Focused Compounding artwork

Focused Compounding

734 episodes - English - Latest episode: 17 days ago - โ˜…โ˜…โ˜…โ˜…โ˜… - 261 ratings

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About Focused Compounding:
We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends.

Important: Read our Disclaimer: https://focusedcompounding.com/disclaimer/

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Episodes

Ep 437. Outsider CEOs: John Malone and TCI

March 12, 2024 15:34 - 34 minutes - 46.9 MB

๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value i...

Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions

March 07, 2024 14:42 - 31 minutes - 43.7 MB

๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value i...

Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders

March 05, 2024 14:52 - 31 minutes - 43.4 MB

๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value i...

Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns

February 28, 2024 15:05 - 46 minutes - 64.4 MB

๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value i...

Ep 433. Les Schwab Pride in Performance: Keep It Going

February 22, 2024 16:12 - 30 minutes - 41.3 MB

๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value i...

Ep 432. Outsider CEOs: Bill Anders and General Dynamics

February 15, 2024 17:36 - 31 minutes - 43.1 MB

๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value i...

Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics

February 13, 2024 13:00 - 1 hour - 132 MB

https://www.prkaproxyfight.com/ If you have any questions, require assistance in voting your BLUE proxy card, or need additional copies of the Focused Compounding Groupโ€™s proxy materials, please contact InvestorCom at the phone numbers or email address listed below. InvestorCom 19 Old Kings Highway S. Suite 130 Darien, CT 06820 Shareholders may call toll-free: (877) 972-0090 Banks and brokers call: (203) 972-9300 E-mail: [email protected] Additional Information Focused Compounding G...

Ep 430. Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing

February 09, 2024 15:24 - 34 minutes - 47.1 MB

๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value i...

Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value

February 06, 2024 15:08 - 43 minutes - 60.5 MB

https://www.amazon.com/New-Financial-Capitalists-Kohlberg-Corporate/dp/0521642604/ref=sr_1_1?keywords=the+new+financial+capitalists&sr=8-1 ย  https://aletteraday.substack.com/p/letter-54-george-roberts-1998 ย  ๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS...

Ep 428. Dear Chairman: Robert Young vs. New York Central - The Proxyteers Storm the Vanderbilt Line

January 30, 2024 15:45 - 38 minutes - 52.4 MB

๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value i...

Ep 427. M&A Activity: Spirit/JetBlue, Hawaiian Holdings/Alaska Airlines, and Kroger/Albertsons

January 25, 2024 15:18 - 34 minutes - 46.8 MB

๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value i...

Ep 426. Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024

January 22, 2024 15:48 - 40 minutes - 55.2 MB

๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value i...

Ep 425. Dear Chairman: Benjamin Graham vs. Northern Pipeline - The Birth of Modern Shareholder Activism

January 16, 2024 16:07 - 1 hour - 84.1 MB

๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value i...

Ep 424. Outsider CEOs: Tom Murphy, A Perpetual Motion Machine for Returns

January 12, 2024 19:22 - 40 minutes - 55.7 MB

๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value i...

Ep 423. The Warren Buffett Way: Mastering the Art of Capital Allocation

January 08, 2024 18:04 - 1 hour - 102 MB

๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value i...

Ep 422. Creating Business Systems, John Neff, Multiple Expansion, Inflection Points, and Other Investing Musings

January 05, 2024 15:33 - 39 minutes - 54.5 MB

๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value i...

Ep 421. New Year, New You: How to Invest When You Only Have An Hour a Day to Do It

January 03, 2024 18:56 - 31 minutes - 43.8 MB

How to Invest When You Only Have an Hour a Day to Do It https://focusedcompounding.com/how-to-invest-when-you-only-have-an-hour-a-day-to-do-it/ ย  ๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focu...

Ep 420. 2023 in Review and 2024 Predictions

December 29, 2023 15:46 - 1 hour - 84.1 MB

๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value i...

Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries

December 26, 2023 15:19 - 29 minutes - 40.5 MB

๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value i...

Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital

December 20, 2023 14:31 - 35 minutes - 48.4 MB

๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value i...

Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks

December 18, 2023 13:10 - 24 minutes - 33.4 MB

๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value i...

Ep 416. Assessing Land Banks: Value Trap or Value Investment?

December 06, 2023 15:16 - 27 minutes - 38 MB

MLP writeup: https://valueinvestorsclub.com/idea/MAUI_LAND_andamp%3B_PINEAPPLE_CO/2155146259 ๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: [email protected] ...

Ep 415. A Tribute to Charlie Munger

December 04, 2023 15:37 - 25 minutes - 34.7 MB

๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value i...

Ep 414. Normalizing Supply-Driven, Demand-Driven, and Bond-Like Earnings

November 01, 2023 14:15 - 35 minutes - 48.9 MB

๐Ÿ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐Ÿ“ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value i...

