Focused Compounding
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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 282. Value vs. Growth: Thoughts on "Something of Value" Memo From Howard Marks
January 20, 2021 16:41 - 49 minutes - 45.4 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
Value vs. Growth: Thoughts on "Something of Value" Memo From Howard Marks
January 20, 2021 16:41 - 49 minutes - 45.4 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
EP 282. Value vs. Growth: Thoughts on âSomething of Valueâ Memo From Howard Marks
January 20, 2021 16:41 - 49 minutes - 45.4 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
Thoughts on Talking to Management During Your Research Process
January 19, 2021 21:33 - 25 minutes - 23.4 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
EP 281. Thoughts on Talking to Management During Your Research Process
January 19, 2021 21:33 - 25 minutes - 23.4 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
The Art of Generating Stock Investment Ideas
November 17, 2020 15:57 - 43 minutes - 39.8 MBwww.focusedcompounding.com/App 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
EP 280. The Art of Generating Stock Investment Ideas
November 17, 2020 15:57 - 43 minutes - 39.8 MBwww.focusedcompounding.com/App 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
PREMIUM POST: Investing in Trusts: Why Andrew and I Donât Own Them, Why You Probably Wonât Want to Too â And How to Get Started if Youâre Sure This is Really an Area You Want to Explore
November 16, 2020 23:05 - 185 KB application/pdfPREMIUM POST: Why I Wouldnât Worry About Risk-Adjusted Discount Rates
November 11, 2020 19:12 - 131 KB application/pdfWhy Appraising a Stock Based on âRelative Valuationâ vs. Peers Isnât Enough to Guarantee Youâre Getting a Bargain
November 10, 2020 17:37 - 163 KB application/pdfHow to Spot a Business Warren Buffett Would Be Interested in
November 10, 2020 12:08 - 29 minutes - 26.8 MBwww.focusedcompounding.com/App 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
How to Spot a Business Warren Buffett Would be Interested in
November 10, 2020 12:08 - 29 minutes - 26.8 MBwww.focusedcompounding.com/App 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
EP 279. How to Spot a Business Warren Buffett Would Be Interested in
November 10, 2020 12:08 - 29 minutes - 26.8 MBwww.focusedcompounding.com/App 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
PREMIUM POST: Since Itâs One of Warren Buffettâs âInevitablesâ: Is it Okay to Pay a High P/E Ratio for Low Growth Coca-Cola (KO)?
November 09, 2020 19:29 - 137 KB application/pdfPREMIUM PODCAST: Thoughts on the Future of Twitter, Netflix, and Amazon
November 09, 2020 19:27 - 42 minutes - 39.2 MBEP 278. PREMIUM PODCAST: Thoughts on the Future of Twitter, Netflix, and Amazon
November 09, 2020 19:27 - 42 minutes - 39.2 MBWorking Capital and the Cash Flow Statement: Judging the Cash Conversion Cycle of a Business
November 05, 2020 16:10www.focusedcompounding.com/App 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
Working Capital and the Cash Flow Statement: The Cash Conversion Cycle of a Business
November 05, 2020 16:10 - 1 hour - 65.7 MBwww.focusedcompounding.com/App 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
EP 277. Working Capital and the Cash Flow Statement: The Cash Conversion Cycle of a Business
November 05, 2020 16:10 - 1 hour - 65.7 MBwww.focusedcompounding.com/App 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
Free Cash Flow Plus Growth: Reverse Engineering Past Warren Buffett Investments
November 03, 2020 15:25 - 1 hour - 56.3 MBwww.focusedcompounding.com/App QuickFS Link:Â https://quickfs.net/?via=focused Twitter: @Focusedcompound Email:Â [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
EP 276. Free Cash Flow Plus Growth: Reverse Engineering Past Warren Buffett Investments
November 03, 2020 15:25 - 1 hour - 56.3 MBwww.focusedcompounding.com/App QuickFS Link:Â https://quickfs.net/?via=focused Twitter: @Focusedcompound Email:Â [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
PREMIUM PODCAST: Benjamin Graham, Charlie Munger, Advice On Investing Through Volatility
November 02, 2020 13:50 - 45 minutes - 42 MBEP 275. PREMIUM PODCAST: Benjamin Graham, Charlie Munger, Advice On Investing Through Volatility
November 02, 2020 13:50 - 45 minutes - 42 MBPREMIUM: HUNTING FOR HUNDRED BAGGERS: WHAT STOCKS SHOULD â AND SHOULDNâT â GO IN A COFFEE CAN PORTFOLIO
