great-bank-nacco-vtu-spacs-and-other-questions/ https://focusedcompoundinginvest.podbean.com/e/ep-235-qa-purchasing-power-parity-what-makes-a-great-bank-nacco-vtu-spacs-and-other-questions/#comments Wed, 29 Jul 2020 05:00:00 -0500 27175290-e7e9-4687-a5da-e5e00e7fbfa7 www.focusedcompounding.com/App

 

QuickFS Link: https://quickfs.net/company/USLM?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

]]> www.focusedcompounding.com/App

 

QuickFS Link: https://quickfs.net/company/USLM?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

]]> Andrew Kuhn and Geoff Gannon false No 1178 Ep 234. Hindsight Is Always 20/20: What 34 Year Old Geoff Would Tell His Novice Investing Self Ep 234. Hindsight Is Always 20/20: What 34 Year Old Geoff Would Tell His Novice Investing Self https://focusedcompoundinginvest.podbean.com/e/ep-234-hindsight-is-always-2020-what-34-year-old-geoff-would-tell-his-novice-investing-self/ https://focusedcompoundinginvest.podbean.com/e/ep-234-hindsight-is-always-2020-what-34-year-old-geoff-would-tell-his-novice-investing-self/#comments Tue, 28 Jul 2020 05:00:00 -0500 833b1a71-dca6-4c38-b667-b908112705dc www.focusedcompounding.com/App

 

QuickFS Link: https://quickfs.net/company/USLM?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

]]> www.focusedcompounding.com/App

 

QuickFS Link: https://quickfs.net/company/USLM?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

]]> Andrew Kuhn and Geoff Gannon false No 1443 Ep 233. Revisiting the Most Common Stocks That People Ask About Ep 233. Revisiting the Most Common Stocks That People Ask About https://focusedcompoundinginvest.podbean.com/e/ep-233-revisiting-the-most-common-stocks-that-people-ask-about/ https://focusedcompoundinginvest.podbean.com/e/ep-233-revisiting-the-most-common-stocks-that-people-ask-about/#comments Wed, 15 Jul 2020 10:55:00 -0500 9c7e3c7b-7824-4757-9b01-d7e20d3eda67 QuickFS Link: https://quickfs.net/company/USLM?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

]]> QuickFS Link: https://quickfs.net/company/USLM?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

]]> Andrew Kuhn and Geoff Gannon false No 1282 Ep 232. When Will Value Catch a Bid, Multiple Expansion, Process vs. Outcome, and other Questions Ep 232. When Will Value Catch a Bid, Multiple Expansion, Process vs. Outcome, and other Questions https://focusedcompoundinginvest.podbean.com/e/ep-232-when-will-value-catch-a-bid-multiple-expansion-process-vs-outcome-and-other-questions/ https://focusedcompoundinginvest.podbean.com/e/ep-232-when-will-value-catch-a-bid-multiple-expansion-process-vs-outcome-and-other-questions/#comments Tue, 14 Jul 2020 09:31:00 -0500 257153bd-279f-43f0-beef-3c03e770d07e QuickFS Link: https://quickfs.net/company/USLM?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

]]> QuickFS Link: https://quickfs.net/company/USLM?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

]]> Andrew Kuhn and Geoff Gannon false No 1615 Ep 231. Handicapping Stocks: Winnowing a Stock List to Fit the Distance of the Business Horse Race You’re Really Betting on Ep 231. Handicapping Stocks: Winnowing a Stock List to Fit the Distance of the Business Horse Race You’re Really Betting on https://focusedcompoundinginvest.podbean.com/e/ep-231-handicapping-stocks-winnowing-a-stock-list-to-fit-the-distance-of-the-business-horse-race-you-re-really-betting-on/ https://focusedcompoundinginvest.podbean.com/e/ep-231-handicapping-stocks-winnowing-a-stock-list-to-fit-the-distance-of-the-business-horse-race-you-re-really-betting-on/#comments Mon, 13 Jul 2020 10:47:00 -0500 e7862583-ef89-4df5-a5a8-49dd1eda7b28 QuickFS Link: https://quickfs.net/company/USLM?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

]]> QuickFS Link: https://quickfs.net/company/USLM?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

]]> Andrew Kuhn and Geoff Gannon false No 1312 Ep 230. The Art of Capital Re-Allocation - How Warren Buffett Got Rich Ep 230. The Art of Capital Re-Allocation - How Warren Buffett Got Rich https://focusedcompoundinginvest.podbean.com/e/ep-230-the-art-of-capital-re-allocation-how-warren-buffett-got-rich/ https://focusedcompoundinginvest.podbean.com/e/ep-230-the-art-of-capital-re-allocation-how-warren-buffett-got-rich/#comments Fri, 10 Jul 2020 22:54:00 -0500 fa7aa013-ce41-4be9-844b-30631378245d QuickFS Link: https://quickfs.net/company/USLM?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

]]> QuickFS Link: https://quickfs.net/company/USLM?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

]]> Andrew Kuhn and Geoff Gannon false No 1415 Ep 229. The Second-Half Of Our Research Trip: Our Final Thoughts Ep 229. The Second-Half Of Our Research Trip: Our Final Thoughts https://focusedcompoundinginvest.podbean.com/e/ep-229-the-second-half-of-our-research-trip-our-final-thoughts/ https://focusedcompoundinginvest.podbean.com/e/ep-229-the-second-half-of-our-research-trip-our-final-thoughts/#comments Wed, 08 Jul 2020 09:57:00 -0500 b8772dfd-6670-49fd-bca4-52dce9757de9 QuickFS Link: https://quickfs.net/company/USLM?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

]]> QuickFS Link: https://quickfs.net/company/USLM?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

]]> Andrew Kuhn and Geoff Gannon false No 1652 Ep 228. Do As We Say, Or Do As We Do: Times When We’ve Broken Our Own Rules Ep 228. Do As We Say, Or Do As We Do: Times When We’ve Broken Our Own Rules https://focusedcompoundinginvest.podbean.com/e/ep-228-do-as-we-say-or-do-as-we-do-times-when-we-ve-broken-our-own-rules/ https://focusedcompoundinginvest.podbean.com/e/ep-228-do-as-we-say-or-do-as-we-do-times-when-we-ve-broken-our-own-rules/#comments Sun, 05 Jul 2020 22:00:00 -0500 b1478d6d-101c-4f29-86de-3199a227c438 QuickFS Link: https://quickfs.net/company/USLM?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

]]> QuickFS Link: https://quickfs.net/company/USLM?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

]]> Andrew Kuhn and Geoff Gannon false No 1912 Ep 227. Revisiting Stocks Written Up on Focused Compounding Ep 227. Revisiting Stocks Written Up on Focused Compounding https://focusedcompoundinginvest.podbean.com/e/ep-227-revisiting-stocks-written-up-on-focused-compounding/ https://focusedcompoundinginvest.podbean.com/e/ep-227-revisiting-stocks-written-up-on-focused-compounding/#comments Fri, 03 Jul 2020 22:25:00 -0500 99e06fee-1439-4c50-a228-b9e0cc7346c8 QuickFS Link: https://quickfs.net/company/USLM?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

]]> QuickFS Link: https://quickfs.net/company/USLM?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

]]> Andrew Kuhn and Geoff Gannon false No 1341 Ep 226. Tricky Stocks: Why Analyzing Asset Plays Is so Hard Ep 226. Tricky Stocks: Why Analyzing Asset Plays Is so Hard https://focusedcompoundinginvest.podbean.com/e/ep-226-tricky-stocks-why-analyzing-asset-plays-is-so-hard/ https://focusedcompoundinginvest.podbean.com/e/ep-226-tricky-stocks-why-analyzing-asset-plays-is-so-hard/#comments Wed, 01 Jul 2020 07:09:00 -0500 7d22e4ec-3941-4533-aabe-aefa680ead48 QuickFS Link: https://quickfs.net/company/USLM?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

]]> QuickFS Link: https://quickfs.net/company/USLM?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

]]> Andrew Kuhn and Geoff Gannon false No 1575 Ep 225. Speculation vs. Investment: Ben Graham’s definition, Geoff’s definition Ep 225. Speculation vs. Investment: Ben Graham’s definition, Geoff’s definition https://focusedcompoundinginvest.podbean.com/e/ep-225-speculation-vs-investment-ben-graham-s-definition-geoff-s-definition/ https://focusedcompoundinginvest.podbean.com/e/ep-225-speculation-vs-investment-ben-graham-s-definition-geoff-s-definition/#comments Tue, 30 Jun 2020 05:00:00 -0500 bdc1151d-e568-49ba-996a-9da417b9bcb3 QuickFS Link: https://quickfs.net/company/USLM?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

]]> QuickFS Link: https://quickfs.net/company/USLM?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

]]> Andrew Kuhn and Geoff Gannon false No 1565 Ep 224. The First Half of Our Research Trip: Our Takeaway Ep 224. The First Half of Our Research Trip: Our Takeaway https://focusedcompoundinginvest.podbean.com/e/ep-224-the-first-half-of-our-research-trip-our-takeaway/ https://focusedcompoundinginvest.podbean.com/e/ep-224-the-first-half-of-our-research-trip-our-takeaway/#comments Sun, 28 Jun 2020 21:48:00 -0500 9259d618-1827-422e-8229-22eeb003bc7a QuickFS Link: https://quickfs.net/company/USLM?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

]]> QuickFS Link: https://quickfs.net/company/USLM?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

]]> Andrew Kuhn and Geoff Gannon false No 2163 Ep 223. What’s My Upside? How to Break Down Where Your Return Can Come From Ep 223. What’s My Upside? How to Break Down Where Your Return Can Come From https://focusedcompoundinginvest.podbean.com/e/ep-223-what-s-my-upside-how-to-break-down-where-your-return-can-come-from/ https://focusedcompoundinginvest.podbean.com/e/ep-223-what-s-my-upside-how-to-break-down-where-your-return-can-come-from/#comments Thu, 25 Jun 2020 20:26:00 -0500 756981fb-57f5-4408-858d-dde629989cca QuickFS Link: https://quickfs.net/company/USLM?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

]]> QuickFS Link: https://quickfs.net/company/USLM?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

]]> Andrew Kuhn and Geoff Gannon false No 2141 Ep 222. The Process of Due Diligence AFTER You Buy a Stock Ep 222. The Process of Due Diligence AFTER You Buy a Stock https://focusedcompoundinginvest.podbean.com/e/ep-222-the-process-of-due-diligence-after-you-buy-a-stock/ https://focusedcompoundinginvest.podbean.com/e/ep-222-the-process-of-due-diligence-after-you-buy-a-stock/#comments Tue, 23 Jun 2020 08:59:00 -0500 43f4dedc-af65-45d0-a2ba-f03e371c6cfd QuickFS Link: https://quickfs.net/company/USLM?via=...

 

...

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

]]> QuickFS Link: https://quickfs.net/company/USLM?via=...

 

...

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

]]> Andrew Kuhn and Geoff Gannon false No 1802 Ep 221. Capital Allocation, Smaller Stock Advantages, FANG, and Debt Ep 221. Capital Allocation, Smaller Stock Advantages, FANG, and Debt https://focusedcompoundinginvest.podbean.com/e/ep-221-capital-allocation-smaller-stock-advantages-fang-and-debt/ https://focusedcompoundinginvest.podbean.com/e/ep-221-capital-allocation-smaller-stock-advantages-fang-and-debt/#comments Sat, 20 Jun 2020 14:15:00 -0500 ca65c6d0-0c44-4dd1-81b3-f2f68187d86f Full Video: https://youtu.be/Jmo6DLSmLCg QuickFS Link: https://quickfs.net/company/USLM?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

]]> Full Video: https://youtu.be/Jmo6DLSmLCg QuickFS Link: https://quickfs.net/company/USLM?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

]]> Andrew Kuhn and Geoff Gannon false No 1935 Ep 220. Defense in Depth: Finding multiple margins of safety in the same stock Ep 220. Defense in Depth: Finding multiple margins of safety in the same stock https://focusedcompoundinginvest.podbean.com/e/ep-220-defense-in-depth-finding-multiple-margins-of-safety-in-the-same-stock/ https://focusedcompoundinginvest.podbean.com/e/ep-220-defense-in-depth-finding-multiple-margins-of-safety-in-the-same-stock/#comments Thu, 18 Jun 2020 10:05:00 -0500 0e352230-0509-4267-98c3-0270cbde2b76 QuickFS Link: https://quickfs.net/company/USLM?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

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...

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

]]> Andrew Kuhn and Geoff Gannon false No 1694 Ep 219. Credit Conditions and the Stock Market: Why this matters for you, the individual stock picker Ep 219. Credit Conditions and the Stock Market: Why this matters for you, the individual stock picker https://focusedcompoundinginvest.podbean.com/e/ep-219-credit-conditions-and-the-stock-market-why-this-matters-for-you-the-individual-stock-picker/ https://focusedcompoundinginvest.podbean.com/e/ep-219-credit-conditions-and-the-stock-market-why-this-matters-for-you-the-individual-stock-picker/#comments Wed, 17 Jun 2020 09:37:00 -0500 0e69472d-3c4c-45ae-b38a-e698d4752327 QuickFS Link: https://quickfs.net/company/USLM?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 

]]> QuickFS Link: https://quickfs.net/company/USLM?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 

]]> Andrew Kuhn and Geoff Gannon false No 2089 Ep 218. What if the Value Gap Never Closes? Ep 218. What if the Value Gap Never Closes? https://focusedcompoundinginvest.podbean.com/e/ep-218-what-if-the-value-gap-never-closes/ https://focusedcompoundinginvest.podbean.com/e/ep-218-what-if-the-value-gap-never-closes/#comments Tue, 16 Jun 2020 15:53:00 -0500 878adb83-d5e0-41d7-96e5-f8a240a7e7b8 QuickFS Link: https://quickfs.net/company/USLM?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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> QuickFS Link: https://quickfs.net/company/USLM?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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1457 Ep 217. Investing Books: Andrew and Geoff’s Favorites – Some Obscure Ones Ep 217. Investing Books: Andrew and Geoff’s Favorites – Some Obscure Ones https://focusedcompoundinginvest.podbean.com/e/ep-217-investing-books-andrew-and-geoff-s-favorites-%e2%80%93-some-obscure-ones/ https://focusedcompoundinginvest.podbean.com/e/ep-217-investing-books-andrew-and-geoff-s-favorites-%e2%80%93-some-obscure-ones/#comments Fri, 12 Jun 2020 11:38:00 -0500 d7d3812f-ca39-4406-ba58-aa8b3b5fa491 QuickFS Link: https://quickfs.net/company/USLM?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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> QuickFS Link: https://quickfs.net/company/USLM?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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1612 Ep 216. Story stocks: The Main Street Story vs. The Wall Street Story Ep 216. Story stocks: The Main Street Story vs. The Wall Street Story https://focusedcompoundinginvest.podbean.com/e/ep-216-story-stocks-the-main-street-story-vs-the-wall-street-story/ https://focusedcompoundinginvest.podbean.com/e/ep-216-story-stocks-the-main-street-story-vs-the-wall-street-story/#comments Thu, 11 Jun 2020 10:33:00 -0500 ddbaf2d4-272d-4950-a833-5e3986e378b2 QuickFS Link: https://quickfs.net/company/USLM?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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> QuickFS Link: https://quickfs.net/company/USLM?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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1743 Ep 215. Inefficient Markets: Common Reasons Why Stocks Get Mispriced Ep 215. Inefficient Markets: Common Reasons Why Stocks Get Mispriced https://focusedcompoundinginvest.podbean.com/e/ep-215-inefficient-markets-common-reasons-why-stocks-get-mispriced/ https://focusedcompoundinginvest.podbean.com/e/ep-215-inefficient-markets-common-reasons-why-stocks-get-mispriced/#comments Wed, 10 Jun 2020 08:15:00 -0500 537f416a-71de-48c3-855f-e43a6f90cde9 QuickFS Link: https://quickfs.net/company/USLM?via= 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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> QuickFS Link: https://quickfs.net/company/USLM?via= 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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1455 Ep 214. Going Beyond Just Good vs. Bad: How to Get a 360 Degree View of a Business Ep 214. Going Beyond Just Good vs. Bad: How to Get a 360 Degree View of a Business https://focusedcompoundinginvest.podbean.com/e/ep-214-going-beyond-just-good-vs-bad-how-to-get-a-360-degree-view-of-a-business/ https://focusedcompoundinginvest.podbean.com/e/ep-214-going-beyond-just-good-vs-bad-how-to-get-a-360-degree-view-of-a-business/#comments Thu, 04 Jun 2020 10:34:00 -0500 focusedcompounding.podbean.com/6a99e4d1-b989-5507-aa4f-3d94e13e0f62 QuickFS Link: https://quickfs.net/company/USLM?via=

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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> QuickFS Link: https://quickfs.net/company/USLM?via=

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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1500 218 Ep 213. Surviving Your Slump: How to Stay Sane When Prices are High and Value Investing Isn’t Working Ep 213. Surviving Your Slump: How to Stay Sane When Prices are High and Value Investing Isn’t Working https://focusedcompoundinginvest.podbean.com/e/ep-213-surviving-your-slump-how-to-stay-sane-when-prices-are-high-and-value-investing-isn-t-working/ https://focusedcompoundinginvest.podbean.com/e/ep-213-surviving-your-slump-how-to-stay-sane-when-prices-are-high-and-value-investing-isn-t-working/#comments Tue, 02 Jun 2020 04:54:00 -0500 focusedcompounding.podbean.com/e8b48951-89d1-5d18-81c3-7c6049ae60a8 QuickFS Link: https://quickfs.net/company/USLM?via=

Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> QuickFS Link: https://quickfs.net/company/USLM?via=

Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1799 216 Ep 212. How to Identify and Think About Operating Leverage Ep 212. How to Identify and Think About Operating Leverage https://focusedcompoundinginvest.podbean.com/e/ep-212-how-to-identify-and-think-about-operating-leverage/ https://focusedcompoundinginvest.podbean.com/e/ep-212-how-to-identify-and-think-about-operating-leverage/#comments Sat, 30 May 2020 12:06:00 -0500 focusedcompounding.podbean.com/4695933e-eb9a-52ec-aa1c-09ed7bec8f1a Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1590 214 Ep 211. Learning From Phil Fisher to Improve Your Own Investing Process Ep 211. Learning From Phil Fisher to Improve Your Own Investing Process https://focusedcompoundinginvest.podbean.com/e/ep-211-learning-from-phil-fisher-to-improve-your-own-investing-process/ https://focusedcompoundinginvest.podbean.com/e/ep-211-learning-from-phil-fisher-to-improve-your-own-investing-process/#comments Thu, 28 May 2020 15:06:00 -0500 focusedcompounding.podbean.com/95d52eb1-8171-5544-afca-9f458d5b1566 Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1791 213 Ep 210. At What Point During Research Is It Time to Actually Buy a Stock Ep 210. At What Point During Research Is It Time to Actually Buy a Stock https://focusedcompoundinginvest.podbean.com/e/ep-210-at-what-point-during-research-is-it-time-to-actually-buy-a-stock/ https://focusedcompoundinginvest.podbean.com/e/ep-210-at-what-point-during-research-is-it-time-to-actually-buy-a-stock/#comments Wed, 27 May 2020 14:56:00 -0500 focusedcompounding.podbean.com/4cddbc4f-bd5c-55f5-a929-1fcc29db03cb Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1608 212 Ep 209. Decision Making, Stock Buybacks, Stock Metrics, DCFs, and Other Questions From Twitter Ep 209. Decision Making, Stock Buybacks, Stock Metrics, DCFs, and Other Questions From Twitter https://focusedcompoundinginvest.podbean.com/e/ep-209-decision-making-stock-buybacks-stock-metrics-dcfs-and-other-questions-from-twitter/ https://focusedcompoundinginvest.podbean.com/e/ep-209-decision-making-stock-buybacks-stock-metrics-dcfs-and-other-questions-from-twitter/#comments Tue, 26 May 2020 18:50:00 -0500 focusedcompounding.podbean.com/51ec2a6a-07ae-5ef6-81a8-12251dc9a516 Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 3698 211 Ep 208. Rule of 240: How to Work Backwards From a Future 10-Bagger to Today’s Stock Price Ep 208. Rule of 240: How to Work Backwards From a Future 10-Bagger to Today’s Stock Price https://focusedcompoundinginvest.podbean.com/e/ep-208-rule-of-240-how-to-work-backwards-from-a-future-10-bagger-to-today-s-stock-price/ https://focusedcompoundinginvest.podbean.com/e/ep-208-rule-of-240-how-to-work-backwards-from-a-future-10-bagger-to-today-s-stock-price/#comments Fri, 22 May 2020 07:30:00 -0500 focusedcompounding.podbean.com/7f5cb676-8cfe-53f8-941c-89e29982f66a Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1251 210 Ep 207. Investing During High Inflation: Which Stocks Work Best and Which Stocks Work Worst? Ep 207. Investing During High Inflation: Which Stocks Work Best and Which Stocks Work Worst? https://focusedcompoundinginvest.podbean.com/e/ep-207-investing-during-high-inflation-which-stocks-work-best-and-which-stocks-work-worst-1661798886/ https://focusedcompoundinginvest.podbean.com/e/ep-207-investing-during-high-inflation-which-stocks-work-best-and-which-stocks-work-worst-1661798886/#comments Wed, 20 May 2020 17:23:00 -0500 focusedcompounding.podbean.com/ce9da988-f6ef-5cb0-9ca2-dbee487e15c6 Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1905 209 Ep 206. How the Do You Read a 10k? Ep 206. How the Do You Read a 10k? https://focusedcompoundinginvest.podbean.com/e/ep-206-how-the-do-you-read-a-10k/ https://focusedcompoundinginvest.podbean.com/e/ep-206-how-the-do-you-read-a-10k/#comments Tue, 19 May 2020 19:32:00 -0500 focusedcompounding.podbean.com/1487322a-92be-5974-9fec-bd8a5ce8b19c QuickFS Link: https://quickfs.net/company/USLM?via=

Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> QuickFS Link: https://quickfs.net/company/USLM?via=

Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 2742 208 Ep 205. Coffee Can Portfolio: What Really Happens If You Buy Just One Stock a Year and Hold It Forever? Ep 205. Coffee Can Portfolio: What Really Happens If You Buy Just One Stock a Year and Hold It Forever? https://focusedcompoundinginvest.podbean.com/e/ep-205-coffee-can-portfolio-what-really-happens-if-you-buy-just-one-stock-a-year-and-hold-it-forever-1661798888/ https://focusedcompoundinginvest.podbean.com/e/ep-205-coffee-can-portfolio-what-really-happens-if-you-buy-just-one-stock-a-year-and-hold-it-forever-1661798888/#comments Mon, 18 May 2020 16:12:00 -0500 focusedcompounding.podbean.com/757115b6-79ee-55b7-b138-189894063054 QuickFS Link: https://quickfs.net/company/USLM?via=

 

Twitter: @Focusedcompound

 

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

   

]]> QuickFS Link: https://quickfs.net/company/USLM?via=

 

Twitter: @Focusedcompound

 

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

   

]]> Andrew Kuhn and Geoff Gannon false No 1576 206 Ep 204. Dividend Stocks, DCF’s. Graham vs. Munger, and Other Questions From Twitter Ep 204. Dividend Stocks, DCF’s. Graham vs. Munger, and Other Questions From Twitter https://focusedcompoundinginvest.podbean.com/e/ep-204-dividend-stocks-dcf-s-graham-vs-munger-and-other-questions-from-twitter/ https://focusedcompoundinginvest.podbean.com/e/ep-204-dividend-stocks-dcf-s-graham-vs-munger-and-other-questions-from-twitter/#comments Mon, 11 May 2020 15:37:00 -0500 focusedcompounding.podbean.com/05790133-bb60-5f3d-9e0e-807564163266 QuickFS Link: https://quickfs.net/company/USLM?via=

Twitter: @Focusedcompound

 

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> QuickFS Link: https://quickfs.net/company/USLM?via=

Twitter: @Focusedcompound

 

