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Focused Compounding

Andrew Kuhn and Geoff Gannonβ€’focusedcompoundinginvest.podbean.com

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

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Episodes

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...

Oct 13, 2021β€’1 hr 2 min

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...

Sep 24, 2021β€’35 min

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...

Sep 22, 2021β€’48 min

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...

Sep 17, 2021β€’31 min

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...

Sep 15, 2021β€’36 min

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...

Sep 01, 2021β€’42 min

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...

Aug 31, 2021β€’41 min

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...

Aug 26, 2021β€’1 hr 9 min

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...

Aug 25, 2021β€’46 min

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...

Jul 19, 2021β€’32 min

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...

Jul 15, 2021β€’52 min

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...

Jul 14, 2021β€’47 min

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...

Jun 25, 2021β€’52 min

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...

Jun 24, 2021β€’46 min

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...

Jun 23, 2021β€’45 min

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...

Jun 03, 2021β€’31 min

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...

Jun 02, 2021β€’29 min

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......

May 24, 2021β€’25 min

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......

May 20, 2021β€’35 min

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......

May 19, 2021β€’48 min

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......

Apr 23, 2021β€’37 min

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......

Apr 22, 2021β€’31 min

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......

Apr 21, 2021β€’1 hr 14 min

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......

Apr 15, 2021β€’52 min

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......

Apr 14, 2021β€’44 min

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......

Apr 09, 2021β€’38 min

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......

Apr 08, 2021β€’34 min

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......

Apr 07, 2021β€’49 min

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, an...

Apr 01, 2021β€’42 min

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.

Mar 31, 2021β€’32 min
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