Focused Compounding

By Andrew Kuhn and Geoff GannonBusiness Investing

Focused Compounding episodes

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: [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...
52 min
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: [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...
42 min
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: [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...
52 min
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: [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...
43 min
March 02, 2022 Ep 347. Russia / Ukraine, International Investing, Have Rates Peaked? & Risk / Reward
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 20 min
February 25, 2022 Ep 346. Q&A: Investing Mistakes, Holding Compounders, ROIC, FCF + 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
53 min
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: [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
49 min
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: [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 1 min
February 18, 2022 EP 343. Snap Judgments, Tobacco Stocks, and Upcoming Spinoffs
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
55 min
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: [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 2 min