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 3316 205 Ep 203. How to Value Stocks and Think About Intrinsic Value During a Recession Ep 203. How to Value Stocks and Think About Intrinsic Value During a Recession https://focusedcompoundinginvest.podbean.com/e/ep-203-how-to-value-stocks-and-think-about-intrinsic-value-during-a-recession/ https://focusedcompoundinginvest.podbean.com/e/ep-203-how-to-value-stocks-and-think-about-intrinsic-value-during-a-recession/#comments Fri, 08 May 2020 14:04:00 -0500 focusedcompounding.podbean.com/1ccb5415-5566-5f8b-baff-9fd449b20dd1 Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1278 204 Ep 202. ROIC, Intrinsic Value, Investing Time Horizon, and Other Questions From Twitter Ep 202. ROIC, Intrinsic Value, Investing Time Horizon, and Other Questions From Twitter https://focusedcompoundinginvest.podbean.com/e/ep-202-roic-intrinsic-value-investing-time-horizon-and-other-questions-from-twitter-1661798892/ https://focusedcompoundinginvest.podbean.com/e/ep-202-roic-intrinsic-value-investing-time-horizon-and-other-questions-from-twitter-1661798892/#comments Wed, 06 May 2020 16:40:00 -0500 focusedcompounding.podbean.com/b51f0a66-8ec4-5843-902e-622d28b808db Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 3032 203 Ep 201. Key Takeaways From The Berkshire Hathaway Meeting Ep 201. Key Takeaways From The Berkshire Hathaway Meeting https://focusedcompoundinginvest.podbean.com/e/ep-201-key-takeaways-from-the-berkshire-hathaway-meeting-1661798893/ https://focusedcompoundinginvest.podbean.com/e/ep-201-key-takeaways-from-the-berkshire-hathaway-meeting-1661798893/#comments Mon, 04 May 2020 17:51:00 -0500 focusedcompounding.podbean.com/23cf3e3f-cab6-56ad-989d-cce6440d5943 Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

   

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

   

]]> Andrew Kuhn and Geoff Gannon false No 1780 202 Ep 200.The Current Market, Interest Rates, and Investing Through Recessions Ep 200.The Current Market, Interest Rates, and Investing Through Recessions https://focusedcompoundinginvest.podbean.com/e/ep-200the-current-market-interest-rates-and-investing-through-recessions-1661798894/ https://focusedcompoundinginvest.podbean.com/e/ep-200the-current-market-interest-rates-and-investing-through-recessions-1661798894/#comments Fri, 01 May 2020 16:47:00 -0500 focusedcompounding.podbean.com/a192aa96-b257-59ad-8e12-fdb0533094a3 Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 2678 201 Ep 199. The Correlation of an Industry and Individual Stock Performance Ep 199. The Correlation of an Industry and Individual Stock Performance https://focusedcompoundinginvest.podbean.com/e/ep-199-the-correlation-of-an-industry-and-individual-stock-performance/ https://focusedcompoundinginvest.podbean.com/e/ep-199-the-correlation-of-an-industry-and-individual-stock-performance/#comments Wed, 29 Apr 2020 22:19:00 -0500 focusedcompounding.podbean.com/a454f834-fa95-5213-bbfc-c0cd0ebfe298 Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1711 200 Ep 198. Biglari Holdings, AerCap, REITS Ponzi, Detecting Fraud, and Other Questions From Listeners Ep 198. Biglari Holdings, AerCap, REITS Ponzi, Detecting Fraud, and Other Questions From Listeners https://focusedcompoundinginvest.podbean.com/e/ep-198-biglari-holdings-aercap-reits-ponzi-detecting-fraud-and-other-questions-from-listeners-1661798896/ https://focusedcompoundinginvest.podbean.com/e/ep-198-biglari-holdings-aercap-reits-ponzi-detecting-fraud-and-other-questions-from-listeners-1661798896/#comments Mon, 27 Apr 2020 18:54:00 -0500 focusedcompounding.podbean.com/3ece0dd0-d535-5e19-bc4b-364044c0d917 Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 4559 199 Ep 197. Investing in Airlines/Airports, and Should the Government Bailout Companies? Ep 197. Investing in Airlines/Airports, and Should the Government Bailout Companies? https://focusedcompoundinginvest.podbean.com/e/ep-197-investing-in-airlinesairports-and-should-the-government-bailout-companies/ https://focusedcompoundinginvest.podbean.com/e/ep-197-investing-in-airlinesairports-and-should-the-government-bailout-companies/#comments Fri, 24 Apr 2020 18:46:00 -0500 focusedcompounding.podbean.com/d29f0376-ebd1-5c3b-8f9d-8c166e1cff19 Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

 

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

 

]]> Andrew Kuhn and Geoff Gannon false No 3485 198 Ep 196. Porter’s 5 Forces and Measuring a Stock’s Moat Ep 196. Porter’s 5 Forces and Measuring a Stock’s Moat https://focusedcompoundinginvest.podbean.com/e/ep-196-porter-s-5-forces-and-measuring-a-stock-s-moat/ https://focusedcompoundinginvest.podbean.com/e/ep-196-porter-s-5-forces-and-measuring-a-stock-s-moat/#comments Wed, 22 Apr 2020 18:35:00 -0500 focusedcompounding.podbean.com/cf5a246e-e663-55c7-8df6-e1c83f97a558 Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

   

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

   

]]> Andrew Kuhn and Geoff Gannon false No 2906 197 Ep 195. Oil Price Collapse, Beta and Overlooked Stocks, The Current Stock Market, and Business Valuation Ep 195. Oil Price Collapse, Beta and Overlooked Stocks, The Current Stock Market, and Business Valuation https://focusedcompoundinginvest.podbean.com/e/ep-195-oil-price-collapse-beta-and-overlooked-stocks-the-current-stock-market-and-business-valuation-1661798900/ https://focusedcompoundinginvest.podbean.com/e/ep-195-oil-price-collapse-beta-and-overlooked-stocks-the-current-stock-market-and-business-valuation-1661798900/#comments Mon, 20 Apr 2020 18:02:00 -0500 focusedcompounding.podbean.com/9a3d33e4-205e-532f-959b-5fb85c994fff Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 2713 196 Ep 194. Looking Over Warren Buffett’s Lehman Brothers 10k Ep 194. Looking Over Warren Buffett’s Lehman Brothers 10k https://focusedcompoundinginvest.podbean.com/e/ep-194-looking-over-warren-buffett-s-lehman-brothers-10k/ https://focusedcompoundinginvest.podbean.com/e/ep-194-looking-over-warren-buffett-s-lehman-brothers-10k/#comments Sun, 19 Apr 2020 11:29:00 -0500 focusedcompounding.podbean.com/e1ca00f5-43fb-54d3-b533-a88e175d136e Twitter: @Focusedcompound

 

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

 

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 3799 195 Ep 193. Net-Net Investing, Great Businesses, Snap Judgements, and Other Investing Questions from Twitter Ep 193. Net-Net Investing, Great Businesses, Snap Judgements, and Other Investing Questions from Twitter https://focusedcompoundinginvest.podbean.com/e/ep-193-net-net-investing-great-businesses-snap-judgements-and-other-investing-questions-from-twitter-1661798902/ https://focusedcompoundinginvest.podbean.com/e/ep-193-net-net-investing-great-businesses-snap-judgements-and-other-investing-questions-from-twitter-1661798902/#comments Mon, 13 Apr 2020 17:20:00 -0500 focusedcompounding.podbean.com/a5370267-7bc9-5e7c-9f2d-e2807c412a3b Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

 

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

 

]]> Andrew Kuhn and Geoff Gannon false No 4091 194 Ep 192. Investing in Net-Nets in The Current Market Environment Ep 192. Investing in Net-Nets in The Current Market Environment https://focusedcompoundinginvest.podbean.com/e/ep-192-investing-in-net-nets-in-the-current-market-environment-1661798903/ https://focusedcompoundinginvest.podbean.com/e/ep-192-investing-in-net-nets-in-the-current-market-environment-1661798903/#comments Fri, 10 Apr 2020 17:46:00 -0500 focusedcompounding.podbean.com/d9df54f5-3ef5-57e0-940b-3cba7d045124 Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

   

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

   

]]> Andrew Kuhn and Geoff Gannon false No 4617 193 Ep 191. Is The Stock Market Acting like 1929 Crash and Investing in Serial Acquirers Ep 191. Is The Stock Market Acting like 1929 Crash and Investing in Serial Acquirers https://focusedcompoundinginvest.podbean.com/e/ep-191-is-the-stock-market-acting-like-1929-crash-and-investing-in-serial-acquirers/ https://focusedcompoundinginvest.podbean.com/e/ep-191-is-the-stock-market-acting-like-1929-crash-and-investing-in-serial-acquirers/#comments Wed, 08 Apr 2020 17:40:00 -0500 focusedcompounding.podbean.com/7da5e713-9eb9-596c-a99c-da1e286d150e Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 3801 192 Ep 190. Our Thoughts on Jamie Dimon’s Shareholder Letter and Investing in Bank Stocks Ep 190. Our Thoughts on Jamie Dimon’s Shareholder Letter and Investing in Bank Stocks https://focusedcompoundinginvest.podbean.com/e/ep-190-our-thoughts-on-jamie-dimon-s-shareholder-letter-and-investing-in-bank-stocks/ https://focusedcompoundinginvest.podbean.com/e/ep-190-our-thoughts-on-jamie-dimon-s-shareholder-letter-and-investing-in-bank-stocks/#comments Tue, 07 Apr 2020 18:13:00 -0500 focusedcompounding.podbean.com/fc3bd293-3bdd-5dfa-be89-d706845c5d8b Twitter: @Focusedcompound

 

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

 

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 2887 190 Ep 189. Investing in a Turbulent Market and Answering Questions From Listeners Ep 189. Investing in a Turbulent Market and Answering Questions From Listeners https://focusedcompoundinginvest.podbean.com/e/ep-189-investing-in-a-turbulent-market-and-answering-questions-from-listeners-1661798906/ https://focusedcompoundinginvest.podbean.com/e/ep-189-investing-in-a-turbulent-market-and-answering-questions-from-listeners-1661798906/#comments Mon, 06 Apr 2020 18:09:00 -0500 focusedcompounding.podbean.com/1df77615-131f-5cf0-be14-86aca792b1d6 Twitter: @Focusedcompound

 

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

 

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1720 189 Ep 188. Buying Stocks That Are Closed For Business and Warren Buffett Selling Airlines Ep 188. Buying Stocks That Are Closed For Business and Warren Buffett Selling Airlines https://focusedcompoundinginvest.podbean.com/e/ep-188-buying-stocks-that-are-closed-for-business-and-warren-buffett-selling-airlines-1661798908/ https://focusedcompoundinginvest.podbean.com/e/ep-188-buying-stocks-that-are-closed-for-business-and-warren-buffett-selling-airlines-1661798908/#comments Fri, 03 Apr 2020 17:23:00 -0500 focusedcompounding.podbean.com/6a5552ad-dc99-50a9-9100-74cbe2f66fd7 Twitter: @Focusedcompound

 

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

 

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 2924 188 Ep 187. Our Thoughts on Howard Marks’ Latest Memo and Going Over a Cheap Stock Ep 187. Our Thoughts on Howard Marks’ Latest Memo and Going Over a Cheap Stock https://focusedcompoundinginvest.podbean.com/e/ep-187-our-thoughts-on-howard-marks-latest-memo-and-going-over-a-cheap-stock-1661798909/ https://focusedcompoundinginvest.podbean.com/e/ep-187-our-thoughts-on-howard-marks-latest-memo-and-going-over-a-cheap-stock-1661798909/#comments Wed, 01 Apr 2020 16:41:00 -0500 focusedcompounding.podbean.com/952c243a-7db9-577a-90cd-618e9f02b858 Twitter: @Focusedcompound

 

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

 

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 2253 187 Ep 186. Revisiting 9 Overlooked Stocks From Geoff’s Watchlist Ep 186. Revisiting 9 Overlooked Stocks From Geoff’s Watchlist https://focusedcompoundinginvest.podbean.com/e/ep-186-revisiting-9-overlooked-stocks-from-geoff-s-watchlist/ https://focusedcompoundinginvest.podbean.com/e/ep-186-revisiting-9-overlooked-stocks-from-geoff-s-watchlist/#comments Tue, 31 Mar 2020 18:02:00 -0500 focusedcompounding.podbean.com/f435e471-1df1-55df-ada6-0decb898982c Twitter: @Focusedcompound

 

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

 

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1720 186 Ep 185. Investing in Oil, Tobacco, and Other Blue Chip Stocks During Market Downturn Ep 185. Investing in Oil, Tobacco, and Other Blue Chip Stocks During Market Downturn https://focusedcompoundinginvest.podbean.com/e/ep-185-investing-in-oil-tobacco-and-other-blue-chip-stocks-during-market-downturn/ https://focusedcompoundinginvest.podbean.com/e/ep-185-investing-in-oil-tobacco-and-other-blue-chip-stocks-during-market-downturn/#comments Mon, 30 Mar 2020 16:50:00 -0500 focusedcompounding.podbean.com/38a8f3e4-696b-5ab7-8c14-865fefa3f23b Twitter: @Focusedcompound

 

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

 

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1720 185 Ep 184. The Pending Jobs Report and Geoff’s Thoughts on Investing in FANG Ep 184. The Pending Jobs Report and Geoff’s Thoughts on Investing in FANG https://focusedcompoundinginvest.podbean.com/e/ep-184-the-pending-jobs-report-and-geoff-s-thoughts-on-investing-in-fang/ https://focusedcompoundinginvest.podbean.com/e/ep-184-the-pending-jobs-report-and-geoff-s-thoughts-on-investing-in-fang/#comments Wed, 25 Mar 2020 17:37:00 -0500 focusedcompounding.podbean.com/a5f9d6eb-cc4f-50a0-a39f-3280e1a816d5 Twitter: @Focusedcompound

 

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

 

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 3225 184 Ep 183. Trump Reopening The Economy and Buying a Diversified Basket of Distressed Stocks Ep 183. Trump Reopening The Economy and Buying a Diversified Basket of Distressed Stocks https://focusedcompoundinginvest.podbean.com/e/ep-183-trump-reopening-the-economy-and-buying-a-diversified-basket-of-distressed-stocks/ https://focusedcompoundinginvest.podbean.com/e/ep-183-trump-reopening-the-economy-and-buying-a-diversified-basket-of-distressed-stocks/#comments Tue, 24 Mar 2020 16:57:00 -0500 focusedcompounding.podbean.com/3980931b-b453-5e17-afdf-c4b8a7ee89b9 Twitter: @Focusedcompound

 

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

 

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 3182 183 Ep 182. Continued Turmoil on Wall Street and a Cheap Stock to Think About Investing In Ep 182. Continued Turmoil on Wall Street and a Cheap Stock to Think About Investing In https://focusedcompoundinginvest.podbean.com/e/ep-182-continued-turmoil-on-wall-street-and-a-cheap-stock-to-think-about-investing-in-1661798915/ https://focusedcompoundinginvest.podbean.com/e/ep-182-continued-turmoil-on-wall-street-and-a-cheap-stock-to-think-about-investing-in-1661798915/#comments Mon, 23 Mar 2020 16:53:00 -0500 focusedcompounding.podbean.com/c6b19542-8bde-5f4a-b397-67e40f18be23 Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

   

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

   

]]> Andrew Kuhn and Geoff Gannon false No 1939 182 Ep 181. Stock Market Update and Cheap Stocks to Buy Ep 181. Stock Market Update and Cheap Stocks to Buy https://focusedcompoundinginvest.podbean.com/e/ep-181-stock-market-update-and-cheap-stocks-to-buy-1661798916/ https://focusedcompoundinginvest.podbean.com/e/ep-181-stock-market-update-and-cheap-stocks-to-buy-1661798916/#comments Fri, 20 Mar 2020 20:17:00 -0500 focusedcompounding.podbean.com/0a2bb0ef-0eab-5859-a770-be6e487b6bd5 Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 2003 181 Ep 180. The CoronaVirus, Current Market, Stocks to Buy, and Games Workshop Ep 180. The CoronaVirus, Current Market, Stocks to Buy, and Games Workshop https://focusedcompoundinginvest.podbean.com/e/ep-180-the-coronavirus-current-market-stocks-to-buy-and-games-workshop-1661798917/ https://focusedcompoundinginvest.podbean.com/e/ep-180-the-coronavirus-current-market-stocks-to-buy-and-games-workshop-1661798917/#comments Thu, 19 Mar 2020 17:44:00 -0500 focusedcompounding.podbean.com/8ca66b9b-0ef4-58e0-9624-ae43a7a53871 Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 2415 180 Ep 179. CoronaVirus, Stock Market Crash, Bank Stocks, Bill Ackman, and More Ep 179. CoronaVirus, Stock Market Crash, Bank Stocks, Bill Ackman, and More https://focusedcompoundinginvest.podbean.com/e/ep-179-coronavirus-stock-market-crash-bank-stocks-bill-ackman-and-more-1661798918/ https://focusedcompoundinginvest.podbean.com/e/ep-179-coronavirus-stock-market-crash-bank-stocks-bill-ackman-and-more-1661798918/#comments Wed, 18 Mar 2020 17:01:00 -0500 focusedcompounding.podbean.com/ba6eda82-45aa-567f-90b2-1f1138b73546 Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1540 179 Ep 178. Revisiting Stocks Written-Up On Focused Compounding After Market Sell-Off Ep 178. Revisiting Stocks Written-Up On Focused Compounding After Market Sell-Off https://focusedcompoundinginvest.podbean.com/e/ep-178-revisiting-stocks-written-up-on-focused-compounding-after-market-sell-off-1661798919/ https://focusedcompoundinginvest.podbean.com/e/ep-178-revisiting-stocks-written-up-on-focused-compounding-after-market-sell-off-1661798919/#comments Tue, 10 Mar 2020 09:29:00 -0500 focusedcompounding.podbean.com/3efde63a-9584-526c-bb92-f9948defb682 Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1733 178 Ep 176. How to Value Stocks and Think About Intrinsic Value Ep 176. How to Value Stocks and Think About Intrinsic Value https://focusedcompoundinginvest.podbean.com/e/ep-176-how-to-value-stocks-and-think-about-intrinsic-value-1661798920/ https://focusedcompoundinginvest.podbean.com/e/ep-176-how-to-value-stocks-and-think-about-intrinsic-value-1661798920/#comments Wed, 04 Mar 2020 23:09:00 -0600 focusedcompounding.podbean.com/64dd0cad-38e5-59db-8dcd-b6d829a159d6 Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 2126 176 Ep 175. Analyzing Entertainment Stocks After Coronavirus Market Sell-Off Ep 175. Analyzing Entertainment Stocks After Coronavirus Market Sell-Off https://focusedcompoundinginvest.podbean.com/e/ep-175-analyzing-entertainment-stocks-after-coronavirus-market-sell-off-1661798921/ https://focusedcompoundinginvest.podbean.com/e/ep-175-analyzing-entertainment-stocks-after-coronavirus-market-sell-off-1661798921/#comments Tue, 03 Mar 2020 04:20:00 -0600 focusedcompounding.podbean.com/fb55af2c-57bb-554d-bc58-d73d2d555aac Twitter: @Focusedcompound

 

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

 

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1777 175 Ep 174. Reading 10ks, ScuttleButt, Retained Earnings, DCF’s, and Other Questions from Twitter Ep 174. Reading 10ks, ScuttleButt, Retained Earnings, DCF’s, and Other Questions from Twitter https://focusedcompoundinginvest.podbean.com/e/ep-174-reading-10ks-scuttlebutt-retained-earnings-dcf-s-and-other-questions-from-twitter/ https://focusedcompoundinginvest.podbean.com/e/ep-174-reading-10ks-scuttlebutt-retained-earnings-dcf-s-and-other-questions-from-twitter/#comments Fri, 28 Feb 2020 10:06:00 -0600 focusedcompounding.podbean.com/2f5be22c-5e74-5087-94d2-c7727ce3fe04 Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1669 174 Ep 173. Analyzing a 10k and Valuing an Insurance Stock Ep 173. Analyzing a 10k and Valuing an Insurance Stock https://focusedcompoundinginvest.podbean.com/e/ep-173-analyzing-a-10k-and-valuing-an-insurance-stock-1661798924/ https://focusedcompoundinginvest.podbean.com/e/ep-173-analyzing-a-10k-and-valuing-an-insurance-stock-1661798924/#comments Thu, 27 Feb 2020 08:56:00 -0600 focusedcompounding.podbean.com/5cc7ebc3-dd58-5345-ae16-080c5b1c775c Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 4207 173 Ep 172. Key Takeaways From Warren Buffett’s 2019 Shareholder Letter Ep 172. Key Takeaways From Warren Buffett’s 2019 Shareholder Letter https://focusedcompoundinginvest.podbean.com/e/ep-172-key-takeaways-from-warren-buffett-s-2019-shareholder-letter/ https://focusedcompoundinginvest.podbean.com/e/ep-172-key-takeaways-from-warren-buffett-s-2019-shareholder-letter/#comments Wed, 26 Feb 2020 04:00:00 -0600 focusedcompounding.podbean.com/c2bc43a9-59ad-59f2-8ab4-d4d520b6c2cc Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 2005 172 Ep 170. How to Think About ROE, ROA, ROIC and ROIIC Ep 170. How to Think About ROE, ROA, ROIC and ROIIC https://focusedcompoundinginvest.podbean.com/e/ep-170-how-to-think-about-roe-roa-roic-and-roiic-1661798926/ https://focusedcompoundinginvest.podbean.com/e/ep-170-how-to-think-about-roe-roa-roic-and-roiic-1661798926/#comments Fri, 21 Feb 2020 00:21:00 -0600 focusedcompounding.podbean.com/968a4865-6c40-5bda-98b3-ce73d6c70883 Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1453 170 Ep 169. How to Read and Interpret a Balance Sheet Ep 169. How to Read and Interpret a Balance Sheet https://focusedcompoundinginvest.podbean.com/e/ep-169-how-to-read-and-interpret-a-balance-sheet-1661798927/ https://focusedcompoundinginvest.podbean.com/e/ep-169-how-to-read-and-interpret-a-balance-sheet-1661798927/#comments Thu, 20 Feb 2020 11:21:00 -0600 focusedcompounding.podbean.com/9186d8e8-ad4b-5d2b-9618-4ceb5660f36e Twitter: @Focusedcompound Email:

info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound Email:

info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1963 169 Ep 168. Investing in Bank Stocks - Going Through CFR’s 10k Ep 168. Investing in Bank Stocks - Going Through CFR’s 10k https://focusedcompoundinginvest.podbean.com/e/ep-168-investing-in-bank-stocks-going-through-cfr-s-10k/ https://focusedcompoundinginvest.podbean.com/e/ep-168-investing-in-bank-stocks-going-through-cfr-s-10k/#comments Tue, 18 Feb 2020 04:00:00 -0600 focusedcompounding.podbean.com/865ef552-5778-5fb7-93d0-7a0752deb4c7 Twitter: @Focusedcompound Email:

info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound Email:

info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 5960 168 Ep 167. The Art of Finding Stock Ideas Ep 167. The Art of Finding Stock Ideas https://focusedcompoundinginvest.podbean.com/e/ep-167-the-art-of-finding-stock-ideas-1661798929/ https://focusedcompoundinginvest.podbean.com/e/ep-167-the-art-of-finding-stock-ideas-1661798929/#comments Fri, 14 Feb 2020 04:00:00 -0600 focusedcompounding.podbean.com/33be71d9-6313-56f5-b8b5-d47cf8e3a7f7 Twitter: @Focusedcompound Email:

info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound Email:

info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1430 167 Ep 166. How to Read the Cash Flow Statement: The Most Important Statement Ep 166. How to Read the Cash Flow Statement: The Most Important Statement https://focusedcompoundinginvest.podbean.com/e/ep-166-how-to-read-the-cash-flow-statement-the-most-important-statement/ https://focusedcompoundinginvest.podbean.com/e/ep-166-how-to-read-the-cash-flow-statement-the-most-important-statement/#comments Wed, 12 Feb 2020 04:00:00 -0600 focusedcompounding.podbean.com/8ffb6860-2d3d-502a-93d1-9b414677c4c6 Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1735 166 Ep 165. Going Through Geoff’s Marked-Up 10k of Transcat Ep 165. Going Through Geoff’s Marked-Up 10k of Transcat https://focusedcompoundinginvest.podbean.com/e/ep-165-going-through-geoff-s-marked-up-10k-of-transcat/ https://focusedcompoundinginvest.podbean.com/e/ep-165-going-through-geoff-s-marked-up-10k-of-transcat/#comments Sun, 09 Feb 2020 14:10:00 -0600 focusedcompounding.podbean.com/25e15587-9e5c-59f2-824e-b0611f6d8082 Twitter: @Focusedcompound Email:

info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound Email:

info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 4346 165 Ep 164. Snap Judgments: GANS, PLOW, BKE, EGOV, and PLAY Ep 164. Snap Judgments: GANS, PLOW, BKE, EGOV, and PLAY https://focusedcompoundinginvest.podbean.com/e/ep-164-snap-judgments-gans-plow-bke-egov-and-play-1661798933/ https://focusedcompoundinginvest.podbean.com/e/ep-164-snap-judgments-gans-plow-bke-egov-and-play-1661798933/#comments Wed, 05 Feb 2020 09:15:00 -0600 focusedcompounding.podbean.com/3572c569-7e8b-5484-ba0a-26526250e9ab Twitter: @Focusedcompound

 

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

 

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1873 164 Ep 163. Investing in Stocks: 47 Minute Walk-Through of a 10k Ep 163. Investing in Stocks: 47 Minute Walk-Through of a 10k https://focusedcompoundinginvest.podbean.com/e/ep-163-investing-in-stocks-47-minute-walk-through-of-a-10k/ https://focusedcompoundinginvest.podbean.com/e/ep-163-investing-in-stocks-47-minute-walk-through-of-a-10k/#comments Mon, 03 Feb 2020 16:56:00 -0600 focusedcompounding.podbean.com/30045075-4b6e-5ec9-aa97-810238040874 Twitter: @Focusedcompound

 

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

 

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 2829 163 Ep 162. Good Debt vs. Bad Debt: How Much Leverage is Too Much? Ep 162. Good Debt vs. Bad Debt: How Much Leverage is Too Much? https://focusedcompoundinginvest.podbean.com/e/ep-162-good-debt-vs-bad-debt-how-much-leverage-is-too-much-1661798935/ https://focusedcompoundinginvest.podbean.com/e/ep-162-good-debt-vs-bad-debt-how-much-leverage-is-too-much-1661798935/#comments Fri, 31 Jan 2020 09:11:00 -0600 focusedcompounding.podbean.com/44b41889-7c67-51b6-a8a6-022603e7315a Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month.

Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month.

Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1895 162 Ep 161. The Art Of NOT Selling a Stock Ep 161. The Art Of NOT Selling a Stock https://focusedcompoundinginvest.podbean.com/e/ep-161-the-art-of-not-selling-a-stock-1661798936/ https://focusedcompoundinginvest.podbean.com/e/ep-161-the-art-of-not-selling-a-stock-1661798936/#comments Wed, 29 Jan 2020 04:00:00 -0600 focusedcompounding.podbean.com/717b2300-817a-562f-96f7-4dfa39e85d8d Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month.

Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month.

Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1566 161 Ep 160. Snap Judgements: VTSI, PMD, BJRI, BGS, and CAKE Ep 160. Snap Judgements: VTSI, PMD, BJRI, BGS, and CAKE https://focusedcompoundinginvest.podbean.com/e/ep-160-snap-judgements-vtsi-pmd-bjri-bgs-and-cake-1661798938/ https://focusedcompoundinginvest.podbean.com/e/ep-160-snap-judgements-vtsi-pmd-bjri-bgs-and-cake-1661798938/#comments Mon, 27 Jan 2020 15:13:00 -0600 focusedcompounding.podbean.com/c5bc8419-dd6d-5e52-96bf-30e4695e62f5 Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1879 160 Ep 159. Trey Henninger of DIYINVESTING Talks about His Investing Process and ETM, NFPC, and PLWN Ep 159. Trey Henninger of DIYINVESTING Talks about His Investing Process and ETM, NFPC, and PLWN https://focusedcompoundinginvest.podbean.com/e/ep-159-trey-henninger-of-diyinvesting-talks-about-his-investing-process-and-etm-nfpc-and-plwn-1661798939/ https://focusedcompoundinginvest.podbean.com/e/ep-159-trey-henninger-of-diyinvesting-talks-about-his-investing-process-and-etm-nfpc-and-plwn-1661798939/#comments Fri, 24 Jan 2020 04:00:00 -0600 focusedcompounding.podbean.com/3d61f066-3c72-502c-a4d7-c12ab4af45dd Be sure to check out all of Trey's work!

Twitter: @TreyHenninger

Website: https://www.diyinvesting.org/

Podcast: https://apple.co/30OWU6T

 

Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Be sure to check out all of Trey's work!

Twitter: @TreyHenninger

Website: https://www.diyinvesting.org/

Podcast: https://apple.co/30OWU6T

 

Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 4503 159 Ep. 158. Snap Judgements: SMDM, FSCR, ATUSF, CODA, and KFRC Ep. 158. Snap Judgements: SMDM, FSCR, ATUSF, CODA, and KFRC https://focusedcompoundinginvest.podbean.com/e/ep-158-snap-judgements-smdm-fscr-atusf-coda-and-kfrc-1661798940/ https://focusedcompoundinginvest.podbean.com/e/ep-158-snap-judgements-smdm-fscr-atusf-coda-and-kfrc-1661798940/#comments Wed, 22 Jan 2020 10:49:00 -0600 focusedcompounding.podbean.com/21e595e5-3b80-5f20-b46c-caf30d920ab8  Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]>  Twitter: @Focusedcompound

Email: info@focusedcompounding.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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1472 158 Ep 157. Using Historical Financials to Your Advantage: What We’re Trying to Get From Financial Statements Ep 157. Using Historical Financials to Your Advantage: What We’re Trying to Get From Financial Statements https://focusedcompoundinginvest.podbean.com/e/ep-157-using-historical-financials-to-your-advantage-what-we-re-trying-to-get-from-financial-statements-1661798941/ https://focusedcompoundinginvest.podbean.com/e/ep-157-using-historical-financials-to-your-advantage-what-we-re-trying-to-get-from-financial-statements-1661798941/#comments Mon, 20 Jan 2020 04:00:00 -0600 focusedcompounding.podbean.com/dea18c6d-d43b-5dfb-98d0-b3bee29391c9 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1763 157 Ep 156. How to Avoid Value Traps and Melting Ice Cubes Ep 156. How to Avoid Value Traps and Melting Ice Cubes https://focusedcompoundinginvest.podbean.com/e/ep-156-how-to-avoid-value-traps-and-melting-ice-cubes-1661798942/ https://focusedcompoundinginvest.podbean.com/e/ep-156-how-to-avoid-value-traps-and-melting-ice-cubes-1661798942/#comments Tue, 14 Jan 2020 12:30:00 -0600 focusedcompounding.podbean.com/0e354e10-f0dc-5e95-a1a0-38ed139c67ba 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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> 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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1839 156 Ep 155. Our Biggest Mistakes as Investors, and How We’ve Improved Ep 155. Our Biggest Mistakes as Investors, and How We’ve Improved https://focusedcompoundinginvest.podbean.com/e/ep-155-our-biggest-mistakes-as-investors-and-how-we-ve-improved/ https://focusedcompoundinginvest.podbean.com/e/ep-155-our-biggest-mistakes-as-investors-and-how-we-ve-improved/#comments Mon, 06 Jan 2020 07:23:00 -0600 focusedcompounding.podbean.com/c1883699-cc97-51f6-aac0-82fae0cdc1e2 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1414 155 Ep 154. Process Over Outcome - How to Build the Right Process to Become a Great Investor Ep 154. Process Over Outcome - How to Build the Right Process to Become a Great Investor https://focusedcompoundinginvest.podbean.com/e/ep-154-process-over-outcome-how-to-build-the-right-process-to-become-a-great-investor-1661798945/ https://focusedcompoundinginvest.podbean.com/e/ep-154-process-over-outcome-how-to-build-the-right-process-to-become-a-great-investor-1661798945/#comments Thu, 02 Jan 2020 10:37:00 -0600 focusedcompounding.podbean.com/f8e4142c-b170-57dc-ac87-c61a604dbb3e 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1637 154 Ep 153. Snap Judgements: MHGU, CTEK, VALU, and LOTB Ep 153. Snap Judgements: MHGU, CTEK, VALU, and LOTB https://focusedcompoundinginvest.podbean.com/e/ep-153-snap-judgements-mhgu-ctek-valu-and-lotb-1661798946/ https://focusedcompoundinginvest.podbean.com/e/ep-153-snap-judgements-mhgu-ctek-valu-and-lotb-1661798946/#comments Tue, 31 Dec 2019 10:22:00 -0600 focusedcompounding.podbean.com/8f3ed526-b09b-5da9-ad9c-144e85800a29 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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> 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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1814 153 Ep 152. How Andrew Finds Stocks for Geoff to Research Ep 152. How Andrew Finds Stocks for Geoff to Research https://focusedcompoundinginvest.podbean.com/e/ep-152-how-andrew-finds-stocks-for-geoff-to-research-1661798947/ https://focusedcompoundinginvest.podbean.com/e/ep-152-how-andrew-finds-stocks-for-geoff-to-research-1661798947/#comments Fri, 20 Dec 2019 04:00:00 -0600 focusedcompounding.podbean.com/ep-152-how-andrew-finds-stocks-for-geoff-to-research-f050091c58099ed3d79d997c67177917 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1834 152 Ep 151. Snap Judgements: INSG, THO, SBGI, EAF, and SKAS Ep 151. Snap Judgements: INSG, THO, SBGI, EAF, and SKAS https://focusedcompoundinginvest.podbean.com/e/ep-151-snap-judgements-insg-tho-sbgi-eaf-and-skas-1661798948/ https://focusedcompoundinginvest.podbean.com/e/ep-151-snap-judgements-insg-tho-sbgi-eaf-and-skas-1661798948/#comments Wed, 18 Dec 2019 04:00:00 -0600 focusedcompounding.podbean.com/ep-151-snap-judgements-insg-tho-sbgi-eaf-and-skas-9fbbbad795bc99c90a2f85c720c87aa7 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1325 151 Ep 150. Answering Investing Questions from Twitter Ep 150. Answering Investing Questions from Twitter https://focusedcompoundinginvest.podbean.com/e/ep-150-answering-investing-questions-from-twitter-1661798949/ https://focusedcompoundinginvest.podbean.com/e/ep-150-answering-investing-questions-from-twitter-1661798949/#comments Mon, 16 Dec 2019 04:00:00 -0600 focusedcompounding.podbean.com/ep-150-answering-investing-questions-from-twitter-53a2d237cb7505620b3b1f05354784a1 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1592 150 Ep 149. Snap Judgments: IHC, SMIT, WINA, PAYS, STLJF Ep 149. Snap Judgments: IHC, SMIT, WINA, PAYS, STLJF https://focusedcompoundinginvest.podbean.com/e/ep-149-snap-judgments-ihc-smit-wina-pays-stljf-1661798951/ https://focusedcompoundinginvest.podbean.com/e/ep-149-snap-judgments-ihc-smit-wina-pays-stljf-1661798951/#comments Fri, 13 Dec 2019 04:00:00 -0600 focusedcompounding.podbean.com/ep-149-snap-judgments-ihc-smit-wina-pays-stljf-b98057b466fa780bc4db22161a1bc51f 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1376 149 Ep 148. Business Models We Like and Business Models We Don’t Like Ep 148. Business Models We Like and Business Models We Don’t Like https://focusedcompoundinginvest.podbean.com/e/ep-148-business-models-we-like-and-business-models-we-don-t-like/ https://focusedcompoundinginvest.podbean.com/e/ep-148-business-models-we-like-and-business-models-we-don-t-like/#comments Mon, 09 Dec 2019 04:00:00 -0600 focusedcompounding.podbean.com/ep-148-business-models-we-like-and-business-models-we-dont-like-3ecb08e72477b840304c983216273386 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1667 148 Ep 147. Going Over 5 Stocks: Sydney Airport, F.W. Thorpe, Gamehost, Vitreous Glass, A-Mark Precious Metals Ep 147. Going Over 5 Stocks: Sydney Airport, F.W. Thorpe, Gamehost, Vitreous Glass, A-Mark Precious Metals https://focusedcompoundinginvest.podbean.com/e/ep-147-going-over-5-stocks-sydney-airport-fw-thorpe-gamehost-vitreous-glass-a-mark-precious-metals-1661798953/ https://focusedcompoundinginvest.podbean.com/e/ep-147-going-over-5-stocks-sydney-airport-fw-thorpe-gamehost-vitreous-glass-a-mark-precious-metals-1661798953/#comments Fri, 06 Dec 2019 04:00:00 -0600 focusedcompounding.podbean.com/ep-147-going-over-5-stocks-sydney-airport-fw-thorpe-gamehost-vitreous-glass-a-mark-precious-metals-eef73f5580a29eac1db72094bce0462b 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1749 147 Ep 146. Valuing Stocks, and How we think About Returns Ep 146. Valuing Stocks, and How we think About Returns https://focusedcompoundinginvest.podbean.com/e/ep-146-valuing-stocks-and-how-we-think-about-returns-1661798954/ https://focusedcompoundinginvest.podbean.com/e/ep-146-valuing-stocks-and-how-we-think-about-returns-1661798954/#comments Wed, 04 Dec 2019 04:00:00 -0600 focusedcompounding.podbean.com/ep-146-valuing-stocks-and-how-we-think-about-returns-0963d7c937d08e6ba3dec49aff93ad71 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1255 146 Ep 145. Snap Judgements - Magic Formula Edition - TZOO, KFY, HRB, DHX, and GTX Ep 145. Snap Judgements - Magic Formula Edition - TZOO, KFY, HRB, DHX, and GTX https://focusedcompoundinginvest.podbean.com/e/ep-145-snap-judgements-magic-formula-edition-tzoo-kfy-hrb-dhx-and-gtx-1661798955/ https://focusedcompoundinginvest.podbean.com/e/ep-145-snap-judgements-magic-formula-edition-tzoo-kfy-hrb-dhx-and-gtx-1661798955/#comments Mon, 02 Dec 2019 04:00:00 -0600 focusedcompounding.podbean.com/ep-145-snap-judgements-magic-formula-edition-tzoo-kfy-hrb-dhx-and-gtx-bd4fa5ec67d6f4d2ffa69c4aebe54068 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1376 145 Ep 144. Snap Judgements: MLR, MATX, BADFF, EQGPF, GHIFF Ep 144. Snap Judgements: MLR, MATX, BADFF, EQGPF, GHIFF https://focusedcompoundinginvest.podbean.com/e/ep-144-snap-judgements-mlr-matx-badff-eqgpf-ghiff/ https://focusedcompoundinginvest.podbean.com/e/ep-144-snap-judgements-mlr-matx-badff-eqgpf-ghiff/#comments Tue, 26 Nov 2019 04:00:00 -0600 focusedcompounding.podbean.com/ep-143-snap-judgements-mlr-matx-badff-eqgpf-ghiff-83f05183b6c08270937a3f7a1f97d617 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1542 144 Ep 143. The Bullcase for Investing in Burford Capital with Stephen Gamble Ep 143. The Bullcase for Investing in Burford Capital with Stephen Gamble https://focusedcompoundinginvest.podbean.com/e/ep-143-the-bullcase-for-investing-in-burford-capital-with-stephen-gamble-1661798958/ https://focusedcompoundinginvest.podbean.com/e/ep-143-the-bullcase-for-investing-in-burford-capital-with-stephen-gamble-1661798958/#comments Mon, 25 Nov 2019 04:00:00 -0600 focusedcompounding.podbean.com/ep-143-the-bullcase-for-investing-in-burford-capital-with-stephen-gamble-9fd870947204bf1994eb4a92e48d64f0 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompounding.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1814 143 Ep 142. Our Thoughts on Spinoffs and What we think about Them Going Forward Ep 142. Our Thoughts on Spinoffs and What we think about Them Going Forward https://focusedcompoundinginvest.podbean.com/e/ep-142-our-thoughts-on-spinoffs-and-what-we-think-about-them-going-forward-1661798959/ https://focusedcompoundinginvest.podbean.com/e/ep-142-our-thoughts-on-spinoffs-and-what-we-think-about-them-going-forward-1661798959/#comments Fri, 22 Nov 2019 04:00:00 -0600 focusedcompounding.podbean.com/ep-142-our-thoughts-on-spinoffs-and-what-we-think-about-them-going-forward-6d69be19b3751aeaa43d97bffa83029d 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1546 142 Ep 141. How We Find Stock Ideas Ep 141. How We Find Stock Ideas https://focusedcompoundinginvest.podbean.com/e/ep-141-how-we-find-stock-ideas-1661798960/ https://focusedcompoundinginvest.podbean.com/e/ep-141-how-we-find-stock-ideas-1661798960/#comments Wed, 20 Nov 2019 04:00:00 -0600 focusedcompounding.podbean.com/ep-141-how-we-find-stock-ideas-a9b746846edd65a6958709b231adf866 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1451 141 Ep 140. Snap Judgements on Stocks From Twitter Ep 140. Snap Judgements on Stocks From Twitter https://focusedcompoundinginvest.podbean.com/e/ep-140-snap-judgements-on-stocks-from-twitter-1661798961/ https://focusedcompoundinginvest.podbean.com/e/ep-140-snap-judgements-on-stocks-from-twitter-1661798961/#comments Sun, 17 Nov 2019 15:57:00 -0600 focusedcompounding.podbean.com/ep-140-snap-judgements-on-stocks-from-twitter-84e54b72bd1919c992dad841c73824e3 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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> 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 – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 2564 140 Ep 139. Portfolio Allocation – Selling a Position to Buy a New Stock Ep 139. Portfolio Allocation – Selling a Position to Buy a New Stock https://focusedcompoundinginvest.podbean.com/e/ep-139-portfolio-allocation-%e2%80%93-selling-a-position-to-buy-a-new-stock-1661798962/ https://focusedcompoundinginvest.podbean.com/e/ep-139-portfolio-allocation-%e2%80%93-selling-a-position-to-buy-a-new-stock-1661798962/#comments Wed, 13 Nov 2019 04:00:00 -0600 focusedcompounding.podbean.com/ep-139-portfolio-allocation-%e2%80%93-selling-a-position-to-buy-a-new-stock-0421157a3ba4a73c209b3b075948163a 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1294 139 Ep 138. Investing in Stocks with Bargaining Power Ep 138. Investing in Stocks with Bargaining Power https://focusedcompoundinginvest.podbean.com/e/ep-138-investing-in-stocks-with-bargaining-power-1661798963/ https://focusedcompoundinginvest.podbean.com/e/ep-138-investing-in-stocks-with-bargaining-power-1661798963/#comments Tue, 12 Nov 2019 04:00:00 -0600 focusedcompounding.podbean.com/ep-138-investing-in-stocks-with-bargaining-power-671179a814dc9f4a9229c26a255b9347 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1219 138 Ep 137. Our First 5 Minutes on 5 Stocks: LRN, SCVL, ETH, WNC and JVA Ep 137. Our First 5 Minutes on 5 Stocks: LRN, SCVL, ETH, WNC and JVA https://focusedcompoundinginvest.podbean.com/e/ep-137-our-first-5-minutes-on-5-stocks-lrn-scvl-eth-wnc-and-jva-1661798964/ https://focusedcompoundinginvest.podbean.com/e/ep-137-our-first-5-minutes-on-5-stocks-lrn-scvl-eth-wnc-and-jva-1661798964/#comments Mon, 11 Nov 2019 04:00:00 -0600 focusedcompounding.podbean.com/ep-137-our-first-5-minutes-on-5-stocks-lrn-scvl-eth-wnc-and-jva-9dbe1dad05d84f694a520659fc42d5c8 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1715 137 Ep 136. Superinvestor Series: Charlie Munger Ep 136. Superinvestor Series: Charlie Munger https://focusedcompoundinginvest.podbean.com/e/ep-136-superinvestor-series-charlie-munger-1661798966/ https://focusedcompoundinginvest.podbean.com/e/ep-136-superinvestor-series-charlie-munger-1661798966/#comments Sun, 10 Nov 2019 04:00:00 -0600 focusedcompounding.podbean.com/ep-136-superinvestor-series-charlie-munger-fb9b8b94171dff9326525cdd9da3da20 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1419 136 Ep 135. Appraising a Stock: How we Valued $OTCM Ep 135. Appraising a Stock: How we Valued $OTCM https://focusedcompoundinginvest.podbean.com/e/ep-135-appraising-a-stock-how-we-valued-otcm-1661798967/ https://focusedcompoundinginvest.podbean.com/e/ep-135-appraising-a-stock-how-we-valued-otcm-1661798967/#comments Sat, 09 Nov 2019 04:00:00 -0600 focusedcompounding.podbean.com/ep-135-appraising-a-stock-how-we-valued-otcm-2d31f17f0cc57b073b6ce5923c9966b1 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1724 135 Ep 134. Revisiting Geoff’s Recent Investing Writeups: AMRK, DJCO, PMD and VTU Ep 134. Revisiting Geoff’s Recent Investing Writeups: AMRK, DJCO, PMD and VTU https://focusedcompoundinginvest.podbean.com/e/ep-134-revisiting-geoff-s-recent-investing-writeups-amrk-djco-pmd-and-vtu-1661798968/ https://focusedcompoundinginvest.podbean.com/e/ep-134-revisiting-geoff-s-recent-investing-writeups-amrk-djco-pmd-and-vtu-1661798968/#comments Fri, 08 Nov 2019 04:00:00 -0600 focusedcompounding.podbean.com/ep-134-revisiting-geoff-s-recent-investing-writeups-amrk-djco-pmd-and-vtu-e235c69b54ac00f27230d517341374c7 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1496 134 Ep 133. Why Reading Business Books Will Make You a Better Investor, and What We’ve Been Reading Lately Ep 133. Why Reading Business Books Will Make You a Better Investor, and What We’ve Been Reading Lately https://focusedcompoundinginvest.podbean.com/e/ep-133-why-reading-business-books-will-make-you-a-better-investor-and-what-we-ve-been-reading-lately/ https://focusedcompoundinginvest.podbean.com/e/ep-133-why-reading-business-books-will-make-you-a-better-investor-and-what-we-ve-been-reading-lately/#comments Thu, 07 Nov 2019 04:00:00 -0600 focusedcompounding.podbean.com/ep-133-why-reading-business-books-will-make-you-a-better-investor-and-what-weve-been-reading-lately-81fb10765739fed9f290593175f1d4b3 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1492 133 Ep 132. Analyzing an Income Statement: How to Think Above the Bottom Line - and Profit from It Ep 132. Analyzing an Income Statement: How to Think Above the Bottom Line - and Profit from It https://focusedcompoundinginvest.podbean.com/e/ep-132-analyzing-an-income-statement-how-to-think-above-the-bottom-line-and-profit-from-it-1661798970/ https://focusedcompoundinginvest.podbean.com/e/ep-132-analyzing-an-income-statement-how-to-think-above-the-bottom-line-and-profit-from-it-1661798970/#comments Wed, 06 Nov 2019 04:00:00 -0600 focusedcompounding.podbean.com/ep-132-analyzing-an-income-statement-how-to-think-above-the-bottom-line-and-profit-from-it-99bca1f5a9d68d9ad808e0956d7a2d7f 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1505 132 Ep 131. Snap Judgments: Our First 5-Minutes on 5 Stocks Ep 131. Snap Judgments: Our First 5-Minutes on 5 Stocks https://focusedcompoundinginvest.podbean.com/e/ep-131-snap-judgments-our-first-5-minutes-on-5-stocks/ https://focusedcompoundinginvest.podbean.com/e/ep-131-snap-judgments-our-first-5-minutes-on-5-stocks/#comments Tue, 05 Nov 2019 16:06:00 -0600 focusedcompounding.podbean.com/ep-131-snap-judgments-our-first-5-minutes-on-6-stocks-23790bef1e817a062959d0ccea7bb36d 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompounding.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1715 131 Ep 130. Answering Investing Questions From Twitter @FocusedCompound Ep 130. Answering Investing Questions From Twitter @FocusedCompound https://focusedcompoundinginvest.podbean.com/e/ep-130-answering-investing-questions-from-twitter-focusedcompound-1661798973/ https://focusedcompoundinginvest.podbean.com/e/ep-130-answering-investing-questions-from-twitter-focusedcompound-1661798973/#comments Mon, 04 Nov 2019 17:05:00 -0600 focusedcompounding.podbean.com/ep-130-answering-investing-questions-from-twitter-focusedcompound-0739d9c978786e6233839db34e8dd01a 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompounding.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompounding.com

]]> Andrew Kuhn and Geoff Gannon false No 1347 130 Ep 129. Why Buy and Hold Rarely Works: Portfolio Turnover the Warren Buffett Way vs. the Peter Lynch Way Ep 129. Why Buy and Hold Rarely Works: Portfolio Turnover the Warren Buffett Way vs. the Peter Lynch Way https://focusedcompoundinginvest.podbean.com/e/ep-129-why-buy-and-hold-rarely-works-portfolio-turnover-the-warren-buffett-way-vs-the-peter-lynch-way-1661798974/ https://focusedcompoundinginvest.podbean.com/e/ep-129-why-buy-and-hold-rarely-works-portfolio-turnover-the-warren-buffett-way-vs-the-peter-lynch-way-1661798974/#comments Thu, 31 Oct 2019 05:00:00 -0500 focusedcompounding.podbean.com/ep-129-why-buy-and-hold-rarely-works-portfolio-turnover-the-warren-buffett-way-vs-the-peter-lynch-way-3641f76d734dd1c560ba25143f7680c4 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 - for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 - for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1804 129 Ep 128. The Secret to Snap Judgments: Why 95% of Stocks Aren’t Worth Your Time - And How to Instantly Spot the 5% That Are Ep 128. The Secret to Snap Judgments: Why 95% of Stocks Aren’t Worth Your Time - And How to Instantly Spot the 5% That Are https://focusedcompoundinginvest.podbean.com/e/ep-128-the-secret-to-snap-judgments-why-95-of-stocks-aren-t-worth-your-time-and-how-to-instantly-spot-the-5-that-are/ https://focusedcompoundinginvest.podbean.com/e/ep-128-the-secret-to-snap-judgments-why-95-of-stocks-aren-t-worth-your-time-and-how-to-instantly-spot-the-5-that-are/#comments Tue, 29 Oct 2019 05:00:00 -0500 focusedcompounding.podbean.com/ep-128-the-secret-to-snap-judgments-why-95-of-stocks-arent-worth-your-time-and-how-to-instantly-spot-the-5-that-are-4f29500836ad8c09acb52316391beba5 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1921 128 Ep 127. Free Cash Flow Plus Growth: Investing the Warren Buffett Way Ep 127. Free Cash Flow Plus Growth: Investing the Warren Buffett Way https://focusedcompoundinginvest.podbean.com/e/ep-127-free-cash-flow-plus-growth-investing-the-warren-buffett-way-1661798976/ https://focusedcompoundinginvest.podbean.com/e/ep-127-free-cash-flow-plus-growth-investing-the-warren-buffett-way-1661798976/#comments Thu, 24 Oct 2019 08:27:00 -0500 focusedcompounding.podbean.com/ep-127-free-cash-flow-plus-growth-investing-the-warren-buffett-way-ad4ac61ca26c841c17262bae377f6e99 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 – for just $60 a month.

