Focused Compounding
738 episodes - English - Latest episode: 3 months ago - ★★★★★ - 261 ratings🔍 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.
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Episodes
The Art of Great Stock Research: How to Go Beyond the 10K and Dig Deep
October 05, 2020 14:14 - 31 minutes - 28.5 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 264. The Art of Great Stock Research: How to Go Beyond the 10K and Dig Deep
October 05, 2020 14:14 - 31 minutes - 28.5 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
Banks, Banks, and More Banks: Analyzing 8 Overlooked Banks
September 28, 2020 13:57 - 36 minutes - 33.9 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 263. Banks, Banks, and More Banks: Analyzing 8 Overlooked Banks
September 28, 2020 13:57 - 36 minutes - 33.9 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
Premium Podcast: Thoughts on Activist Investing
September 26, 2020 17:03 - 36 minutes - 33.7 MBEP 262. Premium Podcast: Thoughts on Activist Investing
September 26, 2020 17:03 - 36 minutes - 33.7 MBVertu Motors (VTU): What Are the Risks I’m Missing?
September 25, 2020 17:49 - 166 KB application/pdfDisaster Stocks: Times When Too Much Debt Sank Companies and Analyzing Luby's Liquidation
September 25, 2020 15:31 - 48 minutes - 44.8 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 261. Disaster Stocks: Times When Too Much Debt Sank Companies and Analyzing Luby's Liquidation
September 25, 2020 15:31 - 48 minutes - 44.8 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 261. Disaster Stocks: Times When Too Much Debt Sank Companies and Analyzing Luby’s Liquidation
September 25, 2020 15:31 - 48 minutes - 44.8 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
Dividends and Buybacks at Potentially Non-Durable Businesses: Altria (MO) vs. NACCO (NC)
September 24, 2020 21:08 - 171 KB application/pdfPREMIUM VIDEO: What are the Best Industries to Invest In?
September 24, 2020 16:32 - 206 KB application/pdf
Does Value Investing Still Work? Gainsco is Getting Acquired by State Farm for 3x its Market Price!
September 24, 2020 14:51 - 31 minutes - 28.9 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 260. Does Value Investing Still Work? Gainsco is Getting Acquired by State Farm for 3x its Market Price!
September 24, 2020 14:51 - 31 minutes - 28.9 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
PREMIUM VIDEO: How to Evaluate and Judge Company Culture
September 23, 2020 17:57 - 212 KB application/pdf
Why Multiples Matter and Analyzing Stocks over 1 Billion in Market Cap
September 23, 2020 16:02 - 41 minutes - 37.8 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 259. Why Multiples Matter and Analyzing Stocks over 1 Billion in Market Cap
September 23, 2020 16:02 - 41 minutes - 37.8 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 Analyze the Cash Flow Statement as an Investor
September 22, 2020 15:42 - 22 minutes - 20.9 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 258. How to Analyze the Cash Flow Statement as an Investor
September 22, 2020 15:42 - 22 minutes - 20.9 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
How The BALANCE SHEET Works: Analyzing As An Investor
September 21, 2020 05:38 - 23 minutes - 21.1 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 257. How The BALANCE SHEET Works: Analyzing As An Investor
September 21, 2020 05:38 - 23 minutes - 21.1 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
Q&A: Investing in Trusts, Why Something Becomes Cheap or Expensive, Retention Rates, Free Cash Flow + Growth, and Much More
September 17, 2020 13:58 - 30 minutes - 28 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 256. Q&A: Investing in Trusts, Why Something Becomes Cheap or Expensive, Retention Rates, Free Cash Flow + Growth, and Much More
September 17, 2020 13:58 - 30 minutes - 28 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 255. Q&A: Valuing Stocks, Projecting Changes in Working Capital, Position Sizing, and Geoff's Experience Investing in Liquidations
September 15, 2020 04:24 - 22 minutes - 20.4 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
Q&A: Valuing Stocks, Projecting Changes in Working Capital, Position Sizing, and Geoff's Experience Investing in Liquidations
September 15, 2020 04:24 - 22 minutes - 20.4 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 255. Q&A: Valuing Stocks, Projecting Changes in Working Capital, Position Sizing, and Geoff’s Experience Investing in Liquidations
September 15, 2020 04:24 - 22 minutes - 20.4 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
A Question for Passive Investors: If You’d Buy 100% of the Business at Today’s Price – Should You ALWAYS Buy the Shares?
