Episodes

Reviews

Analytics

Clips

May 23, 2019
Ep 87. Favorite Psychology Books, Career Advice, Specialization, Moats and Becoming a Better Investor
Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month.    Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
More info...
30 min
May 16, 2019
Ep 86. Berkshire Meeting, 10k’s, Books We Reread Often, ROE/ROCE, Inflation and Much More
Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month.    Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
More info...
22 min
May 9, 2019
Ep 85. Using Volatility to Your Advantage
Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month.    Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
More info...
32 min
May 2, 2019
Ep 84. Discount rates, Is there a place for Lower return investments in a portfolio, and Geoffs thoughts on regional banks and Majestic Wines
Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month.    Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
More info...
27 min
April 25, 2019
Ep 83. All About Overlooked Stocks
Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month.    Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
More info...
27 min
April 11, 2019
Ep 82. Focused Compounding Capital Management, Auditing the Accounting in Dark Stocks, Bidding for Illiquid Stocks, Spinoffs, and How We Think About Our Investing Watchlist
Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month.    Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
More info...
29 min
April 4, 2019
Ep 81. Value vs. Book Value, Investing in Other Countries, and How to Prejudge a Stock
Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month.    Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
More info...
24 min
March 22, 2019
Ep 80. Avoiding Confirmation Bias, Doing Research, Changes to Investing Style, and Much More
Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month.    Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
More info...
31 min
March 15, 2019
Ep 79. Cloning Super Investors, Alpha, Investing Without the Internet and the Next 30 years
Stocks, Investing, Finance, Reading, Value Investing, Finance, Money, Warren Buffett, Investing Help, Trading    Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month.    Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
More info...
25 min
March 7, 2019
Ep 78. Buffetts Berkshire Letter
Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month.    Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
More info...
26 min
February 28, 2019
Ep 77. Insider Ownership, Institutional ownership, Moats, and Other Questions From Listeners
Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month.    Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
More info...
34 min
February 6, 2019
Ep 76. Common Mistakes Investors Make
Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month.    Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
More info...
41 min
January 24, 2019
Ep 75. Our 5 Investing Filters
Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month.    Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
More info...
35 min
January 17, 2019
Ep 74. Our Research Pipeline
Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month.    Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
More info...
77 min
January 9, 2019
Ep 73. Revisiting Geoffs Initial Interest posts -- USLM, REZI, PCOA, KEWL, MLP, GRBK, VULC
Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month.    Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
More info...
56 min
December 12, 2018
Ep 72. Guarding Against Attachment Bias, Updates on Stocks, Our Thoughts On Facebook, and More Questions From Listeners
Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month.    Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
More info...
44 min
December 5, 2018
Ep 71. Oil, Running a Public Company, and the Business of Life with Jeff Johnson - CEO of Epus Global Energy
https://epusenergy.com jeff@epusenergy.com       Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month.    Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
More info...
61 min
November 28, 2018
Ep 70. Cyclical Stocks, BWXT, Buy and Hold Forever, Timberland, Portfolio Decisions, and Other Questions From Twitter
Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month.    Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
More info...
56 min
November 14, 2018
Ep 69. Talking MicroCap Investing with MicroCapClub's Ian Cassel
Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month.    Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
More info...
56 min
October 31, 2018
Ep 68. Talking Deep Value Investing in Japanese stocks with Clayton Young
The coupon code is: FCPODCAST     - Amazon Japan Founder Disrupting Outdated Japanese Publishing Industry - Explosive But Dubious Growth Internet Advertising Company Trading for 3.2x EV/EBIT - Flailing Clothing Company With Signs of Improvement Trading for 55% NCAV   Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month.    Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price.
More info...
45 min
October 24, 2018
Ep 67. Revisiting ALL of Geoff's Singular Diligence Reports
Lifetime Fitness Report - https://focusedcompounding.com/wp-content/uploads/2017/05/LifeTime-Fitness-1.pdf Breeze Eastern Report  - https://focusedcompounding.com/wp-content/uploads/2017/05/Breeze-Eastern-1.pdf   Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
More info...
77 min
October 17, 2018
Ep 66. Checking Stock Prices, Detecting Frauds, Avoiding Behavioral Biases, and other FAQs
Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Cancel anytime.   Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
More info...
75 min
October 10, 2018
Ep 65. His Investing Process, Being Short Tesla, and His Path to Starting Artko Capital with Peter Rabover
https://www.hvst.com/organization/art-capital-lp Peter's Twitter: @ArtkoCapital   info@artkocapital.com     Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Cancel anytime.   Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
More info...
86 min
October 3, 2018
Ep 64. Oddball Stocks, Investing in Banks, Why Price Is The Most Important Information Point, and Much More with Nate Tobik
Nate Tobik @oddballstocks http://www.oddballstocks.com https://www.completebankdata.com   Buy Nates Book here! https://amzn.to/2E1vdzY       Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Cancel anytime.   Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
More info...
89 min
September 26, 2018
Ep 63. Good vs. Bad When It Comes to Business, Management, Incentives, Accounting, and A lot More
Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Cancel anytime.   Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
More info...
59 min
September 19, 2018
Ep 62. SuperInvestor Series: Joel Greenblatt
Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Cancel anytime.   Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
More info...
43 min
September 12, 2018
Ep 61. The Most Important Concept For Investors: Deep Work
Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com     Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd – for just $60 a month. Cancel anytime.   Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.
More info...
56 min
September 5, 2018
Ep 60. Mental Models, Investing, Sleep and Much More With Samir Patel from Askeladden Capital
http://www.askeladdencapital.com Follow Samir on Twitter - @AskeladdenTX     Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
60 min
August 29, 2018
Ep 59. Investing in Turnarounds, Outperformance Anxiety, Value Investing in the 21st Century, and Why We Don't Short
Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
33 min
August 22, 2018
Ep 58. Checklist For Going Beyond the 10K
Going Beyond the 10k Checklist (good order to follow. If not durable, we should drop it) • Overview – Give an overview on the business – what is the business, what units make it up, what products do the business have, who are the customers, where do they operate geographically, recent events (spinoffs, the stocks down 50%, why are we looking at this?) who’s their biggest customer, who’s their biggest supplier, what are their biggest product categories (or units, where is rev coming from)• Durability – is the product durable? Have the companies always existed? Have there been changes and challenges before? What’s it based on? Why is this going to continue in the future? Is this a fad? • Moat (does the company have a moat, and what would it be, EX from HBB- Do they outsource it to China, can they outsource it to China? Can other people replicate this easily?) competitive advantage- Where does the moat come from? – high switching costs, patents, contracts, network effects, shelve space, brand, economies of scale – logistics – sales per customer, location location location, regulatory, high barriers to entry, technical skill – reputation, Apple can’t trust a company that’s a startup, intellectual property - owns something that’s intangible, databases, credit records, sports rights, knowledge that others don’t have • Quality (basically talk about ROC, how do they get that return on capital? Break it down, where does it come from? Do they have a higher retention rate? Where is the quality weak? Geoff always asked for customer retention rate, can you always find someplace where there are reviews by customers? Can you get anything that’s ranked in the industry? Like customer service, awards, customer satisfaction surveys, Glassdoor for company culture, need to read between the lines on Glassdoor, look at short interest vs. float, and read short thesis, high price or low price, customer reviews, what do individuals think of the products, which brand would you trust the most? If it comes back a mix then it’s probably the cheapest, how much r&d are they spending as a % of sales and in general, where are they spending this r&d, read Phil Fishers 15-point checklist for quality and growth• Capital Allocation – History of dividends, stock buybacks, stock issuance, CARG in # of shares outstanding, see how management is compensated in the proxy (options, restricted stock, bonus – what are the targets that make up the bonus? ROE, ROC, market cap, etc., how much does management own of the stock? And how significant is that in regard to their salary? What did they say they were going to do in the past? What do they do with FCF historically, can get from transcripts as well, people on the board that we recognize, how much FCF compared to marketcap, could they buy it back? Is there enough float and is the stock liquid enough, did the company ever pay special dividends? Does the company ever acquire things? $MNRO- is their business growth through acquisitions? What type of prices do they pay? Stock or cash• Value – what’s the PE, EV/EBITDA and how does that compare to other companies? Which competitor is better? Why would a company be more expensive or cheaper? Use 5 peers? EX - Is GM cheaper than Ford and why would that make sense? Talk about what management is guiding. Relative value vs. past and competitors, was there ever an offer that was refused or that fell apart? What would an LBO look like? Do they do LBO’s on companies like this? What prices do acquisitions happen in the industry or did peers pay? If looking at Kroger what did AMZN pay for whole foods, etc.