 

 

]]> 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 – for just $60 a month.

 

 

]]> Andrew Kuhn and Geoff Gannon false No 1778 127 Ep 126. The Only Way That Buy and Hold Ever Works: How Compounders Create Value Ep 126. The Only Way That Buy and Hold Ever Works: How Compounders Create Value https://focusedcompoundinginvest.podbean.com/e/ep-126-the-only-way-that-buy-and-hold-ever-works-how-compounders-create-value-1661798977/ https://focusedcompoundinginvest.podbean.com/e/ep-126-the-only-way-that-buy-and-hold-ever-works-how-compounders-create-value-1661798977/#comments Tue, 22 Oct 2019 05:00:00 -0500 focusedcompounding.podbean.com/ep-126-the-only-way-that-buy-and-hold-ever-works-how-compounders-create-value-ff87e29d98fda454dfa040ec7e938a04 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1853 126 Ep 125. Investing in Bank Stocks: Why Interest Rates and the Yield Curve Matter Ep 125. Investing in Bank Stocks: Why Interest Rates and the Yield Curve Matter https://focusedcompoundinginvest.podbean.com/e/ep-125-investing-in-bank-stocks-why-interest-rates-and-the-yield-curve-matter-1661798978/ https://focusedcompoundinginvest.podbean.com/e/ep-125-investing-in-bank-stocks-why-interest-rates-and-the-yield-curve-matter-1661798978/#comments Thu, 17 Oct 2019 08:59:00 -0500 focusedcompounding.podbean.com/ep-125-investing-in-bank-stocks-why-interest-rates-and-the-yield-curve-matter-124bf148a1ad77e5274695dfa5927968 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1506 125 Ep 124. How to Read a 10k Ep 124. How to Read a 10k https://focusedcompoundinginvest.podbean.com/e/ep-124-how-to-read-a-10k-1661798980/ https://focusedcompoundinginvest.podbean.com/e/ep-124-how-to-read-a-10k-1661798980/#comments Tue, 15 Oct 2019 09:09:00 -0500 focusedcompounding.podbean.com/ep-124-how-to-read-a-10k-d1c02c91fd4a3e7c3c7c130de221371d 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1869 124 Ep 123. Investing Other People’s Money: Float, Deposits, Backlog, & AUM Ep 123. Investing Other People’s Money: Float, Deposits, Backlog, & AUM https://focusedcompoundinginvest.podbean.com/e/ep-123-investing-other-people-s-money-float-deposits-backlog-aum/ https://focusedcompoundinginvest.podbean.com/e/ep-123-investing-other-people-s-money-float-deposits-backlog-aum/#comments Fri, 11 Oct 2019 09:08:00 -0500 focusedcompounding.podbean.com/ep-123-investing-other-peoples-money-float-deposits-backlog-aum-deee766c6e1a0452546321e249419a87 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

]]> Andrew Kuhn and Geoff Gannon false No 1349 123 Ep 122. How to Read a Balance Sheet Ep 122. How to Read a Balance Sheet https://focusedcompoundinginvest.podbean.com/e/ep-122-how-to-read-a-balance-sheet-1661798982/ https://focusedcompoundinginvest.podbean.com/e/ep-122-how-to-read-a-balance-sheet-1661798982/#comments Tue, 08 Oct 2019 05:00:00 -0500 focusedcompounding.podbean.com/ep-122-how-to-read-a-balance-sheet-fe8fc09f83079d3e61c449d58d40ea77 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1563 122 Ep 121. Investing in Stocks: ROC, ROE, ROIC, ROIIC Ep 121. Investing in Stocks: ROC, ROE, ROIC, ROIIC https://focusedcompoundinginvest.podbean.com/e/ep-121-investing-in-stocks-roc-roe-roic-roiic-1661798983/ https://focusedcompoundinginvest.podbean.com/e/ep-121-investing-in-stocks-roc-roe-roic-roiic-1661798983/#comments Thu, 03 Oct 2019 10:44:00 -0500 focusedcompounding.podbean.com/ep-121-investing-in-stocks-roc-roe-roic-roiic-92793a94df2501983b46158eee86f4b8 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1299 121 Ep 120. Focused Compounding Q3 Results +9.6% | +37.8% YTD Ep 120. Focused Compounding Q3 Results +9.6% | +37.8% YTD https://focusedcompoundinginvest.podbean.com/e/ep-120-focused-compounding-q3-results-96-378-ytd-1661798984/ https://focusedcompoundinginvest.podbean.com/e/ep-120-focused-compounding-q3-results-96-378-ytd-1661798984/#comments Wed, 02 Oct 2019 05:00:00 -0500 focusedcompounding.podbean.com/ep-120-focused-compounding-q3-results-96-378-ytd-9546ffcef3d8d9a52877fb084395f886 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1598 120 Ep 119. Investing Mistakes, Creative Things We’ve Done For Research, DCF’s, Screens, Projections, and Other Questions From Twitter Ep 119. Investing Mistakes, Creative Things We’ve Done For Research, DCF’s, Screens, Projections, and Other Questions From Twitter https://focusedcompoundinginvest.podbean.com/e/ep-119-investing-mistakes-creative-things-we-ve-done-for-research-dcf-s-screens-projections-and-other-questions-from-twitter/ https://focusedcompoundinginvest.podbean.com/e/ep-119-investing-mistakes-creative-things-we-ve-done-for-research-dcf-s-screens-projections-and-other-questions-from-twitter/#comments Tue, 01 Oct 2019 05:00:00 -0500 focusedcompounding.podbean.com/ep-119-investing-mistakes-creative-things-weve-done-for-research-dcfs-screens-projections-and-other-questions-from-twitt-5d2829cd8bb19e9c8911b4230e95608d 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1891 119 Ep 118. How to Read a Cash flow Statement - The MOST Important Statement Ep 118. How to Read a Cash flow Statement - The MOST Important Statement https://focusedcompoundinginvest.podbean.com/e/ep-118-how-to-read-a-cash-flow-statement-the-most-important-statement/ https://focusedcompoundinginvest.podbean.com/e/ep-118-how-to-read-a-cash-flow-statement-the-most-important-statement/#comments Thu, 26 Sep 2019 10:25:00 -0500 focusedcompounding.podbean.com/ep-118-how-to-read-a-cashflow-statement-the-most-important-statement-e969d120c2be8b1b45157a7a3ac56407 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1600 118 Ep 117. Why Investors Are Hardwired to Keep Making The Same Mistakes - REITS, MLPs, IPOs, Shorting Good Stocks, and More Ep 117. Why Investors Are Hardwired to Keep Making The Same Mistakes - REITS, MLPs, IPOs, Shorting Good Stocks, and More https://focusedcompoundinginvest.podbean.com/e/ep-117-why-investors-are-hardwired-to-keep-making-the-same-mistakes-reits-mlps-ipos-shorting-good-stocks-and-more-1661798988/ https://focusedcompoundinginvest.podbean.com/e/ep-117-why-investors-are-hardwired-to-keep-making-the-same-mistakes-reits-mlps-ipos-shorting-good-stocks-and-more-1661798988/#comments Tue, 24 Sep 2019 09:36:00 -0500 focusedcompounding.podbean.com/ep-117-why-investors-are-hardwired-to-keep-making-the-same-mistakes-reits-mlps-ipos-shorting-good-stocks-and-more-285842ca14ca0260a810bd5202a59158 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1980 117 Ep 116. How to Think About Margin of Safety, Seth Klarman, The Intelligent Investor, and Advice on Looking for Stocks With a Margin of Safety Ep 116. How to Think About Margin of Safety, Seth Klarman, The Intelligent Investor, and Advice on Looking for Stocks With a Margin of Safety https://focusedcompoundinginvest.podbean.com/e/ep-116-how-to-think-about-margin-of-safety-seth-klarman-the-intelligent-investor-and-advice-on-looking-for-stocks-with-a-margin-of-safety-1661798989/ https://focusedcompoundinginvest.podbean.com/e/ep-116-how-to-think-about-margin-of-safety-seth-klarman-the-intelligent-investor-and-advice-on-looking-for-stocks-with-a-margin-of-safety-1661798989/#comments Thu, 19 Sep 2019 07:13:00 -0500 focusedcompounding.podbean.com/ep-116-how-to-think-about-margin-of-safety-seth-klarman-the-intelligent-investor-and-advice-on-looking-for-stocks-with-a-494c7d933f384f9d67f7fadc8396e32a 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1371 116 Ep 115. Mr. Market from Chapter 8 in The Intelligent Investor by Benjamin Graham Ep 115. Mr. Market from Chapter 8 in The Intelligent Investor by Benjamin Graham https://focusedcompoundinginvest.podbean.com/e/ep-115-mr-market-from-chapter-8-in-the-intelligent-investor-by-benjamin-graham/ https://focusedcompoundinginvest.podbean.com/e/ep-115-mr-market-from-chapter-8-in-the-intelligent-investor-by-benjamin-graham/#comments Tue, 17 Sep 2019 03:00:00 -0500 focusedcompounding.podbean.com/ep-115-how-to-use-mr-market-to-your-advantage-from-chapter-8-in-the-intelligent-investor-by-benjamin-graham-104c976679d3d0ab41c4a4c4e9eb6026 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1325 115 Ep 114. All About Investing in Insurance Stocks Ep 114. All About Investing in Insurance Stocks https://focusedcompoundinginvest.podbean.com/e/ep-114-all-about-investing-in-insurance-stocks-1661798991/ https://focusedcompoundinginvest.podbean.com/e/ep-114-all-about-investing-in-insurance-stocks-1661798991/#comments Thu, 12 Sep 2019 14:23:00 -0500 focusedcompounding.podbean.com/ep-114-all-about-investing-in-insurance-stocks-dc654153115bcb174af10e91566148ae  

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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]>  

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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1536 114 Ep 113. Investing in Stocks: Monarch Cement $MCEM Ep 113. Investing in Stocks: Monarch Cement $MCEM https://focusedcompoundinginvest.podbean.com/e/ep-113-investing-in-stocks-monarch-cement-mcem-1661798992/ https://focusedcompoundinginvest.podbean.com/e/ep-113-investing-in-stocks-monarch-cement-mcem-1661798992/#comments Tue, 10 Sep 2019 05:00:00 -0500 focusedcompounding.podbean.com/ep-113-investing-in-stocks-monarch-cement-mcem-477dfde6597e2a3167e05e9262d9edbb Twitter: @Focusedcompound

Email: info@focusedcompounding.com

 

Contact Geoff at:

Email: gannononinvesting@gmail.com

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Twitter: @Focusedcompound

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Email: gannononinvesting@gmail.com

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1789 113 Ep 112. Investment Qualities That Make a Great Investor from Peter Cundill and How to Develop Them Ep 112. Investment Qualities That Make a Great Investor from Peter Cundill and How to Develop Them https://focusedcompoundinginvest.podbean.com/e/ep-112-investment-qualities-that-make-a-great-investor-from-peter-cundill-and-how-to-develop-them/ https://focusedcompoundinginvest.podbean.com/e/ep-112-investment-qualities-that-make-a-great-investor-from-peter-cundill-and-how-to-develop-them/#comments Tue, 03 Sep 2019 08:48:00 -0500 focusedcompounding.podbean.com/ep-112-investment-qualities-that-make-up-a-great-investor-from-peter-cundill-and-how-to-develop-them-d5fc2e3e9385baea65eddb7a64b34ab2 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1583 112 Ep 111. Warren Buffett’s Investment Filters, Hurdle Rate, Financial Models, and Alice Schroeder Ep 111. Warren Buffett’s Investment Filters, Hurdle Rate, Financial Models, and Alice Schroeder https://focusedcompoundinginvest.podbean.com/e/ep-111-warren-buffett-s-investment-filters-hurdle-rate-financial-models-and-alice-schroeder/ https://focusedcompoundinginvest.podbean.com/e/ep-111-warren-buffett-s-investment-filters-hurdle-rate-financial-models-and-alice-schroeder/#comments Thu, 29 Aug 2019 05:00:00 -0500 focusedcompounding.podbean.com/ep-111-warren-buffetts-investment-filters-hurdle-rate-financial-models-and-alice-schroeder-da9eee5eecd6b4217df268af2b8a594b 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

 

TAGS:Stocks, Finance, How To, Investing, Invest, Warren Buffett, Finance, Value Investing, Money

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

 

TAGS:Stocks, Finance, How To, Investing, Invest, Warren Buffett, Finance, Value Investing, Money

]]> Andrew Kuhn and Geoff Gannon false No 1204 111 Ep 110. Energy Stocks, NACCO, Replacement Value, Valuing Stocks, and Thoughts on the Warren Buffett Partnership Fee Structure Ep 110. Energy Stocks, NACCO, Replacement Value, Valuing Stocks, and Thoughts on the Warren Buffett Partnership Fee Structure https://focusedcompoundinginvest.podbean.com/e/ep-110-energy-stocks-nacco-replacement-value-valuing-stocks-and-thoughts-on-the-warren-buffett-partnership-fee-structure/ https://focusedcompoundinginvest.podbean.com/e/ep-110-energy-stocks-nacco-replacement-value-valuing-stocks-and-thoughts-on-the-warren-buffett-partnership-fee-structure/#comments Tue, 27 Aug 2019 09:54:00 -0500 focusedcompounding.podbean.com/energy-stocks-reproduction-value-valuing-stocks-and-thoughts-on-the-warren-buffett-partnership-fee-structure-373c345fb9378548d6692a3d67b59763 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1605 110 Ep 109. Upcoming Spinoffs, Information Overload, Portfolio Allocation, and Walking Through an Appraisal Ep 109. Upcoming Spinoffs, Information Overload, Portfolio Allocation, and Walking Through an Appraisal https://focusedcompoundinginvest.podbean.com/e/ep-109-upcoming-spinoffs-information-overload-portfolio-allocation-and-walking-through-an-appraisal-1661798997/ https://focusedcompoundinginvest.podbean.com/e/ep-109-upcoming-spinoffs-information-overload-portfolio-allocation-and-walking-through-an-appraisal-1661798997/#comments Thu, 22 Aug 2019 08:32:00 -0500 focusedcompounding.podbean.com/ep-109-upcoming-spinoffs-information-overload-portfolio-allocation-and-walking-through-an-appraisal-0fe915a4906b6bc0fe0bec67b3983c83 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1661 109 Ep 108. Investing, Market Cycles, Tesla, Portfolio Management, and Life With Vitaliy Katsenelson From Investment Management Associates Ep 108. Investing, Market Cycles, Tesla, Portfolio Management, and Life With Vitaliy Katsenelson From Investment Management Associates https://focusedcompoundinginvest.podbean.com/e/ep-108-investing-market-cycles-tesla-portfolio-management-and-life-with-vitaliy-katsenelson-from-investment-management-associates/ https://focusedcompoundinginvest.podbean.com/e/ep-108-investing-market-cycles-tesla-portfolio-management-and-life-with-vitaliy-katsenelson-from-investment-management-associates/#comments Tue, 20 Aug 2019 05:00:00 -0500 focusedcompounding.podbean.com/ep-108-investing-market-cycles-tesla-portfolio-management-and-life-with-vitaliy-katsenelso-from-investment-management-as-5e065e2065896dd6b51b8431dae7eb86 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 3656 108 Ep 107. Interest Rates, Discount Rates, The Market Cycle, Tariffs, WeWork, and Much More Ep 107. Interest Rates, Discount Rates, The Market Cycle, Tariffs, WeWork, and Much More https://focusedcompoundinginvest.podbean.com/e/ep-107-interest-rates-discount-rates-the-market-cycle-tariffs-wework-and-much-more-1661798999/ https://focusedcompoundinginvest.podbean.com/e/ep-107-interest-rates-discount-rates-the-market-cycle-tariffs-wework-and-much-more-1661798999/#comments Thu, 15 Aug 2019 05:00:00 -0500 focusedcompounding.podbean.com/ep-107-interest-rates-discount-rates-the-market-cycle-tariffs-wework-and-much-more-a051a1365dfbd73f663940d175932482 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1916 107 Ep 106. Our Thoughts on NACCO, KLXI, Selling, Currency Over/Under Valuation, and The Big Mac Index Ep 106. Our Thoughts on NACCO, KLXI, Selling, Currency Over/Under Valuation, and The Big Mac Index https://focusedcompoundinginvest.podbean.com/e/ep-106-our-thoughts-on-nacco-klxi-selling-currency-overunder-valuation-and-the-big-mac-index-1661799000/ https://focusedcompoundinginvest.podbean.com/e/ep-106-our-thoughts-on-nacco-klxi-selling-currency-overunder-valuation-and-the-big-mac-index-1661799000/#comments Tue, 13 Aug 2019 05:00:00 -0500 focusedcompounding.podbean.com/ep-106-our-thoughts-on-nacco-klxi-selling-currency-overunder-valuation-and-the-big-mac-index-26dab0e44a282e95aa16092b8d4aecc9 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

 

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

 

]]> Andrew Kuhn and Geoff Gannon false No 1613 106 Ep 105. EV-EBITDA for Handicapping Stocks, Compensation for Management, Competitive Advantages, and Geoff’s Best Investment Ever Ep 105. EV-EBITDA for Handicapping Stocks, Compensation for Management, Competitive Advantages, and Geoff’s Best Investment Ever https://focusedcompoundinginvest.podbean.com/e/ep-105-ev-ebitda-for-handicapping-stocks-compensation-for-management-competitive-advantages-and-geoff-s-best-investment-ever/ https://focusedcompoundinginvest.podbean.com/e/ep-105-ev-ebitda-for-handicapping-stocks-compensation-for-management-competitive-advantages-and-geoff-s-best-investment-ever/#comments Thu, 08 Aug 2019 05:06:00 -0500 focusedcompounding.podbean.com/ep-105-ev-ebitda-for-handicapping-stocks-compensation-for-management-competitive-advantages-and-geoffs-best-investment-e-bb302ca687c5a7206bc3b34d41cb59a1 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

]]> Andrew Kuhn and Geoff Gannon false No 1784 105 Ep 104. Our Daily Routine Ep 104. Our Daily Routine https://focusedcompoundinginvest.podbean.com/e/ep-104-our-daily-routine-1661799003/ https://focusedcompoundinginvest.podbean.com/e/ep-104-our-daily-routine-1661799003/#comments Tue, 06 Aug 2019 09:48:00 -0500 focusedcompounding.podbean.com/ep-104-our-daily-routine-a0ed46fc59a053f1e1e713dfe6123432 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

]]> Andrew Kuhn and Geoff Gannon false No 1472 104 Ep 102. Stocks to Research from Our Watchlist Ep 102. Stocks to Research from Our Watchlist https://focusedcompoundinginvest.podbean.com/e/ep-102-stocks-to-research-from-our-watchlist/ https://focusedcompoundinginvest.podbean.com/e/ep-102-stocks-to-research-from-our-watchlist/#comments Mon, 29 Jul 2019 22:26:00 -0500 focusedcompounding.podbean.com/ep-102-current-stocks-to-research-from-our-watchlist-8dcfbc99a83e558e28302618b567df78 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

 

]]> Andrew Kuhn and Geoff Gannon false No 1938 102 Ep 101. Talking About Stocks on the Focused Compounding Gazette Ep 101. Talking About Stocks on the Focused Compounding Gazette https://focusedcompoundinginvest.podbean.com/e/ep-101-talking-about-stocks-on-the-focused-compounding-gazette-1661799005/ https://focusedcompoundinginvest.podbean.com/e/ep-101-talking-about-stocks-on-the-focused-compounding-gazette-1661799005/#comments Tue, 23 Jul 2019 09:17:00 -0500 focusedcompounding.podbean.com/ep-101-talking-about-stocks-on-the-focused-compounding-gazette-5b19460d70134192fa76dae1ca2a4c1a 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

 

]]> Andrew Kuhn and Geoff Gannon false No 1532 101 Ep 100. What We Look For in Management, How We Judge Management, Compensation, Capital Allocation, and Much More Ep 100. What We Look For in Management, How We Judge Management, Compensation, Capital Allocation, and Much More https://focusedcompoundinginvest.podbean.com/e/ep-100-what-we-look-for-in-management-how-we-judge-management-compensation-capital-allocation-and-much-more-1661799007/ https://focusedcompoundinginvest.podbean.com/e/ep-100-what-we-look-for-in-management-how-we-judge-management-compensation-capital-allocation-and-much-more-1661799007/#comments Thu, 18 Jul 2019 05:00:00 -0500 focusedcompounding.podbean.com/ep-100-what-we-look-for-in-management-how-we-judge-management-compensation-capital-allocation-and-much-more-b2526c40e1dfa9e0ce0bec44cc5cbf4e 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

 

]]> Andrew Kuhn and Geoff Gannon false No 1480 100 Ep 99. Analyzing Stocks, Moats, Research, Advice to New Investors and Cigar Butts vs Quality Businesses Ep 99. Analyzing Stocks, Moats, Research, Advice to New Investors and Cigar Butts vs Quality Businesses https://focusedcompoundinginvest.podbean.com/e/ep-99-analyzing-stocks-moats-research-advice-to-new-investors-and-cigar-butts-vs-quality-businesses-1661799008/ https://focusedcompoundinginvest.podbean.com/e/ep-99-analyzing-stocks-moats-research-advice-to-new-investors-and-cigar-butts-vs-quality-businesses-1661799008/#comments Tue, 16 Jul 2019 08:21:00 -0500 focusedcompounding.podbean.com/ep-99-analyzing-stocks-moats-research-advice-to-new-investors-and-cigar-butts-vs-quality-businesses-b6910143007ffc4d31c5bf000228ede8 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

]]> Andrew Kuhn and Geoff Gannon false No 1386 99 Ep 98. Focus, Deep Work, and Reading Books/10ks, Ep 98. Focus, Deep Work, and Reading Books/10ks, https://focusedcompoundinginvest.podbean.com/e/ep-98-focus-deep-work-and-reading-books10ks-1661799009/ https://focusedcompoundinginvest.podbean.com/e/ep-98-focus-deep-work-and-reading-books10ks-1661799009/#comments Thu, 11 Jul 2019 05:00:00 -0500 focusedcompounding.podbean.com/ep-98-focus-deep-work-and-reading-books10ks-83d9e07969bdbb2771a954094aacc083 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

]]> Andrew Kuhn and Geoff Gannon false No 1591 98 Ep 97. Pari-Mutual System, Probabilities, and Handicapping a stock Ep 97. Pari-Mutual System, Probabilities, and Handicapping a stock https://focusedcompoundinginvest.podbean.com/e/ep-97-pari-mutual-system-probabilities-and-handicapping-a-stock-1661799010/ https://focusedcompoundinginvest.podbean.com/e/ep-97-pari-mutual-system-probabilities-and-handicapping-a-stock-1661799010/#comments Thu, 04 Jul 2019 09:13:00 -0500 focusedcompounding.podbean.com/ep-97-pari-mutual-system-probabilities-and-handicapping-a-stock-733c26061559aeac6ad19fbc82bc9aff Contact Andrew at:

Twitter: @Focusedcompound

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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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

 

 

]]> Andrew Kuhn and Geoff Gannon false No 3035 97 Ep 96. All About Investing in Banks Ep 96. All About Investing in Banks https://focusedcompoundinginvest.podbean.com/e/ep-96-all-about-investing-in-banks-1661799011/ https://focusedcompoundinginvest.podbean.com/e/ep-96-all-about-investing-in-banks-1661799011/#comments Tue, 02 Jul 2019 05:48:00 -0500 focusedcompounding.podbean.com/ep-96-all-about-investing-in-banks-adcc4c5b2e8717e66861a42e65e6850e 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

