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 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024 17.07.2024 1:28:29
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Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry 25.06.2024 26:06
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Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA 29.05.2024 28:33
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Ep 452. Analyzing Debt: Optimal Capital Structures 24.05.2024 23:17
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Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry 21.05.2024 50:33
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Ep 450. Our Takeaways from the Berkshire Hathaway Meeting 16.05.2024 1:08:02
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Ep 449. Focused Compounding's Plan for Parks! America 10.05.2024 46:11
PRKAproxyfight.com The implementation of this plan is contingent on the election of Focused Compounding’s four (4) director-nominees at the Company’s Annual Meeting. The financial forecasts contained herein are not a guaranty of what will happen, but rather are based on our market knowledge, and what we believe to be conservative forecasts. Focused Compounding is currently in a proxy contest wit...
Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges 26.04.2024 36:15
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Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy 25.04.2024 36:08
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Ep 446. Energy Investing the Warren Buffett Way 24.04.2024 32:33
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Ep 445. Market Share and Profitability: Unraveling the Relationship 22.04.2024 29:43
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Ep 444. Rising Margins: Continuation or Reversion to the Mean? 16.04.2024 20:50
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Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise 12.04.2024 36:29
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Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't 09.04.2024 37:55
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Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates 05.04.2024 36:52
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Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever 02.04.2024 39:32
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Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies 28.03.2024 28:00
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Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024 26.03.2024 34:11
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Ep 437. Outsider CEOs: John Malone and TCI 12.03.2024 34:08
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Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions 07.03.2024 31:46
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Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders 05.03.2024 31:34
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Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns 28.02.2024 46:50
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Ep 433. Les Schwab Pride in Performance: Keep It Going 22.02.2024 30:02
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Ep 432. Outsider CEOs: Bill Anders and General Dynamics 15.02.2024 31:20
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Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics 13.02.2024 1:36:06
https://www.prkaproxyfight.com/ If you have any questions, require assistance in voting your BLUE proxy card, or need additional copies of the Focused Compounding Group’s proxy materials, please contact InvestorCom at the phone numbers or email address listed below. InvestorCom 19 Old Kings Highway S. Suite 130 Darien, CT 06820 Shareholders may call toll-free: (877) 972-0090 Banks and brokers call...
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