Andrew Kuhn and Geoff Gannon

Focused Compounding

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

Autor

Andrew Kuhn and Geoff Gannon

Kategorie

Business

Neueste Folge

29. Mai 2026

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EP 330. Our First 5 Minutes on 10 Stocks -BGFV, BKNG, MO, NLS, CRFCF, KMT, ENVA, MCK, SSNC, FRPH 15.10.2021

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...

EP 329. 20 Lessons About Banking from Maxfield on Banks 13.10.2021

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...

EP 328. Special Situations Investing: Revisiting and analyzing recent spinoffs 24.09.2021

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...

EP 327. Snap Judgements: Our First 5 Minutes on 10 Stocks - CTO, DFIN, AMZN, DG, COST, GLXY, RILY, AMC, ENR, ARKR 22.09.2021

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...

EP 326. Snap Judgements: Our First 5 Minutes on 6 Stocks - DG, BBSI, VRSN, ALOT, VLGEA, SFM 17.09.2021

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...

EP 325. What are the 4 Most Important Numbers to Know About a Stock? 15.09.2021

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...

EP 324. Snap Judgements: Our First 5 Minutes on 7 Stocks 01.09.2021

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...

EP 323. Asking the Right Questions: Evaluating Management, Board, Business, etc. 31.08.2021

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...

EP 322. Q/A: Movie Theater Industry + Shortening Window, Managing Personal Portfolio, Bank Deposits, Valuing Stocks, and Much More 26.08.2021

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...

EP 321. Where Do We Go From Here? 39x Shiller PE, Inflation, Interest Rates, China, etc 25.08.2021

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...

EP 320. Investing in Emerging Markets, Creative Thinking, Float, Sizing Investments, and Other Questions from Twitter 19.07.2021

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...

EP 319. How We Analyze Insurance Companies 15.07.2021

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...

EP 318. Hunting for 10-Baggers: 9-Point Investing Checklist 14.07.2021

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...

EP 317. Fintech, Sourcing Ideas, Investing Books, and Other Questions From Twitter 25.06.2021

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...

EP 316. Judging Moats: Customer Behavior, Price Sensitivity, Retention, Power of Suppliers, Distribution Process, and Much More 24.06.2021

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...

EP 315. Why Capital Turns Matter – And What Warren Buffett Means When He Talks About Them 23.06.2021

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...

EP 314. How Much Is Too Much To Pay for a Great Business 03.06.2021

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...

EP 313. How to Judge and Research an Industry 02.06.2021

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...

EP 312. Capital Allocation, 1966-1972: Diversified Retailing, Blue Chip Stamps, and See’s Candies 24.05.2021

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...

EP 311. Analyzing and Investing in Holding Companies 20.05.2021

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...

EP 310. Berkshire Meeting, Munger/Pabrai Buy Baba, 13-Fs, Handicapping Stocks After 2020 Growth, and Inflation 19.05.2021

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...

EP 309. Capital Allocation, 1975-1977: Buffett Buys Cypress, Waumbec, and K&W Products 23.04.2021

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...

EP 308. Improving on the Psychology of Successful Investing 22.04.2021

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...

EP 307. Thoughts on Tobacco Stocks, DogeCoin, Blockchain, Buffett’s CVX Buy, Investing Process, and more 21.04.2021

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...

EP 306. Jamie Dimon’s Letter, Railroad Industry, Investing Overseas, Bonds, and Much More 15.04.2021

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...

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