Focused Compounding

By Andrew Kuhn and Geoff GannonBusiness Investing

Focused Compounding episodes

February 09, 2022 EP 341. Industry Analysis: Judging a company’s market position in its industry
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
32 min
January 14, 2022 EP 340. Snap Judgments: LMT, GD, HPQ, TACT, PCOM, HRBR, FREE, LEE, DALN
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
41 min
January 13, 2022 EP 339. Competition Demystified: Customer Behavior, Reading a 10K, Retention Rates, Industry Structure, Etc.
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
29 min
January 12, 2022 EP 338. The Fed’s Hawkish Tone, NASDAQ Selloff, Interest Rate Hikes, Retail Stocks: 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
1 hr 3 min
January 07, 2022 EP 337. Snap Judgments, Gaming stocks, Net-nets to look for, and a case for America’s Car-Mart
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 15 min
January 06, 2022 EP 336. An Inside Look at Managing Investor 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
56 min
January 05, 2022 EP 335. Investing in Alibaba, Geoff’s Hot Take On AMZN, Tech Stocks, Groupthink, & Much More
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
December 23, 2021 EP 334. 2021 Post Mortem and Outlook for 2022
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
December 20, 2021 EP 333. Q&A: Berkshire Buybacks, Company Culture, Sourcing Ideas, Is Geoff Bearish?
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
46 min
December 16, 2021 EP 332. Interest Rates, Inflation, and Macro Worries - Where Do We Go From Here?
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