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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Ep 397. The Financial History of GEICO with Capital Allocation Author, Jacob McDonough

Ep 397. The Financial History of GEICO with Capital Allocation Author, Jacob McDonough

Jacob's Info Podcast: https://open.spotify.com/episode/5y0tUU9O2v1D9VvEnEdaZ3?si=277799c172704769&nd=1 Twitter: @McD_Investments Website: http://www.mcdonough-investments.com/         QuickFS Link: ht...

8 Juli 20231h 22min

Ep 396. Box Office Flops, Cinemark’s Valuation, and Revisiting Overlooked Bank Stocks

Ep 396. Box Office Flops, Cinemark’s Valuation, and Revisiting Overlooked Bank Stocks

QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer:...

1 Juli 20231h 53min

Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter

Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter

QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer:...

16 Juni 20231h 59min

Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On

Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On

QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: info@focusedcompounding.com Please read our Disclaimer: ...

9 Juni 20231h 52min

Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing

Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing

QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: info@focusedcompounding.com Please read our Disclaimer: ...

2 Juni 20232h 6min

Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators

Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators

QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: info@focusedcompounding.com Please read our Disclaimer: ...

26 Maj 20232h 16min

Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast

Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast

https://aletteraday.substack.com/p/letter-80-todd-combs-2023   https://podcasts.apple.com/us/podcast/todd-combs-meeting-munger-buffett-and-joining-berkshire/id1502613782?i=1000611548160   QuickFS Link...

19 Maj 20232h 1min

Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM

Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM

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. I...

12 Maj 20232h 8min

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