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 141. How We Find Stock Ideas

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 v...

20 Nov 201924min

Ep 140. Snap Judgements on Stocks From Twitter

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 inves...

17 Nov 201942min

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

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 v...

13 Nov 201921min

Ep 138. Investing in Stocks with Bargaining Power

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 v...

12 Nov 201920min

Ep 137. Our First 5 Minutes on 5 Stocks: LRN, SCVL, ETH, WNC and JVA

Ep 137. Our First 5 Minutes on 5 Stocks: LRN, SCVL, ETH, WNC and JVA

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 v...

11 Nov 201928min

Ep 136. Superinvestor Series: Charlie Munger

Ep 136. Superinvestor Series: Charlie Munger

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 v...

10 Nov 201923min

Ep 135. Appraising a Stock: How we Valued $OTCM

Ep 135. Appraising a Stock: How we Valued $OTCM

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 v...

9 Nov 201928min

Ep 134. Revisiting Geoff’s Recent Investing Writeups: AMRK, DJCO, PMD and VTU

Ep 134. Revisiting Geoff’s Recent Investing Writeups: AMRK, DJCO, PMD and VTU

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 v...

8 Nov 201924min

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