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.
Important: Read our Disclaimer: https://focusedcompounding.com/disclaimer/
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Episodes
PREMIUM EPISODE: Peter Lynch's 13-Points on What Makes a Perfect Stock
August 29, 2020 22:49 - 29 minutes - 27.4 MBPREMIUM EPISODE: Peter Lynch’s 13-Points on What Makes a Perfect Stock
August 29, 2020 22:49 - 29 minutes - 27.4 MB5 Stocks Above a 10B Market Cap That Geoff Would Buy
August 29, 2020 22:00 - 21 minutes - 19.6 MBwww.focusedcompounding.com/App QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected]
EP 247. 5 Stocks Above a 10B Market Cap That Geoff Would Buy
August 29, 2020 22:00 - 21 minutes - 19.6 MBwww.focusedcompounding.com/App QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected]
How to Use EDGAR to Navigate SEC Filings
August 26, 2020 09:00 - 40 minutes - 37.5 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 246. Learning From Warren Buffett’s Personal Portfolio: Trade With a Margin of Safety
August 25, 2020 09:00 - 30 minutes - 27.7 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 246. Learning From Warren Buffett's Personal Portfolio: Trade With a Margin of Safety
August 25, 2020 09:00 - 30 minutes - 27.7 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
Learning From Warren Buffett's Personal Portfolio: Trade With a Margin of Safety
August 25, 2020 09:00 - 30 minutes - 27.7 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: Net Income to Cash Flow - How to Spot Creative Accounting
August 25, 2020 05:10 - 239 KB application/pdf
PREMIUM VIDEO: Rationality in Stocks
August 24, 2020 19:32 - 213 KB application/pdfPREMIUM VIDEO: Judging the Industry a Business Operates In
August 24, 2020 19:07 - 214 KB application/pdf
Competition: How to Judge The Durability of a Business
August 20, 2020 14:24 - 49 minutes - 45.5 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 245. Competition: How to Judge The Durability of a Business
August 20, 2020 14:24 - 49 minutes - 45.5 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
VIDEO: Lessons Learned Investing Through COVID (so far)
August 19, 2020 18:16 - 281 KB application/pdf
Lessons From Analyzing Past 100-Bagger Stocks
August 19, 2020 14:55 - 32 minutes - 29.7 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 244. Lessons From Analyzing Past 100-Bagger Stocks
August 19, 2020 14:55 - 32 minutes - 29.7 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
Go Beyond the Financial Statements: Break a Company Down Revenue Line by Revenue Line
August 18, 2020 20:15 - 150 KB application/pdfPREMIUM VIDEO: Should You Diversify Your Stock Portfolio?
August 18, 2020 18:41 - 247 KB application/pdf
Gross Profits and Learning to Move up the Income Statement
August 18, 2020 04:37 - 35 minutes - 32.2 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 243. Gross Profits and Learning to Move up the Income Statement
August 18, 2020 04:37 - 35 minutes - 32.2 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 VIDEO: How to Judge The Unit Economics of a Business
August 17, 2020 14:08 - 233 KB application/pdf
EP 242. Specialization as an Investor and Revisiting Spinoffs From The Past Few Years
August 07, 2020 09:33 - 34 minutes - 31.3 MBwww.focusedcompounding.com/App QuickFS Link: https://quickfs.net/company/USLM?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: Learning From Others - What Investors Do We Follow?
August 06, 2020 17:09 - 189 KB application/pdf
Ep 241. How Listening to “The Value Guys” Podcast Can Get You Out of Learning Mode and Into Practicing Mode
August 06, 2020 12:20 - 20 minutes - 18.3 MBwww.focusedcompounding.com/App QuickFS Link: https://quickfs.net/company/USLM?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: What to do When You Can't Find Stock Ideas
August 05, 2020 23:30 - 222 KB application/pdf
Ep 240. When Dead Money Becomes a Great Investment. Stock Reratings Over a 10-Year Period
August 05, 2020 09:00 - 32 minutes - 29.5 MBwww.focusedcompounding.com/App QuickFS Link: https://quickfs.net/company/USLM?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 240. What Does Warren Buffett Buying More BAC Say About Bank Stocks?
August 04, 2020 09:00 - 23 minutes - 21.6 MBwww.focusedcompounding.com/App QuickFS Link: https://quickfs.net/company/USLM?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 239. What Does Warren Buffett Buying More BAC Say About Bank Stocks?
August 04, 2020 09:00 - 23 minutes - 21.6 MBwww.focusedcompounding.com/App QuickFS Link: https://quickfs.net/company/USLM?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
What Does Warren Buffett Buying More BAC Say About Bank Stocks?
August 04, 2020 09:00 - 23 minutes - 21.6 MBwww.focusedcompounding.com/App QuickFS Link: https://quickfs.net/company/USLM?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 Listening to “The Value Guys” Podcast Can Get You Out of Learning Mode and Into Practicing Mode
August 03, 2020 16:08 - 183 KB application/pdfEp 238. How Would Joel Greenblatt Invest in This Market and Other Questions from Twitter
August 03, 2020 14:51 - 21 minutes - 19.7 MBwww.focusedcompounding.com/App QuickFS Link: https://quickfs.net/company/USLM?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 237. Peter Lynch and the Most Basic Form of Scuttlebutt
July 31, 2020 15:33 - 24 minutes - 22.7 MBwww.focusedcompounding.com/App QuickFS Link: https://quickfs.net/company/USLM?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
Business Momentum: When is a Value Stock a Value Trap?
July 30, 2020 15:19 - 248 KB application/pdfEp 236. Surviving Once a Decade Disasters: The Cost of Companies Not Keeping Enough Cash on Hand
July 30, 2020 13:38 - 22 minutes - 20.9 MBwww.focusedcompounding.com/App QuickFS Link: https://quickfs.net/company/USLM?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 235. Q&A: Purchasing Power Parity, What Makes a Great Bank, NACCO, VTU, SPACs, and Other Questions
July 29, 2020 10:00 - 19 minutes - 18 MBwww.focusedcompounding.com/App QuickFS Link: https://quickfs.net/company/USLM?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
VIDEO: Our Thoughts on Tilman Fertitta's Shut Up and Listen!
July 28, 2020 21:51 - 295 KB application/pdf