• Growth – break down growth. Let’s say they can grow 5% a year, how much is SSS, how much is price increase, how many active users, how much time might they be spending on it, are the ad expenses going up or down, break it all down by geography, are they going to grow in Mexico a lot but not the US, etc.? can they gain market share each year? Compare it to something else that’s already big. Can a cheesecake be as popular as chilis? Probably not. Always think in terms of nominal GDP, population growth, and inflation, how much have real sales grown • Misjudgment – what are other people seeing on the short part of it, what can’t we predict that’s important to what we’re doing, what may we get wrong that our argument rests on, check % short, short thesis, look at press reports to see what people are saying could go wrong, can look at if all the stocks in the industry are affected or just this one, basically trying to find an explanation for why it’s cheap, VIC, read comments to figure out what other people think• Conclusion – take all the things we’ve done and put a mini-analysis together, the elevator pitch – why why why, whats going to drive the stock. talk in terms of 3 things: how safe is this, how high quality is this, how cheap is this – safe: DEBT/EBITDA, F Z Score, years of positive earnings, cash flow, is it positive? Is it always positive? FCF, Variation in margins. Google S&P, Fitch, Moodys to check bond ratings, check interest rate on debt. Quality: long-term CAGR of stock, is it high enough, is it a good industry – CAGR on other stocks, is it a cyclical, are these companies’ products, services, etc. as good as the competition? Is the culture as good as other places? Cheap: EV-EBITDA, EV-SALES, relative valuation (cheap compared to self, cheap compared to peers) Private owner value, absolute value (is this stock cheap for a normal stock at a normal time – average stock is 15-16x PE in normal times) • Appraisal – come up with a method for appraising the stock Being the journalist: go to the proxy statement and find out who owns stock in the company, google all of their names to learn about who they are and learn about them Get satellite images of their HQ and properties – get a sense of why they would put the HQ where it’s at, google the town to learn about income and significant things in the town Glassdoor – if found anything that’s weird, look into it Look for news on the company, EX: http://www.hawaiinewsnow.com/story/38722953/community-stunned-by-trees-mowed-down-in-west-maui-but-state-defends-project, write it down, the project is starting) Look at BBB Look for information about the industry group – timber, core processors – learn what that is, find what the company is and industry terms and stuff. What’s the business model? Read reviews on websites like Yelp, TripAdvisor, Etc.       Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
45 min
August 15, 2018
Ep 57. Our Real Life Investing Checklist
Checklist   Read most recent 10k and take notes   find 5 peers   Get longest term stock chart possible, record the number of years and use money chimp CAGR calculator to get the long-term return. We’re doing this because we want to make sure the stock works geometrically overtime   Get longest term stock chart possible for the closest peers and repeat step one. Often, we won’t have the longest chart for a company because of spinoffs. Compare these CAGR’s to the overall market. We want to see if these could work geometrically relative to the market   Calculate EV/Sales, EV- EBITDA, Debt-EBITDA, and CAGR, do min, max, median, mean, SD, CV for all of them   Do a Credit Check, Net Debt-EBITDA, Consecutive years with a profit, EBIT Margin and CV on Margin, Check Z-score and F-score    If the company has a history, get a history of the past financials from EDGAR or OTC markets under disclosures, or from the co’s IR. from past 10k’s for the longest term possible, always want Sales and EBIT for the company we’re studying. Get the longest-term EBIT margin. Take min, max, median, mean, SD, CV (anything under 30% CV is low and good) the lower the better. Calculate sales CAGR and EBIT CAGR – 3 yr, 5 yr, 10 yr, 15 yr, 20 yr if exists and 25 if it exists (want to see if it has slowed down a lot over time)    Check VIC and read the writeups   Use Google to find write-ups/blog posts on the stock and read them   Try finding historical returns of the asset if it’s like Timber, $MLP, etc   Try finding past acquisitions­ in the industry    Try coming up with an appraisal     Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
22 min
August 8, 2018
Ep 56. Volatility in Microcaps and "Overlooked Stocks"
Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
38 min
August 1, 2018
Ep 55. Improving Your Reading Habits
Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
20 min
July 25, 2018
Ep 54. Let's Talk About Macro Stuff...
Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
24 min
July 18, 2018
Ep 53. SuperInvestor Series: Warren Buffett
Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
21 min
July 11, 2018
Ep 52. Float and Where to Look For It
Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
15 min
July 5, 2018
Ep 51. Our Research Process
Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
36 min
June 29, 2018
Ep 50. Talking Entercom Communications with Focused Compounding Member Vetle Forsland
Follow Vetle on Twitter: @vetleforsland   Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
39 min
June 27, 2018
Ep 49. Pattern Recognition in Investing
Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
24 min
June 25, 2018
Ep 48. Talking GameStop with Focused Compounding Member Vetle Forsland
Follow Vetle on Twitter: @vetleforsland   Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
32 min
June 22, 2018
Ep 47. Good Net-Nets vs Bad Net-Nets
Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email: info@focusedcompounding.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
17 min
June 20, 2018
Ep 46. The Importance of Temperament in Investing
Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
22 min
June 18, 2018
Ep 45. Mental Models for Life and Investing
The Psychology book Andrew was referencing is "Evolutionary Psychology - The New Science Of The Mind"   Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
26 min
June 15, 2018
Ep 44. Stock-Writeups and Probabilities in Investing
Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
30 min
June 13, 2018
Ep 43. Investing in an Inflationary Environement
Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
16 min
June 11, 2018
Ep 42. Using Comparables to Value Companies
Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  info@focusedcompounding.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
26 min
June 8, 2018
Ep 41. FinTwit
Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
19 min
June 6, 2018
Ep 40. Value Trading - Does It Ever Make Sense?
Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
16 min
June 4, 2018
Ep 39. Hamilton Beach Brands Co
Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
18 min
June 1, 2018
Ep 38. Becoming a Better Investor, Accounting, and DCF's
Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
20 min
May 30, 2018
Ep 37. All About Our Podcast
Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
17 min
May 28, 2018
Ep 36. Do We Prefer Companies That Are Controlled by the Founder?
Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com In this episode, Andrew and Geoff go over books that have helped them as investors.   Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
18 min
May 25, 2018
Ep 35. Focused Compounding Capital Management
Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
18 min
May 23, 2018
Ep 34. Your Edge as a Long Term Investor
Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
20 min
May 20, 2018
Ep 33. Getting to Know Andrew and Geoff
Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
28 min
May 17, 2018
Ep 32. Investing With a Catalyst
Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever. Contact Andrew at: Twitter: @Focusedcompound Email: Andrew@pilotswmg.com Contact Geoff at: Twitter: @GeoffGannon Email: gannononinvesting@gmail.com
More info...
