Focused Compounding

By Andrew Kuhn and Geoff GannonBusiness Investing

Focused Compounding episodes

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: [email protected]

Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of 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...
1 hr 26 min
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: [email protected]

Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of 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...
2 hr 6 min
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: [email protected]

Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of 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...
2 hr 3 min
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: [email protected]

Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of 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...
2 hr 4 min
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: [email protected]

Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of 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...
1 hr
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: [email protected]

Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of 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...
1 hr 50 min
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: [email protected]

Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of 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...
2 hr 49 min
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: [email protected]

Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of 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...
45 min
March 17, 2022 Ep 353. Revisiting Geoff’s Singular Diligence Writeups
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound

Email: [email protected]

Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of 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...
1 hr 7 min
March 16, 2022 Ep 352. Focusing in an Unfocused World
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound
Email: [email protected]

Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of 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...
45 min