369 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
    • 4.9 • 244 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 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
    Ep 369. Interest Rates, US Deficit, and the First 8 Things to Look at When Researching a Stock

    Ep 369. Interest Rates, US Deficit, and the First 8 Things to Look at When Researching a Stock

    Presentation: https://drive.google.com/file/d/1SImDgLmrd8t2s_dCM6RCVDRe8nxs3Fov/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 57 min
    Ep 368. Favorite Buffett Lessons, Yield Curve, Inflation, Management Teams, & Matching a Style to Your Personality

    Ep 368. Favorite Buffett Lessons, Yield Curve, Inflation, Management Teams, & Matching a Style to Your Personality

    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...

     

    • 2 hr 2 min
    Ep 367. Fed Funds Rate, Celsius Deal, FCF + Growth, Bargaining Power, & The Best Business Advantages

    Ep 367. Fed Funds Rate, Celsius Deal, FCF + Growth, Bargaining Power, & The Best Business Advantages

    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 42 min
    Ep 366. Microsoft + Netflix, Advice for New Investors, Buffett/Munger, and Testing Bargaining Power

    Ep 366. Microsoft + Netflix, Advice for New Investors, Buffett/Munger, and Testing Bargaining Power

    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...

    • 2 hr 3 min

Customer Reviews

4.9 out of 5
244 Ratings

244 Ratings

ismail i. ,

Welcome welcome welcome

Super approachable hosts and awesome material

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!

Travis331489 ,

Best investing podcast

Great insights and discussion, hardcore investing podcast

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