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    Business

    Focused Compounding

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

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    Latest Episodes:
    Ep 400. Where Does Your Return Come From: Yield, Growth, and Multiple Expansion, and the Difference Between Speculation and Investing Sep 04, 2023
    Show notes

    QuickFS Link: https://quickfs.net/?via=focused

    Podcast Questions: Focusedcompounding@gmail.com

    Twitter: @Focusedcompound

    Investment Inquiries: Andrew@focusedcompounding.com

    Please read our Disclaimer: https://focusedcompounding.com/disclaimer/


    Ep 399. Berkshire Hathaway’s Homebuilder Investment, Market Positioning, and Assessing Business Profit Persistency Aug 20, 2023
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    QuickFS Link: https://quickfs.net/?via=focused

    Podcast Questions: Focusedcompounding@gmail.com

    Twitter: @Focusedcompound

    Investment Inquiries: Andrew@focusedcompounding.com

    Please read our Disclaimer: https://focusedcompounding.com/disclaimer/


    Ep 398. The Financial History of General Motors with Capital Allocation Author, Jacob McDonough Jul 28, 2023
    Show notes

    Jacob's Info

    Podcast: https://open.spotify.com/show/3iJsVOzhvOECw8wwckyBbc

    Twitter: @McD_Investments

    Website: http://www.mcdonough-investments.com/

    QuickFS Link: https://quickfs.net/?via=focused

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    Investment Inquiries: Andrew@focusedcompounding.com

    Please read our Disclaimer: https://focusedcompounding.com/disclaimer/


    Ep 397. The Financial History of GEICO with Capital Allocation Author, Jacob McDonough Jul 08, 2023
    Show notes

    Jacob's Info

    Podcast: https://open.spotify.com/episode/5y0tUU9O2v1D9VvEnEdaZ3?si=277799c172704769&nd=1

    Twitter: @McD_Investments

    Website: http://www.mcdonough-investments.com/

    QuickFS Link: https://quickfs.net/?via=focused

    Podcast Questions: Focusedcompounding@gmail.com

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    Investment Inquiries: Andrew@focusedcompounding.com

    Please read our Disclaimer: https://focusedcompounding.com/disclaimer/


    Ep 396. Box Office Flops, Cinemark’s Valuation, and Revisiting Overlooked Bank Stocks Jul 01, 2023
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    QuickFS Link: https://quickfs.net/?via=focused

    Podcast Questions: Focusedcompounding@gmail.com

    Twitter: @Focusedcompound

    Investment Inquiries: Andrew@focusedcompounding.com

    Please read our Disclaimer: https://focusedcompounding.com/disclaimer/


    Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter Jun 16, 2023
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    QuickFS Link: https://quickfs.net/?via=focused

    Podcast Questions: Focusedcompounding@gmail.com

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    Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On Jun 09, 2023
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    Podcast Questions: Focusedcompounding@gmail.com

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    Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing Jun 02, 2023
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    QuickFS Link: https://quickfs.net/?via=focused

    Podcast Questions: Focusedcompounding@gmail.com

    Twitter: @Focusedcompound

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    Please read our Disclaimer: https://focusedcompounding.com/disclaimer/


    Ep 392. Unlocking Investment Wisdom: Reading for Success, Evaluating Companies, and Essential Financial Concepts for Capital Allocators May 26, 2023
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    Podcast Questions: Focusedcompounding@gmail.com

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    Please read our Disclaimer: https://focusedcompounding.com/disclaimer/


    Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast May 19, 2023
    Show notes

    https://aletteraday.substack.com/p/letter-80-todd-combs-2023

    https://podcasts.apple.com/us/podcast/todd-combs-meeting-munger-buffett-and-joining-berkshire/id1502613782?i=1000611548160

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    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

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