Fri, August 08, 2025

Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation

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Fri, August 01, 2025

Ep 467. Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance

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Mon, July 28, 2025

Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett

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Sat, April 12, 2025

Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Fri, March 21, 2025

Ep 464. Buffett’s Playbook: Past and Present

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Fri, February 28, 2025

Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Wed, December 11, 2024

Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Fri, November 08, 2024

Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Fri, October 04, 2024

Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Fri, September 13, 2024

Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Fri, August 23, 2024

Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Fri, August 16, 2024

Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Sun, August 11, 2024

Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Wed, July 17, 2024

Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Tue, June 25, 2024

Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Wed, May 29, 2024

Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Fri, May 24, 2024

Ep 452. Analyzing Debt: Optimal Capital Structures

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Tue, May 21, 2024

Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Thu, May 16, 2024

Ep 450. Our Takeaways from the Berkshire Hathaway Meeting

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Fri, May 10, 2024

Ep 449. Focused Compounding's Plan for Parks! America

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.

Fri, April 26, 2024

Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Thu, April 25, 2024

Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Wed, April 24, 2024

Ep 446. Energy Investing the Warren Buffett Way

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Mon, April 22, 2024

Ep 445. Market Share and Profitability: Unraveling the Relationship

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Tue, April 16, 2024

Ep 444. Rising Margins: Continuation or Reversion to the Mean?

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Fri, April 12, 2024

Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Tue, April 09, 2024

Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Fri, April 05, 2024

Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Tue, April 02, 2024

Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Thu, March 28, 2024

Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Tue, March 26, 2024

Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Tue, March 12, 2024

Ep 437. Outsider CEOs: John Malone and TCI

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Thu, March 07, 2024

Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Tue, March 05, 2024

Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Wed, February 28, 2024

Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Thu, February 22, 2024

Ep 433. Les Schwab Pride in Performance: Keep It Going

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Thu, February 15, 2024

Ep 432. Outsider CEOs: Bill Anders and General Dynamics

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Tue, February 13, 2024

Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics

https://www.prkaproxyfight.com/ If you have any questions, require assistance in voting your BLUE proxy card, or need additional copies of the Focused Compounding Group’s proxy materials, please contact InvestorCom at the phone numbers or email address listed below. InvestorCom 19 Old Kings Highway S. Suite 130 Darien, CT 06820 Shareholders may call toll-free: (877) 972-0090 Banks and brokers call: (203) 972-9300 E-mail: Proxy@investor-com.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/disclaimer/

Fri, February 09, 2024

Ep 430. Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Tue, February 06, 2024

Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value

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   🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: <a href='https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa1poZEp4UmpXZHg3dFFHVjdNYmJERHM5V2MzUXxBQ3Jtc0ttb3J1anQyVHpUdXJhM0h2SXZPbW94MGlKLXdpTW1JUHZ1djVSZ01MbUN3clU2V01RdzVxeHNmN20wUGJaYWhLMFRTaElw

Tue, January 30, 2024

Ep 428. Dear Chairman: Robert Young vs. New York Central - The Proxyteers Storm the Vanderbilt Line

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Thu, January 25, 2024

Ep 427. M&A Activity: Spirit/JetBlue, Hawaiian Holdings/Alaska Airlines, and Kroger/Albertsons

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Mon, January 22, 2024

Ep 426. Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Tue, January 16, 2024

Ep 425. Dear Chairman: Benjamin Graham vs. Northern Pipeline - The Birth of Modern Shareholder Activism

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Fri, January 12, 2024

Ep 424. Outsider CEOs: Tom Murphy, A Perpetual Motion Machine for Returns

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Mon, January 08, 2024

Ep 423. The Warren Buffett Way: Mastering the Art of Capital Allocation

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Fri, January 05, 2024

Ep 422. Creating Business Systems, John Neff, Multiple Expansion, Inflection Points, and Other Investing Musings

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Wed, January 03, 2024

Ep 421. New Year, New You: How to Invest When You Only Have An Hour a Day to Do It

How to Invest When You Only Have an Hour a Day to Do It https://focusedcompounding.com/how-to-invest-when-you-only-have-an-hour-a-day-to-do-it/   🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Fri, December 29, 2023

Ep 420. 2023 in Review and 2024 Predictions

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Tue, December 26, 2023

Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Wed, December 20, 2023

Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Mon, December 18, 2023

Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Wed, December 06, 2023

Ep 416. Assessing Land Banks: Value Trap or Value Investment?

MLP writeup: https://valueinvestorsclub.com/idea/MAUI_LAND_andamp%3B_PINEAPPLE_CO/2155146259 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Mon, December 04, 2023

Ep 415. A Tribute to Charlie Munger

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Wed, November 01, 2023

Ep 414. Normalizing Supply-Driven, Demand-Driven, and Bond-Like Earnings

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com 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. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Mon, October 30, 2023

Ep 413. Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy

InsideArbitrage: https://t.co/XjSwNNG8bK Subscribe to our email list: https://focusedcompounding.ck.page/ QuickFS Link:  https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Wed, October 25, 2023

Ep 412. The Many Different Ways to Guess a Business’s Future Revenue

The Many Different Ways to Guess a Business’s Future Revenue blog post: https://focusedcompounding.ck.page/posts/the-many-different-ways-to-guess-a-business-s-future-revenue-1 InsideArbitrage: https://t.co/XjSwNNG8bK Subscribe to our email list: https://focusedcompounding.ck.page/ QuickFS Link:  https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Mon, October 23, 2023

Ep 411. Understanding Your Opportunity Cost in an Inflationary Environment

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link:  https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Wed, October 18, 2023

Ep 410. Analyzing Past Peaks: The Dynamics of Compounders & Cyclicals

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link:  https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Mon, October 16, 2023

Ep 409. Corporate Governance and The Power of Ownership

https://aletteraday.substack.com/p/letter-54-george-roberts-1998 InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link:  https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Wed, October 11, 2023

Ep 408. Where Do You Draw the Line Between Money Mind and Style?

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link:  https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Wed, September 27, 2023

Ep 407. Two-Minute Drill on Stocks and Recalling the Bank Failures Earlier in the Year

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link:  https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Mon, September 25, 2023

Ep 406. Searching for Value: Long-Term Net Net Returns & Two Actionable Ideas

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link:  https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Wed, September 20, 2023

Ep 405. Merger Arbitrage: Spirit Airlines vs. Albertsons

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link:  https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Mon, September 18, 2023

Ep 404. The Number One Trait of Top Investors: A Money Mindset

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link:  https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Wed, September 13, 2023

Ep 403. Investing the Peter Lynch Way

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link:  https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Mon, September 11, 2023

Ep 402. Uncovering Warren Buffett’s Investments in Japan

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link:  https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Wed, September 06, 2023

Ep 401. Macro for Value Investors: What Alice Schroeder Means by ’Buffett Cares about Macro’

QuickFS Link:  https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Mon, September 04, 2023

Ep 400. Where Does Your Return Come From: Yield, Growth, and Multiple Expansion, and the Difference Between Speculation and Investing

QuickFS Link:  https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Sun, August 20, 2023

Ep 399. Berkshire Hathaway’s Homebuilder Investment, Market Positioning, and Assessing Business Profit Persistency

QuickFS Link:  https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Fri, July 28, 2023

Ep 398. The Financial History of General Motors with Capital Allocation Author, Jacob McDonough

Jacob's Info Podcast: https://open.spotify.com/show/3iJsVOzhvOECw8wwckyBbc Twitter: @McD_Investments Website: http://www.mcdonough-investments.com/ QuickFS Link:  https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Sat, July 08, 2023

