Focused Compounding
Episodes
Ep 73. Revisiting Geoffs Initial Interest posts -- USLM, REZI, PCOA, KEWL, MLP, GRBK, VULC
09 Jan 2019
Contributed by Lukas
Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] ...
Ep 72. Guarding Against Attachment Bias, Updates on Stocks, Our Thoughts On Facebook, and More Questions From Listeners
12 Dec 2018
Contributed by Lukas
Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected]...
Ep 71. Oil, Running a Public Company, and the Business of Life with Jeff Johnson - CEO of Epus Global Energy
05 Dec 2018
Contributed by Lukas
https://epusenergy.com [email protected] Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Co...
Ep 70. Cyclical Stocks, BWXT, Buy and Hold Forever, Timberland, Portfolio Decisions, and Other Questions From Twitter
28 Nov 2018
Contributed by Lukas
Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] ...
Ep 69. Talking MicroCap Investing with MicroCapClub’s Ian Cassel
14 Nov 2018
Contributed by Lukas
Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Email: [email protected] ...
Ep 68. Talking Deep Value Investing in Japanese stocks with Clayton Young
31 Oct 2018
Contributed by Lukas
The coupon code is: FCPODCAST - Amazon Japan Founder Disrupting Outdated Japanese Publishing Industry - Explosive But Dubious Growth Internet ...
Ep 67. Revisiting ALL of Geoff’s Singular Diligence Reports
24 Oct 2018
Contributed by Lukas
Lifetime Fitness Report - https://focusedcompounding.com/wp-content/uploads/2017/05/LifeTime-Fitness-1.pdf Breeze Eastern Report - https://focuse...
Ep 66. Checking Stock Prices, Detecting Frauds, Avoiding Behavioral Biases, and other FAQs
17 Oct 2018
Contributed by Lukas
Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Twitter: @GeoffGannon Email: gann...
Ep 65. His Investing Process, Being Short Tesla, and His Path to Starting Artko Capital with Peter Rabover
10 Oct 2018
Contributed by Lukas
https://www.hvst.com/organization/art-capital-lp Peter's Twitter: @ArtkoCapital [email protected] Contact Andrew at: Twitter: @Fo...
Ep 64. Oddball Stocks, Investing in Banks, Why Price Is The Most Important Information Point, and Much More with Nate Tobik
03 Oct 2018
Contributed by Lukas
Nate Tobik @oddballstocks http://www.oddballstocks.com https://www.completebankdata.com Buy Nates Book here! https://amzn.to/2E1vdzY ...
Ep 63. Good vs. Bad When It Comes to Business, Management, Incentives, Accounting, and A lot More
26 Sep 2018
Contributed by Lukas
Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Twitter: @GeoffGannon Email: gannonon...
Ep 62. SuperInvestor Series: Joel Greenblatt
19 Sep 2018
Contributed by Lukas
Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Twitter: @GeoffGannon Email: gannonon...
Ep 61. The Most Important Concept For Investors: Deep Work
12 Sep 2018
Contributed by Lukas
Contact Andrew at: Twitter: @Focusedcompound Email: [email protected] Contact Geoff at: Twitter: @GeoffGannon Email: gannonon...
Ep 60. Mental Models, Investing, Sleep and Much More With Samir Patel from Askeladden Capital
05 Sep 2018
Contributed by Lukas
http://www.askeladdencapital.com Follow Samir on Twitter - @AskeladdenTX Join our free memo distribution list at - www.focusedcompounding.c...
Ep 59. Investing in Turnarounds, Outperformance Anxiety, Value Investing in the 21st Century, and Why We Don’t Short
29 Aug 2018
Contributed by Lukas
Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast*...
Ep 58. Checklist For Going Beyond the 10K
22 Aug 2018
Contributed by Lukas
Going Beyond the 10k Checklist (good order to follow. If not durable, we should drop it) • Overview – Give an overview on the business – what i...
Ep 57. Our Real Life Investing Checklist
15 Aug 2018
Contributed by Lukas
Checklist Read most recent 10k and take notes find 5 peers Get longest term stock chart possible, record the number of years and use mo...
Ep 56. Volatility in Microcaps and ”Overlooked Stocks”
08 Aug 2018
Contributed by Lukas
Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast*...