September 12, 2020 18:47 - 117 KB application/pdfWarren Buffett is Investing in Japan. Now What?
September 10, 2020 13:15 - 19 minutes - 17.7 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 254. Warren Buffett is Investing in Japan. Now What?
September 10, 2020 13:15 - 19 minutes - 17.7 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
PREMIUM VIDEO: ZOOM and TESLA - How to Value Growth
September 09, 2020 16:38 - 217 KB application/pdf
The Outsiders: Our Takeaway From 8 Unconventional CEOs
September 09, 2020 15:16 - 26 minutes - 24.2 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 253. The Outsiders: Our Takeaway From 8 Unconventional CEOs
September 09, 2020 15:16 - 26 minutes - 24.2 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
How Do I Find a Company with a Moat?
September 08, 2020 17:27 - 202 KB application/pdfInvesting in Black Box Business Models
September 08, 2020 13:40 - 22 minutes - 20.4 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 252. Investing in Black Box Business Models
September 08, 2020 13:40 - 22 minutes - 20.4 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
Opportunity in the Entertainment Industry: Analyzing Theaters, Cruises, Hotels, and Restaurants
September 04, 2020 11:36 - 23 minutes - 21.9 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 251. Opportunity in the Entertainment Industry: Analyzing Theaters, Cruises, Hotels, and Restaurants
September 04, 2020 11:36 - 23 minutes - 21.9 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 250. Capital Allocation: The Financials of a New England Textile Mill with Author Jacob McDonough
September 03, 2020 09:00 - 1 hour - 56.2 MBBuy Capital Allocation here: https://amzn.to/3gRmgr9 Follow Jacob on Twitter: @SMRFinvestments Jacob's Blog: http://smrfinvestments.com/ www.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 o...
Capital Allocation: The Financials of a New England Textile Mill with Author Jacob McDonough
September 03, 2020 09:00 - 1 hour - 56.2 MBBuy Capital Allocation here: https://amzn.to/3gRmgr9 Follow Jacob on Twitter: @SMRFinvestments Jacob's Blog: http://smrfinvestments.com/ www.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 c...
How I Analyze Bank Stocks
September 03, 2020 04:03 - 171 KB application/pdfShould I Really Just Automatically Ignore High P/E Growth Stocks Even if they Are Amazing Businesses?
September 03, 2020 03:57 - 159 KB application/pdfPREMIUM VIDEO: Should You Invest in Dividend Stocks?
September 03, 2020 03:52 - 222 KB application/pdf
EP 249. Interpreting Buffett's 13F, Contacting Management, Our Long Term Goals, and Other Questions from Twitter
September 02, 2020 14:12 - 30 minutes - 27.6 MBwww.focusedcompounding.com/App QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected]
Interpreting Buffett's 13F, Contacting Management, Our Long Term Goals, and Other Questions from Twitter
September 02, 2020 14:12 - 30 minutes - 27.6 MBwww.focusedcompounding.com/App QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected]
EP 249. Interpreting Buffett’s 13F, Contacting Management, Our Long Term Goals, and Other Questions from Twitter
September 02, 2020 14:12 - 30 minutes - 27.6 MBwww.focusedcompounding.com/App QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected]
What Does a Perfect Stock Investment Look Like?
August 31, 2020 14:58 - 30 minutes - 28.2 MBwww.focusedcompounding.com/App QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected]
EP 248. What Does a Perfect Stock Investment Look Like?
August 31, 2020 14:58 - 30 minutes - 28.2 MBwww.focusedcompounding.com/App QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected]