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    Business

    Focused Compounding

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    Latest Episodes:
    Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves Aug 22, 2025
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    Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AI’s Disruption of Investing Aug 15, 2025
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    Important: Read our Disclaimer: https://focusedcompounding.com/discla...


    Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation Aug 08, 2025
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    🐦 Twitter: @Focusedcompound

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    Important: Read our Disclaimer: https://focusedcompounding.com/discla...


    Ep 467. Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance Aug 01, 2025
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    Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett Jul 28, 2025
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    Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now? Apr 12, 2025
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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.

    Important: Read our Disclaimer: https://focusedcompounding.com/discla...


    Ep 464. Buffett’s Playbook: Past and Present Mar 21, 2025
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    📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...

    📈 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 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders Feb 28, 2025
    Show notes

    🔍 Want access to an event-driven monitor?

    Sign up here: https://www.insidearbitrage.com/speci...

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    Subscribe now: https://t.co/I65UzM4uFB

    📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...

    📈 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 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices Dec 11, 2024
    Show notes

    🔍 Want access to an event-driven monitor?

    Sign up here: https://www.insidearbitrage.com/speci...

    📰 Interested in our free weekly newsletter?

    Subscribe now: https://t.co/I65UzM4uFB

    📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...

    📈 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 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock Nov 08, 2024
    Show notes

    🔍 Want access to an event-driven monitor?

    Sign up here: https://www.insidearbitrage.com/speci...

    📰 Interested in our free weekly newsletter?

    Subscribe now: https://t.co/I65UzM4uFB

    📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...

    📈 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...


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