Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X
Focused Compounding4 Okt 2024

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 223. What’s My Upside? How to Break Down Where Your Return Can Come From

Ep 223. What’s My Upside? How to Break Down Where Your Return Can Come From

QuickFS Link: https://quickfs.net/company/USLM?via=focused ... Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold va...

26 Jun 202035min

Ep 222. The Process of Due Diligence AFTER You Buy a Stock

Ep 222. The Process of Due Diligence AFTER You Buy a Stock

QuickFS Link: https://quickfs.net/company/USLM?via=...   ... Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold ...

23 Jun 202030min

Ep 221. Capital Allocation, Smaller Stock Advantages, FANG, and Debt

Ep 221. Capital Allocation, Smaller Stock Advantages, FANG, and Debt

Full Video: https://youtu.be/Jmo6DLSmLCg QuickFS Link: https://quickfs.net/company/USLM?via=focused ... Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive...

20 Jun 202032min

Ep 220. Defense in Depth: Finding multiple margins of safety in the same stock

Ep 220. Defense in Depth: Finding multiple margins of safety in the same stock

QuickFS Link: https://quickfs.net/company/USLM?via=focused ... Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold ...

18 Jun 202028min

Ep 219. Credit Conditions and the Stock Market: Why this matters for you, the individual stock picker

Ep 219. Credit Conditions and the Stock Market: Why this matters for you, the individual stock picker

QuickFS Link: https://quickfs.net/company/USLM?via=focused ... Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold valu...

17 Jun 202034min

Ep 218. What if the Value Gap Never Closes?

Ep 218. What if the Value Gap Never Closes?

QuickFS Link: https://quickfs.net/company/USLM?via=focused ... Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold valu...

16 Jun 202024min

Ep 217. Investing Books: Andrew and Geoff’s Favorites – Some Obscure Ones

Ep 217. Investing Books: Andrew and Geoff’s Favorites – Some Obscure Ones

QuickFS Link: https://quickfs.net/company/USLM?via=focused ... Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold valu...

12 Jun 202026min

Ep 216. Story stocks: The Main Street Story vs. The Wall Street Story

Ep 216. Story stocks: The Main Street Story vs. The Wall Street Story

QuickFS Link: https://quickfs.net/company/USLM?via=focused ... Twitter: @Focusedcompound Email: info@focusedcompounding.com   Focused Compounding is an exclusive, members-only site for buy and hold...

11 Jun 202029min

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