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Focused Compounding

Andrew Kuhn and Geoff Gannonfocusedcompoundinginvest.podbean.com

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Episodes

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 o...

May 23, 201931 minEp. 87

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 o...

May 16, 201923 minEp. 86

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 o...

May 09, 201932 minEp. 85

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

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 o...

May 02, 201927 minEp. 84

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 o...

Apr 25, 201927 minEp. 83

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 o...

Apr 11, 201929 minEp. 82

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 o...

Apr 04, 201924 minEp. 81

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 o...

Mar 22, 201931 minEp. 80

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 th...

Mar 15, 201925 minEp. 79

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 o...

Mar 07, 201926 minEp. 78

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 o...

Feb 28, 201934 minEp. 77

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 o...

Feb 06, 201941 minEp. 76

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 o...

Jan 24, 201936 minEp. 75

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 o...

Jan 17, 20191 hr 17 minEp. 74

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 o...

Jan 09, 201957 minEp. 73

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 o...

Dec 12, 201845 minEp. 72

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...

Dec 05, 20181 hr 2 minEp. 71

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 o...

Nov 28, 201857 minEp. 70

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 o...

Nov 14, 201852 minEp. 69

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...

Oct 31, 201846 minEp. 68

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 timel...

Oct 24, 20181 hr 17 minEp. 67

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 ...

Oct 17, 20181 hr 16 minEp. 66

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. Exp...

Oct 10, 20181 hr 27 minEp. 65

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 ...

Oct 03, 20181 hr 30 minEp. 64

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 ...

Sep 26, 20181 hrEp. 63

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 ...

Sep 19, 201844 minEp. 62

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 ...

Sep 12, 201857 minEp. 61

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...

Sep 05, 20181 hr 1 minEp. 60

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

Aug 29, 201833 minEp. 59

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)• Durabi...

Aug 22, 201846 minEp. 58
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