In this episode, Andrew and Geoff answer questions that were asked on Twitter. The questions they go over are:

1. If intrinsic value is the discounted value of all future cash flows, how can it grow over time? (Apart from interest rates changing)

2. What do you use as a discount rate and why? Presumably, the 30yr treasury rate is problematic because of QE

3. Now we know what the future held for See’s Candies, what was its rough intrinsic value in 1972?

4. We see disruption and weakening moats in multiple industries from media to consumer packaged goods. Are there areas and industries where you think moats are getting stronger?

5. Any opinion on UnitedHealth UNH?

6. Do you think your returns would've been better if you'd never found out about value investing? Would teenage you have avoided some of the mistakes you made as a value investor? Your style now seems to have reverted to close to what you did when starting out as a teenager.

7. What would you do for a living if you never found about investing?

www.focusedcompounding.com

Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  [email protected]

Contact Geoff at:

Twitter: @GeoffGannon

Email:  [email protected]

In this episode, Andrew and Geoff share their views on diversification vs. concentration as an investor. 

www.focusedcompounding.com

Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  [email protected]

Contact Geoff at:

Twitter: @GeoffGannon

Email:  [email protected]

In this episode, Andrew and Geoff do a post-mortem on Breeze-Eastern (BZC), a helicopter rescue hoist company that Geoff wrote about as a buy around $11.38 per share in 2015. About a year after the recommendation, Breeze-Eastern was acquired by TransDigm (TDG) for $19.61 —  Join them as they go down memory lane to reverse engineer Geoff’s thesis in the investment idea.

www.focusedcompounding.com

Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  [email protected]

Contact Geoff at:

Twitter: @GeoffGannon

Email:  [email protected]

In this Episode, Andrew and Geoff answer questions that were asked from their listeners. The questions they went over were:

1. When is it a good time to double down on an Investment?

2. What do you do now that you didn't do when you first started investing?

3. What is the easiest thing about investing?

4. What is the hardest thing about investing?

5. Do you ever trade stocks?

6. What kind of math do you use most in your day to day investing? 

Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  [email protected]

Contact Geoff at:

Twitter: @GeoffGannon

Email:  [email protected]

In this Episode, Andrew and Geoff answer questions that were asked from their listeners. The questions they went over were:

1. When is it a good time to double down on an Investment?

2. What do you do now that you didn't do when you first started investing?

3. What is the easiest thing about investing?

4. What is the hardest thing about investing?

5. Do you ever trade stocks?

6. What kind of math do you use most in your day to day investing? 

Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  [email protected]

Contact Geoff at:

Twitter: @GeoffGannon

Email:  [email protected]

In this episode, Andrew and Geoff go down memory lane and relive the investment Geoff made in Weight Watchers International, Inc. $WTW. This is a "Post-Mortem" podcast, which often is a better way to study investing instead of reading investment pitches.

Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

 Contact Andrew at: 

Twitter: @Focusedcompound

Email:  [email protected]

Contact Geoff at:

Twitter: @GeoffGannon

Email:  [email protected]

In this episode, Andrew and Geoff go down memory lane and relive the investment Geoff made in Weight Watchers International, Inc. $WTW. This is a "Post-Mortem" podcast, which often is a better way to study investing instead of reading investment pitches.

Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

 Contact Andrew at: 

Twitter: @Focusedcompound

Email:  [email protected]

Contact Geoff at:

Twitter: @GeoffGannon

Email:  [email protected]

In this episode, Andrew and Geoff talk about a potential current investment idea in Cheesecake Factory ($CAKE). CAKE was written up 3 times on the Focused Compounding website-- twice in the Idea Exchange by members, and once in the memo section. 

www.focusedcompounding.com

Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.

Contact Andrew at: 

Twitter: @Focusedcompound

Email:  [email protected]

Contact Geoff at:

Twitter: @GeoffGannon

Email:  [email protected]