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About this podcast

Andrew Kuhn & Geoff Gannon

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 the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
Recent Episodes

Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile 07 Jul 2022 · 2 hours, 14 minutes

Ep 363. Currency Swings, Naked Wines, Buffett + OXY, & Valuing Stocks using FCF + Growth 29 Jun 2022 · 2 hours, 17 minutes

Ep 362. Value Stock vs. Value Trap: The Importance of Business Momentum 22 Jun 2022 · 2 hours, 23 minutes

Ep 361. Recent Inflation Print, Bear Market, and Focusing on Settled Industries 15 Jun 2022 · 1 hour, 25 minutes

Ep 360. Natural Gas, Inflation, Elon Musk + Twitter, and How Do You Know if Capital Allocation Has Created Value? 08 Jun 2022 · 2 hours, 5 minutes

Ep 359. Serial Acquirers: Good vs. Bad, Long-term Returns, Are Movie Theaters Back? & Market Update 01 Jun 2022 · 2 hours, 2 minutes

Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex 26 May 2022 · 2 hours, 3 minutes

Ep 357. Berkshire’s 13-F, JetBlue’s Hostile Takeover, Paying High P/S, and Profitable Growth vs. Unprofitable Growth 18 May 2022 · 59 minutes