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 78. Buffetts Berkshire Letter 07.03.2019 26:15
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 77. Insider Ownership, Institutional ownership, Moats, and Other Questions From Listeners 28.02.2019 34:13
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 thi...
Ep 76. Common Mistakes Investors Make 06.02.2019 41:21
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 75. Our 5 Investing Filters 24.01.2019 35:57
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 thi...
Ep 74. Our Research Pipeline 17.01.2019 1:17:06
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 t...
Ep 73. Revisiting Geoffs Initial Interest posts -- USLM, REZI, PCOA, KEWL, MLP, GRBK, VULC 09.01.2019 56:33
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 72. Guarding Against Attachment Bias, Updates on Stocks, Our Thoughts On Facebook, and More Questions From Listeners 12.12.2018 44:30
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 t...
Ep 71. Oil, Running a Public Company, and the Business of Life with Jeff Johnson - CEO of Epus Global Energy 05.12.2018 1:01:40
https://epusenergy.com jeff@epusenergy.com 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 sto...
Ep 70. Cyclical Stocks, BWXT, Buy and Hold Forever, Timberland, Portfolio Decisions, and Other Questions From Twitter 28.11.2018 56:42
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 69. Talking MicroCap Investing with MicroCapClub’s Ian Cassel 14.11.2018 52:24
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 68. Talking Deep Value Investing in Japanese stocks with Clayton Young 31.10.2018 45:45
The coupon code is: FCPODCAST - Amazon Japan Founder Disrupting Outdated Japanese Publishing Industry - Explosive But Dubious Growth Internet Advertising Company Trading for 3.2x EV/EBIT - Flailing Clothing Company With Signs of Improvement Trading for 55% NCAV Contact Andrew at: Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmai...
Ep 67. Revisiting ALL of Geoff’s Singular Diligence Reports 24.10.2018 1:17:18
Lifetime Fitness Report - https://focusedcompounding.com/wp-content/uploads/2017/05/LifeTime-Fitness-1.pdf Breeze Eastern Report - https://focusedcompounding.com/wp-content/uploads/2017/05/Breeze-Eastern-1.pdf Contact Andrew at: Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members...
Ep 66. Checking Stock Prices, Detecting Frauds, Avoiding Behavioral Biases, and other FAQs 17.10.2018 1:15:34
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 inves...
Ep 65. His Investing Process, Being Short Tesla, and His Path to Starting Artko Capital with Peter Rabover 10.10.2018 1:26:31
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,...
Ep 64. Oddball Stocks, Investing in Banks, Why Price Is The Most Important Information Point, and Much More with Nate Tobik 03.10.2018 1:29:30
Nate Tobik @oddballstocks http://www.oddballstocks.com https://www.completebankdata.com Buy Nates Book here! https://amzn.to/2E1vdzY 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...
Ep 63. Good vs. Bad When It Comes to Business, Management, Incentives, Accounting, and A lot More 26.09.2018 59:31
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 investo...
Ep 62. SuperInvestor Series: Joel Greenblatt 19.09.2018 43:49
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 investo...
Ep 61. The Most Important Concept For Investors: Deep Work 12.09.2018 56:57
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 investo...
Ep 60. Mental Models, Investing, Sleep and Much More With Samir Patel from Askeladden Capital 05.09.2018 1:00:38
http://www.askeladdencapital.com Follow Samir on Twitter - @AskeladdenTX 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. Contact Andrew at: Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Twitter: @Geof...
Ep 59. Investing in Turnarounds, Outperformance Anxiety, Value Investing in the 21st Century, and Why We Don’t Short 29.08.2018 33:03
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. Contact Andrew at: Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Twitter: @GeoffGannon Email: gannononinvesting@gmail.com
Ep 58. Checklist For Going Beyond the 10K 22.08.2018 45:39
Going Beyond the 10k Checklist (good order to follow. If not durable, we should drop it) • Overview – Give an overview on the business – what is the business, what units make it up, what products do the business have, who are the customers, where do they operate geographically, recent events (spinoffs, the stocks down 50%, why are we looking at this?) who’s their biggest customer, who’s their bigg...
Ep 57. Our Real Life Investing Checklist 15.08.2018 22:31
Checklist Read most recent 10k and take notes find 5 peers Get longest term stock chart possible, record the number of years and use money chimp CAGR calculator to get the long-term return. We’re doing this because we want to make sure the stock works geometrically overtime Get longest term stock chart possible for the closest peers and repeat step one. Often, we won’t have the longest cha...
Ep 56. Volatility in Microcaps and ”Overlooked Stocks” 08.08.2018 38:44
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. Contact Andrew at: Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Twitter: @GeoffGannon Email: gannononinvesting@gmail.com
Ep 55. Improving Your Reading Habits 01.08.2018 20:50
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. Contact Andrew at: Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Twitter: @GeoffGannon Email: gannononinvesting@gmail.com
Ep 54. Let’s Talk About Macro Stuff... 25.07.2018 24:26
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. Contact Andrew at: Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Twitter: @GeoffGannon Email: gannononinvesting@gmail.com
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