Sinopsis
New podcast weblog
Episodios
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![EP 312. Capital Allocation, 1966-1972: Diversified Retailing, Blue Chip Stamps, and See’s Candies]()
EP 312. Capital Allocation, 1966-1972: Diversified Retailing, Blue Chip Stamps, and See’s Candies
24/05/2021 Duración: 24minQuickFS 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 311. Analyzing and Investing in Holding Companies]()
EP 311. Analyzing and Investing in Holding Companies
20/05/2021 Duración: 34minQuickFS 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 310. Berkshire Meeting, Munger/Pabrai Buy Baba, 13-Fs, Handicapping Stocks After 2020 Growth, and Inflation]()
EP 310. Berkshire Meeting, Munger/Pabrai Buy Baba, 13-Fs, Handicapping Stocks After 2020 Growth, and Inflation
19/05/2021 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 309. Capital Allocation, 1975-1977: Buffett Buys Cypress, Waumbec, and KW Products]()
EP 309. Capital Allocation, 1975-1977: Buffett Buys Cypress, Waumbec, and K&W Products
23/04/2021 Duración: 36minQuickFS 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 308. Improving on the Psychology of Successful Investing]()
EP 308. Improving on the Psychology of Successful Investing
22/04/2021 Duración: 30minQuickFS 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 307. Thoughts on Tobacco Stocks, DogeCoin, Blockchain, Buffett’s CVX Buy, Investing Process, and more]()
EP 307. Thoughts on Tobacco Stocks, DogeCoin, Blockchain, Buffett’s CVX Buy, Investing Process, and more
21/04/2021 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 306. Jamie Dimon’s Letter, Railroad Industry, Investing Overseas, Bonds, and Much More]()
EP 306. Jamie Dimon’s Letter, Railroad Industry, Investing Overseas, Bonds, and Much More
15/04/2021 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 305. Capital Allocation, 1976: Buffett Buys GEICO]()
EP 305. Capital Allocation, 1976: Buffett Buys GEICO
14/04/2021 Duración: 43min 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/discla...
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![EP 304. Thoughts on 10 Different Stocks, REITS, MSG/MSGN, and a Bull Case for Amazon’s Stock]()
EP 304. Thoughts on 10 Different Stocks, REITS, MSG/MSGN, and a Bull Case for Amazon’s Stock
09/04/2021 Duración: 37minQuickFS 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 303. Capital Allocation, 1969: Buffett Buys Illinois National Bank]()
EP 303. Capital Allocation, 1969: Buffett Buys Illinois National Bank
08/04/2021 Duración: 34minQuickFS 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 302. Munger Buys BABA, Thoughts on 100 Baggers, Holding Overvalued Stocks, and Potential Cambria Buyout]()
EP 302. Munger Buys BABA, Thoughts on 100 Baggers, Holding Overvalued Stocks, and Potential Cambria Buyout
07/04/2021 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 301. Capital Allocation, 1967-1969: Buffett Buys National Indemnity -- and a Primer on Insurance Companies]()
EP 301. Capital Allocation, 1967-1969: Buffett Buys National Indemnity -- and a Primer on Insurance Companies
01/04/2021 Duración: 42minCapital Allocation: The Financials of a New England Textile Mill 1955 - 1985 https://www.amazon.com/Capital-Alloca... 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/discla...
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![EP 300. Occam’s Razor: How to Make Better Investing Decisions]()
EP 300. Occam’s Razor: How to Make Better Investing Decisions
31/03/2021 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.
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![EP 299. What’s Going on in the Market? Hedge Fund Meltdown, Activism, and Answering Questions from Listeners]()
EP 299. What’s Going on in the Market? Hedge Fund Meltdown, Activism, and Answering Questions from Listeners
30/03/2021 Duración: 35minQuickFS 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.
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![EP 298. Highlights and Thoughts on Charlie Munger’s 2021 Daily Journal Meeting]()
EP 298. Highlights and Thoughts on Charlie Munger’s 2021 Daily Journal Meeting
25/03/2021 Duración: 37minQuickFS 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.
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![EP 297. Capital Allocation, 1955-1962: Buffett Buys Berkshire Hathaway Stock]()
EP 297. Capital Allocation, 1955-1962: Buffett Buys Berkshire Hathaway Stock
24/03/2021 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.
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![EP 296. Stocks Recently Looked at, Workflow, Judging a Bank’s Loan Book, Books Recently Read, Much More]()
EP 296. Stocks Recently Looked at, Workflow, Judging a Bank’s Loan Book, Books Recently Read, & Much More
23/03/2021 Duración: 01h10minQuickFS 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.
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![EP 295. Analyzing Buffett’s Investment in Disney and Thoughts on Movie Theaters, Theme Parks, and Cruise Line Stocks]()
EP 295. Analyzing Buffett’s Investment in Disney and Thoughts on Movie Theaters, Theme Parks, and Cruise Line Stocks
11/03/2021 Duración: 58minhttps://www.tilsonfunds.com/BuffettNotreDame.pdf 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.
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![EP 294. SKIPPING Banks: Things We Stay Away From in the Banking Industry]()
EP 294. SKIPPING Banks: Things We Stay Away From in the Banking Industry
10/03/2021 Duración: 01h21sQuickFS 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.
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![EP 293. Mr. Market Is Your Servant: Dealing With The Current Stock Market Volatility]()
EP 293. Mr. Market Is Your Servant: Dealing With The Current Stock Market Volatility
09/03/2021 Duración: 26minQuickFS 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.
