Focused Compounding

Andrew Kuhn and Geoff Gannon
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Dec 6, 2019 • 29min

Ep 147. Going Over 5 Stocks: Sydney Airport, F.W. Thorpe, Gamehost, Vitreous Glass, A-Mark Precious Metals

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 of the whims of the crowd – for just $60 a month.   Join our free stock writeup list at: https://www.focusedcompoundinggazette.com
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Dec 4, 2019 • 21min

Ep 146. Valuing Stocks, and How we think About Returns

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 of the whims of the crowd – for just $60 a month.   Join our free stock writeup list at: https://www.focusedcompoundinggazette.com
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Dec 2, 2019 • 23min

Ep 145. Snap Judgements - Magic Formula Edition - TZOO, KFY, HRB, DHX, and GTX

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 of the whims of the crowd – for just $60 a month.   Join our free stock writeup list at: https://www.focusedcompoundinggazette.com
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Nov 26, 2019 • 26min

Ep 144. Snap Judgements: MLR, MATX, BADFF, EQGPF, GHIFF

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 of the whims of the crowd – for just $60 a month.   Join our free stock writeup list at: https://www.focusedcompoundinggazette.com
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Nov 25, 2019 • 30min

Ep 143. The Bullcase for Investing in Burford Capital with Stephen Gamble

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 of the whims of the crowd – for just $60 a month.   Join our free stock writeup list at: https://www.focusedcompounding.com
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Nov 22, 2019 • 26min

Ep 142. Our Thoughts on Spinoffs and What we think about Them Going Forward

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 of the whims of the crowd – for just $60 a month.   Join our free stock writeup list at: https://www.focusedcompoundinggazette.com
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Nov 20, 2019 • 24min

Ep 141. How We Find Stock Ideas

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 of the whims of the crowd – for just $60 a month.   Join our free stock writeup list at: https://www.focusedcompoundinggazette.com
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Nov 17, 2019 • 43min

Ep 140. Snap Judgements on Stocks From Twitter

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 of the whims of the crowd – for just $60 a month. Join our free stock writeup list at: www.focusedcompounding.com
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Nov 13, 2019 • 22min

Ep 139. Portfolio Allocation – Selling a Position to Buy a New Stock

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 of the whims of the crowd – for just $60 a month.   Join our free stock writeup list at: https://www.focusedcompoundinggazette.com
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Nov 12, 2019 • 20min

Ep 138. Investing in Stocks with Bargaining Power

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 of the whims of the crowd – for just $60 a month.   Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

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