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In this episode, Andrew and Geoff give their thoughts on the controversial topic of the two types of value investing: Cheap vs. Quality.
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Contact Andrew at:
Twitter: @Focusedcompound
Email: Andrew@pilotswmg.com
Contact Geoff at:
Twitter: @GeoffGannon
Email: gannononinvesting@gmail.com
In this episode, Andrew and Geoff talk about investing in Net-Nets.
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Contact Andrew at:
Twitter: @Focusedcompound
Email: Andrew@pilotswmg.com
Contact Geoff at:
Twitter: @GeoffGannon
Email: gannononinvesting@gmail.com
In this episode, Andrew and Geoff talk about their experience investing in spinoffs.
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Contact Andrew at:
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Email: Andrew@pilotswmg.com
Contact Geoff at:
Twitter: @GeoffGannon
Email: gannononinvesting@gmail.com
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
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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 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.
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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 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
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?
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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 share their views on diversification vs. concentration as an investor.
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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 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
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
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