Focused Compounding

Ep 414. Normalizing Supply-Driven, Demand-Driven, and Bond-Like Earnings

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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 413. Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy

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Ep 412. The Many Different Ways to Guess a Business’s Future Revenue

The Many Different Ways to Guess a Business’s Future Revenue blog post:
https://focusedcompounding.ck.page/posts/the-many-different-ways-to-guess-a-business-s-future-revenue-1
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Ep 411. Understanding Your Opportunity Cost in an Inflationary Environment

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Ep 410. Analyzing Past Peaks: The Dynamics of Compounders & Cyclicals

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Ep 409. Corporate Governance and The Power of Ownership

https://aletteraday.substack.com/p/letter-54-george-roberts-1998
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Ep 408. Where Do You Draw the Line Between Money Mind and Style?

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Ep 407. Two-Minute Drill on Stocks and Recalling the Bank Failures Earlier in the Year

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