Focused Compounding

By Andrew Kuhn and Geoff GannonBusiness Investing

Focused Compounding episodes

May 20, 2021 EP 311. Analyzing and Investing in Holding Companies
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...
35 min
May 19, 2021 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: [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
April 23, 2021 EP 309. Capital Allocation, 1975-1977: Buffett Buys Cypress, Waumbec, and K&W Products
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...
37 min
April 22, 2021 EP 308. Improving on the Psychology of Successful Investing
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...
31 min
April 21, 2021 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: [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
April 15, 2021 EP 306. Jamie Dimon’s Letter, Railroad Industry, Investing Overseas, Bonds, and 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...
52 min
April 14, 2021 EP 305. Capital Allocation, 1976: Buffett Buys GEICO

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...
44 min
April 09, 2021 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: [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...
38 min
April 08, 2021 EP 303. Capital Allocation, 1969: Buffett Buys Illinois National Bank
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...
35 min
April 07, 2021 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: [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