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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Andrew Kuhn and Geoff Gannon
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Poddens webbplats
Senaste avsnittet
29 maj 2026
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Avsnitt
Ep 207. Investing During High Inflation: Which Stocks Work Best and Which Stocks Work Worst? 20.05.2020 31:45
Twitter: @Focusedcompound Email: info@focusedcompounding.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 investors who follow the principles of Buffett, Munger, and...
Ep 206. How the Do You Read a 10k? 20.05.2020 45:42
QuickFS Link: https://quickfs.net/company/USLM?via= Twitter: @Focusedcompound Email: info@focusedcompounding.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 investo...
Ep 205. Coffee Can Portfolio: What Really Happens If You Buy Just One Stock a Year and Hold It Forever? 18.05.2020 26:16
QuickFS Link: https://quickfs.net/company/USLM?via= Twitter: @Focusedcompound Email: info@focusedcompounding.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 i...
Ep 204. Dividend Stocks, DCF’s. Graham vs. Munger, and Other Questions From Twitter 11.05.2020 55:16
QuickFS Link: https://quickfs.net/company/USLM?via= Twitter: @Focusedcompound Email: info@focusedcompounding.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 inves...
Ep 203. How to Value Stocks and Think About Intrinsic Value During a Recession 08.05.2020 21:18
Twitter: @Focusedcompound Email: info@focusedcompounding.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 investors who follow the principles of Buffett, Munger, an...
Ep 202. ROIC, Intrinsic Value, Investing Time Horizon, and Other Questions From Twitter 06.05.2020 50:32
Twitter: @Focusedcompound Email: info@focusedcompounding.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 investors who follow the principles of Buffett, Munger, and...
Ep 201. Key Takeaways From The Berkshire Hathaway Meeting 04.05.2020 29:40
Twitter: @Focusedcompound Email: info@focusedcompounding.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 investors who follow the principles of Buffett, Munger, and...
Ep 200.The Current Market, Interest Rates, and Investing Through Recessions 01.05.2020 44:38
Twitter: @Focusedcompound Email: info@focusedcompounding.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 investors who follow the principles of Buffett, Munger, and F...
Ep 199. The Correlation of an Industry and Individual Stock Performance 30.04.2020 28:31
Twitter: @Focusedcompound Email: info@focusedcompounding.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 investors who follow the principles of Buffett, Munger, and...
Ep 198. Biglari Holdings, AerCap, REITS Ponzi, Detecting Fraud, and Other Questions From Listeners 27.04.2020 1:15:59
Twitter: @Focusedcompound Email: info@focusedcompounding.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 investors who follow the principles of Buffett, Munger, and...
Ep 197. Investing in Airlines/Airports, and Should the Government Bailout Companies? 24.04.2020 58:05
Twitter: @Focusedcompound Email: info@focusedcompounding.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 investors who follow the principles of Buffett, Munger, and...
Ep 196. Porter’s 5 Forces and Measuring a Stock’s Moat 22.04.2020 48:26
Twitter: @Focusedcompound Email: info@focusedcompounding.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 investors who follow the principles of Buffett, Munger, and...
Ep 195. Oil Price Collapse, Beta and Overlooked Stocks, The Current Stock Market, and Business Valuation 20.04.2020 45:13
Twitter: @Focusedcompound Email: info@focusedcompounding.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 investors who follow the principles of Buffett, Munger, and F...
Ep 194. Looking Over Warren Buffett’s Lehman Brothers 10k 19.04.2020 1:03:19
Twitter: @Focusedcompound Email: info@focusedcompounding.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 investors who follow the principles of Buffett, Munger, a...
Ep 193. Net-Net Investing, Great Businesses, Snap Judgements, and Other Investing Questions from Twitter 13.04.2020 1:08:11
Twitter: @Focusedcompound Email: info@focusedcompounding.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 investors who follow the principles of Buffett, Munger, an...
Ep 192. Investing in Net-Nets in The Current Market Environment 10.04.2020 1:16:57
Twitter: @Focusedcompound Email: info@focusedcompounding.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 investors who follow the principles of Buffett, Munger, an...
Ep 191. Is The Stock Market Acting like 1929 Crash and Investing in Serial Acquirers 08.04.2020 1:03:21
Twitter: @Focusedcompound Email: info@focusedcompounding.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 investors who follow the principles of Buffett, Munger, an...
Ep 190. Our Thoughts on Jamie Dimon’s Shareholder Letter and Investing in Bank Stocks 07.04.2020 48:07
Twitter: @Focusedcompound Email: info@focusedcompounding.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 investors who follow the principles of Buffett, Munger,...
Ep 189. Investing in a Turbulent Market and Answering Questions From Listeners 06.04.2020 28:40
Twitter: @Focusedcompound Email: info@focusedcompounding.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 investors who follow the principles of Buffett, Munger,...
Ep 188. Buying Stocks That Are Closed For Business and Warren Buffett Selling Airlines 03.04.2020 48:44
Twitter: @Focusedcompound Email: info@focusedcompounding.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 investors who follow the principles of Buffett, Munger,...
Ep 187. Our Thoughts on Howard Marks’ Latest Memo and Going Over a Cheap Stock 01.04.2020 37:33
Twitter: @Focusedcompound Email: info@focusedcompounding.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 investors who follow the principles of Buffett, Munger,...
Ep 186. Revisiting 9 Overlooked Stocks From Geoff’s Watchlist 31.03.2020 28:40
Twitter: @Focusedcompound Email: info@focusedcompounding.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 investors who follow the principles of Buffett, Munger,...
Ep 185. Investing in Oil, Tobacco, and Other Blue Chip Stocks During Market Downturn 30.03.2020 28:40
Twitter: @Focusedcompound Email: info@focusedcompounding.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 investors who follow the principles of Buffett, Munger, a...
Ep 184. The Pending Jobs Report and Geoff’s Thoughts on Investing in FANG 25.03.2020 53:45
Twitter: @Focusedcompound Email: info@focusedcompounding.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 investors who follow the principles of Buffett, Munger,...
Ep 183. Trump Reopening The Economy and Buying a Diversified Basket of Distressed Stocks 24.03.2020 53:02
Twitter: @Focusedcompound Email: info@focusedcompounding.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 investors who follow the principles of Buffett, Munger, a...
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