]]> Andrew Kuhn and Geoff Gannon false No 1737 96 Ep 95. International Stocks, Screening, FCF and NI, Managing Money, and Much More Ep 95. International Stocks, Screening, FCF and NI, Managing Money, and Much More https://focusedcompoundinginvest.podbean.com/e/ep-95-international-stocks-screening-fcf-and-ni-managing-money-and-much-more-1661799012/ https://focusedcompoundinginvest.podbean.com/e/ep-95-international-stocks-screening-fcf-and-ni-managing-money-and-much-more-1661799012/#comments Thu, 27 Jun 2019 06:25:00 -0500 focusedcompounding.podbean.com/ep-95-international-stocks-screening-fcf-and-ni-managing-money-and-much-more-a470b486f1d9c73bfcb494b157630029 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

 

]]> Andrew Kuhn and Geoff Gannon false No 1627 95 Ep 93. Investing Mistakes, Passing on NFLX, Coefficient Variation and Reading the Footnotes Ep 93. Investing Mistakes, Passing on NFLX, Coefficient Variation and Reading the Footnotes https://focusedcompoundinginvest.podbean.com/e/ep-93-investing-mistakes-passing-on-nflx-coefficient-variation-and-reading-the-footnotes-1661799014/ https://focusedcompoundinginvest.podbean.com/e/ep-93-investing-mistakes-passing-on-nflx-coefficient-variation-and-reading-the-footnotes-1661799014/#comments Tue, 18 Jun 2019 07:08:00 -0500 focusedcompounding.podbean.com/ep-93-investing-mistakes-passing-on-nflx-coefficient-variation-and-reading-the-footnotes-df97e16b7b349a7c4f58f153295c4635 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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

 

]]> Andrew Kuhn and Geoff Gannon false No 2159 93 Ep 92. Growth vs. Value, Magical Formula vs. The Acquires Multiple, Shareholder Value in Dark Stocks and Investor Letters We Like Ep 92. Growth vs. Value, Magical Formula vs. The Acquires Multiple, Shareholder Value in Dark Stocks and Investor Letters We Like https://focusedcompoundinginvest.podbean.com/e/ep-92-growth-vs-value-magical-formula-vs-the-acquires-multiple-shareholder-value-in-dark-stocks-and-investor-letters-we-like/ https://focusedcompoundinginvest.podbean.com/e/ep-92-growth-vs-value-magical-formula-vs-the-acquires-multiple-shareholder-value-in-dark-stocks-and-investor-letters-we-like/#comments Thu, 13 Jun 2019 08:21:00 -0500 focusedcompounding.podbean.com/ep-92-growth-vs-value-magical-formula-vs-the-acquires-multiple-and-shareholder-value-in-dark-stocks-e440782fcb15a56473322bb6f684e9ae  

Contact Andrew at:

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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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

   

]]>  

Contact Andrew at:

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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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

   

]]> Andrew Kuhn and Geoff Gannon false No 1393 92 Ep 91. Stock Talk: North American Energy Partners ($NOA) With Alex Middleton Ep 91. Stock Talk: North American Energy Partners ($NOA) With Alex Middleton https://focusedcompoundinginvest.podbean.com/e/ep-91-stock-talk-north-american-energy-partners-noa-with-alex-middleton-1661799016/ https://focusedcompoundinginvest.podbean.com/e/ep-91-stock-talk-north-american-energy-partners-noa-with-alex-middleton-1661799016/#comments Tue, 11 Jun 2019 08:43:00 -0500 focusedcompounding.podbean.com/ep-91-stock-talk-north-american-energy-partners-noa-with-alex-middleton-3d1f50fdc8533ef2a3af46e385e8518b 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

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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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

]]> 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

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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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

]]> Andrew Kuhn and Geoff Gannon false No 1388 91 Ep 90. All About Illiquid Stocks, Our Thoughts on LEAPS and Talking About Merger Arbitrage Ep 90. All About Illiquid Stocks, Our Thoughts on LEAPS and Talking About Merger Arbitrage https://focusedcompoundinginvest.podbean.com/e/ep-90-all-about-illiquid-stocks-our-thoughts-on-leaps-and-talking-about-merger-arbitrage-1661799017/ https://focusedcompoundinginvest.podbean.com/e/ep-90-all-about-illiquid-stocks-our-thoughts-on-leaps-and-talking-about-merger-arbitrage-1661799017/#comments Thu, 06 Jun 2019 10:58:00 -0500 focusedcompounding.podbean.com/ep-90-all-about-illiquid-stocks-our-thoughts-on-leaps-and-talking-about-merger-arbitrage-325d3c8d52d88b24fbfb6a0df5abcb1e  

Contact Andrew at:

Twitter: @Focusedcompound

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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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

 

]]>  

Contact Andrew at:

Twitter: @Focusedcompound

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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 – for just $60 a month.

 

Join our free stock writeup list at: https://www.focusedcompoundinggazette.com/

 

]]> Andrew Kuhn and Geoff Gannon false No 2040 90 Ep 89. Sonics & Materials Inc: A Profitable Net-Net Building A Cash Pile with Luke Elliott Ep 89. Sonics & Materials Inc: A Profitable Net-Net Building A Cash Pile with Luke Elliott https://focusedcompoundinginvest.podbean.com/e/ep-89-sonics-materials-inc-a-profitable-net-net-building-a-cash-pile-with-luke-elliott/ https://focusedcompoundinginvest.podbean.com/e/ep-89-sonics-materials-inc-a-profitable-net-net-building-a-cash-pile-with-luke-elliott/#comments Tue, 04 Jun 2019 09:51:00 -0500 focusedcompounding.podbean.com/ep-89-sonics-materials-inc-a-profitable-net-net-building-a-cash-pile-with-luke-elliot-c38ca718c93043d06007c979b8876a0f $SIMA

 

Contact Andrew at:

Twitter: @Focusedcompound

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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 – for just $60 a month.

 

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Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

]]> $SIMA

 

Contact Andrew at:

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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 – for just $60 a month.

 

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Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

]]> Andrew Kuhn and Geoff Gannon false No 1890 89 Ep 88. All About Berkshire Hathaway’s 2019 Shareholder Meeting and Other Thoughts on the Company Going Forward Ep 88. All About Berkshire Hathaway’s 2019 Shareholder Meeting and Other Thoughts on the Company Going Forward https://focusedcompoundinginvest.podbean.com/e/ep-88-all-about-berkshire-hathaway-s-2019-shareholder-meeting-and-other-thoughts-on-the-company-going-forward/ https://focusedcompoundinginvest.podbean.com/e/ep-88-all-about-berkshire-hathaway-s-2019-shareholder-meeting-and-other-thoughts-on-the-company-going-forward/#comments Thu, 30 May 2019 09:02:00 -0500 focusedcompounding.podbean.com/ep-88-all-about-berkshire-hathaway-fe7ca83bb3f2096c749970e25c3e5e17 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 – 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.

]]> 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 – 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.

]]> Andrew Kuhn and Geoff Gannon false No 1645 88 Ep 87. Favorite Psychology Books, Career Advice, Specialization, Moats and Becoming a Better Investor Ep 87. Favorite Psychology Books, Career Advice, Specialization, Moats and Becoming a Better Investor https://focusedcompoundinginvest.podbean.com/e/ep-87-favorite-psychology-books-career-advice-specialization-moats-and-becoming-a-better-investor-1661799021/ https://focusedcompoundinginvest.podbean.com/e/ep-87-favorite-psychology-books-career-advice-specialization-moats-and-becoming-a-better-investor-1661799021/#comments Thu, 23 May 2019 10:54:00 -0500 focusedcompounding.podbean.com/ep-87-favorite-psychology-books-career-advice-specialization-moats-and-becoming-a-better-investor-f782a660f14e169982d43dc5176e5483 Contact Andrew at: 

Twitter: @Focusedcompound

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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 – for just $60 a month. 

 

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Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

 

]]> 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 – for just $60 a month. 

 

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]]> Andrew Kuhn and Geoff Gannon false No 1831 87 Ep 86. Berkshire Meeting, 10k’s, Books We Reread Often, ROE/ROCE, Inflation and Much More Ep 86. Berkshire Meeting, 10k’s, Books We Reread Often, ROE/ROCE, Inflation and Much More https://focusedcompoundinginvest.podbean.com/e/ep-86-berkshire-meeting-10k-s-books-we-reread-often-roeroce-inflation-and-much-more-1661799022/ https://focusedcompoundinginvest.podbean.com/e/ep-86-berkshire-meeting-10k-s-books-we-reread-often-roeroce-inflation-and-much-more-1661799022/#comments Thu, 16 May 2019 11:30:00 -0500 focusedcompounding.podbean.com/ep-86-berkshire-meeting-10k-s-books-we-reread-often-roeroce-inflation-and-much-more-863920a5cd4e63a3d0467c9442729f8d 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 – 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.

 

]]> 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 – 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.

 

]]> Andrew Kuhn and Geoff Gannon false No 1360 86 Ep 85. Using Volatility to Your Advantage Ep 85. Using Volatility to Your Advantage https://focusedcompoundinginvest.podbean.com/e/ep-85-using-volatility-to-your-advantage-1661799023/ https://focusedcompoundinginvest.podbean.com/e/ep-85-using-volatility-to-your-advantage-1661799023/#comments Thu, 09 May 2019 10:44:00 -0500 focusedcompounding.podbean.com/ep-85-using-volatility-to-your-advantage-d0fcddb8c5dec939517ee6f0ca48ee23 Contact Andrew at: 

Twitter: @Focusedcompound

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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 – 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.

]]> 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 – for just $60 a month. 

 

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]]> Andrew Kuhn and Geoff Gannon false No 1935 85 Ep 84. Discount rates, Is there a place for Lower return investments in a portfolio, and Geoffs thoughts on regional banks and Majestic Wines Ep 84. Discount rates, Is there a place for Lower return investments in a portfolio, and Geoffs thoughts on regional banks and Majestic Wines https://focusedcompoundinginvest.podbean.com/e/ep-84-discount-rates-is-there-a-place-for-lower-return-investments-in-a-portfolio-and-geoffs-thoughts-on-regional-banks-and-majestic-wines-1661799024/ https://focusedcompoundinginvest.podbean.com/e/ep-84-discount-rates-is-there-a-place-for-lower-return-investments-in-a-portfolio-and-geoffs-thoughts-on-regional-banks-and-majestic-wines-1661799024/#comments Thu, 02 May 2019 08:47:00 -0500 focusedcompounding.podbean.com/ep-84-discount-rates-is-there-a-place-for-lower-return-investments-in-a-portfolio-and-geoffs-thoughts-on-regional-banks--c7310e4a19d7c6a25e998a9aa9e057da Contact Andrew at: 

Twitter: @Focusedcompound

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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 – for just $60 a month. 

 

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Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

]]> Contact Andrew at: 

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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 – for just $60 a month. 

 

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]]> Andrew Kuhn and Geoff Gannon false No 1622 84 Ep 83. All About Overlooked Stocks Ep 83. All About Overlooked Stocks https://focusedcompoundinginvest.podbean.com/e/ep-83-all-about-overlooked-stocks-1661799025/ https://focusedcompoundinginvest.podbean.com/e/ep-83-all-about-overlooked-stocks-1661799025/#comments Thu, 25 Apr 2019 09:15:00 -0500 focusedcompounding.podbean.com/ep-83-all-about-overlooked-stocks-2308a9de3e759293ca8e649ebf39ec32  

 

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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 – for just $60 a month. 

 

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Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

 

]]>  

 

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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 – for just $60 a month. 

 

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]]> Andrew Kuhn and Geoff Gannon false No 1638 83 Ep 82. Focused Compounding Capital Management, Auditing the Accounting in Dark Stocks, Bidding for Illiquid Stocks, Spinoffs, and How We Think About O... Ep 82. Focused Compounding Capital Management, Auditing the Accounting in Dark Stocks, Bidding for Illiquid Stocks, Spinoffs, and How We Think About O... https://focusedcompoundinginvest.podbean.com/e/ep-82-focused-compounding-capital-management-auditing-the-accounting-in-dark-stocks-bidding-for-illiquid-stocks-spinoffs-and-how-we-think-about-o/ https://focusedcompoundinginvest.podbean.com/e/ep-82-focused-compounding-capital-management-auditing-the-accounting-in-dark-stocks-bidding-for-illiquid-stocks-spinoffs-and-how-we-think-about-o/#comments Thu, 11 Apr 2019 15:22:00 -0500 focusedcompounding.podbean.com/ep-82focusedcompounding-capitalmanagementauditingtheaccountingin-dark-stocksbiddingfor-illiquid-stocksspinoffsandhow-we--f93986852efb36cee98cf8d495e0e3bc Contact Andrew at: 

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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 – for just $60 a month. 

 

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]]> Contact Andrew at: 

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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 – for just $60 a month. 

 

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]]> Andrew Kuhn and Geoff Gannon false No 1756 82 Ep 81. Value vs. Book Value, Investing in Other Countries, and How to Prejudge a Stock Ep 81. Value vs. Book Value, Investing in Other Countries, and How to Prejudge a Stock https://focusedcompoundinginvest.podbean.com/e/ep-81-value-vs-book-value-investing-in-other-countries-and-how-to-prejudge-a-stock-1661799028/ https://focusedcompoundinginvest.podbean.com/e/ep-81-value-vs-book-value-investing-in-other-countries-and-how-to-prejudge-a-stock-1661799028/#comments Thu, 04 Apr 2019 11:09:00 -0500 focusedcompounding.podbean.com/ep-81-value-vs-book-value-investing-in-other-countries-and-how-to-prejudge-a-stock-0455fa1a98c980f9f9dea8a3f00d9d0e Contact Andrew at: 

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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 – for just $60 a month. 

 

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]]> Contact Andrew at: 

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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 – for just $60 a month. 

 

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]]> Andrew Kuhn and Geoff Gannon false No 1454 81 Ep 80. Avoiding Confirmation Bias, Doing Research, Changes to Investing Style, and Much More Ep 80. Avoiding Confirmation Bias, Doing Research, Changes to Investing Style, and Much More https://focusedcompoundinginvest.podbean.com/e/ep-80-avoiding-confirmation-bias-doing-research-changes-to-investing-style-and-much-more-1661799029/ https://focusedcompoundinginvest.podbean.com/e/ep-80-avoiding-confirmation-bias-doing-research-changes-to-investing-style-and-much-more-1661799029/#comments Fri, 22 Mar 2019 10:16:00 -0500 focusedcompounding.podbean.com/ep-80-avoiding-confirmation-bias-doing-research-changes-to-investing-style-and-much-more-21ae5f3dbcab3cab736638c6d222ef29 Contact Andrew at: 

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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 – for just $60 a month. 

 

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]]> Contact Andrew at: 

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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 – for just $60 a month. 

 

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]]> Andrew Kuhn and Geoff Gannon false No 1862 80 Ep 79. Cloning Super Investors, Alpha, Investing Without the Internet and the Next 30 years Ep 79. Cloning Super Investors, Alpha, Investing Without the Internet and the Next 30 years https://focusedcompoundinginvest.podbean.com/e/ep-79-cloning-super-investors-alpha-investing-without-the-internet-and-the-next-30-years-1661799030/ https://focusedcompoundinginvest.podbean.com/e/ep-79-cloning-super-investors-alpha-investing-without-the-internet-and-the-next-30-years-1661799030/#comments Fri, 15 Mar 2019 10:52:00 -0500 focusedcompounding.podbean.com/ep-79-cloning-super-investors-alpha-investing-without-the-internet-and-the-next-30-years-d5a99131792ab36d96df5665a13cf8a8 Stocks, Investing, Finance, Reading, Value Investing, Finance, Money, Warren Buffett, Investing Help, Trading 

 

Contact Andrew at: 

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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 – for just $60 a month. 

 

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]]> Stocks, Investing, Finance, Reading, Value Investing, Finance, Money, Warren Buffett, Investing Help, Trading 

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  info@focusedcompounding.com

 

Contact Geoff at:

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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 – for just $60 a month. 

 

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]]> Andrew Kuhn and Geoff Gannon false No 1512 79 Ep 78. Buffetts Berkshire Letter Ep 78. Buffetts Berkshire Letter https://focusedcompoundinginvest.podbean.com/e/ep-78-buffetts-berkshire-letter-1661799031/ https://focusedcompoundinginvest.podbean.com/e/ep-78-buffetts-berkshire-letter-1661799031/#comments Thu, 07 Mar 2019 15:03:00 -0600 focusedcompounding.podbean.com/ep-78-buffetts-berkshire-letter-e11dd19a5e608f63767955857e8084fe Contact Andrew at: 

Twitter: @Focusedcompound

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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 – for just $60 a month. 

 

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]]> Contact Andrew at: 

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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 – for just $60 a month. 

 

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]]> Andrew Kuhn and Geoff Gannon false No 1575 78 Ep 77. Insider Ownership, Institutional ownership, Moats, and Other Questions From Listeners Ep 77. Insider Ownership, Institutional ownership, Moats, and Other Questions From Listeners https://focusedcompoundinginvest.podbean.com/e/ep-77-insider-ownership-institutional-ownership-moats-and-other-questions-from-listeners-1661799032/ https://focusedcompoundinginvest.podbean.com/e/ep-77-insider-ownership-institutional-ownership-moats-and-other-questions-from-listeners-1661799032/#comments Thu, 28 Feb 2019 09:59:00 -0600 focusedcompounding.podbean.com/ep-77-insider-ownership-institutional-ownership-moats-and-other-questions-from-listeners-8392c8d01721944cc47aedcbe267fd74 Contact Andrew at: 

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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 – for just $60 a month. 

 

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]]> Contact Andrew at: 

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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 – for just $60 a month. 

 

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]]> Andrew Kuhn and Geoff Gannon false No 2053 77 Ep 76. Common Mistakes Investors Make Ep 76. Common Mistakes Investors Make https://focusedcompoundinginvest.podbean.com/e/ep-76-common-mistakes-investors-make-1661799033/ https://focusedcompoundinginvest.podbean.com/e/ep-76-common-mistakes-investors-make-1661799033/#comments Wed, 06 Feb 2019 10:01:00 -0600 focusedcompounding.podbean.com/ep-76-common-mistakes-investors-make-92c51f7dee71e129cd7254dd0b64651c Contact Andrew at: 

Twitter: @Focusedcompound

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Contact Geoff at:

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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 – for just $60 a month. 

 

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]]> Contact Andrew at: 

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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 – for just $60 a month. 

 

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]]> Andrew Kuhn and Geoff Gannon false No 2481 76 Ep 75. Our 5 Investing Filters Ep 75. Our 5 Investing Filters https://focusedcompoundinginvest.podbean.com/e/ep-75-our-5-investing-filters-1661799035/ https://focusedcompoundinginvest.podbean.com/e/ep-75-our-5-investing-filters-1661799035/#comments Thu, 24 Jan 2019 10:42:00 -0600 focusedcompounding.podbean.com/ep-75-our-5-investing-filters-6ef1db54b8aaa6a08ea012f4950ca41d Contact Andrew at: 

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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 – for just $60 a month. 

 

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]]> Contact Andrew at: 

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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 – for just $60 a month. 

 

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]]> Andrew Kuhn and Geoff Gannon false No 2157 75 Ep 74. Our Research Pipeline Ep 74. Our Research Pipeline https://focusedcompoundinginvest.podbean.com/e/ep-74-our-research-pipeline-1661799036/ https://focusedcompoundinginvest.podbean.com/e/ep-74-our-research-pipeline-1661799036/#comments Wed, 16 Jan 2019 20:18:00 -0600 focusedcompounding.podbean.com/ep-74-our-research-pipeline-bdb2b412d5e9ae74fbee1e78404a906a  

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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 – for just $60 a month. 

 

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]]>  

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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 – for just $60 a month. 

 

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]]> Andrew Kuhn and Geoff Gannon false No 4626 74 Ep 73. Revisiting Geoffs Initial Interest posts -- USLM, REZI, PCOA, KEWL, MLP, GRBK, VULC Ep 73. Revisiting Geoffs Initial Interest posts -- USLM, REZI, PCOA, KEWL, MLP, GRBK, VULC https://focusedcompoundinginvest.podbean.com/e/ep-73-revisiting-geoffs-initial-interest-posts-uslm-rezi-pcoa-kewl-mlp-grbk-vulc-1661799037/ https://focusedcompoundinginvest.podbean.com/e/ep-73-revisiting-geoffs-initial-interest-posts-uslm-rezi-pcoa-kewl-mlp-grbk-vulc-1661799037/#comments Wed, 09 Jan 2019 10:33:00 -0600 focusedcompounding.podbean.com/ep-73-revisiting-geoffs-initial-interest-posts-uslm-rezi-pcoa-kewl-mlp-grbk-vulc-dbe8fb525257af0890d34acf7a70717b Contact Andrew at: 

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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 – for just $60 a month. 

 

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]]> Contact Andrew at: 

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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 – for just $60 a month. 

 

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]]> Andrew Kuhn and Geoff Gannon false No 3393 73 Ep 72. Guarding Against Attachment Bias, Updates on Stocks, Our Thoughts On Facebook, and More Questions From Listeners Ep 72. Guarding Against Attachment Bias, Updates on Stocks, Our Thoughts On Facebook, and More Questions From Listeners https://focusedcompoundinginvest.podbean.com/e/ep-72-guarding-against-attachment-bias-updates-on-stocks-our-thoughts-on-facebook-and-more-questions-from-listeners-1661799038/ https://focusedcompoundinginvest.podbean.com/e/ep-72-guarding-against-attachment-bias-updates-on-stocks-our-thoughts-on-facebook-and-more-questions-from-listeners-1661799038/#comments Wed, 12 Dec 2018 12:47:00 -0600 focusedcompounding.podbean.com/ep-72-guarding-against-attachment-bias-updates-on-stocks-our-thoughts-on-facebook-and-more-questions-from-listeners-917a6a3a928cfd46a1c4f0a95ab6ca61  

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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 – for just $60 a month. 

 

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]]>  

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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 – for just $60 a month. 

 

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]]> Andrew Kuhn and Geoff Gannon false No 2670 72 Ep 71. Oil, Running a Public Company, and the Business of Life with Jeff Johnson - CEO of Epus Global Energy Ep 71. Oil, Running a Public Company, and the Business of Life with Jeff Johnson - CEO of Epus Global Energy https://focusedcompoundinginvest.podbean.com/e/ep-71-oil-running-a-public-company-and-the-business-of-life-with-jeff-johnson-ceo-of-epus-global-energy-1661799039/ https://focusedcompoundinginvest.podbean.com/e/ep-71-oil-running-a-public-company-and-the-business-of-life-with-jeff-johnson-ceo-of-epus-global-energy-1661799039/#comments Wed, 05 Dec 2018 06:50:00 -0600 focusedcompounding.podbean.com/ep-71-oil-running-a-public-company-and-the-business-of-life-with-jeff-johnson-ceo-of-epus-global-energy-c6828f4661dd00947db0691c3181be8b https://epusenergy.com

jeff@epusenergy.com

 

 

 

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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 – for just $60 a month. 

 

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]]> https://epusenergy.com

jeff@epusenergy.com

 

 

 

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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 – for just $60 a month. 

 

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]]> Andrew Kuhn and Geoff Gannon false No 3700 71 Ep 70. Cyclical Stocks, BWXT, Buy and Hold Forever, Timberland, Portfolio Decisions, and Other Questions From Twitter Ep 70. Cyclical Stocks, BWXT, Buy and Hold Forever, Timberland, Portfolio Decisions, and Other Questions From Twitter https://focusedcompoundinginvest.podbean.com/e/ep-70-cyclical-stocks-bwxt-buy-and-hold-forever-timberland-portfolio-decisions-and-other-questions-from-twitter-1661799040/ https://focusedcompoundinginvest.podbean.com/e/ep-70-cyclical-stocks-bwxt-buy-and-hold-forever-timberland-portfolio-decisions-and-other-questions-from-twitter-1661799040/#comments Wed, 28 Nov 2018 07:40:00 -0600 focusedcompounding.podbean.com/ep-70-cyclical-stocks-bwxt-buy-and-hold-forever-timberland-portfolio-decisions-and-other-questions-from-twitter-91bfa7254228c2210d7073c754c870cf Contact Andrew at: 

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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 – for just $60 a month. 

 

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]]> Contact Andrew at: 

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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 – for just $60 a month. 

