Ep 353. Revisiting Geoff’s Singular Diligence Writeups

Ep 353. Revisiting Geoff’s Singular Diligence Writeups

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/discla...

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

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

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15 Aug 20251h 34min

Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation

Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation

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8 Aug 20251h 14min

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

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

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1 Aug 20251h 10min

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

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

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28 Juli 20251h

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

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

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12 Apr 20251h 2min

Ep 464. Buffett’s Playbook: Past and Present

Ep 464. Buffett’s Playbook: Past and Present

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21 Mars 20251h 3min

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

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

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28 Feb 20251h 12min

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

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

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our i...

11 Dec 20241h 14min

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