

Focused Compounding
Andrew Kuhn and Geoff Gannon
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📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...
🐦 X: @Focusedcompound
✉️ Email: info@focusedcompounding.com
Important: Read our Disclaimer: https://focusedcompounding.com/discla...
Episodes
Mentioned books

Sep 24, 2019 • 33min
Ep 117. Why Investors Are Hardwired to Keep Making The Same Mistakes - REITS, MLPs, IPOs, Shorting Good Stocks, and More
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

Sep 19, 2019 • 23min
Ep 116. How to Think About Margin of Safety, Seth Klarman, The Intelligent Investor, and Advice on Looking for Stocks With a Margin of Safety
Exploring the significance of margin of safety in value investing and everyday situations. Discussing the importance of margin of safety in achieving good returns and identifying companies with a margin of safety. Understanding margin of safety in debt considerations and calculating it for companies. Comparing Seth Klarman's investing style to Graham and Buffett. Emphasizing the importance of choosing stocks with a comfortable cushion for price decline.

Sep 17, 2019 • 22min
Ep 115. Mr. Market from Chapter 8 in The Intelligent Investor by Benjamin Graham
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

Sep 12, 2019 • 26min
Ep 114. All About Investing in Insurance Stocks
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

Sep 10, 2019 • 30min
Ep 113. Investing in Stocks: Monarch Cement $MCEM
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Contact Geoff at:
Email: gannononinvesting@gmail.com
Join our free stock writeup list at: https://www.focusedcompoundinggazette.com

Sep 3, 2019 • 26min
Ep 112. Investment Qualities That Make a Great Investor from Peter Cundill and How to Develop Them
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

Aug 29, 2019 • 20min
Ep 111. Warren Buffett’s Investment Filters, Hurdle Rate, Financial Models, and Alice Schroeder
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
TAGS:Stocks, Finance, How To, Investing, Invest, Warren Buffett, Finance, Value Investing, Money

Aug 27, 2019 • 27min
Ep 110. Energy Stocks, NACCO, Replacement Value, Valuing Stocks, and Thoughts on the Warren Buffett Partnership Fee Structure
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

Aug 22, 2019 • 28min
Ep 109. Upcoming Spinoffs, Information Overload, Portfolio Allocation, and Walking Through an Appraisal
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

Aug 20, 2019 • 1h 1min
Ep 108. Investing, Market Cycles, Tesla, Portfolio Management, and Life With Vitaliy Katsenelson From Investment Management Associates
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


