373 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 • 245 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 375. Q&A: Buffett’s Best Investment, Distributor Stocks, P/E Contraction, Net Nets, etc.

    Ep 375. Q&A: Buffett’s Best Investment, Distributor Stocks, P/E Contraction, Net Nets, etc.

    QuickFS Link: https://quickfs.net/?via=focused 
    Twitter: @Focusedcompound
    Email: info@focusedcompounding.com 
    Focused Compounding is website 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/discla...
     

    • 1 hr 51 min
    Ep 374. Tech Layoffs, Recessions, Microcap Screener, and Thoughts on the Rollup Biz Model

    Ep 374. Tech Layoffs, Recessions, Microcap Screener, and Thoughts on the Rollup Biz Model

    QuickFS Link: https://quickfs.net/?via=focused 
    Twitter: @Focusedcompound
    Email: info@focusedcompounding.com 
    Focused Compounding is website 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/discla...
     

    • 2 hr 17 min
    Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener

    Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener

    QuickFS Link: https://quickfs.net/?via=focused 
    Twitter: @Focusedcompound
    Email: info@focusedcompounding.com 
    Focused Compounding is website 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/discla...
     

    • 1 hr 44 min
    Ep 372. S&P 500 is Down 25% YTD, FAANG, Interest Rates, International Stocks, and Other Questions from Twitter

    Ep 372. S&P 500 is Down 25% YTD, FAANG, Interest Rates, International Stocks, and Other Questions from Twitter

    QuickFS Link: https://quickfs.net/?via=focused 
    Twitter: @Focusedcompound
    Email: info@focusedcompounding.com 
    Focused Compounding is website 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/discla...
     

    • 2 hr 3 min
    Ep 371. Bank of England Emergency, Cheap UK Stocks, Interest Rates, and US Insurance Companies

    Ep 371. Bank of England Emergency, Cheap UK Stocks, Interest Rates, and US Insurance Companies

    Presentation: https://drive.google.com/file/d/1KiqCBLZNEt5viDJKZxX6AsXVs4FD2ZlI/view?usp=sharing
     
    QuickFS Link: https://quickfs.net/?via=focused 
     
    Twitter: @Focusedcompound
    Email: info@focusedcompounding.com 
    Focused Compounding is website 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/discla...
     

    • 1 hr 57 min
    Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter

    Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter

    Presentation: https://drive.google.com/file/d/1Dnz6f5Ym7FpT88y30JgENB7310pnETQQ/view?usp=sharing
     
    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/discla...
     

    • 1 hr 40 min

Customer Reviews

4.8 out of 5
245 Ratings

245 Ratings

ismail i. ,

Welcome welcome welcome

Super approachable hosts and awesome material

BrianRight ,

Waaayyy too long

Would be awesome if it was shorter. I know their approach is long form, but even on double speed, it gets somewhat repetitive and too drawn out. I stoped listening because of the length.
Both hosts are great and super knowledgeable, however!

Pinky1776 ,

The number one value investing podcast (At least in my book!)

Focused Compounding is the first value investing podcast I listened to and, in my humble opinion, it’s also the best value investing podcast. I love the dynamic between Geoff and Andrew: Andrew asks Geoff questions (or reader questions) and lets Geoff take center stage. It’s like listening to Einstein interviewing Niels Bohr with Einstein shining a light on Bohr rather than trying to show off his own knowledge (or perhaps Munger interviewing Buffett or vice-versa!).

I also enjoy how, without dumbing anything down, Andrew and Geoff make value investing concepts accessible to people who don’t follow stocks too closely but still consider themselves value investors (like this review’s author). While I enjoy the handful of other value investing podcasts out there, I feel that they get a little too value-nerdy… where, to really understand the discussion, it helps to read Value Investors Club regularly so you’re in-the-know on the hotly debated value stocks there.

Lastly, a disclosure: I’m an investor in Geoff and Andrew’s fund. However, the whole reason I became an investor in the first place is because of this podcast: I learned how the two of them think and that gave me the confidence to put money with them. Not trying to encourage anyone to invest or not invest with them, just pointing out that the podcast is so good that I decided to invest with them!

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