 

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]]> Andrew Kuhn and Geoff Gannon false No 3402 70 Ep 69. Talking MicroCap Investing with MicroCapClub’s Ian Cassel Ep 69. Talking MicroCap Investing with MicroCapClub’s Ian Cassel https://focusedcompoundinginvest.podbean.com/e/ep-69-talking-microcap-investing-with-microcapclub-s-ian-cassel/ https://focusedcompoundinginvest.podbean.com/e/ep-69-talking-microcap-investing-with-microcapclub-s-ian-cassel/#comments Wed, 14 Nov 2018 05:27:00 -0600 focusedcompounding.podbean.com/ep-69-talking-microcap-investing-with-microcapclubs-ian-cassel-36295d9b5712ecae6c0cc6b0d4d1e4eb 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 – for just $60 a month. 

 

Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> 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 – for just $60 a month. 

 

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]]> Andrew Kuhn and Geoff Gannon false No 3144 69 Ep 68. Talking Deep Value Investing in Japanese stocks with Clayton Young Ep 68. Talking Deep Value Investing in Japanese stocks with Clayton Young https://focusedcompoundinginvest.podbean.com/e/ep-68-talking-deep-value-investing-in-japanese-stocks-with-clayton-young-1661799043/ https://focusedcompoundinginvest.podbean.com/e/ep-68-talking-deep-value-investing-in-japanese-stocks-with-clayton-young-1661799043/#comments Wed, 31 Oct 2018 11:14:00 -0500 focusedcompounding.podbean.com/ep-68-talking-deep-value-investing-in-japanese-stocks-with-clayton-young-a51efe286a5b8d929200327254c6f2a0 The coupon code is: FCPODCAST     - Amazon Japan Founder Disrupting Outdated Japanese Publishing Industry - Explosive But Dubious Growth Internet Advertising Company Trading for 3.2x EV/EBIT - Flailing Clothing Company With Signs of Improvement Trading for 55% NCAV

 

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 – for just $60 a month. 

 

Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> The coupon code is: FCPODCAST     - Amazon Japan Founder Disrupting Outdated Japanese Publishing Industry - Explosive But Dubious Growth Internet Advertising Company Trading for 3.2x EV/EBIT - Flailing Clothing Company With Signs of Improvement Trading for 55% NCAV

 

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 – for just $60 a month. 

 

Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Andrew Kuhn and Geoff Gannon false No 2745 68 Ep 67. Revisiting ALL of Geoff’s Singular Diligence Reports Ep 67. Revisiting ALL of Geoff’s Singular Diligence Reports https://focusedcompoundinginvest.podbean.com/e/ep-67-revisiting-all-of-geoff-s-singular-diligence-reports/ https://focusedcompoundinginvest.podbean.com/e/ep-67-revisiting-all-of-geoff-s-singular-diligence-reports/#comments Wed, 24 Oct 2018 07:05:00 -0500 focusedcompounding.podbean.com/ep-67-revisiting-all-of-geoffs-singular-diligence-reports-08fb9e50e8bb31dd2e33f54a8f87f0cd Lifetime Fitness Report - https://focusedcompounding.com/wp-content/uploads/2017/05/LifeTime-Fitness-1.pdf

Breeze Eastern Report  - https://focusedcompounding.com/wp-content/uploads/2017/05/Breeze-Eastern-1.pdf

 

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 – for just $60 a month.

Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Lifetime Fitness Report - https://focusedcompounding.com/wp-content/uploads/2017/05/LifeTime-Fitness-1.pdf

Breeze Eastern Report  - https://focusedcompounding.com/wp-content/uploads/2017/05/Breeze-Eastern-1.pdf

 

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 – for just $60 a month.

Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Andrew Kuhn and Geoff Gannon false No 4638 67 Ep 66. Checking Stock Prices, Detecting Frauds, Avoiding Behavioral Biases, and other FAQs Ep 66. Checking Stock Prices, Detecting Frauds, Avoiding Behavioral Biases, and other FAQs https://focusedcompoundinginvest.podbean.com/e/ep-66-checking-stock-prices-detecting-frauds-avoiding-behavioral-biases-and-other-faqs-1661799045/ https://focusedcompoundinginvest.podbean.com/e/ep-66-checking-stock-prices-detecting-frauds-avoiding-behavioral-biases-and-other-faqs-1661799045/#comments Wed, 17 Oct 2018 09:13:00 -0500 focusedcompounding.podbean.com/ep-66-checking-stock-prices-detecting-frauds-avoiding-behavioral-biases-and-other-faqs-4ee6ecf95b16363b6776068f3afd69fc  

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  info@focusedcompounding.com

 

Contact Geoff at:

Twitter: @GeoffGannon

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 – for just $60 a month. Cancel anytime.

 

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.

]]>  

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  info@focusedcompounding.com

 

Contact Geoff at:

Twitter: @GeoffGannon

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 – for just $60 a month. Cancel anytime.

 

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.

]]> Andrew Kuhn and Geoff Gannon false No 4534 66 Ep 65. His Investing Process, Being Short Tesla, and His Path to Starting Artko Capital with Peter Rabover Ep 65. His Investing Process, Being Short Tesla, and His Path to Starting Artko Capital with Peter Rabover https://focusedcompoundinginvest.podbean.com/e/ep-65-his-investing-process-being-short-tesla-and-his-path-to-starting-artko-capital-with-peter-rabover-1661799046/ https://focusedcompoundinginvest.podbean.com/e/ep-65-his-investing-process-being-short-tesla-and-his-path-to-starting-artko-capital-with-peter-rabover-1661799046/#comments Wed, 10 Oct 2018 01:00:00 -0500 focusedcompounding.podbean.com/ep-65-his-investing-process-being-short-tesla-and-his-path-to-starting-artko-capital-with-peter-rabover-8b30bcbede64061071aef5e4666cb9f1 https://www.hvst.com/organization/art-capital-lp

Peter's Twitter: @ArtkoCapital

  info@artkocapital.com

 

 

Contact Andrew at: 

Twitter: @Focusedcompound

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Contact Geoff at:

Twitter: @GeoffGannon

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 – for just $60 a month. Cancel anytime.

 

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.

]]> https://www.hvst.com/organization/art-capital-lp

Peter's Twitter: @ArtkoCapital

  info@artkocapital.com

 

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  info@focusedcompounding.com

 

Contact Geoff at:

Twitter: @GeoffGannon

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 – for just $60 a month. Cancel anytime.

 

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.

]]> Andrew Kuhn and Geoff Gannon false No 5191 65 Ep 64. Oddball Stocks, Investing in Banks, Why Price Is The Most Important Information Point, and Much More with Nate Tobik Ep 64. Oddball Stocks, Investing in Banks, Why Price Is The Most Important Information Point, and Much More with Nate Tobik https://focusedcompoundinginvest.podbean.com/e/ep-64-oddball-stocks-investing-in-banks-why-price-is-the-most-important-information-point-and-much-more-with-nate-tobik-1661799047/ https://focusedcompoundinginvest.podbean.com/e/ep-64-oddball-stocks-investing-in-banks-why-price-is-the-most-important-information-point-and-much-more-with-nate-tobik-1661799047/#comments Wed, 03 Oct 2018 08:02:00 -0500 focusedcompounding.podbean.com/ep-64-oddball-stocks-investing-in-banks-why-price-is-the-most-important-information-point-and-much-more-with-nate-tobik-8887afb83262292b873bf7a15f867921 Nate Tobik

@oddballstocks

http://www.oddballstocks.com

https://www.completebankdata.com

 

Buy Nates Book here! https://amzn.to/2E1vdzY

 

 

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  info@focusedcompounding.com

 

Contact Geoff at:

Twitter: @GeoffGannon

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 – for just $60 a month. Cancel anytime.

 

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.

]]> Nate Tobik

@oddballstocks

http://www.oddballstocks.com

https://www.completebankdata.com

 

Buy Nates Book here! https://amzn.to/2E1vdzY

 

 

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  info@focusedcompounding.com

 

Contact Geoff at:

Twitter: @GeoffGannon

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 – for just $60 a month. Cancel anytime.

 

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.

]]> Andrew Kuhn and Geoff Gannon false No 5370 64 Ep 63. Good vs. Bad When It Comes to Business, Management, Incentives, Accounting, and A lot More Ep 63. Good vs. Bad When It Comes to Business, Management, Incentives, Accounting, and A lot More https://focusedcompoundinginvest.podbean.com/e/ep-63-good-vs-bad-when-it-comes-to-business-management-incentives-accounting-and-a-lot-more-1661799048/ https://focusedcompoundinginvest.podbean.com/e/ep-63-good-vs-bad-when-it-comes-to-business-management-incentives-accounting-and-a-lot-more-1661799048/#comments Wed, 26 Sep 2018 07:24:00 -0500 focusedcompounding.podbean.com/ep-63-good-vs-bad-when-it-comes-to-business-management-incentives-accounting-and-a-lot-more-8edf60c147c01dcabe57d457e78385e3 Contact Andrew at: 

Twitter: @Focusedcompound

Email:  info@focusedcompounding.com

 

Contact Geoff at:

Twitter: @GeoffGannon

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 – for just $60 a month. Cancel anytime.

 

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.

]]> Contact Andrew at: 

Twitter: @Focusedcompound

Email:  info@focusedcompounding.com

 

Contact Geoff at:

Twitter: @GeoffGannon

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 – for just $60 a month. Cancel anytime.

 

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.

]]> Andrew Kuhn and Geoff Gannon false No 3571 63 Ep 62. SuperInvestor Series: Joel Greenblatt Ep 62. SuperInvestor Series: Joel Greenblatt https://focusedcompoundinginvest.podbean.com/e/ep-62-superinvestor-series-joel-greenblatt/ https://focusedcompoundinginvest.podbean.com/e/ep-62-superinvestor-series-joel-greenblatt/#comments Tue, 18 Sep 2018 21:15:00 -0500 focusedcompounding.podbean.com/superinvestor-series-joel-greenblatt-54fee9b376c1d0eafd1ac35efcbfde09 Contact Andrew at: 

Twitter: @Focusedcompound

Email:  info@focusedcompounding.com

 

Contact Geoff at:

Twitter: @GeoffGannon

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 – for just $60 a month. Cancel anytime.

 

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.

]]> Contact Andrew at: 

Twitter: @Focusedcompound

Email:  info@focusedcompounding.com

 

Contact Geoff at:

Twitter: @GeoffGannon

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 – for just $60 a month. Cancel anytime.

 

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]]> Andrew Kuhn and Geoff Gannon false No 2629 62 Ep 61. The Most Important Concept For Investors: Deep Work Ep 61. The Most Important Concept For Investors: Deep Work https://focusedcompoundinginvest.podbean.com/e/ep-61-the-most-important-concept-for-investors-deep-work-1661799051/ https://focusedcompoundinginvest.podbean.com/e/ep-61-the-most-important-concept-for-investors-deep-work-1661799051/#comments Wed, 12 Sep 2018 11:01:00 -0500 focusedcompounding.podbean.com/ep-61-the-most-important-concept-for-investors-deep-work-f72b0f2f71ad8b974bf7f888be8f33f3 Contact Andrew at: 

Twitter: @Focusedcompound

Email:  info@focusedcompounding.com

 

Contact Geoff at:

Twitter: @GeoffGannon

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 – for just $60 a month. Cancel anytime.

 

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.

]]> Contact Andrew at: 

Twitter: @Focusedcompound

Email:  info@focusedcompounding.com

 

Contact Geoff at:

Twitter: @GeoffGannon

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 – for just $60 a month. Cancel anytime.

 

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.

]]> Andrew Kuhn and Geoff Gannon false No 3417 61 Ep 60. Mental Models, Investing, Sleep and Much More With Samir Patel from Askeladden Capital Ep 60. Mental Models, Investing, Sleep and Much More With Samir Patel from Askeladden Capital https://focusedcompoundinginvest.podbean.com/e/ep-60-mental-models-investing-sleep-and-much-more-with-samir-patel-from-askeladden-capital-1661799052/ https://focusedcompoundinginvest.podbean.com/e/ep-60-mental-models-investing-sleep-and-much-more-with-samir-patel-from-askeladden-capital-1661799052/#comments Wed, 05 Sep 2018 06:54:00 -0500 focusedcompounding.podbean.com/ep-60-mental-models-investing-sleep-and-much-more-with-samir-patel-from-askeladden-capital-ad8e6c9155a9032c43e7ce252377bca4 http://www.askeladdencapital.com

Follow Samir on Twitter - @AskeladdenTX

 

 

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]]> http://www.askeladdencapital.com

Follow Samir on Twitter - @AskeladdenTX

 

 

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]]> Andrew Kuhn and Geoff Gannon false No 3638 60 Ep 59. Investing in Turnarounds, Outperformance Anxiety, Value Investing in the 21st Century, and Why We Don’t Short Ep 59. Investing in Turnarounds, Outperformance Anxiety, Value Investing in the 21st Century, and Why We Don’t Short https://focusedcompoundinginvest.podbean.com/e/ep-59-investing-in-turnarounds-outperformance-anxiety-value-investing-in-the-21st-century-and-why-we-don-t-short/ https://focusedcompoundinginvest.podbean.com/e/ep-59-investing-in-turnarounds-outperformance-anxiety-value-investing-in-the-21st-century-and-why-we-don-t-short/#comments Wed, 29 Aug 2018 09:56:00 -0500 focusedcompounding.podbean.com/ep-59-investing-in-turnarounds-outperformance-anxiety-value-investing-in-the-21st-century-and-why-we-dont-short-d9e35f58dfa1774eedadb9bf0dec656a Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Andrew Kuhn and Geoff Gannon false No 1983 59 Ep 58. Checklist For Going Beyond the 10K Ep 58. Checklist For Going Beyond the 10K https://focusedcompoundinginvest.podbean.com/e/ep-58-checklist-for-going-beyond-the-10k-1661799054/ https://focusedcompoundinginvest.podbean.com/e/ep-58-checklist-for-going-beyond-the-10k-1661799054/#comments Wed, 22 Aug 2018 09:42:00 -0500 focusedcompounding.podbean.com/ep-58-checklist-for-going-beyond-the-10k-b4579f41b944309b4a0a41048b4bb758 Going Beyond the 10k Checklist (good order to follow. If not durable, we should drop it)

• Overview – Give an overview on the business – what is the business, what units make it up, what products do the business have, who are the customers, where do they operate geographically, recent events (spinoffs, the stocks down 50%, why are we looking at this?) who’s their biggest customer, who’s their biggest supplier, what are their biggest product categories (or units, where is rev coming from)• Durability – is the product durable? Have the companies always existed? Have there been changes and challenges before? What’s it based on? Why is this going to continue in the future? Is this a fad? • Moat (does the company have a moat, and what would it be, EX from HBB- Do they outsource it to China, can they outsource it to China? Can other people replicate this easily?) competitive advantage- Where does the moat come from? – high switching costs, patents, contracts, network effects, shelve space, brand, economies of scale – logistics – sales per customer, location location location, regulatory, high barriers to entry, technical skill – reputation, Apple can’t trust a company that’s a startup, intellectual property - owns something that’s intangible, databases, credit records, sports rights, knowledge that others don’t have • Quality (basically talk about ROC, how do they get that return on capital? Break it down, where does it come from? Do they have a higher retention rate? Where is the quality weak? Geoff always asked for customer retention rate, can you always find someplace where there are reviews by customers? Can you get anything that’s ranked in the industry? Like customer service, awards, customer satisfaction surveys, Glassdoor for company culture, need to read between the lines on Glassdoor, look at short interest vs. float, and read short thesis, high price or low price, customer reviews, what do individuals think of the products, which brand would you trust the most? If it comes back a mix then it’s probably the cheapest, how much r&d are they spending as a % of sales and in general, where are they spending this r&d, read Phil Fishers 15-point checklist for quality and growth• Capital Allocation – History of dividends, stock buybacks, stock issuance, CARG in # of shares outstanding, see how management is compensated in the proxy (options, restricted stock, bonus – what are the targets that make up the bonus? ROE, ROC, market cap, etc., how much does management own of the stock? And how significant is that in regard to their salary? What did they say they were going to do in the past? What do they do with FCF historically, can get from transcripts as well, people on the board that we recognize, how much FCF compared to marketcap, could they buy it back? Is there enough float and is the stock liquid enough, did the company ever pay special dividends? Does the company ever acquire things? $MNRO- is their business growth through acquisitions? What type of prices do they pay? Stock or cash• Value – what’s the PE, EV/EBITDA and how does that compare to other companies? Which competitor is better? Why would a company be more expensive or cheaper? Use 5 peers? EX - Is GM cheaper than Ford and why would that make sense? Talk about what management is guiding. Relative value vs. past and competitors, was there ever an offer that was refused or that fell apart? What would an LBO look like? Do they do LBO’s on companies like this? What prices do acquisitions happen in the industry or did peers pay? If looking at Kroger what did AMZN pay for whole foods, etc.• Growth – break down growth. Let’s say they can grow 5% a year, how much is SSS, how much is price increase, how many active users, how much time might they be spending on it, are the ad expenses going up or down, break it all down by geography, are they going to grow in Mexico a lot but not the US, etc.? can they gain market share each year? Compare it to something else that’s already big. Can a cheesecake be as popular as chilis? Probably not. Always think in terms of nominal GDP, population growth, and inflation, how much have real sales grown • Misjudgment – what are other people seeing on the short part of it, what can’t we predict that’s important to what we’re doing, what may we get wrong that our argument rests on, check % short, short thesis, look at press reports to see what people are saying could go wrong, can look at if all the stocks in the industry are affected or just this one, basically trying to find an explanation for why it’s cheap, VIC, read comments to figure out what other people think• Conclusion – take all the things we’ve done and put a mini-analysis together, the elevator pitch – why why why, whats going to drive the stock. talk in terms of 3 things: how safe is this, how high quality is this, how cheap is this – safe: DEBT/EBITDA, F Z Score, years of positive earnings, cash flow, is it positive? Is it always positive? FCF, Variation in margins. Google S&P, Fitch, Moodys to check bond ratings, check interest rate on debt. Quality: long-term CAGR of stock, is it high enough, is it a good industry – CAGR on other stocks, is it a cyclical, are these companies’ products, services, etc. as good as the competition? Is the culture as good as other places? Cheap: EV-EBITDA, EV-SALES, relative valuation (cheap compared to self, cheap compared to peers) Private owner value, absolute value (is this stock cheap for a normal stock at a normal time – average stock is 15-16x PE in normal times) • Appraisal – come up with a method for appraising the stock

Being the journalist: go to the proxy statement and find out who owns stock in the company, google all of their names to learn about who they are and learn about them

Get satellite images of their HQ and properties – get a sense of why they would put the HQ where it’s at, google the town to learn about income and significant things in the town

Glassdoor – if found anything that’s weird, look into it

Look for news on the company, EX: http://www.hawaiinewsnow.com/story/38722953/community-stunned-by-trees-mowed-down-in-west-maui-but-state-defends-project, write it down, the project is starting)

Look at BBB

Look for information about the industry group – timber, core processors – learn what that is, find what the company is and industry terms and stuff. What’s the business model?

Read reviews on websites like Yelp, TripAdvisor, Etc.

 

 

 

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]]> Going Beyond the 10k Checklist (good order to follow. If not durable, we should drop it)

• Overview – Give an overview on the business – what is the business, what units make it up, what products do the business have, who are the customers, where do they operate geographically, recent events (spinoffs, the stocks down 50%, why are we looking at this?) who’s their biggest customer, who’s their biggest supplier, what are their biggest product categories (or units, where is rev coming from)• Durability – is the product durable? Have the companies always existed? Have there been changes and challenges before? What’s it based on? Why is this going to continue in the future? Is this a fad? • Moat (does the company have a moat, and what would it be, EX from HBB- Do they outsource it to China, can they outsource it to China? Can other people replicate this easily?) competitive advantage- Where does the moat come from? – high switching costs, patents, contracts, network effects, shelve space, brand, economies of scale – logistics – sales per customer, location location location, regulatory, high barriers to entry, technical skill – reputation, Apple can’t trust a company that’s a startup, intellectual property - owns something that’s intangible, databases, credit records, sports rights, knowledge that others don’t have • Quality (basically talk about ROC, how do they get that return on capital? Break it down, where does it come from? Do they have a higher retention rate? Where is the quality weak? Geoff always asked for customer retention rate, can you always find someplace where there are reviews by customers? Can you get anything that’s ranked in the industry? Like customer service, awards, customer satisfaction surveys, Glassdoor for company culture, need to read between the lines on Glassdoor, look at short interest vs. float, and read short thesis, high price or low price, customer reviews, what do individuals think of the products, which brand would you trust the most? If it comes back a mix then it’s probably the cheapest, how much r&d are they spending as a % of sales and in general, where are they spending this r&d, read Phil Fishers 15-point checklist for quality and growth• Capital Allocation – History of dividends, stock buybacks, stock issuance, CARG in # of shares outstanding, see how management is compensated in the proxy (options, restricted stock, bonus – what are the targets that make up the bonus? ROE, ROC, market cap, etc., how much does management own of the stock? And how significant is that in regard to their salary? What did they say they were going to do in the past? What do they do with FCF historically, can get from transcripts as well, people on the board that we recognize, how much FCF compared to marketcap, could they buy it back? Is there enough float and is the stock liquid enough, did the company ever pay special dividends? Does the company ever acquire things? $MNRO- is their business growth through acquisitions? What type of prices do they pay? Stock or cash• Value – what’s the PE, EV/EBITDA and how does that compare to other companies? Which competitor is better? Why would a company be more expensive or cheaper? Use 5 peers? EX - Is GM cheaper than Ford and why would that make sense? Talk about what management is guiding. Relative value vs. past and competitors, was there ever an offer that was refused or that fell apart? What would an LBO look like? Do they do LBO’s on companies like this? What prices do acquisitions happen in the industry or did peers pay? If looking at Kroger what did AMZN pay for whole foods, etc.• Growth – break down growth. Let’s say they can grow 5% a year, how much is SSS, how much is price increase, how many active users, how much time might they be spending on it, are the ad expenses going up or down, break it all down by geography, are they going to grow in Mexico a lot but not the US, etc.? can they gain market share each year? Compare it to something else that’s already big. Can a cheesecake be as popular as chilis? Probably not. Always think in terms of nominal GDP, population growth, and inflation, how much have real sales grown • Misjudgment – what are other people seeing on the short part of it, what can’t we predict that’s important to what we’re doing, what may we get wrong that our argument rests on, check % short, short thesis, look at press reports to see what people are saying could go wrong, can look at if all the stocks in the industry are affected or just this one, basically trying to find an explanation for why it’s cheap, VIC, read comments to figure out what other people think• Conclusion – take all the things we’ve done and put a mini-analysis together, the elevator pitch – why why why, whats going to drive the stock. talk in terms of 3 things: how safe is this, how high quality is this, how cheap is this – safe: DEBT/EBITDA, F Z Score, years of positive earnings, cash flow, is it positive? Is it always positive? FCF, Variation in margins. Google S&P, Fitch, Moodys to check bond ratings, check interest rate on debt. Quality: long-term CAGR of stock, is it high enough, is it a good industry – CAGR on other stocks, is it a cyclical, are these companies’ products, services, etc. as good as the competition? Is the culture as good as other places? Cheap: EV-EBITDA, EV-SALES, relative valuation (cheap compared to self, cheap compared to peers) Private owner value, absolute value (is this stock cheap for a normal stock at a normal time – average stock is 15-16x PE in normal times) • Appraisal – come up with a method for appraising the stock

Being the journalist: go to the proxy statement and find out who owns stock in the company, google all of their names to learn about who they are and learn about them

Get satellite images of their HQ and properties – get a sense of why they would put the HQ where it’s at, google the town to learn about income and significant things in the town

Glassdoor – if found anything that’s weird, look into it

Look for news on the company, EX: http://www.hawaiinewsnow.com/story/38722953/community-stunned-by-trees-mowed-down-in-west-maui-but-state-defends-project, write it down, the project is starting)

Look at BBB

Look for information about the industry group – timber, core processors – learn what that is, find what the company is and industry terms and stuff. What’s the business model?

Read reviews on websites like Yelp, TripAdvisor, Etc.

