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Focused Compounding

QuickFS Link: https://quickfs.net/?via=focusedTwitter: @FocusedcompoundEmail: info@focusedcompounding.comFocused Compounding is a 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/disclaimer/

Popular episodes

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The best episodes ranked using user listens.

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Ep 127. Free Cash Flow Plus Growth: Investing the Warren Buffett Way

Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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.

29mins

24 Oct 2019

Rank #1

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Ep 148. Business Models We Like and Business Models We Don’t Like

Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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: https://www.focusedcompoundinggazette.com

27mins

9 Dec 2019

Rank #2

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Ep 20. Habits For Becoming a Better Investor

In this episode, Andrew and Geoff go over habits they believe individuals should work to develop to become a better investor.  www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code Podcast to get $10 off your monthly subscription price forever. Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com

31mins

5 Apr 2018

Rank #3

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Ep 62. SuperInvestor Series: Joel Greenblatt

Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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. Cancel anytime. Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code Podcast to get $10 off your monthly subscription price forever.

43mins

19 Sep 2018

Rank #4

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Ep 155. Our Biggest Mistakes as Investors, and How We’ve Improved

Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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: https://www.focusedcompoundinggazette.com

23mins

6 Jan 2020

Rank #5

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Ep 19. All About Moats

In this episode, Andrew and Geoff go over the topic of investing in businesses with “moats”.  www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code Podcast to get $10 off your monthly subscription price forever. Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com

28mins

2 Apr 2018

Rank #6

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Ep 18. The Two Types of Value Investing: Cheap vs. Quality

In this episode, Andrew and Geoff give their thoughts on the controversial topic of the two types of value investing: Cheap vs. Quality. www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code Podcast to get $10 off your monthly subscription price forever. Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com

23mins

29 Mar 2018

Rank #7

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Ep 154. Process Over Outcome - How to Build the Right Process to Become a Great Investor

Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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: https://www.focusedcompoundinggazette.com

27mins

2 Jan 2020

Rank #8

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Ep 17. Investing in Net-Nets

In this episode, Andrew and Geoff talk about investing in Net-Nets.  www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code Podcast to get $10 off your monthly subscription price forever. Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com

24mins

26 Mar 2018

Rank #9

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Ep 173. Analyzing a 10k and Valuing an Insurance Stock

Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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.focusedcompounding.com

1hr 10mins

27 Feb 2020

Rank #10

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Ep 65. His Investing Process, Being Short Tesla, and His Path to Starting Artko Capital with Peter Rabover

https://www.hvst.com/organization/art-capital-lp Peter's Twitter: @ArtkoCapital   info@artkocapital.com Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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. Cancel anytime. Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code Podcast to get $10 off your monthly subscription price forever.

1hr 26mins

10 Oct 2018

Rank #11

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Ep 14. Omnicom Group $OMC

In this podcast, Andrew and Geoff go over a stock idea that Geoff wrote about 2 years ago, which they think is an idea worth further study at current price levels. Listen in as they go over the investment thesis.  www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code Podcast to get $10 off your monthly subscription price forever. Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com

26mins

15 Mar 2018

Rank #12

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Ep 75. Our 5 Investing Filters

Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com Contact Geoff at: Email:  gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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 memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code Podcast to get $10 off your monthly subscription price forever.

35mins

24 Jan 2019

Rank #13

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Ep 143. The Bullcase for Investing in Burford Capital with Stephen Gamble

Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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: https://www.focusedcompounding.com

30mins

25 Nov 2019

Rank #14

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Ep 170. How to Think About ROE, ROA, ROIC and ROIIC

Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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.focusedcompounding.com

24mins

21 Feb 2020

Rank #15

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Ep 181. Stock Market Update and Cheap Stocks to Buy

Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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.focusedcompounding.com

33mins

21 Mar 2020

Rank #16

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Ep 135. Appraising a Stock: How we Valued $OTCM

Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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: https://www.focusedcompoundinggazette.com

28mins

9 Nov 2019

Rank #17

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Ep 83. All About Overlooked Stocks

Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com Contact Geoff at: Email:  gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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 memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code Podcast to get $10 off your monthly subscription price forever.

27mins

25 Apr 2019

Rank #18

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Ep 22. Tandy Leather Factory (TLF)

In this episode, Andrew and Geoff talk about Tandy Leather Factory (TLF), a stock Geoff wrote about at Singular Diligence back in 2015.  www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code Podcast to get $10 off your monthly subscription price forever. Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com

24mins

12 Apr 2018

Rank #19

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Ep 76. Common Mistakes Investors Make

Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com Contact Geoff at: Email:  gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. 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 memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code Podcast to get $10 off your monthly subscription price forever.

41mins

6 Feb 2019

Rank #20