Focused Compounding

“Was Peter Lynch Right? – Does Earnings Performance Drive Stock Performance?”

Ep 234. Hindsight Is Always 20/20: What 34 Year Old Geoff Would Tell His Novice Investing Self

www.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

Peter Lynch and the Most Basic Form of Scuttlebutt

VIDEO: Takeaways From Total Recall by Arnold Schwarzenegger

VIDEO: Focused Compounding App- Videos to Come

Surviving Once a Decade Disasters: The Cost of Companies Not Keeping Enough Cash on Hand

The Graham Number: What Makes a Value Stock a Value Stock?

Revisiting the Most Common Stocks That People Ask About

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 233. Revisiting the Most Common Stocks That People Ask About

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

When Will Value Catch a Bid, Multiple Expansion, Process vs. Outcome, and other Questions

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

When Will Value Catch a Bid, Multiple Expansion, Process vs. Outcome, and other Questions

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 232. When Will Value Catch a Bid, Multiple Expansion, Process vs. Outcome, and other Questions

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

Handicapping Stocks: Winnowing a Stock List to Fit the Distance of the Business Horse Race You're Really Betting on

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 231. Handicapping Stocks: Winnowing a Stock List to Fit the Distance of the Business Horse Race You're Really Betting on

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 231. Handicapping Stocks: Winnowing a Stock List to Fit the Distance of the Business Horse Race You’re Really Betting on

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

The Art of Capital Re-Allocation - How Warren Buffett Got Rich

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 230. The Art of Capital Re-Allocation - How Warren Buffett Got Rich

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

The Second-Half Of Our Research Trip: Our Final Thoughts

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 229. The Second-Half Of Our Research Trip: Our Final Thoughts

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 228. Do As We Say, Or Do As We Do: Times When We've Broken Our Own Rules

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

Do As We Say, Or Do As We Do: Times When We've Broken Our Own Rules

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 228. Do As We Say, Or Do As We Do: Times When We’ve Broken Our Own Rules

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

Revisiting Stocks Written Up on Focused Compounding

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 227. Revisiting Stocks Written Up on Focused Compounding

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

Tricky Stocks: Why Analyzing Asset Plays Is so Hard

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 226. Tricky Stocks: Why Analyzing Asset Plays Is so Hard

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 225. Speculation vs. Investment: Ben Graham's definition, Geoff's definition

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

Speculation vs. Investment: Ben Graham's definition, Geoff's definition

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 225. Speculation vs. Investment: Ben Graham’s definition, Geoff’s definition

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

The First Half of Our Research Trip: Our Takeaway

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 224. The First Half of Our Research Trip: Our Takeaway

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’s My Upside? How to Break Down Where Your Return Can Come From

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 223. What’s My Upside? How to Break Down Where Your Return Can Come From

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

The Process of Due Diligence AFTER You Buy a Stock

QuickFS Link: https://quickfs.net/company/USLM?via=...   ... 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 222. The Process of Due Diligence AFTER You Buy a Stock

QuickFS Link: https://quickfs.net/company/USLM?via=...   ... 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

Capital Allocation, Smaller Stock Advantages, FANG, and Debt

Full Video: https://youtu.be/Jmo6DLSmLCg 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 221. Capital Allocation, Smaller Stock Advantages, FANG, and Debt

Full Video: https://youtu.be/Jmo6DLSmLCg 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

Defense in Depth: Finding multiple margins of safety in the same stock

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 220. Defense in Depth: Finding multiple margins of safety in the same stock

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

Credit Conditions and the Stock Market: Why this matters for you, the individual stock picker

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 219. Credit Conditions and the Stock Market: Why this matters for you, the individual stock picker

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 if the Value Gap Never Closes?

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 – for just $60 a month. Join our free stock writeup list at...

What if the Value Gap Never Closes?

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 – for just $60 a month. Join our free stock writeup list at...

Ep 218. What if the Value Gap Never Closes?

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 – for just $60 a month. Join our free stock writeup list at...

Investing Books: Andrew and Geoff’s Favorites – Some Obscure Ones

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 – for just $60 a month. Join our free stock writeup list at...

Ep 217. Investing Books: Andrew and Geoff’s Favorites – Some Obscure Ones

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 – for just $60 a month. Join our free stock writeup list at...

Story stocks: The Main Street Story vs. The Wall Street Story

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 – for just $60 a month. Join our free stock writeup...

Ep 216. Story stocks: The Main Street Story vs. The Wall Street Story

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 – for just $60 a month. Join our free stock writeup li...

Inefficient Markets: Common Reasons Why Stocks Get Mispriced

QuickFS Link: https://quickfs.net/company/USLM?via= 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 – for just $60 a month. Join our free stock writeup list at: www.focus...

Ep 215. Inefficient Markets: Common Reasons Why Stocks Get Mispriced

QuickFS Link: https://quickfs.net/company/USLM?via= 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 – for just $60 a month. Join our free stock writeup list at: www.focus...