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...
Apr 30, 2018•29 min•Ep. 27
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...
Apr 26, 2018•25 min•Ep. 26
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....
Apr 23, 2018•25 min•Ep. 25
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....
Apr 19, 2018•33 min•Ep. 24
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...
Apr 16, 2018•37 min•Ep. 23
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...
Apr 12, 2018•25 min•Ep. 22
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 E...
Apr 09, 2018•26 min•Ep. 21
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...
Apr 05, 2018•31 min•Ep. 20
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...
Apr 02, 2018•28 min•Ep. 19
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...
Mar 29, 2018•23 min•Ep. 18
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
Mar 26, 2018•25 min•Ep. 17
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...
Mar 22, 2018•31 min•Ep. 16
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...
Mar 19, 2018•32 min•Ep. 15
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: gannon...
Mar 15, 2018•27 min•Ep. 14
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...
Mar 12, 2018•34 min•Ep. 13
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...
Mar 12, 2018•22 min•Ep. 12
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...
Mar 08, 2018•22 min•Ep. 11
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 mont...
Mar 05, 2018•23 min•Ep. 10
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...
Mar 01, 2018•23 min•Ep. 9
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 $10 off your monthly subscription price forever. Contact Andrew at: Twitter: @Focusedcompound Email: Andrew@pilotswmg.com Contact Geoff at: Twitter: @GeoffGanno...
Feb 26, 2018•29 min•Ep. 8
In this episode, Andrew and Geoff talk about a potential current investment idea in Cheesecake Factory ($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: Tw...
Feb 26, 2018•16 min•Ep. 7
Feb 26, 2018•19 min•Ep. 6
Feb 26, 2018•21 min•Ep. 5
Feb 26, 2018•21 min•Ep. 4
Feb 26, 2018•40 min•Ep. 3
Feb 26, 2018•19 min•Ep. 2
Feb 23, 2018•18 min•Ep. 1