Ep 55. Improving Your Reading Habits
01 Aug 2018
Contributed by Lukas
Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast*...
Ep 54. Let’s Talk About Macro Stuff...
25 Jul 2018
Contributed by Lukas
Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast*...
Ep 53. SuperInvestor Series: Warren Buffett
18 Jul 2018
Contributed by Lukas
Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast*...
Ep 52. Float and Where to Look For It
11 Jul 2018
Contributed by Lukas
Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast*...
Ep 51. Our Research Process
05 Jul 2018
Contributed by Lukas
Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast*...
Ep 50. Talking Entercom Communications with Focused Compounding Member Vetle Forsland
29 Jun 2018
Contributed by Lukas
Follow Vetle on Twitter: @vetleforsland Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be s...
Ep 49. Pattern Recognition in Investing
27 Jun 2018
Contributed by Lukas
Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast*...
Ep 48. Talking GameStop with Focused Compounding Member Vetle Forsland
25 Jun 2018
Contributed by Lukas
Follow Vetle on Twitter: @vetleforsland Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be s...
Ep 47. Good Net-Nets vs Bad Net-Nets
22 Jun 2018
Contributed by Lukas
Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast*...
Ep 46. The Importance of Temperament in Investing
20 Jun 2018
Contributed by Lukas
Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast*...
Ep 45. Mental Models for Life and Investing
18 Jun 2018
Contributed by Lukas
The Psychology book Andrew was referencing is "Evolutionary Psychology - The New Science Of The Mind" Join our free memo distribution list at -...
Ep 44. Stock-Writeups and Probabilities in Investing
15 Jun 2018
Contributed by Lukas
Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast*...
Ep 43. Investing in an Inflationary Environement
13 Jun 2018
Contributed by Lukas
Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast*...
Ep 42. Using Comparables to Value Companies
11 Jun 2018
Contributed by Lukas
Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast*...
Ep 41. FinTwit
08 Jun 2018
Contributed by Lukas
Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast*...
Ep 40. Value Trading - Does It Ever Make Sense?
06 Jun 2018
Contributed by Lukas
Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast*...
Ep 39. Hamilton Beach Brands Co
04 Jun 2018
Contributed by Lukas
Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast*...
Ep 38. Becoming a Better Investor, Accounting, and DCF’s
01 Jun 2018
Contributed by Lukas
Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast*...
Ep 37. All About Our Podcast
30 May 2018
Contributed by Lukas
Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast*...
Ep 36. Do We Prefer Companies That Are Controlled by the Founder?
28 May 2018
Contributed by Lukas
Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcas...
Ep 35. Focused Compounding Capital Management
25 May 2018
Contributed by Lukas
Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast*...
Ep 34. Your Edge as a Long Term Investor
23 May 2018
Contributed by Lukas
Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast*...
Ep 33. Getting to Know Andrew and Geoff
20 May 2018
Contributed by Lukas
Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast*...
Ep 32. Investing With a Catalyst
17 May 2018
Contributed by Lukas
Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast** t...
Ep 31. Investing in ”Overlooked Stocks”
14 May 2018
Contributed by Lukas
Join our free memo distribution list at - www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast*...
Ep 30. Famous Investors to Follow
10 May 2018
Contributed by Lukas
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.foc...
Ep 29. Books for Becoming Better Investors
07 May 2018
Contributed by Lukas
In this episode, Andrew and Geoff go over books that have helped them as investors. Join our free memo distribution list at - www.focusedcompound...
Ep 28. Scuttlebutt Investing
03 May 2018
Contributed by Lukas
In this episode, Andrew and Geoff go over adding scuttlebutt to your investing toolbox. Join our free memo distribution list at - www.focusedco...
Ep 27. Questions From Listeners, $KEWL, Tobacco Stocks, and FANG
30 Apr 2018
Contributed by Lukas
In this episode, Andrew and Geoff answer questions from their listeners. Join our free memo distribution list at - www.focusedcompounding.co...
Ep 26. Sharpening Your Accounting Skills
26 Apr 2018
Contributed by Lukas
In this episode, Andrew and Geoff go over the language of business -- accounting. Join our free memo distribution list at - www.focusedcomp...
