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/
Author
Andrew Kuhn and Geoff Gannon
Category
Podcast website
Latest episode
May 29, 2026
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Episodes
Ep 105. EV-EBITDA for Handicapping Stocks, Compensation for Management, Competitive Advantages, and Geoff’s Best Investment Ever 08.08.2019 29:44
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 inve...
Ep 104. Our Daily Routine 06.08.2019 24:32
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...
Ep 102. Stocks to Research from Our Watchlist 30.07.2019 32:18
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...
Ep 101. Talking About Stocks on the Focused Compounding Gazette 23.07.2019 25:32
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...
Ep 100. What We Look For in Management, How We Judge Management, Compensation, Capital Allocation, and Much More 18.07.2019 24:40
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...
Ep 99. Analyzing Stocks, Moats, Research, Advice to New Investors and Cigar Butts vs Quality Businesses 16.07.2019 23:06
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...
Ep 98. Focus, Deep Work, and Reading Books/10ks, 11.07.2019 26:31
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...
Ep 97. Pari-Mutual System, Probabilities, and Handicapping a stock 04.07.2019 50:35
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...
Ep 96. All About Investing in Banks 02.07.2019 28:57
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...
Ep 95. International Stocks, Screening, FCF and NI, Managing Money, and Much More 27.06.2019 27:07
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...
Ep 93. Investing Mistakes, Passing on NFLX, Coefficient Variation and Reading the Footnotes 18.06.2019 35:59
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...
Ep 92. Growth vs. Value, Magical Formula vs. The Acquires Multiple, Shareholder Value in Dark Stocks and Investor Letters We Like 13.06.2019 23:13
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 th...
Ep 91. Stock Talk: North American Energy Partners ($NOA) With Alex Middleton 11.06.2019 23:08
Twitter https://twitter.com/StockWriteUps Website: https://stockwriteups.com/ Podcast https://podcasts.apple.com/ca/podcast/value-stocks/id1422942071 Email: Alex@stockwriteups.com Email: Valuestockspodcast@gmail.com Contact Andrew at: Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, m...
Ep 90. All About Illiquid Stocks, Our Thoughts on LEAPS and Talking About Merger Arbitrage 06.06.2019 34:00
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 th...
Ep 89. Sonics & Materials Inc: A Profitable Net-Net Building A Cash Pile with Luke Elliott 04.06.2019 31:30
$SIMA 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...
Ep 88. All About Berkshire Hathaway’s 2019 Shareholder Meeting and Other Thoughts on the Company Going Forward 30.05.2019 27:25
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 thi...
Ep 87. Favorite Psychology Books, Career Advice, Specialization, Moats and Becoming a Better Investor 23.05.2019 30:31
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 thi...
Ep 86. Berkshire Meeting, 10k’s, Books We Reread Often, ROE/ROCE, Inflation and Much More 16.05.2019 22:40
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 thi...
Ep 85. Using Volatility to Your Advantage 09.05.2019 32:15
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 thi...
Ep 84. Discount rates, Is there a place for Lower return investments in a portfolio, and Geoffs thoughts on regional banks and Majestic Wines 02.05.2019 27:02
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 thi...
Ep 83. All About Overlooked Stocks 25.04.2019 27:18
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...
Ep 82. Focused Compounding Capital Management, Auditing the Accounting in Dark Stocks, Bidding for Illiquid Stocks, Spinoffs, and How We Think About O... 11.04.2019 29:16
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 thi...
Ep 81. Value vs. Book Value, Investing in Other Countries, and How to Prejudge a Stock 04.04.2019 24:14
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 thi...
Ep 80. Avoiding Confirmation Bias, Doing Research, Changes to Investing Style, and Much More 22.03.2019 31:02
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 thi...
Ep 79. Cloning Super Investors, Alpha, Investing Without the Internet and the Next 30 years 15.03.2019 25:12
Stocks, Investing, Finance, Reading, Value Investing, Finance, Money, Warren Buffett, Investing Help, Trading 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 po...
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