24 min
May 14, 2018
Ep 31. Investing in "Overlooked Stocks"
Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
18 min
May 10, 2018
Ep 30. Famous Investors to Follow
In this episode, Andrew and Geoff talk about investors that they follow for stock ideas and wisdom. Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
18 min
May 7, 2018
Ep 29. Books for Becoming Better Investors
In this episode, Andrew and Geoff go over books that have helped them as investors.   Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
17 min
May 3, 2018
Ep 28. Scuttlebutt Investing
In this episode, Andrew and Geoff go over adding scuttlebutt to your investing toolbox.    Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
31 min
April 30, 2018
Ep 27. Questions From Listeners, $KEWL, Tobacco Stocks, and FANG
In this episode, Andrew and Geoff answer questions from their listeners.     Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
28 min
April 26, 2018
Ep 26. Sharpening Your Accounting Skills
In this episode, Andrew and Geoff go over the language of business -- accounting.      Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
25 min
April 23, 2018
Ep 25. Researching a Stock and Reading a 10k
In this episode, Andrew and Geoff go over their research process when it comes to doing due diligence on a company and also discuss how they read a 10k.      Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
24 min
April 19, 2018
Ep 24. Value Traps and How to Avoid Them
In this episode, Andrew and Geoff chat about value traps. Value traps are what every investor looks to avoid — which is, buying a stock that looks “cheap”, but turns out to actually be expensive. Tune in to hear their thoughts.      Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
32 min
April 16, 2018
Ep 23. Japanese Net-Nets, Movado and Fossil, and a Discussion on Short Selling
In this episode, Andrew and Geoff answer questions that were asked of them on Twitter.     Join our free memo distribution list at - www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
36 min
April 12, 2018
Ep 22. Tandy Leather Factory (TLF)
In this episode, Andrew and Geoff talk about Tandy Leather Factory (TLF), a stock Geoff wrote about at Singular Diligence back in 2015.    www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
24 min
April 9, 2018
Ep 21. NACCO industries, Inc $NC
In this episode, Andrew and Geoff go over NACCO Industries, a stock that Geoff personally has invested 50% of his portfolio in. They decided to revisit the stock due to it currently trading near Geoffs original buy-in price.    www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
25 min
April 5, 2018
Ep 20. Habits For Becoming a Better Investor
In this episode, Andrew and Geoff go over habits they believe individuals should work to develop to become a better investor.      www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
31 min
April 2, 2018
Ep 19. All About Moats
In this episode, Andrew and Geoff go over the topic of investing in businesses with “moats”.      www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
28 min
March 29, 2018
Ep 18. The Two Types of Value Investing: Cheap vs. Quality
In this episode, Andrew and Geoff give their thoughts on the controversial topic of the two types of value investing: Cheap vs. Quality.       www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
23 min
March 26, 2018
Ep 17. Investing in Net-Nets
In this episode, Andrew and Geoff talk about investing in Net-Nets.    www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
24 min
March 22, 2018
Ep 16. Investing in Spinoffs
In this episode, Andrew and Geoff talk about their experience investing in spinoffs.    www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
30 min
March 19, 2018
Ep 15. Q&A from Listeners: Part 3
In this episode, Andrew and Geoff answer questions that we asked on Twitter. The questions that were asked were:    1.Does capital gain tax affect your investing decision in terms of holding periods? Like if there is capital gain tax at all, will that affect how u invest in any way?    2.How valuable have you found the paying-member service level at data providers such as GuruFocus or Morningstar as a tool for initials checks on companies? What I mean is, when you first get interested in a company, is having access to long-term historical financial information a useful tool in getting a high-level sense of the business before diving deeper into the 10-K? Or are there other uses for this sort of data? For context, I consider reviewing the historical data in the 10-K an absolutely critical step in studying a business, but it is not simple to review that data and quickly get a sense of how margins and various components of a business have changed over time, and at times I wish I had access to a quick    3. What is your methodology for assessing management's honesty, operating ability, capital allocation skill, and incentives?   4.Why do investors consider low margin established brand companies as “good” while high margin tech or bio tech is risky and/or “bad”?   5.Could you give your thoughts on compounding through long-term investing vs. short-term trading? i.e. 20% annually over 30 years vs. 5% 100 times. What's the best way to turn a small amount of capital into a large amount of capital?   7.If “good” is stability then rent stabilized HUD housing leveled to the moon is “good”. So second Q. Why is the term good conflated with financial returns when discussing biz value? Bad biz can have good returns, but that isn’t a good biz       www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
31 min
March 15, 2018
Ep 14. Omnicom Group $OMC
In this podcast, Andrew and Geoff go over a stock idea that Geoff wrote about 2 years ago, which they think is an idea worth further study at current price levels. Listen in as they go over the investment thesis.    www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
26 min
March 12, 2018
Ep 13. What is Focused Compounding?
