Focused Compounding

A podcast by Andrew Kuhn and Geoff Gannon

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454 Episodes

  1. Ep 178. Revisiting Stocks Written-Up On Focused Compounding After Market Sell-Off

    Published: 3/10/2020
  2. Ep 176. How to Value Stocks and Think About Intrinsic Value

    Published: 3/5/2020
  3. Ep 175. Analyzing Entertainment Stocks After Coronavirus Market Sell-Off

    Published: 3/3/2020
  4. Ep 174. Reading 10ks, ScuttleButt, Retained Earnings, DCF's, and Other Questions from Twitter

    Published: 2/28/2020
  5. Ep 173. Analyzing a 10k and Valuing an Insurance Stock

    Published: 2/27/2020
  6. Ep 172. Key Takeaways From Warren Buffett's 2019 Shareholder Letter

    Published: 2/26/2020
  7. Ep 170. How to Think About ROE, ROA, ROIC and ROIIC

    Published: 2/21/2020
  8. Ep 169. How to Read and Interpret a Balance Sheet

    Published: 2/20/2020
  9. Ep 168. Investing in Bank Stocks - Going Through CFR's 10k

    Published: 2/18/2020
  10. Ep 167. The Art of Finding Stock Ideas

    Published: 2/14/2020
  11. Ep 166. How to Read the Cash Flow Statement: The Most Important Statement

    Published: 2/12/2020
  12. Ep 165. Going Through Geoff's Marked-Up 10k of Transcat

    Published: 2/9/2020
  13. Ep 164. Snap Judgments: GANS, PLOW, BKE, EGOV, and PLAY

    Published: 2/5/2020
  14. Ep 163. Investing in Stocks: 47 Minute Walk-Through of a 10k

    Published: 2/3/2020
  15. Ep 162. Good Debt vs. Bad Debt: How Much Leverage is Too Much?

    Published: 1/31/2020
  16. Ep 161. The Art Of NOT Selling a Stock

    Published: 1/29/2020
  17. Ep 160. Snap Judgements: VTSI, PMD, BJRI, BGS, and CAKE

    Published: 1/27/2020
  18. Ep 159. Trey Henninger of DIYINVESTING Talks about His Investing Process and ETM, NFPC, and PLWN

    Published: 1/24/2020
  19. Ep. 158. Snap Judgements: SMDM, FSCR, ATUSF, CODA, and KFRC

    Published: 1/22/2020
  20. Ep 157. Using Historical Financials to Your Advantage: What We’re Trying to Get From Financial Statements

    Published: 1/20/2020

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QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] 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/