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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 14 minutes
    Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices

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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...

    11 December 2024, 2:56 pm
  • 1 hour 15 minutes
    Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock

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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...

    8 November 2024, 8:33 pm
  • 1 hour 34 minutes
    Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X

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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...

    4 October 2024, 5:11 pm
  • 1 hour 15 minutes
    Ep 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 minutes
    Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior

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    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...

    23 August 2024, 7:35 pm
  • 1 hour 39 minutes
    Ep 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 seconds
    Ep 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 minutes
    Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024

    🔍 Want access to an event-driven monitor?

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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...

    17 July 2024, 4:06 pm
  • 26 minutes 6 seconds
    Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry

    🔍 Want access to an event-driven monitor?

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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...

    25 June 2024, 3:02 pm
  • 28 minutes 33 seconds
    Ep 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 seconds
    Ep 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
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