Focused Compounding
734 episodes - English - Latest episode: 17 days ago - โ โ โ โ โ - 261 ratings๐ Want access to an event-driven monitor?
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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 MB๐ Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐ Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐ QuickFS: Visit here: https://quickfs.net/?via=focused ๐ฆ Twitter: @Focusedcompound โ๏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 MB๐ Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐ Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐ QuickFS: Visit here: https://quickfs.net/?via=focused ๐ฆ Twitter: @Focusedcompound โ๏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 MB๐ Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐ Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐ QuickFS: Visit here: https://quickfs.net/?via=focused ๐ฆ Twitter: @Focusedcompound โ๏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 MB๐ Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐ Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐ QuickFS: Visit here: https://quickfs.net/?via=focused ๐ฆ Twitter: @Focusedcompound โ๏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 MB๐ Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐ Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐ QuickFS: Visit here: https://quickfs.net/?via=focused ๐ฆ Twitter: @Focusedcompound โ๏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 MB๐ Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐ Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐ QuickFS: Visit here: https://quickfs.net/?via=focused ๐ฆ Twitter: @Focusedcompound โ๏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 MBhttps://www.prkaproxyfight.com/ If you have any questions, require assistance in voting your BLUE proxy card, or need additional copies of the Focused Compounding Groupโs 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 MB๐ Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐ Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐ QuickFS: Visit here: https://quickfs.net/?via=focused ๐ฆ Twitter: @Focusedcompound โ๏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 MBhttps://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 ๐ Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐ Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐ 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 MB๐ Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐ Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐ QuickFS: Visit here: https://quickfs.net/?via=focused ๐ฆ Twitter: @Focusedcompound โ๏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 MB๐ Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐ Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐ QuickFS: Visit here: https://quickfs.net/?via=focused ๐ฆ Twitter: @Focusedcompound โ๏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 MB๐ Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐ Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐ QuickFS: Visit here: https://quickfs.net/?via=focused ๐ฆ Twitter: @Focusedcompound โ๏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 MB๐ Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐ Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐ QuickFS: Visit here: https://quickfs.net/?via=focused ๐ฆ Twitter: @Focusedcompound โ๏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 MB๐ Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐ Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐ QuickFS: Visit here: https://quickfs.net/?via=focused ๐ฆ Twitter: @Focusedcompound โ๏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 MB๐ Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐ Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐ QuickFS: Visit here: https://quickfs.net/?via=focused ๐ฆ Twitter: @Focusedcompound โ๏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 MB๐ Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐ Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐ QuickFS: Visit here: https://quickfs.net/?via=focused ๐ฆ Twitter: @Focusedcompound โ๏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 MBHow 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 ๐ Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐ Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐ QuickFS: Visit here: https://quickfs.net/?via=focused ๐ฆ Twitter: @Focu...
Ep 420. 2023 in Review and 2024 Predictions
December 29, 2023 15:46 - 1 hour - 84.1 MB๐ Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐ Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐ QuickFS: Visit here: https://quickfs.net/?via=focused ๐ฆ Twitter: @Focusedcompound โ๏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 MB๐ Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐ Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐ QuickFS: Visit here: https://quickfs.net/?via=focused ๐ฆ Twitter: @Focusedcompound โ๏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 MB๐ Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐ Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐ QuickFS: Visit here: https://quickfs.net/?via=focused ๐ฆ Twitter: @Focusedcompound โ๏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 MB๐ Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐ Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐ QuickFS: Visit here: https://quickfs.net/?via=focused ๐ฆ Twitter: @Focusedcompound โ๏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 MBMLP writeup: https://valueinvestorsclub.com/idea/MAUI_LAND_andamp%3B_PINEAPPLE_CO/2155146259 ๐ Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐ Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐ QuickFS: Visit here: https://quickfs.net/?via=focused ๐ฆ Twitter: @Focusedcompound โ๏ธ Email: [email protected] ...
Ep 415. A Tribute to Charlie Munger
December 04, 2023 15:37 - 25 minutes - 34.7 MB๐ Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐ Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐ QuickFS: Visit here: https://quickfs.net/?via=focused ๐ฆ Twitter: @Focusedcompound โ๏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 MB๐ Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... ๐ฐ Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB ๐ Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... ๐ QuickFS: Visit here: https://quickfs.net/?via=focused ๐ฆ Twitter: @Focusedcompound โ๏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 MBInsideArbitrage: 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 Businessโs Future Revenue
October 25, 2023 16:17 - 29 minutes - 40.2 MBThe Many Different Ways to Guess a Businessโs 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 MBInsideArbitrage: 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 MBInsideArbitrage: 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 MBhttps://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 MBInsideArbitrage: 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 MBInsideArbitrage: 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 MBInsideArbitrage: 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 MBInsideArbitrage: 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 MBInsideArbitrage: 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 MBInsideArbitrage: 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 Buffettโs Investments in Japan
September 11, 2023 16:24 - 35 minutes - 48.4 MBInsideArbitrage: 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 โBuffett Cares about Macroโ
September 06, 2023 15:48 - 42 minutes - 58.3 MBQuickFS 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 MBQuickFS 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 Hathawayโs Homebuilder Investment, Market Positioning, and Assessing Business Profit Persistency
August 20, 2023 15:35 - 1 hour - 153 MBQuickFS 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 MBJacob'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 MBJacob'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, Cinemarkโs Valuation, and Revisiting Overlooked Bank Stocks
July 01, 2023 16:08 - 1 hour - 157 MBQuickFS 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 MBQuickFS 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 MBQuickFS 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. NVDAโs Valuation, Oil Outlook, SRGโs Liquidation, and Event Driven Investing
June 02, 2023 11:00 - 2 hours - 174 MBQuickFS 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 MBQuickFS 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. Buffettโs Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combsโ Podcast
May 19, 2023 13:30 - 2 hours - 167 MBhttps://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 Berkshireโs AGM
May 12, 2023 20:53 - 2 hours - 177 MBQuickFS 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 Suisseโs Failure, and Other Banking + Economic Risks on the Horizon
March 24, 2023 15:53 - 1 hour - 162 MBQuickFS 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 MBQuickFS 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...