Focused Compounding

Ep 377. Inflation Print, Fed Raised Interest Rates, Reading, and Howard Marks’s New Memo

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/disclaimer/

Ep 376. Bob Iger Is Back at Disney, the Perfect Stock, and Snap Judgments From Twitter

QuickFS Link: https://quickfs.net/?via=focused 
Twitter: @Focusedcompound
Email: info@focusedcompounding.com 
Focused Compounding is website 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...
 

Ep 375. Q&A: Buffett’s Best Investment, Distributor Stocks, P/E Contraction, Net Nets, etc.

QuickFS Link: https://quickfs.net/?via=focused 
Twitter: @Focusedcompound
Email: info@focusedcompounding.com 
Focused Compounding is website 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...
 

Ep 374. Tech Layoffs, Recessions, Microcap Screener, and Thoughts on the Rollup Biz Model

QuickFS Link: https://quickfs.net/?via=focused 
Twitter: @Focusedcompound
Email: info@focusedcompounding.com 
Focused Compounding is website 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...
 

Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener

QuickFS Link: https://quickfs.net/?via=focused 
Twitter: @Focusedcompound
Email: info@focusedcompounding.com 
Focused Compounding is website 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...
 

Ep 372. S&P 500 is Down 25% YTD, FAANG, Interest Rates, International Stocks, and Other Questions from Twitter

QuickFS Link: https://quickfs.net/?via=focused 
Twitter: @Focusedcompound
Email: info@focusedcompounding.com 
Focused Compounding is website 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...
 

Ep 371. Bank of England Emergency, Cheap UK Stocks, Interest Rates, and US Insurance Companies

Presentation: https://drive.google.com/file/d/1KiqCBLZNEt5viDJKZxX6AsXVs4FD2ZlI/view?usp=sharing
 
QuickFS Link: https://quickfs.net/?via=focused 
 
Twitter: @Focusedcompound
Email: info@focusedcompounding.com 
Focused Compounding is website 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...
 

Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter

Presentation: https://drive.google.com/file/d/1Dnz6f5Ym7FpT88y30JgENB7310pnETQQ/view?usp=sharing
 
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...