Ep 397. The Financial History of GEICO with Capital Allocation Author, Jacob McDonough

Jacob's Info Podcast: https://open.spotify.com/episode/5y0tUU9O2v1D9VvEnEdaZ3?si=277799c172704769&nd=1 Twitter: @McD_Investments Website: http://www.mcdonough-investments.com/         QuickFS Link:  https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Sat, July 01, 2023

Ep 396. Box Office Flops, Cinemark’s Valuation, and Revisiting Overlooked Bank Stocks

QuickFS Link:  https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Fri, June 16, 2023

Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter

QuickFS Link:  https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Fri, June 09, 2023

Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On

QuickFS Link:  https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: info@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Fri, June 02, 2023

Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing

QuickFS Link:  https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: info@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Fri, May 26, 2023

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

QuickFS Link:  https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: info@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Fri, May 19, 2023

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

https://aletteraday.substack.com/p/letter-80-todd-combs-2023   https://podcasts.apple.com/us/podcast/todd-combs-meeting-munger-buffett-and-joining-berkshire/id1502613782?i=1000611548160   QuickFS Link:  https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Fri, May 12, 2023

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

QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Fri, March 24, 2023

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

QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Fri, March 17, 2023

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

QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Fri, March 10, 2023

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

QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Fri, March 03, 2023

Ep 386. Takeaways from Warren Buffett’s Shareholder Letter and Analyzing Ted Weschler’s Dillards Investment

QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Fri, February 24, 2023

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

QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Fri, February 10, 2023

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

QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Fri, February 03, 2023

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

QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Fri, January 27, 2023

Ep 382. Franchise Value, The Secret to Geoff Gannon’s Investing, and Analyzing Airline Stocks

QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Fri, January 20, 2023

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

QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Fri, January 06, 2023

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

QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Wed, December 28, 2022

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

QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Fri, December 23, 2022

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

QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Fri, December 16, 2022

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

QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Fri, December 09, 2022

Ep 376. Bob Iger Is Back at Disney, the Perfect Stock, and Snap Judgments From Twitter

QuickFS Link:  https://quickfs.net/?via=focused   Twitter: @Focusedcompound Email: info@focusedcompounding.com  Focused Compounding is website for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our disclaimer: https://focusedcompounding.com/discla...  

Fri, November 18, 2022

Ep 375. Q&A: Buffett’s Best Investment, Distributor Stocks, P/E Contraction, Net Nets, etc.

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...  

Fri, November 11, 2022

Ep 374. Tech Layoffs, Recessions, Microcap Screener, and Thoughts on the Rollup Biz Model

QuickFS Link:  https://quickfs.net/?via=focused   Twitter: @Focusedcompound Email: info@focusedcompounding.com  Focused Compounding is website for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our disclaimer: https://focusedcompounding.com/discla...  

Fri, November 04, 2022

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

QuickFS Link:  https://quickfs.net/?via=focused   Twitter: @Focusedcompound Email: info@focusedcompounding.com  Focused Compounding is website for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our disclaimer: https://focusedcompounding.com/discla...  

Fri, October 14, 2022

Ep 372. S&P 500 is Down 25% YTD, FAANG, Interest Rates, International Stocks, and Other Questions from Twitter

QuickFS Link:  https://quickfs.net/?via=focused   Twitter: @Focusedcompound Email: info@focusedcompounding.com  Focused Compounding is website for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our disclaimer: https://focusedcompounding.com/discla...  

Thu, September 29, 2022

Ep 371. Bank of England Emergency, Cheap UK Stocks, Interest Rates, and US Insurance Companies

Presentation: https://drive.google.com/file/d/1KiqCBLZNEt5viDJKZxX6AsXVs4FD2ZlI/view?usp=sharing   QuickFS Link:  https://quickfs.net/?via=focused     Twitter: @Focusedcompound Email: info@focusedcompounding.com  Focused Compounding is website for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our disclaimer: https://focusedcompounding.com/discla...  

Mon, September 19, 2022

Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter

Presentation: https://drive.google.com/file/d/1Dnz6f5Ym7FpT88y30JgENB7310pnETQQ/view?usp=sharing   QuickFS Link:  https://quickfs.net/?via=focused     Twitter: @Focusedcompound Email: info@focusedcompounding.com  Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our disclaimer: https://focusedcompounding.com/discla...  

Wed, September 07, 2022

Ep 369. Interest Rates, US Deficit, and the First 8 Things to Look at When Researching a Stock

Presentation: https://drive.google.com/file/d/1SImDgLmrd8t2s_dCM6RCVDRe8nxs3Fov/view?usp=sharing     QuickFS Link:  https://quickfs.net/?via=focused  Twitter: @Focusedcompound Email: info@focusedcompounding.com  Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our disclaimer: https://focusedcompounding.com/discla...  

Mon, September 05, 2022

Ep 368. Favorite Buffett Lessons, Yield Curve, Inflation, Management Teams, & Matching a Style to Your Personality

QuickFS Link:  https://quickfs.net/?via=focused  Twitter: @Focusedcompound Email: info@focusedcompounding.com  Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our disclaimer: https://focusedcompounding.com/discla...  

Thu, September 01, 2022

Ep 368. Favorite Buffett Lessons, Yield Curve, Inflation, Management Teams, & Matching a Style to Your Personality

QuickFS Link:  https://quickfs.net/?via=focused  Twitter: @Focusedcompound Email:  info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer:  https://focusedcompounding.com/discla...

Wed, August 03, 2022

Ep 367. Fed Funds Rate, Celsius Deal, FCF + Growth, Bargaining Power, & The Best Business Advantages

QuickFS Link:  https://quickfs.net/?via=focused  Twitter: @Focusedcompound Email:  info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer:  https://focusedcompounding.com/discla...

Wed, July 27, 2022

Ep 366. Microsoft + Netflix, Advice for New Investors, Buffett/Munger, and Testing Bargaining Power

QuickFS Link:  https://quickfs.net/?via=focused  Twitter: @Focusedcompound Email:  info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer:  https://focusedcompounding.com/discla...

Thu, July 14, 2022

Ep 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection

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...

Thu, July 07, 2022

Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile

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...

Wed, June 29, 2022

Ep 363. Currency Swings, Naked Wines, Buffett + OXY, & Valuing Stocks using FCF + Growth

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...

Wed, June 22, 2022

Ep 362. Value Stock vs. Value Trap: The Importance of Business Momentum

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...

Wed, June 15, 2022

Ep 361. Recent Inflation Print, Bear Market, and Focusing on Settled Industries

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...

Wed, June 08, 2022

Ep 360. Natural Gas, Inflation, Elon Musk + Twitter, and How Do You Know if Capital Allocation Has Created Value?

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...

Wed, June 01, 2022

Ep 359. Serial Acquirers: Good vs. Bad, Long-term Returns, Are Movie Theaters Back? & Market Update

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...  

Thu, May 26, 2022

Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex

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...  

Wed, May 18, 2022

Ep 357. Berkshire’s 13-F, JetBlue’s Hostile Takeover, Paying High P/S, and Profitable Growth vs. Unprofitable Growth

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...

Wed, May 11, 2022

Ep 356. Tech Crash, Stock-based Comp, Yield Curve, and Bank Stocks

QuickFS Link:  https://quickfs.net/?via=focused  Twitter: @Focusedcompound Email:  info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer:  https://focusedcompounding.com/discla...

Mon, May 09, 2022

Ep 355. Market Update, Omaha Trip, Activision Arb, and Thoughts On Elon Musk Buying Twitter

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...

