Focused Compounding

Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks

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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 416. Assessing Land Banks: Value Trap or Value Investment?

MLP writeup: https://valueinvestorsclub.com/idea/MAUI_LAND_andamp%3B_PINEAPPLE_CO/2155146259
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📈 QuickFS: Visit here: https://quickfs.net/?via=focused
🐦 Twitter: @Focusedcompound
✉️ Email: info@focusedcompounding.com
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.
Important: Read our Disclaimer: https://focusedcompounding.com/discla...

Ep 415. A Tribute to Charlie Munger

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🐦 Twitter: @Focusedcompound
✉️ Email: info@focusedcompounding.com
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.
Important: Read our Disclaimer: https://focusedcompounding.com/discla...

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

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📈 QuickFS: Visit here: https://quickfs.net/?via=focused
🐦 Twitter: @Focusedcompound
✉️ Email: info@focusedcompounding.com
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.
Important: Read our Disclaimer: https://focusedcompounding.com/discla...

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

InsideArbitrage: https://t.co/XjSwNNG8bK
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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
InsideArbitrage: https://t.co/XjSwNNG8bK
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Ep 411. Understanding Your Opportunity Cost in an Inflationary Environment

InsideArbitrage: https://t.co/XjSwNNG8bK
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Twitter: @Focusedcompound
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Ep 410. Analyzing Past Peaks: The Dynamics of Compounders & Cyclicals

InsideArbitrage: https://t.co/XjSwNNG8bK
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Podcast Questions: Focusedcompounding@gmail.com
Twitter: @Focusedcompound
Investment Inquiries: Andrew@focusedcompounding.com
Please read our Disclaimer: https://focusedcompounding.com/disclaimer/