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

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

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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.

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Episoder(475)

EP 253. The Outsiders: Our Takeaway From 8 Unconventional CEOs

EP 253. The Outsiders: Our Takeaway From 8 Unconventional CEOs

www.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...

9 Sep 202026min

EP 252. Investing in Black Box Business Models

EP 252. Investing in Black Box Business Models

www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site fo...

8 Sep 202022min

EP 251. Opportunity in the Entertainment Industry: Analyzing Theaters, Cruises, Hotels, and Restaurants

EP 251. Opportunity in the Entertainment Industry: Analyzing Theaters, Cruises, Hotels, and Restaurants

www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site fo...

4 Sep 202023min

EP 250. Capital Allocation: The Financials of a New England Textile Mill with Author  Jacob McDonough

EP 250. Capital Allocation: The Financials of a New England Textile Mill with Author Jacob McDonough

Buy Capital Allocation here: https://amzn.to/3gRmgr9 Follow Jacob on Twitter: @SMRFinvestments Jacob's Blog: http://smrfinvestments.com/   www.focusedcompounding.com/App QuickFS Link: https://qui...

3 Sep 20201h 1min

EP 249. Interpreting Buffett’s 13F, Contacting Management, Our Long Term Goals, and Other Questions from Twitter

EP 249. Interpreting Buffett’s 13F, Contacting Management, Our Long Term Goals, and Other Questions from Twitter

www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com

2 Sep 202030min

EP 248. What Does a Perfect Stock Investment Look Like?

EP 248. What Does a Perfect Stock Investment Look Like?

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31 Aug 202030min

PREMIUM EPISODE: Peter Lynch’s 13-Points on What Makes a Perfect Stock

PREMIUM EPISODE: Peter Lynch’s 13-Points on What Makes a Perfect Stock

29 Aug 202029min

EP 247. 5 Stocks Above a 10B Market Cap That Geoff Would Buy

EP 247. 5 Stocks Above a 10B Market Cap That Geoff Would Buy

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29 Aug 202021min

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