Fri, March 18, 2022

Ep 354. Consolidation in Banking, Growth in Unsettled Industries, Fees, and Managing Outside Capital

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...

Thu, March 17, 2022

Ep 353. Revisiting Geoff’s Singular Diligence Writeups

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...

Wed, March 16, 2022

Ep 352. Focusing in an Unfocused World

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...

Thu, March 10, 2022

Ep 351. Improving Deep Work + Focus, Buffett Buys OXY, TAM, Market Share, and Valuing Growth

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...

Wed, March 09, 2022

Ep 350. Market Volatility, Oil & Gas, Cruises, and a Look at Movie Theater Stocks

QuickFS Link:  https://quickfs.net/?via=focused  Twitter: @Focusedcompound Email:  info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer:  https://focusedcompounding.com/discla...

Fri, March 04, 2022

Ep 349. Q&A: Illiquid Stocks, Deep Value, Underrated Industries, BNPL, & Moats in Big Tech

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...

Thu, March 03, 2022

Ep 348. Warren Buffett’s 2021 Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts

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...

Wed, March 02, 2022

Ep 347. Russia / Ukraine, International Investing, Have Rates Peaked? & Risk / Reward

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

Fri, February 25, 2022

Ep 346. Q&A: Investing Mistakes, Holding Compounders, ROIC, FCF + Growth

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

Thu, February 24, 2022

Ep 345. Russia invades Ukraine, AI Lending Platforms, Market Sell-Off, Now What?

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

Wed, February 23, 2022

EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?

QuickFS Link: https://quickfs.net/?via=focused ​ Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/discla

Fri, February 18, 2022

EP 343. Snap Judgments, Tobacco Stocks, and Upcoming Spinoffs

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

Thu, February 10, 2022

EP 342. New Peloton CEO, Spirit + Activision + Cedar Fair Mergers, & How Will Higher Interest Rates Affect Bank Stocks?

QuickFS Link: https://quickfs.net/?via=focused ​ Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/discla

Wed, February 09, 2022

EP 341. Industry Analysis: Judging a company’s market position in its industry

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

Fri, January 14, 2022

EP 340. Snap Judgments: LMT, GD, HPQ, TACT, PCOM, HRBR, FREE, LEE, DALN

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

Thu, January 13, 2022

EP 339. Competition Demystified: Customer Behavior, Reading a 10K, Retention Rates, Industry Structure, Etc.

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

Wed, January 12, 2022

EP 338. The Fed’s Hawkish Tone, NASDAQ Selloff, Interest Rate Hikes, Retail Stocks: Now What?

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

Fri, January 07, 2022

EP 337. Snap Judgments, Gaming stocks, Net-nets to look for, and a case for America’s Car-Mart

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

Thu, January 06, 2022

EP 336. An Inside Look at Managing Investor Capital

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

Wed, January 05, 2022

EP 335. Investing in Alibaba, Geoff’s Hot Take On AMZN, Tech Stocks, Groupthink, & Much More

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

Thu, December 23, 2021

EP 334. 2021 Post Mortem and Outlook for 2022

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

Mon, December 20, 2021

EP 333. Q&A: Berkshire Buybacks, Company Culture, Sourcing Ideas, Is Geoff Bearish?

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

Thu, December 16, 2021

EP 332. Interest Rates, Inflation, and Macro Worries - Where Do We Go From Here?

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

Wed, December 15, 2021

EP 331. How No-Growth Stocks Can Lead to High Investment Returns

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

Fri, October 15, 2021

EP 330. Our First 5 Minutes on 10 Stocks -BGFV, BKNG, MO, NLS, CRFCF, KMT, ENVA, MCK, SSNC, FRPH

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

Wed, October 13, 2021

EP 329. 20 Lessons About Banking from Maxfield on Banks

QuickFS Link: https://quickfs.net/?via=focused ​ Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/discla

Fri, September 24, 2021

EP 328. Special Situations Investing: Revisiting and analyzing recent spinoffs

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

Wed, September 22, 2021

EP 327. Snap Judgements: Our First 5 Minutes on 10 Stocks - CTO, DFIN, AMZN, DG, COST, GLXY, RILY, AMC, ENR, ARKR

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

Fri, September 17, 2021

EP 326. Snap Judgements: Our First 5 Minutes on 6 Stocks - DG, BBSI, VRSN, ALOT, VLGEA, SFM

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

Wed, September 15, 2021

EP 325. What are the 4 Most Important Numbers to Know About a Stock?

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

Wed, September 01, 2021

EP 324. Snap Judgements: Our First 5 Minutes on 7 Stocks

QuickFS Link: https://quickfs.net/?via=focused ​ Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/discla

Tue, August 31, 2021

EP 323. Asking the Right Questions: Evaluating Management, Board, Business, etc.

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

Thu, August 26, 2021

EP 322. Q/A: Movie Theater Industry + Shortening Window, Managing Personal Portfolio, Bank Deposits, Valuing Stocks, and Much More

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

Wed, August 25, 2021

EP 321. Where Do We Go From Here? 39x Shiller PE, Inflation, Interest Rates, China, etc

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

Mon, July 19, 2021

EP 320. Investing in Emerging Markets, Creative Thinking, Float, Sizing Investments, and Other Questions from Twitter

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

Thu, July 15, 2021

EP 319. How We Analyze Insurance Companies

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

Wed, July 14, 2021

EP 318. Hunting for 10-Baggers: 9-Point Investing Checklist

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

Fri, June 25, 2021

EP 317. Fintech, Sourcing Ideas, Investing Books, and Other Questions From Twitter

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

Thu, June 24, 2021

EP 316. Judging Moats: Customer Behavior, Price Sensitivity, Retention, Power of Suppliers, Distribution Process, and Much More

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

Wed, June 23, 2021

EP 315. Why Capital Turns Matter – And What Warren Buffett Means When He Talks About Them

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

Thu, June 03, 2021

EP 314. How Much Is Too Much To Pay for a Great Business

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

Wed, June 02, 2021

EP 313. How to Judge and Research an Industry

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

Mon, May 24, 2021

EP 312. Capital Allocation, 1966-1972: Diversified Retailing, Blue Chip Stamps, and See’s Candies

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...

Thu, May 20, 2021

EP 311. Analyzing and Investing in Holding Companies

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...

Wed, May 19, 2021

EP 310. Berkshire Meeting, Munger/Pabrai Buy Baba, 13-Fs, Handicapping Stocks After 2020 Growth, and Inflation

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...

Fri, April 23, 2021

EP 309. Capital Allocation, 1975-1977: Buffett Buys Cypress, Waumbec, and K&W Products

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...

Thu, April 22, 2021

EP 308. Improving on the Psychology of Successful Investing

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...

Wed, April 21, 2021

EP 307. Thoughts on Tobacco Stocks, DogeCoin, Blockchain, Buffett’s CVX Buy, Investing Process, and more

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...

Thu, April 15, 2021

EP 306. Jamie Dimon’s Letter, Railroad Industry, Investing Overseas, Bonds, and Much More

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...

Wed, April 14, 2021

EP 305. Capital Allocation, 1976: Buffett Buys GEICO

​ 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...

Fri, April 09, 2021

EP 304. Thoughts on 10 Different Stocks, REITS, MSG/MSGN, and a Bull Case for Amazon’s Stock

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...

Thu, April 08, 2021

EP 303. Capital Allocation, 1969: Buffett Buys Illinois National Bank

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...

Wed, April 07, 2021

EP 302. Munger Buys BABA, Thoughts on 100 Baggers, Holding Overvalued Stocks, and Potential Cambria Buyout

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...

Thu, April 01, 2021

EP 301. Capital Allocation, 1967-1969: Buffett Buys National Indemnity -- and a Primer on Insurance Companies

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

Wed, March 31, 2021

EP 300. Occam’s Razor: How to Make Better Investing Decisions

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. 

Tue, March 30, 2021

EP 299. What’s Going on in the Market? Hedge Fund Meltdown, Activism, and Answering Questions from Listeners

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. 

Thu, March 25, 2021

EP 298. Highlights and Thoughts on Charlie Munger’s 2021 Daily Journal Meeting

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. 

Wed, March 24, 2021

EP 297. Capital Allocation, 1955-1962: Buffett Buys Berkshire Hathaway Stock

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. 

Tue, March 23, 2021

EP 296. Stocks Recently Looked at, Workflow, Judging a Bank’s Loan Book, Books Recently Read, & Much More

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. 

Thu, March 11, 2021

EP 295. Analyzing Buffett’s Investment in Disney and Thoughts on Movie Theaters, Theme Parks, and Cruise Line Stocks

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. 

Wed, March 10, 2021

EP 294. SKIPPING Banks: Things We Stay Away From in the Banking Industry

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. 

Tue, March 09, 2021

EP 293. Mr. Market Is Your Servant: Dealing With The Current Stock Market Volatility

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. 

Thu, March 04, 2021

EP 292. Where Do We Go From Here? Thoughts on Current Market Valuations, Interest Rates, Inflation Fears, Etc.

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. 

Wed, March 03, 2021

EP 291. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Answering YOUR Questions

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.

Tue, March 02, 2021

EP 290. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts

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

Thu, February 11, 2021

EP 289. Staying Sane in an Insane Environment, SPACs, Geoff’s Favorite Businesses, Valuation, Management, and Other Questions From Twitter

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

Wed, February 10, 2021

EP 288. A Framework for Active Reading and The Importance of Operational Efficiency

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

Tue, February 09, 2021

EP 287. Value Investing in a Growth Market? 4 Value Stocks to Look At

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

Thu, January 28, 2021

EP 286. Analyzing and Investing in Insurance & Reinsurance Businesses

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

Wed, January 27, 2021

EP 285. Competition: How to Judge The Durability of a Business

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

Tue, January 26, 2021

EP 284. Charlie Munger’s Cigar Butt: Reverse Engineering Tenneco Investment

QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd

Thu, January 21, 2021

EP 283. Price Discovery in Microcaps, Investing in Banks, FCF Yield Plus Growth, Book Value Adjustments, and Other Questions From Twitter

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

Wed, January 20, 2021

EP 282. Value vs. Growth: Thoughts on ”Something of Value” Memo From Howard Marks

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

Tue, January 19, 2021

EP 281. Thoughts on Talking to Management During Your Research Process

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

Tue, November 17, 2020

EP 280. The Art of Generating Stock Investment Ideas

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

Mon, November 16, 2020

PREMIUM POST: Investing in Trusts: Why Andrew and I Don’t Own Them, Why You Probably Won’t Want to Too – And How to Get Started if You’re Sure This is Really an Area You Want to Explore

Wed, November 11, 2020

PREMIUM POST: Why I Wouldn’t Worry About Risk-Adjusted Discount Rates

Tue, November 10, 2020

Why Appraising a Stock Based on “Relative Valuation” vs. Peers Isn’t Enough to Guarantee You’re Getting a Bargain

Tue, November 10, 2020

EP 279. How to Spot a Business Warren Buffett Would Be Interested in

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

Mon, November 09, 2020

PREMIUM POST: Since It’s One of Warren Buffett’s “Inevitables”: Is it Okay to Pay a High P/E Ratio for Low Growth Coca-Cola (KO)?

Mon, November 09, 2020

EP 278. PREMIUM PODCAST: Thoughts on the Future of Twitter, Netflix, and Amazon

Thu, November 05, 2020

EP 277. Working Capital and the Cash Flow Statement: The Cash Conversion Cycle of a Business

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

Tue, November 03, 2020

EP 276. Free Cash Flow Plus Growth: Reverse Engineering Past Warren Buffett Investments

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

Mon, November 02, 2020

EP 275. PREMIUM PODCAST: Benjamin Graham, Charlie Munger, Advice On Investing Through Volatility

Fri, October 30, 2020

PREMIUM: HUNTING FOR HUNDRED BAGGERS: WHAT STOCKS SHOULD – AND SHOULDN’T – GO IN A COFFEE CAN PORTFOLIO

Thu, October 29, 2020

EP 274. Learning to Think Better Through Building a Latticework of Mental Models

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

Tue, October 27, 2020

EP 273. 100x: Lessons From Analyzing Past 100-Bagger Stocks

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

Mon, October 26, 2020

EP 272. PREMIUM PODCAST: Takeaways From Mohnish Pabrai’s Boston College Lecture

Fri, October 23, 2020

EP 271. How is a Bank Like a Railroad? – And Other Crazy Ideas Geoff Has About Investing In “Efficiency Driven Businesses”

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

Tue, October 20, 2020

EP 270. Should You Buy Movie Theater Stocks? Our Thoughts

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

Mon, October 19, 2020

EP 269. PREMIUM PODCAST: New Stocks We’ve Been Looking At, CELH Short Reports, EV SPACS, and Future COVID Predictions

Tue, October 13, 2020

EP 268. Intelligent Speculation? Keynesian Beauty Contest vs. Bottom Up Stock Investing

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

Sat, October 10, 2020

EP 267. PREMIUM PODCAST: 2020 Review and Playboy IPO/SPAC

Wed, October 07, 2020

EP 266. Net Income to Cash Flow from Operations: Focusing on What Really Matters

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

Tue, October 06, 2020

EP 265. Gaining a Regional Edge: Generate Alpha Investing Where You Live

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

Mon, October 05, 2020

EP 264. The Art of Great Stock Research: How to Go Beyond the 10K and Dig Deep

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

Mon, September 28, 2020

EP 263. Banks, Banks, and More Banks: Analyzing 8 Overlooked Banks

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

Sat, September 26, 2020

EP 262. Premium Podcast: Thoughts on Activist Investing

Fri, September 25, 2020

EP 261. Disaster Stocks: Times When Too Much Debt Sank Companies and Analyzing Luby’s Liquidation

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

Thu, September 24, 2020

EP 260. Does Value Investing Still Work? Gainsco is Getting Acquired by State Farm for 3x its Market Price!

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

Wed, September 23, 2020

EP 259. Why Multiples Matter and Analyzing Stocks over 1 Billion in Market Cap

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

Tue, September 22, 2020

EP 258. How to Analyze the Cash Flow Statement as an Investor

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

Mon, September 21, 2020

EP 257. How The BALANCE SHEET Works: Analyzing As An Investor

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

Thu, September 17, 2020

EP 256. Q&A: Investing in Trusts, Why Something Becomes Cheap or Expensive, Retention Rates, Free Cash Flow + Growth, and Much More

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

Tue, September 15, 2020

EP 255. Q&A: Valuing Stocks, Projecting Changes in Working Capital, Position Sizing, and Geoff’s Experience Investing in Liquidations

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

Thu, September 10, 2020

EP 254. Warren Buffett is Investing in Japan. Now What?

