Revisiting the Stock Reports at Focused Compounding: Ark Restaurants (ARKR),...
When someone joins Focused Compounding – use the promo code “BLOG” to save $10 a month – they get immediate access to the Singular Diligence archives. These are found in the “Stocks A-Z” section of...
View ArticleHow Much is Too Much to Pay for a Great Business?
(FULL ARTICLE AT FOCUSED COMPOUNDING) A Focused Compounding member sent me this email: “I've just become a FC member and I've been listening to the very interesting podcasts from day one. Really...
View ArticleHow Big Can Amazon Get?
(FULL ARTICLE AT FOCUSED COMPOUNDING)Someone emailed me this question:I’ve been looking at Amazon for a little short of a year and because the equity doesn't provide a good price to value ratio and...
View ArticleResideo Spin-off Notes
Honeywell (HON) is planning two spin-offs. One of the two spin-offs will be called Resideo Technologies.Here are the notes I took when reading the spin-off document:Notes on Honeywell’s planned...
View ArticleThe Importance of Talking to Yourself
In the most recent podcast, I talked about how useful it can be to just talk a stock idea through whether that is with someone a lot smarter than you, a peer of about equal investing skill, or anyone...
View ArticleFocused Compounding Podcast: All 6 Specific Stock Episodes
Lately, we haven’t done as many specific stock podcast episodes as I’d like. But, we do have some past ones. I think these are the most useful episodes for people to listen to. In order from oldest to...
View ArticleEkornes (Stressless) to be Acquired for 139 NOK - Here is My Report on the Stock
Focused Compounding members get access to a "Stocks A-Z" section of the website. This includes about two dozen stock reports I did for Singular Diligence between 2013 and 2016. Recently, Ekornes (the...
View ArticleYou’re Now Getting 3 Podcasts a Week: Mondays, Wednesdays, and Fridays –...
New podcast episodes will now come out 3 times a week: Mondays, Wednesday, and Fridays. For our first podcast on this 3-episodes a week schedule, Andrew and I decided to do an off-topic podcast...
View ArticleSunday Morning Memo
Sign up for Geoff’s Sunday Morning MemoI write a weekly memo now. It goes out as a PDF sent via email. It’s about one page. And I discuss one general investing topic in it. In theory, I don’t discuss...
View ArticleGeoff Gannon Interviewed about OTC Stocks by Jan Svenda
I did an interview with Jan Svenda. It is all about over-the-counter stocks. You can read it here.“…the two factors I care most about are: 1) The business faces lower than normal competition and 2) I'm...
View ArticleOverlooked Stocks
In our most recent podcast episode, Andrew and I talked about “overlooked” stocks. I said overlooked stocks were basically synonymous with “oddball” stocks. You can read the Oddball Stocks blog here. I...
View ArticleFrequently Asked Questions: Managed Accounts
To set up a meeting by telephone or in person (Geoff and Andrew both live in Plano, TX) contact Andrew by email (info@focusedcompounding.com), phone (469-207-5844), or text (469-207-5844).Frequently...
View ArticleManaged Accounts
We are planning to offer managed accounts with Geoff Gannon as the portfolio manager. These accounts will hold 6 to 8 overlooked stocks (spin-offs, net-nets, OTC, etc.) and be managed along the lines...
View ArticleLess Theory, More Practice: How to Value a Stock Using a “Sustainable Growth”...
I get a lot of questions about valuing a company based on estimates of its sustainable growth rate. So, someone will say it seems this company can grow 8% to 10% a year and it has a return on equity of...
View ArticleNACCO (NC): Podcast Episode, Book on the Company’s History, Articles on the...
Because it’s my largest position, I get a lot of questions about NACCO (NC). Andrew and I just did a 25-minute podcast on the stock:Episode #21: NACCO (NC)I also get some questions from people about...
View ArticleHow Reading Value Investing Books Made Me a Worse Investor
A podcast listener emailed me about something I said in a Q&A episode:“A few podcasts back, you said you read value investing books and then started making mistakes because you read them. Where...
View ArticleMy Sunday Morning Memos
I now write a short memo (one PDF page) each week. The memo is never about a specific stock. It’s always about a general investing principle. It’s delivered to your inbox each Sunday morning. To get on...
View ArticleTaking Net-Net Seriously
Over at the Focused Compounding Podcast, Andrew and I just did a 24-minute episode on “investing in net-nets”. It’s episode 17. You can get all my thoughts on net-nets in that podcast episode.Here, I’d...
View ArticleHow Do You Know You Know More Than the Market – And: Does it Matter?
“…how can I confidently judge that a stock may still be underfollowed and hence price discovery may still be incomplete even with a recent price run up but still within low and tight P/E valuation...
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What's Focused Compounding?
Focused Compounding is my member site. It’s the only place where I do stock specific write-ups. Membership costs $60 a month. But, if you listen to one of our podcast episodes, you’ll hear a promo code...
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