October 30, 2020 13:21 - 145 KB application/pdfLearning to Think Better Through Building a Latticework of Mental Models
October 29, 2020 14:06 - 56 minutes - 51.6 MBwww.focusedcompounding.com/App 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
EP 274. Learning to Think Better Through Building a Latticework of Mental Models
October 29, 2020 14:06 - 56 minutes - 51.6 MBwww.focusedcompounding.com/App 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
100x: Lessons From Analyzing Past 100-Bagger Stocks
October 27, 2020 13:38 - 49 minutes - 45.2 MBwww.focusedcompounding.com/App 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
EP 273. 100x: Lessons From Analyzing Past 100-Bagger Stocks
October 27, 2020 13:38 - 49 minutes - 45.2 MBwww.focusedcompounding.com/App 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
PREMIUM PODCAST: Takeaways From Mohnish Pabrai's Boston College Lecture
October 26, 2020 01:14 - 34 minutes - 31.6 MBEP 272. PREMIUM PODCAST: Takeaways From Mohnish Pabrai's Boston College Lecture
October 26, 2020 01:14 - 34 minutes - 31.6 MBEP 272. PREMIUM PODCAST: Takeaways From Mohnish Pabraiâs Boston College Lecture
October 26, 2020 01:14 - 34 minutes - 31.6 MBHow is a Bank Like a Railroad? â And Other Crazy Ideas Geoff Has About Investing In âEfficiency Driven Businesses"
October 23, 2020 12:43 - 24 minutes - 22.6 MBwww.focusedcompounding.com/App 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
EP 271. How is a Bank Like a Railroad? â And Other Crazy Ideas Geoff Has About Investing In âEfficiency Driven Businesses"
October 23, 2020 12:43 - 24 minutes - 22.6 MBwww.focusedcompounding.com/App 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
EP 271. How is a Bank Like a Railroad? â And Other Crazy Ideas Geoff Has About Investing In âEfficiency Driven Businessesâ
October 23, 2020 12:43 - 24 minutes - 22.6 MBwww.focusedcompounding.com/App 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
Should You Buy Movie Theater Stocks? Our Thoughts
October 20, 2020 16:36 - 34 minutes - 31.1 MBwww.focusedcompounding.com/App 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
EP 270. Should You Buy Movie Theater Stocks? Our Thoughts
October 20, 2020 16:36 - 34 minutes - 31.1 MBwww.focusedcompounding.com/App 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
EP 269. PREMIUM PODCAST: New Stocks We've Been Looking At, CELH Short Reports, EV SPACS, and Future COVID Predictions
October 19, 2020 17:29 - 38 minutes - 35.5 MBPREMIUM PODCAST: New Stocks We've Been Looking At, CELH Short Reports, EV SPACS, and Future COVID Predictions
October 19, 2020 17:29 - 38 minutes - 35.5 MBEP 269. PREMIUM PODCAST: New Stocks Weâve Been Looking At, CELH Short Reports, EV SPACS, and Future COVID Predictions
October 19, 2020 17:29 - 38 minutes - 35.5 MBHow is a Bank Like a Railroad? â And Other Crazy Ideas Geoff Has About Investing In âEfficiency Driven Businesses
October 18, 2020 03:20 - 201 KB application/pdfIntelligent Speculation? Keynesian Beauty Contest vs. Bottom Up Stock Investing
October 13, 2020 08:25 - 32 minutes - 30.1 MBwww.focusedcompounding.com/App 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
EP 268. Intelligent Speculation? Keynesian Beauty Contest vs. Bottom Up Stock Investing
October 13, 2020 08:25 - 32 minutes - 30.1 MBwww.focusedcompounding.com/App 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
EP 267. PREMIUM PODCAST: 2020 Review and Playboy IPO/SPAC
October 10, 2020 15:14 - 45 minutes - 41.2 MB
PREMIUM: Is There a Difference Between Being a Good Investor and a Good Stock Picker?
October 07, 2020 14:19 - 120 KB application/pdfNet Income to Cash Flow from Operations: Focusing on What Really Matters
October 07, 2020 12:18 - 32 minutes - 29.9 MBwww.focusedcompounding.com/App 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
EP 266. Net Income to Cash Flow from Operations: Focusing on What Really Matters
October 07, 2020 12:18 - 32 minutes - 29.9 MBwww.focusedcompounding.com/App 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
Gaining a Regional Edge: Generate Alpha Investing Where You Live
October 06, 2020 12:12 - 27 minutes - 25.1 MBwww.focusedcompounding.com/App 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
EP 265. Gaining a Regional Edge: Generate Alpha Investing Where You Live
October 06, 2020 12:12 - 27 minutes - 25.1 MBwww.focusedcompounding.com/App 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