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

Wed, September 09, 2020

EP 253. The Outsiders: Our Takeaway From 8 Unconventional CEOs

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

Tue, September 08, 2020

EP 252. Investing in Black Box Business Models

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

Fri, September 04, 2020

EP 251. Opportunity in the Entertainment Industry: Analyzing Theaters, Cruises, Hotels, and Restaurants

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

Thu, September 03, 2020

EP 250. Capital Allocation: The Financials of a New England Textile Mill with Author Jacob McDonough

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

Wed, September 02, 2020

EP 249. Interpreting Buffett’s 13F, Contacting Management, Our Long Term Goals, and Other Questions from Twitter

www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com 

Mon, August 31, 2020

EP 248. What Does a Perfect Stock Investment Look Like?

www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com 

Sat, August 29, 2020

PREMIUM EPISODE: Peter Lynch’s 13-Points on What Makes a Perfect Stock

Sat, August 29, 2020

EP 247. 5 Stocks Above a 10B Market Cap That Geoff Would Buy

www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com 

Wed, August 26, 2020

How to Use EDGAR to Navigate SEC Filings

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

Tue, August 25, 2020

EP 246. Learning From Warren Buffett’s Personal Portfolio: Trade With a Margin of Safety

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

Thu, August 20, 2020

EP 245. Competition: How to Judge The Durability of a Business

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

Wed, August 19, 2020

EP 244. Lessons From Analyzing Past 100-Bagger Stocks

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

Tue, August 18, 2020

EP 243. Gross Profits and Learning to Move up the Income Statement

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

Fri, August 07, 2020

EP 242. Specialization as an Investor and Revisiting Spinoffs From The Past Few Years

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

Thu, August 06, 2020

Ep 241. How Listening to “The Value Guys” Podcast Can Get You Out of Learning Mode and Into Practicing Mode

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

Wed, August 05, 2020

Ep 240. When Dead Money Becomes a Great Investment. Stock Reratings Over a 10-Year Period

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

Tue, August 04, 2020

Ep 239. What Does Warren Buffett Buying More BAC Say About Bank Stocks?

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

Mon, August 03, 2020

Ep 238. How Would Joel Greenblatt Invest in This Market and Other Questions from Twitter

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

Fri, July 31, 2020

EP 237. Peter Lynch and the Most Basic Form of Scuttlebutt

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

Thu, July 30, 2020

Ep 236. Surviving Once a Decade Disasters: The Cost of Companies Not Keeping Enough Cash on Hand

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

Wed, July 29, 2020

Ep 235. Q&A: Purchasing Power Parity, What Makes a Great Bank, NACCO, VTU, SPACs, and Other Questions

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

Tue, July 28, 2020

Ep 234. Hindsight Is Always 20/20: What 34 Year Old Geoff Would Tell His Novice Investing Self

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

Wed, July 15, 2020

Ep 233. Revisiting the Most Common Stocks That People Ask About

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

Tue, July 14, 2020

Ep 232. When Will Value Catch a Bid, Multiple Expansion, Process vs. Outcome, and other Questions

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

Mon, July 13, 2020

Ep 231. Handicapping Stocks: Winnowing a Stock List to Fit the Distance of the Business Horse Race You’re Really Betting on

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

Sat, July 11, 2020

Ep 230. The Art of Capital Re-Allocation - How Warren Buffett Got Rich

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

Wed, July 08, 2020

Ep 229. The Second-Half Of Our Research Trip: Our Final Thoughts

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

Mon, July 06, 2020

Ep 228. Do As We Say, Or Do As We Do: Times When We’ve Broken Our Own Rules

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

Sat, July 04, 2020

Ep 227. Revisiting Stocks Written Up on Focused Compounding

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

Wed, July 01, 2020

Ep 226. Tricky Stocks: Why Analyzing Asset Plays Is so Hard

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

Tue, June 30, 2020

Ep 225. Speculation vs. Investment: Ben Graham’s definition, Geoff’s definition

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

Mon, June 29, 2020

Ep 224. The First Half of Our Research Trip: Our Takeaway

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

Fri, June 26, 2020

Ep 223. What’s My Upside? How to Break Down Where Your Return Can Come From

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

Tue, June 23, 2020

Ep 222. The Process of Due Diligence AFTER You Buy a Stock

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

Sat, June 20, 2020

Ep 221. Capital Allocation, Smaller Stock Advantages, FANG, and Debt

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

Thu, June 18, 2020

Ep 220. Defense in Depth: Finding multiple margins of safety in the same stock

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

Wed, June 17, 2020

Ep 219. Credit Conditions and the Stock Market: Why this matters for you, the individual stock picker

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 

Tue, June 16, 2020

Ep 218. What if the Value Gap Never Closes?

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

Fri, June 12, 2020

Ep 217. Investing Books: Andrew and Geoff’s Favorites – Some Obscure Ones

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

Thu, June 11, 2020

Ep 216. Story stocks: The Main Street Story vs. The Wall Street Story

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

Wed, June 10, 2020

Ep 215. Inefficient Markets: Common Reasons Why Stocks Get Mispriced

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

Thu, June 04, 2020

Ep 214. Going Beyond Just Good vs. Bad: How to Get a 360 Degree View of a Business

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

Tue, June 02, 2020

Ep 213. Surviving Your Slump: How to Stay Sane When Prices are High and Value Investing Isn’t Working

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

Sat, May 30, 2020

Ep 212. How to Identify and Think About Operating Leverage

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

Thu, May 28, 2020

Ep 211. Learning From Phil Fisher to Improve Your Own Investing Process

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

Wed, May 27, 2020

Ep 210. At What Point During Research Is It Time to Actually Buy a Stock

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

Tue, May 26, 2020

Ep 209. Decision Making, Stock Buybacks, Stock Metrics, DCFs, and Other Questions From Twitter

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

Fri, May 22, 2020

Ep 208. Rule of 240: How to Work Backwards From a Future 10-Bagger to Today’s Stock Price

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

Wed, May 20, 2020

Ep 207. Investing During High Inflation: Which Stocks Work Best and Which Stocks Work Worst?

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

Wed, May 20, 2020

Ep 206. How the Do You Read a 10k?

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

Mon, May 18, 2020

Ep 205. Coffee Can Portfolio: What Really Happens If You Buy Just One Stock a Year and Hold It Forever?

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    

Mon, May 11, 2020

Ep 204. Dividend Stocks, DCF’s. Graham vs. Munger, and Other Questions From Twitter

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

Fri, May 08, 2020

Ep 203. How to Value Stocks and Think About Intrinsic Value During a Recession

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

Wed, May 06, 2020

Ep 202. ROIC, Intrinsic Value, Investing Time Horizon, and Other Questions From Twitter

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

Mon, May 04, 2020

Ep 201. Key Takeaways From The Berkshire Hathaway Meeting

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    

Fri, May 01, 2020

Ep 200.The Current Market, Interest Rates, and Investing Through Recessions

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

Thu, April 30, 2020

Ep 199. The Correlation of an Industry and Individual Stock Performance

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

Mon, April 27, 2020

Ep 198. Biglari Holdings, AerCap, REITS Ponzi, Detecting Fraud, and Other Questions From Listeners

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

Fri, April 24, 2020

Ep 197. Investing in Airlines/Airports, and Should the Government Bailout Companies?