In this special podcast, Andrew and Geoff take their listeners behind Focused Compounding's paywall and talk about the Idea Exchange, Investment Checklist, and all membership benefits.      www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
33 min
March 12, 2018
Ep 12. Q&A from Listeners: Part 2
In this episode, Andrew and Geoff answer questions that were asked on Twitter. The questions they go over are: 1. If intrinsic value is the discounted value of all future cash flows, how can it grow over time? (Apart from interest rates changing) 2. What do you use as a discount rate and why? Presumably, the 30yr treasury rate is problematic because of QE 3. Now we know what the future held for See’s Candies, what was its rough intrinsic value in 1972? 4. We see disruption and weakening moats in multiple industries from media to consumer packaged goods. Are there areas and industries where you think moats are getting stronger? 5. Any opinion on UnitedHealth UNH? 6. Do you think your returns would've been better if you'd never found out about value investing? Would teenage you have avoided some of the mistakes you made as a value investor? Your style now seems to have reverted to close to what you did when starting out as a teenager. 7. What would you do for a living if you never found about investing?   www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
21 min
March 8, 2018
Ep 11. Concentration vs. Diversification
In this episode, Andrew and Geoff share their views on diversification vs. concentration as an investor.    www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
22 min
March 5, 2018
Ep 10. Post-Mortem on Breeze-Eastern ($BZC)
In this episode, Andrew and Geoff do a post-mortem on Breeze-Eastern (BZC), a helicopter rescue hoist company that Geoff wrote about as a buy around $11.38 per share in 2015. About a year after the recommendation, Breeze-Eastern was acquired by TransDigm (TDG) for $19.61 —  Join them as they go down memory lane to reverse engineer Geoff’s thesis in the investment idea.   www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
23 min
March 1, 2018
Ep 9. Q&A from Listeners
In this Episode, Andrew and Geoff answer questions that were asked from their listeners. The questions they went over were: 1. When is it a good time to double down on an Investment? 2. What do you do now that you didn't do when you first started investing? 3. What is the easiest thing about investing? 4. What is the hardest thing about investing? 5. Do you ever trade stocks? 6. What kind of math do you use most in your day to day investing?  Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
23 min
February 26, 2018
Ep 8. Post-Mortem on Weight Watchers $WTW
In this episode, Andrew and Geoff go down memory lane and relive the investment Geoff made in Weight Watchers International, Inc. $WTW. This is a "Post-Mortem" podcast, which often is a better way to study investing instead of reading investment pitches.   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.  Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
28 min
February 26, 2018
Ep 7. Cheesecake Factory $CAKE
In this episode, Andrew and Geoff talk about a potential current investment idea in Cheesecake Factory ($CAKE). CAKE was written up 3 times on the Focused Compounding website-- twice in the Idea Exchange by members, and once in the memo section.    www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com
More info...
16 min
February 26, 2018
Ep 6. Q&A From Members
More info...
19 min
February 26, 2018
Ep 5. Cullen/Frost Bankers, Inc. $CFR
More info...
21 min
February 26, 2018
Ep 4. Q&A from Twitter
More info...
21 min
February 26, 2018
Ep 3. Volatility In The Markets
More info...
40 min
February 26, 2018
EP 2. NIC, Inc. $EGOV
More info...
19 min
February 23, 2018
Ep 1. Intro Q&A
More info...
17 min
Feedback on the new Podbay?
    1x
    15
    15
    00:00:00
      00:00:00