442 episodes
Focused Compounding Andrew Kuhn and Geoff Gannon
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- Business
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4.8 • 263 Ratings
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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/
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Ep 444. Rising Margins: Continuation or Reversion to the Mean?
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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... -
Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise
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📰 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... -
Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't
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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... -
Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates
🔍 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... -
Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever
🔍 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... -
Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies
🔍 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...
Customer Reviews
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 👏👏
Better than most So Awesome
One of the best. Thank me later. So fantastic.
The only podcast I never miss an episode of
If you have come to learn, you’ve found the right place. I love the new long form podcast from Geoff and Andrew. It’s the best form of journalism there is. Ample time to get beyond the headlines and discuss the variables driving the headlines. They freely share old ideas and current ideas, but most importantly their thinking behind the ideas. I never miss an episode.