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  

Wed, April 22, 2020

Ep 196. Porter’s 5 Forces and Measuring a Stock’s Moat

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    

Mon, April 20, 2020

Ep 195. Oil Price Collapse, Beta and Overlooked Stocks, The Current Stock Market, and Business Valuation

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

Sun, April 19, 2020

Ep 194. Looking Over Warren Buffett’s Lehman Brothers 10k

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

Mon, April 13, 2020

Ep 193. Net-Net Investing, Great Businesses, Snap Judgements, and Other Investing Questions from Twitter

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  

Fri, April 10, 2020

Ep 192. Investing in Net-Nets in The Current Market Environment

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    

Wed, April 08, 2020

Ep 191. Is The Stock Market Acting like 1929 Crash and Investing in Serial Acquirers

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

Tue, April 07, 2020

Ep 190. Our Thoughts on Jamie Dimon’s Shareholder Letter and Investing in Bank Stocks

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

Mon, April 06, 2020

Ep 189. Investing in a Turbulent Market and Answering Questions From Listeners

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

Fri, April 03, 2020

Ep 188. Buying Stocks That Are Closed For Business and Warren Buffett Selling Airlines

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

Wed, April 01, 2020

Ep 187. Our Thoughts on Howard Marks’ Latest Memo and Going Over a Cheap Stock

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

Tue, March 31, 2020

Ep 186. Revisiting 9 Overlooked Stocks From Geoff’s Watchlist

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

Mon, March 30, 2020

Ep 185. Investing in Oil, Tobacco, and Other Blue Chip Stocks During Market Downturn

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

Wed, March 25, 2020

Ep 184. The Pending Jobs Report and Geoff’s Thoughts on Investing in FANG

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

Tue, March 24, 2020

Ep 183. Trump Reopening The Economy and Buying a Diversified Basket of Distressed Stocks

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

Mon, March 23, 2020

Ep 182. Continued Turmoil on Wall Street and a Cheap Stock to Think About Investing In

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    

Sat, March 21, 2020

Ep 181. Stock Market Update and Cheap Stocks to Buy

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

Thu, March 19, 2020

Ep 180. The CoronaVirus, Current Market, Stocks to Buy, and Games Workshop

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

Wed, March 18, 2020

Ep 179. CoronaVirus, Stock Market Crash, Bank Stocks, Bill Ackman, and More

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

Tue, March 10, 2020

Ep 178. Revisiting Stocks Written-Up On Focused Compounding After Market Sell-Off

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

Thu, March 05, 2020

Ep 176. How to Value Stocks and Think About Intrinsic Value

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

Tue, March 03, 2020

Ep 175. Analyzing Entertainment Stocks After Coronavirus Market Sell-Off

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

Fri, February 28, 2020

Ep 174. Reading 10ks, ScuttleButt, Retained Earnings, DCF’s, and Other Questions from Twitter

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

Thu, February 27, 2020

Ep 173. Analyzing a 10k and Valuing an Insurance Stock

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

Wed, February 26, 2020

Ep 172. Key Takeaways From Warren Buffett’s 2019 Shareholder Letter

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

Fri, February 21, 2020

Ep 170. How to Think About ROE, ROA, ROIC and ROIIC

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

Thu, February 20, 2020

Ep 169. How to Read and Interpret a Balance Sheet

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

Tue, February 18, 2020

Ep 168. Investing in Bank Stocks - Going Through CFR’s 10k

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

Fri, February 14, 2020

Ep 167. The Art of Finding Stock Ideas

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

Wed, February 12, 2020

Ep 166. How to Read the Cash Flow Statement: The Most Important Statement

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

Sun, February 09, 2020

Ep 165. Going Through Geoff’s Marked-Up 10k of Transcat

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

Wed, February 05, 2020

Ep 164. Snap Judgments: GANS, PLOW, BKE, EGOV, and PLAY

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

Mon, February 03, 2020

Ep 163. Investing in Stocks: 47 Minute Walk-Through of a 10k

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

Fri, January 31, 2020

Ep 162. Good Debt vs. Bad Debt: How Much Leverage is Too Much?

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

Wed, January 29, 2020

Ep 161. The Art Of NOT Selling a Stock

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

Mon, January 27, 2020

Ep 160. Snap Judgements: VTSI, PMD, BJRI, BGS, and CAKE

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

Fri, January 24, 2020

Ep 159. Trey Henninger of DIYINVESTING Talks about His Investing Process and ETM, NFPC, and PLWN

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

Wed, January 22, 2020

Ep. 158. Snap Judgements: SMDM, FSCR, ATUSF, CODA, and KFRC

 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

Mon, January 20, 2020

Ep 157. Using Historical Financials to Your Advantage: What We’re Trying to Get From Financial Statements

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

Tue, January 14, 2020

Ep 156. How to Avoid Value Traps and Melting Ice Cubes

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

Mon, January 06, 2020

Ep 155. Our Biggest Mistakes as Investors, and How We’ve Improved

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

Thu, January 02, 2020

Ep 154. Process Over Outcome - How to Build the Right Process to Become a Great Investor

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

Tue, December 31, 2019

Ep 153. Snap Judgements: MHGU, CTEK, VALU, and LOTB

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

Fri, December 20, 2019

Ep 152. How Andrew Finds Stocks for Geoff to Research

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

Wed, December 18, 2019

Ep 151. Snap Judgements: INSG, THO, SBGI, EAF, and SKAS

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

Mon, December 16, 2019

Ep 150. Answering Investing Questions from Twitter

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

Fri, December 13, 2019

Ep 149. Snap Judgments: IHC, SMIT, WINA, PAYS, STLJF

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

Mon, December 09, 2019

Ep 148. Business Models We Like and Business Models We Don’t Like

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

Fri, December 06, 2019

Ep 147. Going Over 5 Stocks: Sydney Airport, F.W. Thorpe, Gamehost, Vitreous Glass, A-Mark Precious Metals

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

Wed, December 04, 2019

Ep 146. Valuing Stocks, and How we think About Returns

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

Mon, December 02, 2019

Ep 145. Snap Judgements - Magic Formula Edition - TZOO, KFY, HRB, DHX, and GTX

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

Tue, November 26, 2019

Ep 144. Snap Judgements: MLR, MATX, BADFF, EQGPF, GHIFF

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

Mon, November 25, 2019

Ep 143. The Bullcase for Investing in Burford Capital with Stephen Gamble

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

Fri, November 22, 2019

Ep 142. Our Thoughts on Spinoffs and What we think about Them Going Forward

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

Wed, November 20, 2019

Ep 141. How We Find Stock Ideas

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

Sun, November 17, 2019

Ep 140. Snap Judgements on Stocks From Twitter

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

Wed, November 13, 2019

Ep 139. Portfolio Allocation – Selling a Position to Buy a New Stock

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

Tue, November 12, 2019

Ep 138. Investing in Stocks with Bargaining Power

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

Mon, November 11, 2019

Ep 137. Our First 5 Minutes on 5 Stocks: LRN, SCVL, ETH, WNC and JVA

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

Sun, November 10, 2019

Ep 136. Superinvestor Series: Charlie Munger

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

Sat, November 09, 2019

Ep 135. Appraising a Stock: How we Valued $OTCM

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

Fri, November 08, 2019

Ep 134. Revisiting Geoff’s Recent Investing Writeups: AMRK, DJCO, PMD and VTU

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

Thu, November 07, 2019

Ep 133. Why Reading Business Books Will Make You a Better Investor, and What We’ve Been Reading Lately

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

Wed, November 06, 2019

Ep 132. Analyzing an Income Statement: How to Think Above the Bottom Line - and Profit from It

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

Tue, November 05, 2019

Ep 131. Snap Judgments: Our First 5-Minutes on 5 Stocks

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

Mon, November 04, 2019

Ep 130. Answering Investing Questions From Twitter @FocusedCompound

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

Thu, October 31, 2019

Ep 129. Why Buy and Hold Rarely Works: Portfolio Turnover the Warren Buffett Way vs. the Peter Lynch Way

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

Tue, October 29, 2019

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

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

Thu, October 24, 2019

Ep 127. Free Cash Flow Plus Growth: Investing the Warren Buffett Way

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.    