Ep 413. Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy

October 30, 2023 13:50 - 32 minutes - 45.2 MB

InsideArbitrage: https://t.co/XjSwNNG8bK Subscribe to our email list: https://focusedcompounding.ck.page/ QuickFS Link:ย https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 412. The Many Different Ways to Guess a Businessโ€™s Future Revenue

October 25, 2023 16:17 - 29 minutes - 40.2 MB

The Many Different Ways to Guess a Businessโ€™s Future Revenue blog post: https://focusedcompounding.ck.page/posts/the-many-different-ways-to-guess-a-business-s-future-revenue-1 InsideArbitrage: https://t.co/XjSwNNG8bK Subscribe to our email list: https://focusedcompounding.ck.page/ QuickFS Link:ย https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https...

Ep 411. Understanding Your Opportunity Cost in an Inflationary Environment

October 23, 2023 13:36 - 38 minutes - 52.6 MB

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link:ย https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 410. Analyzing Past Peaks: The Dynamics of Compounders & Cyclicals

October 18, 2023 14:13 - 34 minutes - 47.5 MB

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link:ย https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 409. Corporate Governance and The Power of Ownership

October 16, 2023 14:45 - 29 minutes - 40.3 MB

https://aletteraday.substack.com/p/letter-54-george-roberts-1998 InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link:ย https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 408. Where Do You Draw the Line Between Money Mind and Style?

October 11, 2023 13:39 - 1 hour - 99.7 MB

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link:ย https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 407. Two-Minute Drill on Stocks and Recalling the Bank Failures Earlier in the Year

September 27, 2023 15:25 - 1 hour - 86.8 MB

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link:ย https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 406. Searching for Value: Long-Term Net Net Returns & Two Actionable Ideas

September 25, 2023 15:40 - 46 minutes - 63.5 MB

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link:ย https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 405. Merger Arbitrage: Spirit Airlines vs. Albertsons

September 20, 2023 16:07 - 48 minutes - 66.1 MB

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link:ย https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 404. The Number One Trait of Top Investors: A Money Mindset

September 18, 2023 14:59 - 43 minutes - 59.4 MB

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link:ย https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 403. Investing the Peter Lynch Way

September 13, 2023 16:06 - 50 minutes - 69.1 MB

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link:ย https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 402. Uncovering Warren Buffettโ€™s Investments in Japan

September 11, 2023 16:24 - 35 minutes - 48.4 MB

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link:ย https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 401. Macro for Value Investors: What Alice Schroeder Means by โ€™Buffett Cares about Macroโ€™

September 06, 2023 15:48 - 42 minutes - 58.3 MB

QuickFS Link:ย https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 400. Where Does Your Return Come From: Yield, Growth, and Multiple Expansion, and the Difference Between Speculation and Investing

September 04, 2023 14:39 - 31 minutes - 43.8 MB

QuickFS Link:ย https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 399. Berkshire Hathawayโ€™s Homebuilder Investment, Market Positioning, and Assessing Business Profit Persistency

August 20, 2023 15:35 - 1 hour - 153 MB

QuickFS Link:ย https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 398. The Financial History of General Motors with Capital Allocation Author, Jacob McDonough

July 28, 2023 12:57 - 1 hour - 132 MB

Jacob's Info Podcast: https://open.spotify.com/show/3iJsVOzhvOECw8wwckyBbc Twitter: @McD_Investments Website: http://www.mcdonough-investments.com/ QuickFS Link:ย https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 397. The Financial History of GEICO with Capital Allocation Author, Jacob McDonough

July 08, 2023 17:00 - 1 hour - 114 MB

Jacob's Info Podcast: https://open.spotify.com/episode/5y0tUU9O2v1D9VvEnEdaZ3?si=277799c172704769&nd=1 Twitter: @McD_Investments Website: http://www.mcdonough-investments.com/ ย  ย  ย  ย  QuickFS Link:ย https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 396. Box Office Flops, Cinemarkโ€™s Valuation, and Revisiting Overlooked Bank Stocks

July 01, 2023 16:08 - 1 hour - 157 MB

QuickFS Link:ย https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter

June 16, 2023 12:59 - 1 hour - 164 MB

QuickFS Link:ย https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On

June 09, 2023 15:07 - 1 hour - 154 MB

QuickFS Link:ย https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 393. NVDAโ€™s Valuation, Oil Outlook, SRGโ€™s Liquidation, and Event Driven Investing

June 02, 2023 11:00 - 2 hours - 174 MB

QuickFS Link:ย https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators

May 26, 2023 16:10 - 2 hours - 188 MB

QuickFS Link:ย https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 391. Buffettโ€™s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combsโ€™ Podcast

May 19, 2023 13:30 - 2 hours - 167 MB

https://aletteraday.substack.com/p/letter-80-todd-combs-2023 ย  https://podcasts.apple.com/us/podcast/todd-combs-meeting-munger-buffett-and-joining-berkshire/id1502613782?i=1000611548160 ย  QuickFS Link:ย 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 thi...

Ep 390. The Omaha Experience: Our Take on Berkshireโ€™s AGM

May 12, 2023 20:53 - 2 hours - 177 MB

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/disclaime...

Ep 389. Interest Rate Hike, Credit Suisseโ€™s Failure, and Other Banking + Economic Risks on the Horizon

March 24, 2023 15:53 - 1 hour - 162 MB

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/disclaime...

Ep 388. SVB Financial Collapse, Modern Bank Runs, and The Future of Regional Banks

March 17, 2023 15:15 - 1 hour - 144 MB

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/disclaime...

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