Focused Compounding

Focused Compounding

  • Author: Vários
  • Narrator: Vários
  • Publisher: Podcast
  • Duration: 357:06:33
  • More information

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Synopsis

New podcast weblog

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Episodes

  • EP 313. How to Judge and Research an Industry

    EP 313. How to Judge and Research an Industry
    02/06/2021 Duration: 29min

    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 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 Duration: 24min

    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 311. Analyzing and Investing in Holding Companies

    EP 311. Analyzing and Investing in Holding Companies
    20/05/2021 Duration: 34min

    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...

    Listen
  • 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 Duration: 48min

    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...

    Listen
  • 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 Duration: 36min

    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...

    Listen
  • EP 308. Improving on the Psychology of Successful Investing

    EP 308. Improving on the Psychology of Successful Investing
    22/04/2021 Duration: 30min

    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...

    Listen
  • 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 Duration: 01h14min

    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...

    Listen
  • 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 Duration: 51min

    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...

    Listen
  • EP 305. Capital Allocation, 1976: Buffett Buys GEICO

    EP 305. Capital Allocation, 1976: Buffett Buys GEICO
    14/04/2021 Duration: 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...

    Listen
  • 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 Duration: 37min

    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...

    Listen
  • EP 303. Capital Allocation, 1969: Buffett Buys Illinois National Bank

    EP 303. Capital Allocation, 1969: Buffett Buys Illinois National Bank
    08/04/2021 Duration: 34min

    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...

    Listen
  • 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 Duration: 48min

    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...

    Listen
  • 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 Duration: 42min

    Capital 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...

    Listen
  • 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 Duration: 31min

    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. 

    Listen
  • 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 Duration: 35min

    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. 

    Listen
  • 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 Duration: 37min

    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. 

    Listen
  • 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 Duration: 28min

    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. 

    Listen
  • 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 Duration: 01h10min

    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. 

    Listen
  • 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 Duration: 58min

    https://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. 

    Listen
  • 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 Duration: 01h21s

    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. 

    Listen
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