Sinopsis
New podcast weblog
Episodios
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![Ep 352. Focusing in an Unfocused World]()
Ep 352. Focusing in an Unfocused World
16/03/2022 Duración: 44minQuickFS 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/discla...
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![Ep 351. Improving Deep Work + Focus, Buffett Buys OXY, TAM, Market Share, and Valuing Growth]()
Ep 351. Improving Deep Work + Focus, Buffett Buys OXY, TAM, Market Share, and Valuing Growth
10/03/2022 Duración: 51minQuickFS 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/discla...
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![Ep 350. Market Volatility, Oil Gas, Cruises, and a Look at Movie Theater Stocks]()
Ep 350. Market Volatility, Oil & Gas, Cruises, and a Look at Movie Theater Stocks
09/03/2022 Duración: 41minQuickFS 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/discla...
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![Ep 349. QA: Illiquid Stocks, Deep Value, Underrated Industries, BNPL, Moats in Big Tech]()
Ep 349. Q&A: Illiquid Stocks, Deep Value, Underrated Industries, BNPL, & Moats in Big Tech
04/03/2022 Duración: 51minQuickFS 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/discla...
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![Ep 348. Warren Buffett’s 2021 Letter to Berkshire Hathaway Shareholders: Highlights Our Thoughts]()
Ep 348. Warren Buffett’s 2021 Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts
03/03/2022 Duración: 42minQuickFS 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/discla...
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![Ep 347. Russia / Ukraine, International Investing, Have Rates Peaked? Risk / Reward]()
Ep 347. Russia / Ukraine, International Investing, Have Rates Peaked? & Risk / Reward
02/03/2022 Duración: 01h19minQuickFS 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/discla
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![Ep 346. QA: Investing Mistakes, Holding Compounders, ROIC, FCF + Growth]()
Ep 346. Q&A: Investing Mistakes, Holding Compounders, ROIC, FCF + Growth
25/02/2022 Duración: 52minQuickFS 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/discla
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![Ep 345. Russia invades Ukraine, AI Lending Platforms, Market Sell-Off, Now What?]()
Ep 345. Russia invades Ukraine, AI Lending Platforms, Market Sell-Off, Now What?
24/02/2022 Duración: 48minQuickFS 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/discla
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![EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?]()
EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap?
23/02/2022 Duración: 01h49sQuickFS 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/discla
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![EP 343. Snap Judgments, Tobacco Stocks, and Upcoming Spinoffs]()
EP 343. Snap Judgments, Tobacco Stocks, and Upcoming Spinoffs
18/02/2022 Duración: 54minQuickFS 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/discla
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![EP 342. New Peloton CEO, Spirit + Activision + Cedar Fair Mergers, How Will Higher Interest Rates Affect Bank Stocks?]()
EP 342. New Peloton CEO, Spirit + Activision + Cedar Fair Mergers, & How Will Higher Interest Rates Affect Bank Stocks?
10/02/2022 Duración: 01h01minQuickFS 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/discla
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![EP 341. Industry Analysis: Judging a company’s market position in its industry]()
EP 341. Industry Analysis: Judging a company’s market position in its industry
09/02/2022 Duración: 31minQuickFS 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/discla
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![EP 340. Snap Judgments: LMT, GD, HPQ, TACT, PCOM, HRBR, FREE, LEE, DALN]()
EP 340. Snap Judgments: LMT, GD, HPQ, TACT, PCOM, HRBR, FREE, LEE, DALN
14/01/2022 Duración: 40minQuickFS 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/discla
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![EP 339. Competition Demystified: Customer Behavior, Reading a 10K, Retention Rates, Industry Structure, Etc.]()
EP 339. Competition Demystified: Customer Behavior, Reading a 10K, Retention Rates, Industry Structure, Etc.
13/01/2022 Duración: 28minQuickFS 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/discla
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![EP 338. The Fed’s Hawkish Tone, NASDAQ Selloff, Interest Rate Hikes, Retail Stocks: Now What?]()
EP 338. The Fed’s Hawkish Tone, NASDAQ Selloff, Interest Rate Hikes, Retail Stocks: Now What?
12/01/2022 Duración: 01h02minQuickFS 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/discla
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![EP 337. Snap Judgments, Gaming stocks, Net-nets to look for, and a case for America’s Car-Mart]()
EP 337. Snap Judgments, Gaming stocks, Net-nets to look for, and a case for America’s Car-Mart
07/01/2022 Duración: 01h14minQuickFS 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/discla
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![EP 336. An Inside Look at Managing Investor Capital]()
EP 336. An Inside Look at Managing Investor Capital
06/01/2022 Duración: 55minQuickFS 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/discla
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![EP 335. Investing in Alibaba, Geoff’s Hot Take On AMZN, Tech Stocks, Groupthink, Much More]()
EP 335. Investing in Alibaba, Geoff’s Hot Take On AMZN, Tech Stocks, Groupthink, & Much More
05/01/2022 Duración: 01h01minQuickFS 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/discla
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![EP 334. 2021 Post Mortem and Outlook for 2022]()
EP 334. 2021 Post Mortem and Outlook for 2022
23/12/2021 Duración: 51minQuickFS 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/discla
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![EP 333. QA: Berkshire Buybacks, Company Culture, Sourcing Ideas, Is Geoff Bearish?]()
EP 333. Q&A: Berkshire Buybacks, Company Culture, Sourcing Ideas, Is Geoff Bearish?
20/12/2021 Duración: 45minQuickFS 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/discla
