Focused Compounding
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Episodes

Friday Sep 05, 2025
Ep 472. Moats in Commodities: Why Some Price Takers Win Big
Friday Sep 05, 2025
Friday Sep 05, 2025
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Friday Aug 29, 2025
Ep 471. Howard Marksβ Memo: The Calculus of Value
Friday Aug 29, 2025
Friday Aug 29, 2025
https://www.oaktreecapital.com/insights/memo/the-calculus-of-value
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Friday Aug 22, 2025
Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves
Friday Aug 22, 2025
Friday Aug 22, 2025
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Friday Aug 15, 2025
Friday Aug 15, 2025
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Friday Aug 08, 2025
Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation
Friday Aug 08, 2025
Friday Aug 08, 2025
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Friday Aug 01, 2025
Friday Aug 01, 2025
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Monday Jul 28, 2025
Monday Jul 28, 2025
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Saturday Apr 12, 2025
Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates β What Now?
Saturday Apr 12, 2025
Saturday Apr 12, 2025
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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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