450 episodes

QuickFS Link: https://quickfs.net/?via=focused



Twitter: @Focusedcompound



Email: info@focusedcompounding.com



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/disclaimer/

Focused Compounding Andrew Kuhn and Geoff Gannon

    • Business
    • 4.8 • 264 Ratings

QuickFS Link: https://quickfs.net/?via=focused



Twitter: @Focusedcompound



Email: info@focusedcompounding.com



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/disclaimer/

    Ep 452. Analyzing Debt: Optimal Capital Structures

    Ep 452. Analyzing Debt: Optimal Capital Structures

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    📈 QuickFS: Visit here: https://quickfs.net/?via=focused
    🐦 Twitter: @Focusedcompound
    ✉️ Email: info@focusedcompounding.com
    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/discla...

    • 23 min
    Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry

    Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry

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    📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...
    📈 QuickFS: Visit here: https://quickfs.net/?via=focused
    🐦 Twitter: @Focusedcompound
    ✉️ Email: info@focusedcompounding.com
    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/discla...

    • 50 min
    Ep 450. Our Takeaways from the Berkshire Hathaway Meeting

    Ep 450. Our Takeaways from the Berkshire Hathaway Meeting

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    📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...
    📈 QuickFS: Visit here: https://quickfs.net/?via=focused
    🐦 Twitter: @Focusedcompound
    ✉️ Email: info@focusedcompounding.com
    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/discla...

    • 1 hr 8 min
    Ep 449. Focused Compounding's Plan for Parks! America

    Ep 449. Focused Compounding's Plan for Parks! America

    PRKAproxyfight.com
     
    The implementation of this plan is contingent on the election of Focused Compounding’s four (4) director-nominees at the Company’s Annual Meeting. The financial forecasts contained herein are not a guaranty of what will happen, but rather are based on our market knowledge, and what we believe to be conservative forecasts.
    Focused Compounding is currently in a proxy contest with the Company, the outcome of which may determine the future of the Company. The Plan outlines what Focused Compounding’s nominees would propose to do if they are elected to the Board of Parks! America at the Annual Meeting, subject to their fiduciary duties.  
    Additional Information and Certain Information Regarding the Participants
    On May 7, 2024, Focused Compounding Fund, LP filed a definitive proxy statement (the “Proxy Statement”) with the U.S. Securities and Exchange Commission (“SEC”) in connection with the 2024 annual meeting of Parks! America, Inc., which is currently scheduled to be held virtually on June 6, 2024 at 10:00 a.m. Eastern Time.
    FOCUSED COMPOUNDING STRONGLY ADVISES ALL SHAREHOLDERS OF PARKS! TO READ THE PROXY STATEMENT BECAUSE IT CONTAINS IMPORTANT INFORMATION. SUCH PROXY STATEMENT IS AVAILABLE AT NO CHARGE ON THE SEC’S WEB SITE AT HTTP://WWW.SEC.GOV. IN ADDITION, FOCUSED COMPOUNDING WILL PROVIDE COPIES OF THE PROXY STATEMENT WITHOUT CHARGE UPON REQUEST. REQUESTS FOR COPIES SHOULD BE DIRECTED TO FOCUSED COMPOUNDING’S PROXY SOLICITOR, INVESTORCOM, AT 19 OLD KINGS HIGHWAY S., SUITE 130 DARIEN, CT 06820, PROXY@INVESTOR-COM.COM. SHAREHOLDERS MAY CALL TOLL-FREE: (877) 972-0090. BANKS AND BROKERS CALL: (203) 972-9300.

    • 46 min
    Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges

    Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges

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    📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...
    📈 QuickFS: Visit here: https://quickfs.net/?via=focused
    🐦 Twitter: @Focusedcompound
    ✉️ Email: info@focusedcompounding.com
    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/discla...

    • 36 min
    Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy

    Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy

    🔍 Want access to an event-driven monitor?
    Sign up here: https://www.insidearbitrage.com/speci...
    📰 Interested in our free weekly newsletter?
    Subscribe now: https://t.co/I65UzM4uFB
    📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...
    📈 QuickFS: Visit here: https://quickfs.net/?via=focused
    🐦 Twitter: @Focusedcompound
    ✉️ Email: info@focusedcompounding.com
    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/discla...

    • 36 min

Customer Reviews

4.8 out of 5
264 Ratings

264 Ratings

LearnEveryday84 ,

Small investments need love too

Mega cap analysis and opinions on small cap businesses is awesome to have. Most small caps have less filings, data and financial numbers and have a hard time trying to get the best picture possible. As a small entrepreneur it’s interesting to learn about smaller companies and the way they operate, grow and function internally.

JLegacy33 ,

Great stuff

Geoff and Andrew are simply the best creators of content for diligent individual investors. The podcast is a terrific resource and a wonderful way to grow your knowledge and wisdom as it relates to business as a whole as well as investing. Thanks guys for sharing your journey and discussions with us. Cheers 👏👏

WildlyFastWill7 ,

Better than most So Awesome

One of the best. Thank me later. So fantastic.

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