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Focused Compounding
Andrew Kuhn and Geoff Gannon
Tune in to listen to Andrew and Geoff talk about all topics related to investing
- 1 hour 15 minutesEp 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock
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🐦 Twitter: @Focusedcompound
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About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends.
Important: Read our Disclaimer: https://focusedcompounding.com/discla...
8 November 2024, 8:33 pm - 1 hour 34 minutesEp 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X
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🐦 Twitter: @Focusedcompound
✉️ Email: [email protected]
About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends.
Important: Read our Disclaimer: https://focusedcompounding.com/discla...
4 October 2024, 5:11 pm - 1 hour 15 minutesEp 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas
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📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...
📈 QuickFS: Visit here: https://quickfs.net/?via=focused
🐦 Twitter: @Focusedcompound
✉️ Email: [email protected]
About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends.
Important: Read our Disclaimer: https://focusedcompounding.com/discla...
13 September 2024, 7:38 pm - 1 hour 39 minutesEp 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior
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📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...
📈 QuickFS: Visit here: https://quickfs.net/?via=focused
🐦 Twitter: @Focusedcompound
✉️ Email: [email protected]
About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends.
Important: Read our Disclaimer: https://focusedcompounding.com/discla...
23 August 2024, 7:35 pm - 1 hour 39 minutesEp 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X
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📰 Interested in our free weekly newsletter?
Subscribe now: https://t.co/I65UzM4uFB
📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...
📈 QuickFS: Visit here: https://quickfs.net/?via=focused
🐦 Twitter: @Focusedcompound
✉️ Email: [email protected]
About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends.
Important: Read our Disclaimer: https://focusedcompounding.com/discla...
16 August 2024, 9:44 pm - 58 minutes 24 secondsEp 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence
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📰 Interested in our free weekly newsletter?
Subscribe now: https://t.co/I65UzM4uFB
📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...
📈 QuickFS: Visit here: https://quickfs.net/?via=focused
🐦 Twitter: @Focusedcompound
✉️ Email: [email protected]
About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends.
Important: Read our Disclaimer: https://focusedcompounding.com/discla...
11 August 2024, 1:11 pm - 1 hour 28 minutesEp 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024
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Sign up here: https://www.insidearbitrage.com/speci...
📰 Interested in our free weekly newsletter?
Subscribe now: https://t.co/I65UzM4uFB
📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...
📈 QuickFS: Visit here: https://quickfs.net/?via=focused
🐦 Twitter: @Focusedcompound
✉️ Email: [email protected]
About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends.
Important: Read our Disclaimer: https://focusedcompounding.com/discla...
17 July 2024, 4:06 pm - 26 minutes 6 secondsEp 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry
🔍 Want access to an event-driven monitor?
Sign up here: https://www.insidearbitrage.com/speci...
📰 Interested in our free weekly newsletter?
Subscribe now: https://t.co/I65UzM4uFB
📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...
📈 QuickFS: Visit here: https://quickfs.net/?via=focused
🐦 Twitter: @Focusedcompound
✉️ Email: [email protected]
About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends.
Important: Read our Disclaimer: https://focusedcompounding.com/discla...
25 June 2024, 3:02 pm - 28 minutes 33 secondsEp 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA
🔍 Want access to an event-driven monitor?
Sign up here: https://www.insidearbitrage.com/speci...
📰 Interested in our free weekly newsletter?
Subscribe now: https://t.co/I65UzM4uFB
📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...
📈 QuickFS: Visit here: https://quickfs.net/?via=focused
🐦 Twitter: @Focusedcompound
✉️ Email: [email protected]
About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends.
Important: Read our Disclaimer: https://focusedcompounding.com/discla...
29 May 2024, 3:22 pm - 23 minutes 17 secondsEp 452. Analyzing Debt: Optimal Capital Structures
🔍 Want access to an event-driven monitor?
Sign up here: https://www.insidearbitrage.com/speci...
📰 Interested in our free weekly newsletter?
Subscribe now: https://t.co/I65UzM4uFB
📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...
📈 QuickFS: Visit here: https://quickfs.net/?via=focused
🐦 Twitter: @Focusedcompound
✉️ Email: [email protected]
About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends.
Important: Read our Disclaimer: https://focusedcompounding.com/discla...
24 May 2024, 5:25 pm - 50 minutes 33 secondsEp 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry
🔍 Want access to an event-driven monitor?
Sign up here: https://www.insidearbitrage.com/speci...
📰 Interested in our free weekly newsletter?
Subscribe now: https://t.co/I65UzM4uFB
📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...
📈 QuickFS: Visit here: https://quickfs.net/?via=focused
🐦 Twitter: @Focusedcompound
✉️ Email: [email protected]
About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends.
Important: Read our Disclaimer: https://focusedcompounding.com/discla...
21 May 2024, 2:25 pm - More Episodes? Get the App
About Focused Compounding
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