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/
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Autor
Andrew Kuhn and Geoff Gannon
Categoria
Site do podcast
Último episódio
29 de mai de 2026
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Episódios
Ep 405. Merger Arbitrage: Spirit Airlines vs. Albertsons 20.09.2023 48:04
InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
Ep 404. The Number One Trait of Top Investors: A Money Mindset 18.09.2023 43:12
InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
Ep 403. Investing the Peter Lynch Way 13.09.2023 50:18
InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
Ep 402. Uncovering Warren Buffett’s Investments in Japan 11.09.2023 35:14
InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
Ep 401. Macro for Value Investors: What Alice Schroeder Means by ’Buffett Cares about Macro’ 06.09.2023 42:26
QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
Ep 400. Where Does Your Return Come From: Yield, Growth, and Multiple Expansion, and the Difference Between Speculation and Investing 04.09.2023 31:51
QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
Ep 399. Berkshire Hathaway’s Homebuilder Investment, Market Positioning, and Assessing Business Profit Persistency 20.08.2023 1:51:23
QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
Ep 398. The Financial History of General Motors with Capital Allocation Author, Jacob McDonough 28.07.2023 1:36:15
Jacob's Info Podcast: https://open.spotify.com/show/3iJsVOzhvOECw8wwckyBbc Twitter: @McD_Investments Website: http://www.mcdonough-investments.com/ QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
Ep 397. The Financial History of GEICO with Capital Allocation Author, Jacob McDonough 08.07.2023 1:22:59
Jacob's Info Podcast: https://open.spotify.com/episode/5y0tUU9O2v1D9VvEnEdaZ3?si=277799c172704769&nd=1 Twitter: @McD_Investments Website: http://www.mcdonough-investments.com/ QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://fo...
Ep 396. Box Office Flops, Cinemark’s Valuation, and Revisiting Overlooked Bank Stocks 01.07.2023 1:53:54
QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter 16.06.2023 1:59:08
QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On 09.06.2023 1:52:09
QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: info@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing 02.06.2023 2:06:55
QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: info@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators 26.05.2023 2:16:25
QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: info@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast 19.05.2023 2:01:26
https://aletteraday.substack.com/p/letter-80-todd-combs-2023 https://podcasts.apple.com/us/podcast/todd-combs-meeting-munger-buffett-and-joining-berkshire/id1502613782?i=1000611548160 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 wi...
Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM 12.05.2023 2:08:52
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 th...
Ep 389. Interest Rate Hike, Credit Suisse’s Failure, and Other Banking + Economic Risks on the Horizon 24.03.2023 1:57:55
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 th...
Ep 388. SVB Financial Collapse, Modern Bank Runs, and The Future of Regional Banks 17.03.2023 1:44:44
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 th...
Ep 387. Bank Stock Sell-Offs, Higher Interest Rates, and JetBlue + Spirit Airlines Merger Arbitrage 10.03.2023 1:45:15
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 th...
Ep 386. Takeaways from Warren Buffett’s Shareholder Letter and Analyzing Ted Weschler’s Dillards Investment 03.03.2023 1:59:54
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 th...
Ep 385. 5 Years of Podcasting, Theme Park Industry in 2023, Munger DJCO Meeting, and Berkshire’s 13-F 24.02.2023 1:55:54
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 th...
Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition 10.02.2023 2:02:42
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 th...
Ep 383. Fed Raised Interest Rates, Market Cycles, Multi Strat Portfolio, & Airlines Look Cheap 03.02.2023 1:42:04
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 th...
Ep 382. Franchise Value, The Secret to Geoff Gannon’s Investing, and Analyzing Airline Stocks 27.01.2023 1:47:58
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 th...
Ep 381. Disney and Nelson Peltz, Carvana’s Fall, Pair Trading Strategies, and Charlie Munger’s Top 3 Places to Find Stocks 20.01.2023 2:00:04
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 th...
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