Focused Compounding

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/disclaimer/

Ep 472. Moats in Commodities: Why Some Price Takers Win Big

πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla...

09-05
01:01:40

Ep 471. Howard Marks’ Memo: The Calculus of Value

https://www.oaktreecapital.com/insights/memo/the-calculus-of-value πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla...

08-29
43:31

Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves

πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla...

08-22
01:02:27

Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AI’s Disruption of Investing

πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla...

08-15
01:34:33

Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation

πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla...

08-08
01:14:57

Ep 467. Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance

πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla...

08-01
01:10:40

Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett

πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla...

07-28
01:00:42

Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates β€” What Now?

πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ Email: info@focusedcompounding.com About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

04-12
01:02:55

Ep 464. Buffett’s Playbook: Past and Present

πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ Email: info@focusedcompounding.com About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

03-21
01:03:45

Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders

πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ Email: info@focusedcompounding.com About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

02-28
01:12:49

Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices

πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ Email: info@focusedcompounding.com About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

12-11
01:14:36

Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock

πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ Email: info@focusedcompounding.com About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

11-08
01:15:20

Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X

πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ Email: info@focusedcompounding.com About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

10-04
01:34:19

Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas

πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ Email: info@focusedcompounding.com About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

09-13
01:15:18

Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior

πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ Email: info@focusedcompounding.com About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

08-23
01:39:12

Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X

πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ Email: info@focusedcompounding.com About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

08-16
01:39:37

Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence

πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ Email: info@focusedcompounding.com About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

08-11
58:24

Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024

πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ Email: info@focusedcompounding.com About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

07-17
01:28:29

Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry

πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ Email: info@focusedcompounding.com About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

06-25
26:06

Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA

πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ Email: info@focusedcompounding.com About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

05-29
28:33

Parker King

Geoff is boring and annoying. Andrew should just do this by himself.

06-03 Reply

Rahul Grandhi

hey looks like this episode was deleted. can someone share again?

08-03 Reply

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