 

 

 

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]]> Andrew Kuhn and Geoff Gannon false No 2739 58 Ep 57. Our Real Life Investing Checklist Ep 57. Our Real Life Investing Checklist https://focusedcompoundinginvest.podbean.com/e/ep-57-our-real-life-investing-checklist-1661799056/ https://focusedcompoundinginvest.podbean.com/e/ep-57-our-real-life-investing-checklist-1661799056/#comments Wed, 15 Aug 2018 09:16:00 -0500 focusedcompounding.podbean.com/ep-57-our-real-life-investing-checklist-c147c0880e898a72f0ce089d08c8515d Checklist

 

Read most recent 10k and take notes

 

find 5 peers

 

Get longest term stock chart possible, record the number of years and use money chimp CAGR calculator to get the long-term return. We’re doing this because we want to make sure the stock works geometrically overtime

 

Get longest term stock chart possible for the closest peers and repeat step one. Often, we won’t have the longest chart for a company because of spinoffs. Compare these CAGR’s to the overall market. We want to see if these could work geometrically relative to the market

 

Calculate EV/Sales, EV- EBITDA, Debt-EBITDA, and CAGR, do min, max, median, mean, SD, CV for all of them

 

Do a Credit Check, Net Debt-EBITDA, Consecutive years with a profit, EBIT Margin and CV on Margin, Check Z-score and F-score 

 

If the company has a history, get a history of the past financials from EDGAR or OTC markets under disclosures, or from the co’s IR. from past 10k’s for the longest term possible, always want Sales and EBIT for the company we’re studying. Get the longest-term EBIT margin. Take min, max, median, mean, SD, CV (anything under 30% CV is low and good) the lower the better. Calculate sales CAGR and EBIT CAGR – 3 yr, 5 yr, 10 yr, 15 yr, 20 yr if exists and 25 if it exists (want to see if it has slowed down a lot over time)

  

Check VIC and read the writeups

 

Use Google to find write-ups/blog posts on the stock and read them

 

Try finding historical returns of the asset if it’s like Timber, $MLP, etc

 

Try finding past acquisitions­ in the industry 

 

Try coming up with an appraisal

 

 

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Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

 

]]> Checklist

 

Read most recent 10k and take notes

 

find 5 peers

 

Get longest term stock chart possible, record the number of years and use money chimp CAGR calculator to get the long-term return. We’re doing this because we want to make sure the stock works geometrically overtime

 

Get longest term stock chart possible for the closest peers and repeat step one. Often, we won’t have the longest chart for a company because of spinoffs. Compare these CAGR’s to the overall market. We want to see if these could work geometrically relative to the market

 

Calculate EV/Sales, EV- EBITDA, Debt-EBITDA, and CAGR, do min, max, median, mean, SD, CV for all of them

 

Do a Credit Check, Net Debt-EBITDA, Consecutive years with a profit, EBIT Margin and CV on Margin, Check Z-score and F-score 

 

If the company has a history, get a history of the past financials from EDGAR or OTC markets under disclosures, or from the co’s IR. from past 10k’s for the longest term possible, always want Sales and EBIT for the company we’re studying. Get the longest-term EBIT margin. Take min, max, median, mean, SD, CV (anything under 30% CV is low and good) the lower the better. Calculate sales CAGR and EBIT CAGR – 3 yr, 5 yr, 10 yr, 15 yr, 20 yr if exists and 25 if it exists (want to see if it has slowed down a lot over time)

  

Check VIC and read the writeups

 

Use Google to find write-ups/blog posts on the stock and read them

 

Try finding historical returns of the asset if it’s like Timber, $MLP, etc

 

Try finding past acquisitions­ in the industry 

 

Try coming up with an appraisal

 

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  info@focusedcompounding.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

 

]]> Andrew Kuhn and Geoff Gannon false No 1351 57 Ep 56. Volatility in Microcaps and ”Overlooked Stocks” Ep 56. Volatility in Microcaps and ”Overlooked Stocks” https://focusedcompoundinginvest.podbean.com/e/ep-56-volatility-in-microcaps-and-overlooked-stocks-1661799057/ https://focusedcompoundinginvest.podbean.com/e/ep-56-volatility-in-microcaps-and-overlooked-stocks-1661799057/#comments Wed, 08 Aug 2018 10:07:00 -0500 focusedcompounding.podbean.com/ep-56-volatility-in-microcaps-and-overlooked-stocks-d0c2ddcc361a12a67d853412acd4dd97 Join our free memo distribution list at - www.focusedcompounding.com

 

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Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

]]> Join our free memo distribution list at - www.focusedcompounding.com

 

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Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

]]> Andrew Kuhn and Geoff Gannon false No 2324 56 Ep 55. Improving Your Reading Habits Ep 55. Improving Your Reading Habits https://focusedcompoundinginvest.podbean.com/e/ep-55-improving-your-reading-habits-1661799058/ https://focusedcompoundinginvest.podbean.com/e/ep-55-improving-your-reading-habits-1661799058/#comments Wed, 01 Aug 2018 11:31:00 -0500 focusedcompounding.podbean.com/ep-55-improving-your-reading-habits-f52f801f0b6a8610a3ae01edbdc7e284 Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Andrew Kuhn and Geoff Gannon false No 1250 55 Ep 54. Let’s Talk About Macro Stuff... Ep 54. Let’s Talk About Macro Stuff... https://focusedcompoundinginvest.podbean.com/e/ep-54-let-s-talk-about-macro-stuff/ https://focusedcompoundinginvest.podbean.com/e/ep-54-let-s-talk-about-macro-stuff/#comments Wed, 25 Jul 2018 09:46:00 -0500 focusedcompounding.podbean.com/ep-54-lets-talk-about-macro-stuff-685e161fb88893cb755d7791f25fad60 Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Andrew Kuhn and Geoff Gannon false No 1466 54 Ep 53. SuperInvestor Series: Warren Buffett Ep 53. SuperInvestor Series: Warren Buffett https://focusedcompoundinginvest.podbean.com/e/ep-53-superinvestor-series-warren-buffett-1661799060/ https://focusedcompoundinginvest.podbean.com/e/ep-53-superinvestor-series-warren-buffett-1661799060/#comments Wed, 18 Jul 2018 10:27:00 -0500 focusedcompounding.podbean.com/ep-53-superinvestor-series-warren-buffett-64514dce81cd6d2c91eba81fc7cbd6dc Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Andrew Kuhn and Geoff Gannon false No 1261 53 Ep 52. Float and Where to Look For It Ep 52. Float and Where to Look For It https://focusedcompoundinginvest.podbean.com/e/ep-52-float-and-where-to-look-for-it-1661799061/ https://focusedcompoundinginvest.podbean.com/e/ep-52-float-and-where-to-look-for-it-1661799061/#comments Wed, 11 Jul 2018 09:21:00 -0500 focusedcompounding.podbean.com/ep-52-float-and-where-to-look-for-it-29bd4faa4e0cf928562a3db39293f787 Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Andrew Kuhn and Geoff Gannon false No 937 52 Ep 51. Our Research Process Ep 51. Our Research Process https://focusedcompoundinginvest.podbean.com/e/ep-51-our-research-process-1661799063/ https://focusedcompoundinginvest.podbean.com/e/ep-51-our-research-process-1661799063/#comments Thu, 05 Jul 2018 13:11:00 -0500 focusedcompounding.podbean.com/ep-51-our-research-process-6b9a7be79c0169185a91acf1ca6b7fc7 Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Andrew Kuhn and Geoff Gannon false No 2178 51 Ep 50. Talking Entercom Communications with Focused Compounding Member Vetle Forsland Ep 50. Talking Entercom Communications with Focused Compounding Member Vetle Forsland https://focusedcompoundinginvest.podbean.com/e/ep-50-talking-entercom-communications-with-focused-compounding-member-vetle-forsland-1661799064/ https://focusedcompoundinginvest.podbean.com/e/ep-50-talking-entercom-communications-with-focused-compounding-member-vetle-forsland-1661799064/#comments Fri, 29 Jun 2018 13:45:00 -0500 focusedcompounding.podbean.com/ep-50-talking-entercom-communications-with-focused-compounding-member-vetle-forsland-a350ff93c9910ae549ee52f8b248942a Follow Vetle on Twitter: @vetleforsland

 

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]]> Follow Vetle on Twitter: @vetleforsland

 

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]]> Andrew Kuhn and Geoff Gannon false No 2394 50 Ep 49. Pattern Recognition in Investing Ep 49. Pattern Recognition in Investing https://focusedcompoundinginvest.podbean.com/e/ep-49-pattern-recognition-in-investing-1661799065/ https://focusedcompoundinginvest.podbean.com/e/ep-49-pattern-recognition-in-investing-1661799065/#comments Wed, 27 Jun 2018 10:52:00 -0500 focusedcompounding.podbean.com/ep-49-pattern-recognition-in-investing-4cbf83d27cca07e470eed01baa3c69a4 Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Andrew Kuhn and Geoff Gannon false No 1481 49 Ep 48. Talking GameStop with Focused Compounding Member Vetle Forsland Ep 48. Talking GameStop with Focused Compounding Member Vetle Forsland https://focusedcompoundinginvest.podbean.com/e/ep-48-talking-gamestop-with-focused-compounding-member-vetle-forsland-1661799067/ https://focusedcompoundinginvest.podbean.com/e/ep-48-talking-gamestop-with-focused-compounding-member-vetle-forsland-1661799067/#comments Sun, 24 Jun 2018 21:01:00 -0500 focusedcompounding.podbean.com/ep-48-talking-gamestop-with-focused-compounding-member-vetle-forsland-23775b0641c788ac0a4db8976498001d Follow Vetle on Twitter: @vetleforsland

 

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]]> Follow Vetle on Twitter: @vetleforsland

 

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]]> Andrew Kuhn and Geoff Gannon false No 1954 48 Ep 47. Good Net-Nets vs Bad Net-Nets Ep 47. Good Net-Nets vs Bad Net-Nets https://focusedcompoundinginvest.podbean.com/e/ep-47-good-net-nets-vs-bad-net-nets-1661799068/ https://focusedcompoundinginvest.podbean.com/e/ep-47-good-net-nets-vs-bad-net-nets-1661799068/#comments Fri, 22 Jun 2018 10:06:00 -0500 focusedcompounding.podbean.com/ep-47-good-net-nets-vs-bad-net-nets-b3c1d96960f9ba0f6e489fc013d9fa77 Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Andrew Kuhn and Geoff Gannon false No 1064 47 Ep 46. The Importance of Temperament in Investing Ep 46. The Importance of Temperament in Investing https://focusedcompoundinginvest.podbean.com/e/ep-46-the-importance-of-temperament-in-investing/ https://focusedcompoundinginvest.podbean.com/e/ep-46-the-importance-of-temperament-in-investing/#comments Wed, 20 Jun 2018 09:00:00 -0500 focusedcompounding.podbean.com/ep-46-the-important-of-temperament-in-investing-c9870ba8bd8c77d00f79646494b34a89 Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Andrew Kuhn and Geoff Gannon false No 1361 46 Ep 45. Mental Models for Life and Investing Ep 45. Mental Models for Life and Investing https://focusedcompoundinginvest.podbean.com/e/ep-45-mental-models-for-life-and-investing-1661799070/ https://focusedcompoundinginvest.podbean.com/e/ep-45-mental-models-for-life-and-investing-1661799070/#comments Mon, 18 Jun 2018 09:38:00 -0500 focusedcompounding.podbean.com/ep-45-mental-models-for-life-and-investing-80a1d143236a5b8c3a88bdb67b46c210 The Psychology book Andrew was referencing is "Evolutionary Psychology - The New Science Of The Mind"

 

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]]> The Psychology book Andrew was referencing is "Evolutionary Psychology - The New Science Of The Mind"

 

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]]> Andrew Kuhn and Geoff Gannon false No 1588 45 Ep 44. Stock-Writeups and Probabilities in Investing Ep 44. Stock-Writeups and Probabilities in Investing https://focusedcompoundinginvest.podbean.com/e/ep-44-stock-writeups-and-probabilities-in-investing-1661799071/ https://focusedcompoundinginvest.podbean.com/e/ep-44-stock-writeups-and-probabilities-in-investing-1661799071/#comments Fri, 15 Jun 2018 10:10:00 -0500 focusedcompounding.podbean.com/ep-44-stock-writeups-and-probabilities-in-investing-f91d57b274c875b11e1f4d08d81bf5fe Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Andrew Kuhn and Geoff Gannon false No 1844 44 Ep 43. Investing in an Inflationary Environement Ep 43. Investing in an Inflationary Environement https://focusedcompoundinginvest.podbean.com/e/ep-43-investing-in-an-inflationary-environement-1661799073/ https://focusedcompoundinginvest.podbean.com/e/ep-43-investing-in-an-inflationary-environement-1661799073/#comments Wed, 13 Jun 2018 16:55:00 -0500 focusedcompounding.podbean.com/ep-43-investing-in-an-inflationary-environement-500457a2c9bac11d5b2d1cb8fe58fc7e Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Andrew Kuhn and Geoff Gannon false No 1005 43 Ep 42. Using Comparables to Value Companies Ep 42. Using Comparables to Value Companies https://focusedcompoundinginvest.podbean.com/e/ep-42-using-comparables-to-value-companies-1661799074/ https://focusedcompoundinginvest.podbean.com/e/ep-42-using-comparables-to-value-companies-1661799074/#comments Mon, 11 Jun 2018 09:02:00 -0500 focusedcompounding.podbean.com/ep-42-using-comparables-to-value-companies-d37e2d595213bc3dcb45e68274d30283 Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Andrew Kuhn and Geoff Gannon false No 1588 42 Ep 41. FinTwit Ep 41. FinTwit https://focusedcompoundinginvest.podbean.com/e/ep-41-fintwit-1661799075/ https://focusedcompoundinginvest.podbean.com/e/ep-41-fintwit-1661799075/#comments Fri, 08 Jun 2018 07:44:00 -0500 focusedcompounding.podbean.com/ep-41-fintwit-335ee2cf945d32b246dcc93127b60edc Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Andrew Kuhn and Geoff Gannon false No 1157 41 Ep 40. Value Trading - Does It Ever Make Sense? Ep 40. Value Trading - Does It Ever Make Sense? https://focusedcompoundinginvest.podbean.com/e/ep-40-value-trading-does-it-ever-make-sense-1661799076/ https://focusedcompoundinginvest.podbean.com/e/ep-40-value-trading-does-it-ever-make-sense-1661799076/#comments Wed, 06 Jun 2018 10:27:00 -0500 focusedcompounding.podbean.com/ep-40-value-trading-does-it-ever-make-sense-21e27aa4838a26cf29e9811f228f283a Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Andrew Kuhn and Geoff Gannon false No 998 40 Ep 39. Hamilton Beach Brands Co Ep 39. Hamilton Beach Brands Co https://focusedcompoundinginvest.podbean.com/e/ep-39-hamilton-beach-brands-co-1661799077/ https://focusedcompoundinginvest.podbean.com/e/ep-39-hamilton-beach-brands-co-1661799077/#comments Mon, 04 Jun 2018 09:33:00 -0500 focusedcompounding.podbean.com/ep-39-hamilton-beach-brands-co-9d63cc0067becc6c532a809d5d749aa5 Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Andrew Kuhn and Geoff Gannon false No 1084 39 Ep 38. Becoming a Better Investor, Accounting, and DCF’s Ep 38. Becoming a Better Investor, Accounting, and DCF’s https://focusedcompoundinginvest.podbean.com/e/ep-38-becoming-a-better-investor-accounting-and-dcf-s/ https://focusedcompoundinginvest.podbean.com/e/ep-38-becoming-a-better-investor-accounting-and-dcf-s/#comments Fri, 01 Jun 2018 10:04:00 -0500 focusedcompounding.podbean.com/ep-38-becoming-a-better-investor-accounting-and-dcfs-0d6596678b7f962798ff250957c22c97 Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Andrew Kuhn and Geoff Gannon false No 1202 38 Ep 37. All About Our Podcast Ep 37. All About Our Podcast https://focusedcompoundinginvest.podbean.com/e/ep-37-all-about-our-podcast-1661799080/ https://focusedcompoundinginvest.podbean.com/e/ep-37-all-about-our-podcast-1661799080/#comments Wed, 30 May 2018 10:03:00 -0500 focusedcompounding.podbean.com/ep-37-all-about-our-podcast-24b00f90dd1700f333f1ee8f1a4eedd1 Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Andrew Kuhn and Geoff Gannon false No 1032 37 Ep 36. Do We Prefer Companies That Are Controlled by the Founder? Ep 36. Do We Prefer Companies That Are Controlled by the Founder? https://focusedcompoundinginvest.podbean.com/e/ep-36-do-we-prefer-companies-that-are-controlled-by-the-founder-1661799081/ https://focusedcompoundinginvest.podbean.com/e/ep-36-do-we-prefer-companies-that-are-controlled-by-the-founder-1661799081/#comments Mon, 28 May 2018 09:19:00 -0500 focusedcompounding.podbean.com/ep-36-do-we-prefer-companies-that-are-controlled-by-the-founder-24b00f90dd1700f333f1ee8f1a4eedd1  Join our free memo distribution list at - www.focusedcompounding.com

 

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In this episode, Andrew and Geoff go over books that have helped them as investors.

 

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]]>  Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Andrew Kuhn and Geoff Gannon false No 1090 36 Ep 35. Focused Compounding Capital Management Ep 35. Focused Compounding Capital Management https://focusedcompoundinginvest.podbean.com/e/ep-35-focused-compounding-capital-management-1661799083/ https://focusedcompoundinginvest.podbean.com/e/ep-35-focused-compounding-capital-management-1661799083/#comments Fri, 25 May 2018 10:40:00 -0500 focusedcompounding.podbean.com/ep-35-focused-compounding-capital-management-24b00f90dd1700f333f1ee8f1a4eedd1 Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Andrew Kuhn and Geoff Gannon false No 1135 35 Ep 34. Your Edge as a Long Term Investor Ep 34. Your Edge as a Long Term Investor https://focusedcompoundinginvest.podbean.com/e/ep-34-your-edge-as-a-long-term-investor-1661799085/ https://focusedcompoundinginvest.podbean.com/e/ep-34-your-edge-as-a-long-term-investor-1661799085/#comments Wed, 23 May 2018 12:11:00 -0500 focusedcompounding.podbean.com/ep-34-your-edge-as-a-long-term-investor-24b00f90dd1700f333f1ee8f1a4eedd1 Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Andrew Kuhn and Geoff Gannon false No 1208 34 Ep 33. Getting to Know Andrew and Geoff Ep 33. Getting to Know Andrew and Geoff https://focusedcompoundinginvest.podbean.com/e/ep-33-getting-to-know-andrew-and-geoff-1661799086/ https://focusedcompoundinginvest.podbean.com/e/ep-33-getting-to-know-andrew-and-geoff-1661799086/#comments Sun, 20 May 2018 15:34:00 -0500 focusedcompounding.podbean.com/ep-33-getting-to-know-andrew-and-geoff-24b00f90dd1700f333f1ee8f1a4eedd1 Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Andrew Kuhn and Geoff Gannon false No 1737 33 Ep 32. Investing With a Catalyst Ep 32. Investing With a Catalyst https://focusedcompoundinginvest.podbean.com/e/ep-32-investing-with-a-catalyst-1661799087/ https://focusedcompoundinginvest.podbean.com/e/ep-32-investing-with-a-catalyst-1661799087/#comments Thu, 17 May 2018 10:02:00 -0500 focusedcompounding.podbean.com/ep-32-investing-with-a-catalyst-24b00f90dd1700f333f1ee8f1a4eedd1  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. Contact Andrew at: Twitter: @Focusedcompound Email: Andrew@pilotswmg.com Contact Geoff at: Twitter: @GeoffGannon Email: gannononinvesting@gmail.com

]]>  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. Contact Andrew at: Twitter: @Focusedcompound Email: Andrew@pilotswmg.com Contact Geoff at: Twitter: @GeoffGannon Email: gannononinvesting@gmail.com

]]> Andrew Kuhn and Geoff Gannon false No 1446 32 Ep 31. Investing in ”Overlooked Stocks” Ep 31. Investing in ”Overlooked Stocks” https://focusedcompoundinginvest.podbean.com/e/ep-31-investing-in-overlooked-stocks-1661799088/ https://focusedcompoundinginvest.podbean.com/e/ep-31-investing-in-overlooked-stocks-1661799088/#comments Mon, 14 May 2018 10:18:00 -0500 focusedcompounding.podbean.com/ep-31-investing-in-overlooked-stocks-24b00f90dd1700f333f1ee8f1a4eedd1 Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Join our free memo distribution list at - www.focusedcompounding.com

 

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]]> Andrew Kuhn and Geoff Gannon false No 1130 31 Ep 30. Famous Investors to Follow Ep 30. Famous Investors to Follow https://focusedcompoundinginvest.podbean.com/e/ep-30-famous-investors-to-follow-1661799089/ https://focusedcompoundinginvest.podbean.com/e/ep-30-famous-investors-to-follow-1661799089/#comments Thu, 10 May 2018 09:01:00 -0500 focusedcompounding.podbean.com/ep-30-famous-investors-to-follow-24b00f90dd1700f333f1ee8f1a4eedd1 In this episode, Andrew and Geoff talk about investors that they follow for stock ideas and wisdom.

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]]> In this episode, Andrew and Geoff talk about investors that they follow for stock ideas and wisdom.

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]]> Andrew Kuhn and Geoff Gannon false No 1086 30 Ep 29. Books for Becoming Better Investors Ep 29. Books for Becoming Better Investors https://focusedcompoundinginvest.podbean.com/e/ep-29-books-for-becoming-better-investors-1661799090/ https://focusedcompoundinginvest.podbean.com/e/ep-29-books-for-becoming-better-investors-1661799090/#comments Mon, 07 May 2018 08:13:00 -0500 focusedcompounding.podbean.com/ep-29-books-for-becoming-better-investors-24b00f90dd1700f333f1ee8f1a4eedd1 In this episode, Andrew and Geoff go over books that have helped them as investors.

 

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]]> In this episode, Andrew and Geoff go over books that have helped them as investors.

 

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]]> Andrew Kuhn and Geoff Gannon false No 1075 29 Ep 28. Scuttlebutt Investing Ep 28. Scuttlebutt Investing https://focusedcompoundinginvest.podbean.com/e/ep-28-scuttlebutt-investing-1661799092/ https://focusedcompoundinginvest.podbean.com/e/ep-28-scuttlebutt-investing-1661799092/#comments Thu, 03 May 2018 09:16:00 -0500 focusedcompounding.podbean.com/ep-28-scuttlebutt-investing-24b00f90dd1700f333f1ee8f1a4eedd1 In this episode, Andrew and Geoff go over adding scuttlebutt to your investing toolbox. 

 

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Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

]]> In this episode, Andrew and Geoff go over adding scuttlebutt to your investing toolbox. 

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

]]> Andrew Kuhn and Geoff Gannon false No 1862 28 Ep 27. Questions From Listeners, $KEWL, Tobacco Stocks, and FANG Ep 27. Questions From Listeners, $KEWL, Tobacco Stocks, and FANG https://focusedcompoundinginvest.podbean.com/e/ep-27-questions-from-listeners-kewl-tobacco-stocks-and-fang-1661799093/ https://focusedcompoundinginvest.podbean.com/e/ep-27-questions-from-listeners-kewl-tobacco-stocks-and-fang-1661799093/#comments Mon, 30 Apr 2018 09:47:00 -0500 focusedcompounding.podbean.com/ep-27-questions-from-listeners-kewl-tobacco-stocks-and-fang-24b00f90dd1700f333f1ee8f1a4eedd1 In this episode, Andrew and Geoff answer questions from their listeners.

 

 

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Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

 

]]> In this episode, Andrew and Geoff answer questions from their listeners.

 

 

Join our free memo distribution list at - www.focusedcompounding.com

 

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Contact Andrew at: 

Twitter: @Focusedcompound

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Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

 

]]> Andrew Kuhn and Geoff Gannon false No 1718 27 Ep 26. Sharpening Your Accounting Skills Ep 26. Sharpening Your Accounting Skills https://focusedcompoundinginvest.podbean.com/e/ep-26-sharpening-your-accounting-skills-1661799094/ https://focusedcompoundinginvest.podbean.com/e/ep-26-sharpening-your-accounting-skills-1661799094/#comments Thu, 26 Apr 2018 09:24:00 -0500 focusedcompounding.podbean.com/ep-26-sharpening-your-accounting-skills-24b00f90dd1700f333f1ee8f1a4eedd1 In this episode, Andrew and Geoff go over the language of business -- accounting. 

 

 

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Twitter: @Focusedcompound

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Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

 

]]> In this episode, Andrew and Geoff go over the language of business -- accounting. 

 

 

Join our free memo distribution list at - www.focusedcompounding.com

 

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Contact Andrew at: 

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Email:  gannononinvesting@gmail.com

 

]]> Andrew Kuhn and Geoff Gannon false No 1516 26 Ep 25. Researching a Stock and Reading a 10k Ep 25. Researching a Stock and Reading a 10k https://focusedcompoundinginvest.podbean.com/e/ep-25-researching-a-stock-and-reading-a-10k-1661799095/ https://focusedcompoundinginvest.podbean.com/e/ep-25-researching-a-stock-and-reading-a-10k-1661799095/#comments Mon, 23 Apr 2018 08:33:00 -0500 focusedcompounding.podbean.com/ep-25-researching-a-stock-and-reading-a-10k-24b00f90dd1700f333f1ee8f1a4eedd1 In this episode, Andrew and Geoff go over their research process when it comes to doing due diligence on a company and also discuss how they read a 10k. 

