Focused Compounding
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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.
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Latest Episode
Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves (22.08.2025)
Previous Episodes
- Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AI’s Disruption of Investing 15.08.2025
- Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation 08.08.2025
- Ep 467. Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance 01.08.2025
- Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett 28.07.2025
- Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now? 12.04.2025
- Ep 464. Buffett’s Playbook: Past and Present 21.03.2025
- Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders 28.02.2025
- Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices 11.12.2024
- Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock 08.11.2024
- Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X 04.10.2024
- Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas 13.09.2024
- Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior 23.08.2024
- Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X 17.08.2024
- Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence 11.08.2024
- Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024 17.07.2024
- Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry 25.06.2024
- Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA 29.05.2024
- Ep 452. Analyzing Debt: Optimal Capital Structures 24.05.2024
- Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry 21.05.2024
- Ep 450. Our Takeaways from the Berkshire Hathaway Meeting 16.05.2024
