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Focused Compounding

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In this twice weekly value investing podcast, Focused Compounding co-founders Andrew Kuhn and Geoff Gannon talk stocks. Some episodes: they talk stocks for you to buy now. Other episodes: they talk stocks they’ve bought and sold – sharing their gorily honest tales of what went right and wrong. The rest of the time: they take your questions about stocks. It’s always stocks, stocks, stocks on the Focused Compounding Podcast.

In this twice weekly value investing podcast, Focused Compounding co-founders Andrew Kuhn and Geoff Gannon talk stocks. Some episodes: they talk stocks for you to buy now. Other episodes: they talk stocks they’ve bought and sold – sharing their gorily honest tales of what went right and wrong. The rest of the time: they take your questions about stocks. It’s always stocks, stocks, stocks on the Focused Compounding Podcast.
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Location:

United States

Description:

In this twice weekly value investing podcast, Focused Compounding co-founders Andrew Kuhn and Geoff Gannon talk stocks. Some episodes: they talk stocks for you to buy now. Other episodes: they talk stocks they’ve bought and sold – sharing their gorily honest tales of what went right and wrong. The rest of the time: they take your questions about stocks. It’s always stocks, stocks, stocks on the Focused Compounding Podcast.

Language:

English


Episodes

Ep 100. What We Look For in Management, How We Judge Management, Compensation, Capital Allocation, and Much More

7/18/2019
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Contact Andrew at: Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead...

Duration:00:24:39

Ep 99. Analyzing Stocks, Moats, Research, Advice to New Investors and Cigar Butts vs Quality Businesses

7/16/2019
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Contact Andrew at: Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead...

Duration:00:23:05

Ep 98. Focus, Deep Work, and Reading Books/10ks,

7/11/2019
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Contact Andrew at: Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead...

Duration:00:26:30

Ep 97. Pari-Mutual System, Probabilities, and Handicapping a stock

7/4/2019
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Contact Andrew at: Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead...

Duration:00:50:34

Ep 96. All About Investing in Banks

7/2/2019
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Contact Andrew at: Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead...

Duration:00:28:56

Ep 95. International Stocks, Screening, FCF and NI, Managing Money, and Much More

6/27/2019
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Contact Andrew at: Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead...

Duration:00:27:06

Ep 94. REPLAY - Checklist For Going Beyond the 10k

6/20/2019
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Going Beyond the 10k Checklist (good order to follow. If not durable, we should drop it) • Overview – Give an overview on the business – what is the business, what units make it up, what products do the business have, who are the customers, where do they operate geographically, recent events (spinoffs, the stocks down 50%, why are we looking at this?) who’s their biggest customer, who’s their biggest supplier, what are their biggest product categories (or units, where is rev coming from) •...

Duration:00:45:38

Ep 93. Investing Mistakes, Passing on NFLX, Coefficient Variation and Reading the Footnotes

6/18/2019
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Contact Andrew at: Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead...

Duration:00:35:58

Ep 92. Growth vs. Value, Magical Formula vs. The Acquires Multiple, Shareholder Value in Dark Stocks and Investor Letters We Like

6/13/2019
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Contact Andrew at: Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher...

Duration:00:23:12

Ep 91. Stock Talk: North American Energy Partners ($NOA) With Alex Middleton

6/11/2019
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Twitter https://twitter.com/StockWriteUps Website: https://stockwriteups.com/ Podcast https://podcasts.apple.com/ca/podcast/value-stocks/id1422942071 Email: Alex@stockwriteups.com Email: Valuestockspodcast@gmail.com Contact Andrew at: Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums,...

Duration:00:23:07

Ep 90. All About Illiquid Stocks, Our Thoughts on LEAPS and Talking About Merger Arbitrage

6/6/2019
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Contact Andrew at: Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher...

Duration:00:33:59

Ep 89. Sonics & Materials Inc: A Profitable Net-Net Building A Cash Pile with Luke Elliott

6/4/2019
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$SIMA Contact Andrew at: Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and...

Duration:00:31:28

Ep 88. All About Berkshire Hathaway's 2019 Shareholder Meeting and Other Thoughts on the Company Going Forward

5/30/2019
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Contact Andrew at: Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead...

Duration:00:27:24

Ep 87. Favorite Psychology Books, Career Advice, Specialization, Moats and Becoming a Better Investor

5/23/2019
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Contact Andrew at: Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead...

Duration:00:30:30

Ep 86. Berkshire Meeting, 10k’s, Books We Reread Often, ROE/ROCE, Inflation and Much More

5/16/2019
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Contact Andrew at: Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead...

Duration:00:22:39

Ep 85. Using Volatility to Your Advantage

5/9/2019
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Contact Andrew at: Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead...

Duration:00:32:14

Ep 84. Discount rates, Is there a place for Lower return investments in a portfolio, and Geoffs thoughts on regional banks and Majestic Wines

5/2/2019
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Contact Andrew at: Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead...

Duration:00:27:01

Ep 83. All About Overlooked Stocks

4/25/2019
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Contact Andrew at: Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher...

Duration:00:27:17

Ep 82. Focused Compounding Capital Management, Auditing the Accounting in Dark Stocks, Bidding for Illiquid Stocks, Spinoffs, and How We Think About Our Investing Watchlist

4/11/2019
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Contact Andrew at: Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead...

Duration:00:29:15

Ep 81. Value vs. Book Value, Investing in Other Countries, and How to Prejudge a Stock

4/4/2019
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Contact Andrew at: Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead...

Duration:00:24:13