 

 

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Contact Andrew at: 

Twitter: @Focusedcompound

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Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

 

]]> In this episode, Andrew and Geoff go over their research process when it comes to doing due diligence on a company and also discuss how they read a 10k. 

 

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

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Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

 

]]> Andrew Kuhn and Geoff Gannon false No 1491 25 Ep 24. Value Traps and How to Avoid Them Ep 24. Value Traps and How to Avoid Them https://focusedcompoundinginvest.podbean.com/e/ep-24-value-traps-and-how-to-avoid-them-1661799096/ https://focusedcompoundinginvest.podbean.com/e/ep-24-value-traps-and-how-to-avoid-them-1661799096/#comments Thu, 19 Apr 2018 11:54:00 -0500 focusedcompounding.podbean.com/ep-24-value-traps-and-how-to-avoid-them-24b00f90dd1700f333f1ee8f1a4eedd1 In this episode, Andrew and Geoff chat about value traps. Value traps are what every investor looks to avoid — which is, buying a stock that looks “cheap”, but turns out to actually be expensive. Tune in to hear their thoughts. 

 

 

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Contact Andrew at: 

Twitter: @Focusedcompound

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Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

]]> In this episode, Andrew and Geoff chat about value traps. Value traps are what every investor looks to avoid — which is, buying a stock that looks “cheap”, but turns out to actually be expensive. Tune in to hear their thoughts. 

 

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

]]> Andrew Kuhn and Geoff Gannon false No 1950 24 Ep 23. Japanese Net-Nets, Movado and Fossil, and a Discussion on Short Selling Ep 23. Japanese Net-Nets, Movado and Fossil, and a Discussion on Short Selling https://focusedcompoundinginvest.podbean.com/e/ep-23-japanese-net-nets-movado-and-fossil-and-a-discussion-on-short-selling-1661799097/ https://focusedcompoundinginvest.podbean.com/e/ep-23-japanese-net-nets-movado-and-fossil-and-a-discussion-on-short-selling-1661799097/#comments Mon, 16 Apr 2018 10:57:00 -0500 focusedcompounding.podbean.com/ep-23-japanese-net-nets-movado-and-fossil-and-a-discussion-on-short-selling-24b00f90dd1700f333f1ee8f1a4eedd1 In this episode, Andrew and Geoff answer questions that were asked of them on Twitter.

 

 

Join our free memo distribution list at - www.focusedcompounding.com

 

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Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

 

]]> In this episode, Andrew and Geoff answer questions that were asked of them on Twitter.

 

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

 

]]> Andrew Kuhn and Geoff Gannon false No 2201 23 Ep 22. Tandy Leather Factory (TLF) Ep 22. Tandy Leather Factory (TLF) https://focusedcompoundinginvest.podbean.com/e/ep-22-tandy-leather-factory-tlf-1661799098/ https://focusedcompoundinginvest.podbean.com/e/ep-22-tandy-leather-factory-tlf-1661799098/#comments Wed, 11 Apr 2018 23:16:00 -0500 focusedcompounding.podbean.com/ep-22-tandy-leather-factory-tlf-24b00f90dd1700f333f1ee8f1a4eedd1 In this episode, Andrew and Geoff talk about Tandy Leather Factory (TLF), a stock Geoff wrote about at Singular Diligence back in 2015. 

 

www.focusedcompounding.com

 

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Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

 

]]> In this episode, Andrew and Geoff talk about Tandy Leather Factory (TLF), a stock Geoff wrote about at Singular Diligence back in 2015. 

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

 

]]> Andrew Kuhn and Geoff Gannon false No 1495 22 Ep 21. NACCO industries, Inc $NC Ep 21. NACCO industries, Inc $NC https://focusedcompoundinginvest.podbean.com/e/ep-21-nacco-industries-inc-nc-1661799100/ https://focusedcompoundinginvest.podbean.com/e/ep-21-nacco-industries-inc-nc-1661799100/#comments Sun, 08 Apr 2018 21:29:00 -0500 focusedcompounding.podbean.com/ep-21-nacco-industries-inc-nc-24b00f90dd1700f333f1ee8f1a4eedd1 In this episode, Andrew and Geoff go over NACCO Industries, a stock that Geoff personally has invested 50% of his portfolio in. They decided to revisit the stock due to it currently trading near Geoffs original buy-in price. 

 

www.focusedcompounding.com

 

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Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

]]> In this episode, Andrew and Geoff go over NACCO Industries, a stock that Geoff personally has invested 50% of his portfolio in. They decided to revisit the stock due to it currently trading near Geoffs original buy-in price. 

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

]]> Andrew Kuhn and Geoff Gannon false No 1547 21 Ep 20. Habits For Becoming a Better Investor Ep 20. Habits For Becoming a Better Investor https://focusedcompoundinginvest.podbean.com/e/ep-20-habits-for-becoming-a-better-investor-1661799101/ https://focusedcompoundinginvest.podbean.com/e/ep-20-habits-for-becoming-a-better-investor-1661799101/#comments Thu, 05 Apr 2018 09:54:00 -0500 focusedcompounding.podbean.com/ep-20-habits-for-becoming-a-better-investor-24b00f90dd1700f333f1ee8f1a4eedd1 In this episode, Andrew and Geoff go over habits they believe individuals should work to develop to become a better investor. 

 

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

 

 

]]> In this episode, Andrew and Geoff go over habits they believe individuals should work to develop to become a better investor. 

 

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

 

 

]]> Andrew Kuhn and Geoff Gannon false No 1868 20 Ep 19. All About Moats Ep 19. All About Moats https://focusedcompoundinginvest.podbean.com/e/ep-19-all-about-moats-1661799102/ https://focusedcompoundinginvest.podbean.com/e/ep-19-all-about-moats-1661799102/#comments Mon, 02 Apr 2018 09:24:00 -0500 focusedcompounding.podbean.com/ep-19-all-about-moats-24b00f90dd1700f333f1ee8f1a4eedd1 In this episode, Andrew and Geoff go over the topic of investing in businesses with “moats”. 

 

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

 

]]> In this episode, Andrew and Geoff go over the topic of investing in businesses with “moats”. 

 

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

 

]]> Andrew Kuhn and Geoff Gannon false No 1699 19 Ep 18. The Two Types of Value Investing: Cheap vs. Quality Ep 18. The Two Types of Value Investing: Cheap vs. Quality https://focusedcompoundinginvest.podbean.com/e/ep-18-the-two-types-of-value-investing-cheap-vs-quality-1661799103/ https://focusedcompoundinginvest.podbean.com/e/ep-18-the-two-types-of-value-investing-cheap-vs-quality-1661799103/#comments Thu, 29 Mar 2018 09:27:00 -0500 focusedcompounding.podbean.com/ep-18-the-two-types-of-value-investing-cheap-vs-quality-24b00f90dd1700f333f1ee8f1a4eedd1 In this episode, Andrew and Geoff give their thoughts on the controversial topic of the two types of value investing: Cheap vs. Quality.

 

 

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

]]> In this episode, Andrew and Geoff give their thoughts on the controversial topic of the two types of value investing: Cheap vs. Quality.

 

 

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

]]> Andrew Kuhn and Geoff Gannon false No 1394 18 Ep 17. Investing in Net-Nets Ep 17. Investing in Net-Nets https://focusedcompoundinginvest.podbean.com/e/ep-17-investing-in-net-nets-1661799104/ https://focusedcompoundinginvest.podbean.com/e/ep-17-investing-in-net-nets-1661799104/#comments Mon, 26 Mar 2018 08:50:00 -0500 focusedcompounding.podbean.com/ep-17-investing-in-net-nets-24b00f90dd1700f333f1ee8f1a4eedd1 In this episode, Andrew and Geoff talk about investing in Net-Nets. 

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

]]> In this episode, Andrew and Geoff talk about investing in Net-Nets. 

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

]]> Andrew Kuhn and Geoff Gannon false No 1471 17 Ep 16. Investing in Spinoffs Ep 16. Investing in Spinoffs https://focusedcompoundinginvest.podbean.com/e/ep-16-investing-in-spinoffs-1661799105/ https://focusedcompoundinginvest.podbean.com/e/ep-16-investing-in-spinoffs-1661799105/#comments Thu, 22 Mar 2018 10:47:00 -0500 focusedcompounding.podbean.com/ep-16-investing-in-spinoffs-24b00f90dd1700f333f1ee8f1a4eedd1 In this episode, Andrew and Geoff talk about their experience investing in spinoffs. 

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

]]> In this episode, Andrew and Geoff talk about their experience investing in spinoffs. 

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

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Email:  gannononinvesting@gmail.com

]]> Andrew Kuhn and Geoff Gannon false No 1831 16 Ep 15. Q&A from Listeners: Part 3 Ep 15. Q&A from Listeners: Part 3 https://focusedcompoundinginvest.podbean.com/e/ep-15-qa-from-listeners-part-3-1661799107/ https://focusedcompoundinginvest.podbean.com/e/ep-15-qa-from-listeners-part-3-1661799107/#comments Sun, 18 Mar 2018 21:23:00 -0500 focusedcompounding.podbean.com/ep-15-qa-from-listeners-part-3-24b00f90dd1700f333f1ee8f1a4eedd1 In this episode, Andrew and Geoff answer questions that we asked on Twitter. The questions that were asked were: 

 

1.Does capital gain tax affect your investing decision in terms of holding periods? Like if there is capital gain tax at all, will that affect how u invest in any way?

 

 2.How valuable have you found the paying-member service level at data providers such as GuruFocus or Morningstar as a tool for initials checks on companies? What I mean is, when you first get interested in a company, is having access to long-term historical financial information a useful tool in getting a high-level sense of the business before diving deeper into the 10-K? Or are there other uses for this sort of data? For context, I consider reviewing the historical data in the 10-K an absolutely critical step in studying a business, but it is not simple to review that data and quickly get a sense of how margins and various components of a business have changed over time, and at times I wish I had access to a quick 

 

3. What is your methodology for assessing management's honesty, operating ability, capital allocation skill, and incentives?

 

4.Why do investors consider low margin established brand companies as “good” while high margin tech or bio tech is risky and/or “bad”?

 

5.Could you give your thoughts on compounding through long-term investing vs. short-term trading? i.e. 20% annually over 30 years vs. 5% 100 times. What's the best way to turn a small amount of capital into a large amount of capital?

 

7.If “good” is stability then rent stabilized HUD housing leveled to the moon is “good”. So second Q. Why is the term good conflated with financial returns when discussing biz value? Bad biz can have good returns, but that isn’t a good biz

 

 

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

 

]]> In this episode, Andrew and Geoff answer questions that we asked on Twitter. The questions that were asked were: 

 

1.Does capital gain tax affect your investing decision in terms of holding periods? Like if there is capital gain tax at all, will that affect how u invest in any way?

 

 2.How valuable have you found the paying-member service level at data providers such as GuruFocus or Morningstar as a tool for initials checks on companies? What I mean is, when you first get interested in a company, is having access to long-term historical financial information a useful tool in getting a high-level sense of the business before diving deeper into the 10-K? Or are there other uses for this sort of data? For context, I consider reviewing the historical data in the 10-K an absolutely critical step in studying a business, but it is not simple to review that data and quickly get a sense of how margins and various components of a business have changed over time, and at times I wish I had access to a quick 

 

3. What is your methodology for assessing management's honesty, operating ability, capital allocation skill, and incentives?

 

4.Why do investors consider low margin established brand companies as “good” while high margin tech or bio tech is risky and/or “bad”?

 

5.Could you give your thoughts on compounding through long-term investing vs. short-term trading? i.e. 20% annually over 30 years vs. 5% 100 times. What's the best way to turn a small amount of capital into a large amount of capital?

 

7.If “good” is stability then rent stabilized HUD housing leveled to the moon is “good”. So second Q. Why is the term good conflated with financial returns when discussing biz value? Bad biz can have good returns, but that isn’t a good biz

 

 

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

 

]]> Andrew Kuhn and Geoff Gannon false No 1905 15 Ep 14. Omnicom Group $OMC Ep 14. Omnicom Group $OMC https://focusedcompoundinginvest.podbean.com/e/ep-14-omnicom-group-omc-1661799108/ https://focusedcompoundinginvest.podbean.com/e/ep-14-omnicom-group-omc-1661799108/#comments Wed, 14 Mar 2018 22:55:00 -0500 focusedcompounding.podbean.com/ep-14-omnicom-group-omc-24b00f90dd1700f333f1ee8f1a4eedd1 In this podcast, Andrew and Geoff go over a stock idea that Geoff wrote about 2 years ago, which they think is an idea worth further study at current price levels. Listen in as they go over the investment thesis. 

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

 

]]> In this podcast, Andrew and Geoff go over a stock idea that Geoff wrote about 2 years ago, which they think is an idea worth further study at current price levels. Listen in as they go over the investment thesis. 

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

 

]]> Andrew Kuhn and Geoff Gannon false No 1597 14 Ep 13. What is Focused Compounding? Ep 13. What is Focused Compounding? https://focusedcompoundinginvest.podbean.com/e/ep-13-what-is-focused-compounding-1661799109/ https://focusedcompoundinginvest.podbean.com/e/ep-13-what-is-focused-compounding-1661799109/#comments Mon, 12 Mar 2018 18:41:00 -0500 focusedcompounding.podbean.com/ep-13-what-is-focused-compounding-24b00f90dd1700f333f1ee8f1a4eedd1 In this special podcast, Andrew and Geoff take their listeners behind Focused Compounding's paywall and talk about the Idea Exchange, Investment Checklist, and all membership benefits. 

 

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

 

]]> In this special podcast, Andrew and Geoff take their listeners behind Focused Compounding's paywall and talk about the Idea Exchange, Investment Checklist, and all membership benefits. 

 

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

 

]]> Andrew Kuhn and Geoff Gannon false No 2014 13 Ep 12. Q&A from Listeners: Part 2 Ep 12. Q&A from Listeners: Part 2 https://focusedcompoundinginvest.podbean.com/e/ep-12-qa-from-listeners-part-2/ https://focusedcompoundinginvest.podbean.com/e/ep-12-qa-from-listeners-part-2/#comments Mon, 12 Mar 2018 08:20:00 -0500 focusedcompounding.podbean.com/ep-12-questions-from-twitter-24b00f90dd1700f333f1ee8f1a4eedd1 In this episode, Andrew and Geoff answer questions that were asked on Twitter. The questions they go over are:

1. If intrinsic value is the discounted value of all future cash flows, how can it grow over time? (Apart from interest rates changing)

2. What do you use as a discount rate and why? Presumably, the 30yr treasury rate is problematic because of QE

3. Now we know what the future held for See’s Candies, what was its rough intrinsic value in 1972?

4. We see disruption and weakening moats in multiple industries from media to consumer packaged goods. Are there areas and industries where you think moats are getting stronger?

5. Any opinion on UnitedHealth UNH?

6. Do you think your returns would've been better if you'd never found out about value investing? Would teenage you have avoided some of the mistakes you made as a value investor? Your style now seems to have reverted to close to what you did when starting out as a teenager.

7. What would you do for a living if you never found about investing?

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

 

]]> In this episode, Andrew and Geoff answer questions that were asked on Twitter. The questions they go over are:

1. If intrinsic value is the discounted value of all future cash flows, how can it grow over time? (Apart from interest rates changing)

2. What do you use as a discount rate and why? Presumably, the 30yr treasury rate is problematic because of QE

3. Now we know what the future held for See’s Candies, what was its rough intrinsic value in 1972?

4. We see disruption and weakening moats in multiple industries from media to consumer packaged goods. Are there areas and industries where you think moats are getting stronger?

5. Any opinion on UnitedHealth UNH?

6. Do you think your returns would've been better if you'd never found out about value investing? Would teenage you have avoided some of the mistakes you made as a value investor? Your style now seems to have reverted to close to what you did when starting out as a teenager.

7. What would you do for a living if you never found about investing?

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

 

]]> Andrew Kuhn and Geoff Gannon false No 1305 12 Ep 11. Concentration vs. Diversification Ep 11. Concentration vs. Diversification https://focusedcompoundinginvest.podbean.com/e/ep-11-concentration-vs-diversification-1661799111/ https://focusedcompoundinginvest.podbean.com/e/ep-11-concentration-vs-diversification-1661799111/#comments Thu, 08 Mar 2018 09:59:00 -0600 focusedcompounding.podbean.com/ep-11-concentration-vs-diversification-24b00f90dd1700f333f1ee8f1a4eedd1 In this episode, Andrew and Geoff share their views on diversification vs. concentration as an investor. 

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

]]> In this episode, Andrew and Geoff share their views on diversification vs. concentration as an investor. 

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

]]> Andrew Kuhn and Geoff Gannon false No 1347 11 Ep 10. Post-Mortem on Breeze-Eastern ($BZC) Ep 10. Post-Mortem on Breeze-Eastern ($BZC) https://focusedcompoundinginvest.podbean.com/e/ep-10-post-mortem-on-breeze-eastern-bzc/ https://focusedcompoundinginvest.podbean.com/e/ep-10-post-mortem-on-breeze-eastern-bzc/#comments Mon, 05 Mar 2018 08:09:00 -0600 focusedcompounding.podbean.com/ep-10-breeze-eastern-bzc-post-mortem-24b00f90dd1700f333f1ee8f1a4eedd1 In this episode, Andrew and Geoff do a post-mortem on Breeze-Eastern (BZC), a helicopter rescue hoist company that Geoff wrote about as a buy around $11.38 per share in 2015. About a year after the recommendation, Breeze-Eastern was acquired by TransDigm (TDG) for $19.61 —  Join them as they go down memory lane to reverse engineer Geoff’s thesis in the investment idea.

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

]]> In this episode, Andrew and Geoff do a post-mortem on Breeze-Eastern (BZC), a helicopter rescue hoist company that Geoff wrote about as a buy around $11.38 per share in 2015. About a year after the recommendation, Breeze-Eastern was acquired by TransDigm (TDG) for $19.61 —  Join them as they go down memory lane to reverse engineer Geoff’s thesis in the investment idea.

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

]]> Andrew Kuhn and Geoff Gannon false No 1388 10 Ep 9. Q&A from Listeners Ep 9. Q&A from Listeners https://focusedcompoundinginvest.podbean.com/e/ep-9-qa-from-listeners-1661799113/ https://focusedcompoundinginvest.podbean.com/e/ep-9-qa-from-listeners-1661799113/#comments Thu, 01 Mar 2018 09:18:00 -0600 focusedcompounding.podbean.com/ep-9-qa-from-listeners-24b00f90dd1700f333f1ee8f1a4eedd1 In this Episode, Andrew and Geoff answer questions that were asked from their listeners. The questions they went over were:

1. When is it a good time to double down on an Investment?

2. What do you do now that you didn't do when you first started investing?

3. What is the easiest thing about investing?

4. What is the hardest thing about investing?

5. Do you ever trade stocks?

6. What kind of math do you use most in your day to day investing? 

Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

 

 

]]> In this Episode, Andrew and Geoff answer questions that were asked from their listeners. The questions they went over were:

1. When is it a good time to double down on an Investment?

2. What do you do now that you didn't do when you first started investing?

3. What is the easiest thing about investing?

4. What is the hardest thing about investing?

5. Do you ever trade stocks?

6. What kind of math do you use most in your day to day investing? 

Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

 

 

]]> Andrew Kuhn and Geoff Gannon false No 1386 9 Ep 8. Post-Mortem on Weight Watchers $WTW Ep 8. Post-Mortem on Weight Watchers $WTW https://focusedcompoundinginvest.podbean.com/e/ep-8-post-mortem-on-weight-watchers-wtw-1661799115/ https://focusedcompoundinginvest.podbean.com/e/ep-8-post-mortem-on-weight-watchers-wtw-1661799115/#comments Mon, 26 Feb 2018 16:39:00 -0600 focusedcompounding.podbean.com/ep-8-post-mortem-on-weight-watchers-wtw-24b00f90dd1700f333f1ee8f1a4eedd1 In this episode, Andrew and Geoff go down memory lane and relive the investment Geoff made in Weight Watchers International, Inc. $WTW. This is a "Post-Mortem" podcast, which often is a better way to study investing instead of reading investment pitches.

 

Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

 Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

]]> In this episode, Andrew and Geoff go down memory lane and relive the investment Geoff made in Weight Watchers International, Inc. $WTW. This is a "Post-Mortem" podcast, which often is a better way to study investing instead of reading investment pitches.

 

Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

 Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

]]> Andrew Kuhn and Geoff Gannon false No 1710 8 Ep 7. Cheesecake Factory $CAKE Ep 7. Cheesecake Factory $CAKE https://focusedcompoundinginvest.podbean.com/e/ep-7-cheesecake-factory-cake-1661799116/ https://focusedcompoundinginvest.podbean.com/e/ep-7-cheesecake-factory-cake-1661799116/#comments Mon, 26 Feb 2018 16:30:00 -0600 focusedcompounding.podbean.com/ep-7-cheesecake-factory-cake-24b00f90dd1700f333f1ee8f1a4eedd1 In this episode, Andrew and Geoff talk about a potential current investment idea in Cheesecake Factory ($CAKE). CAKE was written up 3 times on the Focused Compounding website-- twice in the Idea Exchange by members, and once in the memo section. 

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

]]> In this episode, Andrew and Geoff talk about a potential current investment idea in Cheesecake Factory ($CAKE). CAKE was written up 3 times on the Focused Compounding website-- twice in the Idea Exchange by members, and once in the memo section. 

 

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.

 

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  Andrew@pilotswmg.com

 

Contact Geoff at:

Twitter: @GeoffGannon

Email:  gannononinvesting@gmail.com

]]> Andrew Kuhn and Geoff Gannon false No 969 7 Ep 6. Q&A From Members Ep 6. Q&A From Members https://focusedcompoundinginvest.podbean.com/e/ep-6-qa-from-members/ https://focusedcompoundinginvest.podbean.com/e/ep-6-qa-from-members/#comments Mon, 26 Feb 2018 16:24:00 -0600 focusedcompounding.podbean.com/ep-6-qa-24b00f90dd1700f333f1ee8f1a4eedd1 Andrew Kuhn and Geoff Gannon false No 1155 6 Ep 5. Cullen/Frost Bankers, Inc. $CFR Ep 5. Cullen/Frost Bankers, Inc. $CFR https://focusedcompoundinginvest.podbean.com/e/ep-5-cullenfrost-bankers-inc-cfr-1661799118/ https://focusedcompoundinginvest.podbean.com/e/ep-5-cullenfrost-bankers-inc-cfr-1661799118/#comments Mon, 26 Feb 2018 16:23:00 -0600 focusedcompounding.podbean.com/ep-5-cullenfrost-bankers-inc-cfr-24b00f90dd1700f333f1ee8f1a4eedd1 Andrew Kuhn and Geoff Gannon false No 1282 5 Ep 4. Q&A from Twitter Ep 4. Q&A from Twitter https://focusedcompoundinginvest.podbean.com/e/ep-4-qa-from-twitter-1661799119/ https://focusedcompoundinginvest.podbean.com/e/ep-4-qa-from-twitter-1661799119/#comments Mon, 26 Feb 2018 16:08:00 -0600 focusedcompounding.podbean.com/ep-4-qa-from-twitter-24b00f90dd1700f333f1ee8f1a4eedd1 Andrew Kuhn and Geoff Gannon false No 1271 4 Ep 3. Volatility In The Markets Ep 3. Volatility In The Markets https://focusedcompoundinginvest.podbean.com/e/ep-3-volatility-in-the-markets-1661799120/ https://focusedcompoundinginvest.podbean.com/e/ep-3-volatility-in-the-markets-1661799120/#comments Mon, 26 Feb 2018 16:07:00 -0600 focusedcompounding.podbean.com/ep-3-volatility-in-the-markets-24b00f90dd1700f333f1ee8f1a4eedd1 Andrew Kuhn and Geoff Gannon false No 2409 3 EP 2. NIC, Inc. $EGOV EP 2. NIC, Inc. $EGOV https://focusedcompoundinginvest.podbean.com/e/ep-2-nic-inc-egov-1661799121/ https://focusedcompoundinginvest.podbean.com/e/ep-2-nic-inc-egov-1661799121/#comments Mon, 26 Feb 2018 12:26:00 -0600 focusedcompounding.podbean.com/ep-2-nic-inc-egov-24b00f90dd1700f333f1ee8f1a4eedd1 Andrew Kuhn and Geoff Gannon false No 1160 2 Ep 1. Intro Q&A Ep 1. Intro Q&A https://focusedcompoundinginvest.podbean.com/e/ep-1-intro-qa/ https://focusedcompoundinginvest.podbean.com/e/ep-1-intro-qa/#comments Fri, 23 Feb 2018 11:25:00 -0600 focusedcompounding.podbean.com/ep-1-intro-1519406754-24b00f90dd1700f333f1ee8f1a4eedd1 Andrew Kuhn and Geoff Gannon false No 1059 1