Ep 25. Researching a Stock and Reading a 10k
23 Apr 2018
Contributed by Lukas
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 10...
Ep 24. Value Traps and How to Avoid Them
19 Apr 2018
Contributed by Lukas
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 “...
Ep 23. Japanese Net-Nets, Movado and Fossil, and a Discussion on Short Selling
16 Apr 2018
Contributed by Lukas
In this episode, Andrew and Geoff answer questions that were asked of them on Twitter. Join our free memo distribution list at - www.focusedc...
Ep 22. Tandy Leather Factory (TLF)
12 Apr 2018
Contributed by Lukas
In this episode, Andrew and Geoff talk about Tandy Leather Factory (TLF), a stock Geoff wrote about at Singular Diligence back in 2015. www.foc...
Ep 21. NACCO industries, Inc $NC
09 Apr 2018
Contributed by Lukas
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 revisi...
Ep 20. Habits For Becoming a Better Investor
05 Apr 2018
Contributed by Lukas
In this episode, Andrew and Geoff go over habits they believe individuals should work to develop to become a better investor. www.focusedco...
Ep 19. All About Moats
02 Apr 2018
Contributed by Lukas
In this episode, Andrew and Geoff go over the topic of investing in businesses with “moats”. www.focusedcompounding.com Thanks for...
Ep 18. The Two Types of Value Investing: Cheap vs. Quality
29 Mar 2018
Contributed by Lukas
In this episode, Andrew and Geoff give their thoughts on the controversial topic of the two types of value investing: Cheap vs. Quality. ...
Ep 17. Investing in Net-Nets
26 Mar 2018
Contributed by Lukas
In this episode, Andrew and Geoff talk about investing in Net-Nets. www.focusedcompounding.com Thanks for listening, and be sure to sign u...
Ep 16. Investing in Spinoffs
22 Mar 2018
Contributed by Lukas
In this episode, Andrew and Geoff talk about their experience investing in spinoffs. www.focusedcompounding.com Thanks for listening, and ...
Ep 15. Q&A from Listeners: Part 3
19 Mar 2018
Contributed by Lukas
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...
Ep 14. Omnicom Group $OMC
15 Mar 2018
Contributed by Lukas
In this podcast, Andrew and Geoff go over a stock idea that Geoff wrote about 2 years ago, which they think is an idea worth further study at current ...
Ep 13. What is Focused Compounding?
12 Mar 2018
Contributed by Lukas
In this special podcast, Andrew and Geoff take their listeners behind Focused Compounding's paywall and talk about the Idea Exchange, Investment Check...
Ep 12. Q&A from Listeners: Part 2
12 Mar 2018
Contributed by Lukas
In this episode, Andrew and Geoff answer questions that were asked on Twitter. The questions they go over are: 1. If intrinsic value is the discounte...
Ep 11. Concentration vs. Diversification
08 Mar 2018
Contributed by Lukas
In this episode, Andrew and Geoff share their views on diversification vs. concentration as an investor. www.focusedcompounding.com Thanks...
Ep 10. Post-Mortem on Breeze-Eastern ($BZC)
05 Mar 2018
Contributed by Lukas
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 $...
Ep 9. Q&A from Listeners
01 Mar 2018
Contributed by Lukas
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...
Ep 8. Post-Mortem on Weight Watchers $WTW
26 Feb 2018
Contributed by Lukas
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 "Pos...
Ep 7. Cheesecake Factory $CAKE
26 Feb 2018
Contributed by Lukas
In this episode, Andrew and Geoff talk about a potential current investment idea in Cheesecake Factory ($CAKE). CAKE was written up 3 times on the Foc...
Ep 6. Q&A From Members
26 Feb 2018
Contributed by Lukas
Ep 5. Cullen/Frost Bankers, Inc. $CFR
26 Feb 2018
Contributed by Lukas
Ep 4. Q&A from Twitter
26 Feb 2018
Contributed by Lukas
Ep 3. Volatility In The Markets
26 Feb 2018
Contributed by Lukas
EP 2. NIC, Inc. $EGOV
26 Feb 2018
Contributed by Lukas
Ep 1. Intro Q&A
23 Feb 2018
Contributed by Lukas