Tue, October 22, 2019

Ep 126. The Only Way That Buy and Hold Ever Works: How Compounders Create Value

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

Thu, October 17, 2019

Ep 125. Investing in Bank Stocks: Why Interest Rates and the Yield Curve Matter

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

Tue, October 15, 2019

Ep 124. How to Read a 10k

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

Fri, October 11, 2019

Ep 123. Investing Other People’s Money: Float, Deposits, Backlog, & AUM

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/

Tue, October 08, 2019

Ep 122. How to Read a Balance Sheet

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

Thu, October 03, 2019

Ep 121. Investing in Stocks: ROC, ROE, ROIC, ROIIC

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

Wed, October 02, 2019

Ep 120. Focused Compounding Q3 Results +9.6% | +37.8% YTD

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

Tue, October 01, 2019

Ep 119. Investing Mistakes, Creative Things We’ve Done For Research, DCF’s, Screens, Projections, and Other Questions From Twitter

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

Thu, September 26, 2019

Ep 118. How to Read a Cash flow Statement - The MOST Important Statement

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

Tue, September 24, 2019

Ep 117. Why Investors Are Hardwired to Keep Making The Same Mistakes - REITS, MLPs, IPOs, Shorting Good Stocks, and More

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

Thu, September 19, 2019

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

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

Tue, September 17, 2019

Ep 115. Mr. Market from Chapter 8 in The Intelligent Investor by Benjamin Graham

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

Thu, September 12, 2019

Ep 114. All About Investing in Insurance Stocks

  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

Tue, September 10, 2019

Ep 113. Investing in Stocks: Monarch Cement $MCEM

Twitter: @Focusedcompound Email: info@focusedcompounding.com   Contact Geoff at: Email: gannononinvesting@gmail.com   Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

Tue, September 03, 2019

Ep 112. Investment Qualities That Make a Great Investor from Peter Cundill and How to Develop Them

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

Thu, August 29, 2019

Ep 111. Warren Buffett’s Investment Filters, Hurdle Rate, Financial Models, and Alice Schroeder

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

Tue, August 27, 2019

Ep 110. Energy Stocks, NACCO, Replacement Value, Valuing Stocks, and Thoughts on the Warren Buffett Partnership Fee Structure

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

Thu, August 22, 2019

Ep 109. Upcoming Spinoffs, Information Overload, Portfolio Allocation, and Walking Through an Appraisal

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

Tue, August 20, 2019

Ep 108. Investing, Market Cycles, Tesla, Portfolio Management, and Life With Vitaliy Katsenelson From Investment Management Associates

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

Thu, August 15, 2019

Ep 107. Interest Rates, Discount Rates, The Market Cycle, Tariffs, WeWork, and Much More

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

Tue, August 13, 2019

Ep 106. Our Thoughts on NACCO, KLXI, Selling, Currency Over/Under Valuation, and The Big Mac Index

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  

Thu, August 08, 2019

Ep 105. EV-EBITDA for Handicapping Stocks, Compensation for Management, Competitive Advantages, and Geoff’s Best Investment Ever

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

Tue, August 06, 2019

Ep 104. Our Daily Routine

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/

Tue, July 30, 2019

Ep 102. Stocks to Research from Our Watchlist

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/  

Tue, July 23, 2019

Ep 101. Talking About Stocks on the Focused Compounding Gazette

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/  

Thu, July 18, 2019

Ep 100. What We Look For in Management, How We Judge Management, Compensation, Capital Allocation, and Much More

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/  

Tue, July 16, 2019

Ep 99. Analyzing Stocks, Moats, Research, Advice to New Investors and Cigar Butts vs Quality Businesses

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/

Thu, July 11, 2019

Ep 98. Focus, Deep Work, and Reading Books/10ks,

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/

Thu, July 04, 2019

Ep 97. Pari-Mutual System, Probabilities, and Handicapping a stock

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/    

Tue, July 02, 2019

Ep 96. All About Investing in Banks

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/

Thu, June 27, 2019

Ep 95. International Stocks, Screening, FCF and NI, Managing Money, and Much More

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/  

Tue, June 18, 2019

Ep 93. Investing Mistakes, Passing on NFLX, Coefficient Variation and Reading the Footnotes

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/  

Thu, June 13, 2019

Ep 92. Growth vs. Value, Magical Formula vs. The Acquires Multiple, Shareholder Value in Dark Stocks and Investor Letters We Like

  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/    

Tue, June 11, 2019

Ep 91. Stock Talk: North American Energy Partners ($NOA) With Alex Middleton

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 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/

Thu, June 06, 2019

Ep 90. All About Illiquid Stocks, Our Thoughts on LEAPS and Talking About Merger Arbitrage

  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/  

Tue, June 04, 2019

Ep 89. Sonics & Materials Inc: A Profitable Net-Net Building A Cash Pile with Luke Elliott

$SIMA   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.

Thu, May 30, 2019

Ep 88. All About Berkshire Hathaway’s 2019 Shareholder Meeting and Other Thoughts on the Company Going Forward

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.

Thu, May 23, 2019

Ep 87. Favorite Psychology Books, Career Advice, Specialization, Moats and Becoming a Better Investor

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.  

Thu, May 16, 2019

Ep 86. Berkshire Meeting, 10k’s, Books We Reread Often, ROE/ROCE, Inflation and Much More

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.  

Thu, May 09, 2019

Ep 85. Using Volatility to Your Advantage

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.

Thu, May 02, 2019

Ep 84. Discount rates, Is there a place for Lower return investments in a portfolio, and Geoffs thoughts on regional banks and Majestic Wines

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.

Thu, April 25, 2019

Ep 83. All About Overlooked Stocks

    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.  

Thu, April 11, 2019

Ep 82. Focused Compounding Capital Management, Auditing the Accounting in Dark Stocks, Bidding for Illiquid Stocks, Spinoffs, and How We Think About O...

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.

Thu, April 04, 2019

Ep 81. Value vs. Book Value, Investing in Other Countries, and How to Prejudge a Stock

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.

Fri, March 22, 2019

Ep 80. Avoiding Confirmation Bias, Doing Research, Changes to Investing Style, and Much More

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.

Fri, March 15, 2019

Ep 79. Cloning Super Investors, Alpha, Investing Without the Internet and the Next 30 years

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: 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.

Thu, March 07, 2019

Ep 78. Buffetts Berkshire Letter

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.

Thu, February 28, 2019

Ep 77. Insider Ownership, Institutional ownership, Moats, and Other Questions From Listeners

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.  

Wed, February 06, 2019

Ep 76. Common Mistakes Investors Make

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.

Thu, January 24, 2019

Ep 75. Our 5 Investing Filters

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.

Thu, January 17, 2019

Ep 74. Our Research Pipeline

  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.

Wed, January 09, 2019

Ep 73. Revisiting Geoffs Initial Interest posts -- USLM, REZI, PCOA, KEWL, MLP, GRBK, VULC

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.

Wed, December 12, 2018

Ep 72. Guarding Against Attachment Bias, Updates on Stocks, Our Thoughts On Facebook, and More Questions From Listeners

  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.  

Wed, December 05, 2018

Ep 71. Oil, Running a Public Company, and the Business of Life with Jeff Johnson - CEO of Epus Global Energy

https://epusenergy.com jeff@epusenergy.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 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.  

