
About this podcast
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com 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/
478 episodes · business
Focused Compounding
About this podcast
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com 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/
Recent episodes
- Ep 479. A-Z on IGV: Value Hunt in Software (C-E)15 May · 51 min
- Ep 478. A-Z on IGV: Value Hunt in Software1 May · 1 h 04 min
- Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders9 Apr · 36 min
- Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter3 Apr · 41 min
- Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown7 Dec 2025 · 1 h 02 min
- Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter12 Nov 2025 · 47 min
- Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?26 Sept 2025 · 1 h 04 min
- Ep 472. Moats in Commodities: Why Some Price Takers Win Big5 Sept 2025 · 1 h 02 min
- Ep 471. Howard Marks’ Memo: The Calculus of Value29 Aug 2025 · 44 min
- Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves22 Aug 2025 · 1 h 02 min