Focused Compounding

Mar 21 2025 462 ep. 45 mins 550
Focused Compounding Podcast artwork

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/

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Ep 464. Buffett’s Playbook: Past and Present

Mar 21 2025 63 mins  
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Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders

Feb 28 2025 72 mins  
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Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices

Dec 11 2024 74 mins  
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Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock

Nov 08 2024 75 mins  
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Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X

Oct 04 2024 94 mins  
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Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas

Sep 13 2024 75 mins  
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Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior

Aug 23 2024 99 mins  
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Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X

Aug 16 2024 99 mins  
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Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence

Aug 11 2024 58 mins  
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Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024

Jul 17 2024 88 mins  
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