Wed, November 28, 2018

Ep 70. Cyclical Stocks, BWXT, Buy and Hold Forever, Timberland, Portfolio Decisions, and Other Questions From Twitter

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.

Wed, November 14, 2018

Ep 69. Talking MicroCap Investing with MicroCapClub’s Ian Cassel

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.  

Wed, October 31, 2018

Ep 68. Talking Deep Value Investing in Japanese stocks with Clayton Young

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

Wed, October 24, 2018

Ep 67. Revisiting ALL of Geoff’s Singular Diligence Reports

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

Wed, October 17, 2018

Ep 66. Checking Stock Prices, Detecting Frauds, Avoiding Behavioral Biases, and other FAQs

  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.

Wed, October 10, 2018

Ep 65. His Investing Process, Being Short Tesla, and His Path to Starting Artko Capital with Peter Rabover

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.

Wed, October 03, 2018

Ep 64. Oddball Stocks, Investing in Banks, Why Price Is The Most Important Information Point, and Much More with Nate Tobik

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.

Wed, September 26, 2018

Ep 63. Good vs. Bad When It Comes to Business, Management, Incentives, Accounting, and A lot More

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.

Wed, September 19, 2018

Ep 62. SuperInvestor Series: Joel Greenblatt

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.

Wed, September 12, 2018

Ep 61. The Most Important Concept For Investors: Deep Work

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.

Wed, September 05, 2018

Ep 60. Mental Models, Investing, Sleep and Much More With Samir Patel from Askeladden Capital

http://www.askeladdencapital.com Follow Samir on Twitter - @AskeladdenTX     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

Wed, August 29, 2018

Ep 59. Investing in Turnarounds, Outperformance Anxiety, Value Investing in the 21st Century, and Why We Don’t Short

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

Wed, August 22, 2018

Ep 58. Checklist For Going Beyond the 10K

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 acquisition

Wed, August 15, 2018

Ep 57. Our Real Life Investing Checklist

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  

Wed, August 08, 2018

Ep 56. Volatility in Microcaps and ”Overlooked Stocks”

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

Wed, August 01, 2018

Ep 55. Improving Your Reading Habits

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

Wed, July 25, 2018

Ep 54. Let’s Talk About Macro Stuff...

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

Wed, July 18, 2018

Ep 53. SuperInvestor Series: Warren Buffett

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

Wed, July 11, 2018

Ep 52. Float and Where to Look For It

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  

Thu, July 05, 2018

Ep 51. Our Research Process

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  

Fri, June 29, 2018

Ep 50. Talking Entercom Communications with Focused Compounding Member Vetle Forsland

Follow Vetle on Twitter:  @vetleforsland   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

Wed, June 27, 2018

Ep 49. Pattern Recognition in Investing

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

Mon, June 25, 2018

Ep 48. Talking GameStop with Focused Compounding Member Vetle Forsland

Follow Vetle on Twitter:  @vetleforsland   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  

Fri, June 22, 2018

Ep 47. Good Net-Nets vs Bad Net-Nets

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

Wed, June 20, 2018

Ep 46. The Importance of Temperament in Investing

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

Mon, June 18, 2018

Ep 45. Mental Models for Life and Investing

The Psychology book Andrew was referencing is "Evolutionary Psychology - The New Science Of The Mind"   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  

Fri, June 15, 2018

Ep 44. Stock-Writeups and Probabilities in Investing

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  

Wed, June 13, 2018

Ep 43. Investing in an Inflationary Environement

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

Mon, June 11, 2018

Ep 42. Using Comparables to Value Companies

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  

Fri, June 08, 2018

Ep 41. FinTwit

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  

Wed, June 06, 2018

Ep 40. Value Trading - Does It Ever Make Sense?

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

Mon, June 04, 2018

Ep 39. Hamilton Beach Brands Co

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

Fri, June 01, 2018

Ep 38. Becoming a Better Investor, Accounting, and DCF’s

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  

Wed, May 30, 2018

Ep 37. All About Our Podcast

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

Mon, May 28, 2018

Ep 36. Do We Prefer Companies That Are Controlled by the Founder?

 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 In this episode, Andrew and Geoff go over books that have helped them as investors.   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  

Fri, May 25, 2018

Ep 35. Focused Compounding Capital Management

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

Wed, May 23, 2018

Ep 34. Your Edge as a Long Term Investor

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  

Sun, May 20, 2018

Ep 33. Getting to Know Andrew and Geoff

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  

Thu, May 17, 2018

Ep 32. Investing With a Catalyst

 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

Mon, May 14, 2018

Ep 31. Investing in ”Overlooked Stocks”

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

Thu, May 10, 2018

Ep 30. Famous Investors to Follow

In this episode, Andrew and Geoff talk about investors that they follow for stock ideas and wisdom. 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  

Mon, May 07, 2018

Ep 29. Books for Becoming Better Investors

In this episode, Andrew and Geoff go over books that have helped them as investors.   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  

Thu, May 03, 2018

Ep 28. Scuttlebutt Investing

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

Mon, April 30, 2018

Ep 27. Questions From Listeners, $KEWL, Tobacco Stocks, and FANG

In this episode, Andrew and Geoff answer questions from their listeners.     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  

Thu, April 26, 2018

Ep 26. Sharpening Your Accounting Skills

In this episode, Andrew and Geoff go over the language of business -- accounting.      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  

Mon, April 23, 2018

Ep 25. Researching a Stock and Reading a 10k

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 Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com  

Thu, April 19, 2018

Ep 24. Value Traps and How to Avoid Them

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

Mon, April 16, 2018

Ep 23. Japanese Net-Nets, Movado and Fossil, and a Discussion on Short Selling

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  

Thu, April 12, 2018

Ep 22. Tandy Leather Factory (TLF)

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  

Mon, April 09, 2018

Ep 21. NACCO industries, Inc $NC

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

Thu, April 05, 2018

Ep 20. Habits For Becoming a Better Investor

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    

Mon, April 02, 2018

Ep 19. All About Moats

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  

Thu, March 29, 2018

Ep 18. The Two Types of Value Investing: Cheap vs. Quality

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

Mon, March 26, 2018

Ep 17. Investing in Net-Nets

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

Thu, March 22, 2018

Ep 16. Investing in Spinoffs

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

Mon, March 19, 2018

Ep 15. Q&A from Listeners: Part 3

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  

Thu, March 15, 2018

Ep 14. Omnicom Group $OMC

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  

Mon, March 12, 2018

Ep 13. What is Focused Compounding?

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  

Mon, March 12, 2018

Ep 12. Q&A from Listeners: Part 2

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  

Thu, March 08, 2018

Ep 11. Concentration vs. Diversification

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

Mon, March 05, 2018

Ep 10. Post-Mortem on Breeze-Eastern ($BZC)

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

Thu, March 01, 2018

Ep 9. Q&A from Listeners

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    

Mon, February 26, 2018

Ep 8. Post-Mortem on Weight Watchers $WTW

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

Mon, February 26, 2018

Ep 7. Cheesecake Factory $CAKE

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

Mon, February 26, 2018

Ep 6. Q&A From Members

Mon, February 26, 2018

Ep 5. Cullen/Frost Bankers, Inc. $CFR

Mon, February 26, 2018

Ep 4. Q&A from Twitter

Mon, February 26, 2018

Ep 3. Volatility In The Markets

Mon, February 26, 2018

EP 2. NIC, Inc. $EGOV

Fri, February 23, 2018

Ep 1. Intro Q&A