Synopsis
New podcast weblog
Episodes
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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 Duration: 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.
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![EP 292. Where Do We Go From Here? Thoughts on Current Market Valuations, Interest Rates, Inflation Fears, Etc.]()
EP 292. Where Do We Go From Here? Thoughts on Current Market Valuations, Interest Rates, Inflation Fears, Etc.
04/03/2021 Duration: 01h03minQuickFS 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 291. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Answering YOUR Questions]()
EP 291. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Answering YOUR Questions
03/03/2021 Duration: 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.
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![EP 290. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Highlights Our Thoughts]()
EP 290. Warren Buffett’s Letter to Berkshire Hathaway Shareholders: Highlights & Our Thoughts
02/03/2021 Duration: 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
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![EP 289. Staying Sane in an Insane Environment, SPACs, Geoff’s Favorite Businesses, Valuation, Management, and Other Questions From Twitter]()
EP 289. Staying Sane in an Insane Environment, SPACs, Geoff’s Favorite Businesses, Valuation, Management, and Other Questions From Twitter
11/02/2021 Duration: 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 288. A Framework for Active Reading and The Importance of Operational Efficiency]()
EP 288. A Framework for Active Reading and The Importance of Operational Efficiency
10/02/2021 Duration: 43minQuickFS 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 287. Value Investing in a Growth Market? 4 Value Stocks to Look At]()
EP 287. Value Investing in a Growth Market? 4 Value Stocks to Look At
09/02/2021 Duration: 29minQuickFS 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 286. Analyzing and Investing in Insurance Reinsurance Businesses]()
EP 286. Analyzing and Investing in Insurance & Reinsurance Businesses
28/01/2021 Duration: 49minQuickFS 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 285. Competition: How to Judge The Durability of a Business]()
EP 285. Competition: How to Judge The Durability of a Business
27/01/2021 Duration: 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
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![EP 284. Charlie Munger’s Cigar Butt: Reverse Engineering Tenneco Investment]()
EP 284. Charlie Munger’s Cigar Butt: Reverse Engineering Tenneco Investment
26/01/2021 Duration: 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
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![EP 283. Price Discovery in Microcaps, Investing in Banks, FCF Yield Plus Growth, Book Value Adjustments, and Other Questions From Twitter]()
EP 283. Price Discovery in Microcaps, Investing in Banks, FCF Yield Plus Growth, Book Value Adjustments, and Other Questions From Twitter
21/01/2021 Duration: 32minQuickFS 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 282. Value vs. Growth: Thoughts on ”Something of Value” Memo From Howard Marks]()
EP 282. Value vs. Growth: Thoughts on ”Something of Value” Memo From Howard Marks
20/01/2021 Duration: 49minQuickFS 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 281. Thoughts on Talking to Management During Your Research Process]()
EP 281. Thoughts on Talking to Management During Your Research Process
19/01/2021 Duration: 25minQuickFS 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 280. The Art of Generating Stock Investment Ideas]()
EP 280. The Art of Generating Stock Investment Ideas
17/11/2020 Duration: 43minwww.focusedcompounding.com/App 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 279. How to Spot a Business Warren Buffett Would Be Interested in]()
EP 279. How to Spot a Business Warren Buffett Would Be Interested in
10/11/2020 Duration: 29minwww.focusedcompounding.com/App 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 278. PREMIUM PODCAST: Thoughts on the Future of Twitter, Netflix, and Amazon]()
EP 278. PREMIUM PODCAST: Thoughts on the Future of Twitter, Netflix, and Amazon
09/11/2020 Duration: 42min -
![EP 277. Working Capital and the Cash Flow Statement: The Cash Conversion Cycle of a Business]()
EP 277. Working Capital and the Cash Flow Statement: The Cash Conversion Cycle of a Business
05/11/2020 Duration: 01h11minwww.focusedcompounding.com/App 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 276. Free Cash Flow Plus Growth: Reverse Engineering Past Warren Buffett Investments]()
EP 276. Free Cash Flow Plus Growth: Reverse Engineering Past Warren Buffett Investments
03/11/2020 Duration: 01h01minwww.focusedcompounding.com/App 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 275. PREMIUM PODCAST: Benjamin Graham, Charlie Munger, Advice On Investing Through Volatility]()
EP 275. PREMIUM PODCAST: Benjamin Graham, Charlie Munger, Advice On Investing Through Volatility
02/11/2020 Duration: 45min -
![EP 274. Learning to Think Better Through Building a Latticework of Mental Models]()
EP 274. Learning to Think Better Through Building a Latticework of Mental Models
29/10/2020 Duration: 56minwww.focusedcompounding.com/App 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
