Focused Compounding

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In this twice weekly value investing podcast, Focused Compounding co-founders Andrew Kuhn and Geoff Gannon talk stocks. Some episodes: they talk stocks for you to buy now. Other episodes: they talk stocks they’ve bought and sold – sharing their gorily honest tales of what went right and wrong. The r…

Andrew Kuhn & Geoff Gannon


    • Apr 12, 2025 LATEST EPISODE
    • monthly NEW EPISODES
    • 45m AVG DURATION
    • 516 EPISODES

    4.8 from 260 ratings Listeners of Focused Compounding that love the show mention: buffett, investing podcast, investors, investment, university, duo, public, value, useful, process, free, ideas, discussions, listen to this podcast, insights, knowledgeable, awesome podcast, smart, learning, guys.


    Ivy Insights

    The Focused Compounding podcast is truly exceptional when it comes to investing and understanding the underlying business. Hosted by Geoff Gannon and Andrew Kuhn, this podcast offers rich content and insights that are unmatched in the industry. The knowledge and expertise of these two hosts make them some of the most knowledgeable individuals in the field. I highly recommend this podcast to all my investment savvy friends.

    One of the best aspects of The Focused Compounding podcast is the depth of knowledge that Geoff and Andrew bring to every episode. They analyze situations thoroughly, presenting their findings clearly and concisely. Their ability to explain complex investing concepts in a patient and understandable manner is truly commendable. Whether you're a beginner or an experienced investor, you will find value in the insightful discussions on this podcast.

    Unfortunately, one downside of this podcast is that they haven't released a new episode in a while. It's unclear what has happened, but as a regular listener, I am eagerly awaiting new content from Geoff and Andrew. Despite this temporary setback, the previous episodes offer an abundance of valuable information that can keep listeners engaged for quite some time.

    In conclusion, The Focused Compounding podcast stands out as one of the best investing podcasts available today. Geoff Gannon's deep knowledge of business fundamentals combined with Andrew Kuhn's insightful questions create a magical listening experience that educates and inspires investors. While there may be a gap in recent episodes, the existing content is more than enough to make this podcast worth your time. I am confident that Geoff and Andrew will continue to provide exceptional value to their audience in future episodes.



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    Latest episodes from Focused Compounding

    Ep 465. Massive Sell-Off Sparked by Tariffs, Oil Crash, and Interest Rates — What Now?

    Play Episode Listen Later Apr 12, 2025 62:55


    Ep 464. Buffett's Playbook: Past and Present

    Play Episode Listen Later Mar 21, 2025 63:45


    Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders

    Play Episode Listen Later Feb 28, 2025 72:49


    Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices

    Play Episode Listen Later Dec 11, 2024 74:36


    Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock

    Play Episode Listen Later Nov 8, 2024 75:20


    Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X

    Play Episode Listen Later Oct 4, 2024 94:19


    Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas

    Play Episode Listen Later Sep 13, 2024 75:18


    Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior

    Play Episode Listen Later Aug 23, 2024 99:12


    Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X

    Play Episode Listen Later Aug 16, 2024 99:37


    Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence

    Play Episode Listen Later Aug 11, 2024 58:24


    Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024

    Play Episode Listen Later Jul 17, 2024 88:29


    Ep 454. Cable Talk: Charter's Valuation, A Ted Weschler Position, and Thoughts on the Industry

    Play Episode Listen Later Jun 25, 2024 26:06


    Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA

    Play Episode Listen Later May 29, 2024 28:33


    Ep 452. Analyzing Debt: Optimal Capital Structures

    Play Episode Listen Later May 24, 2024 23:17


    Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry

    Play Episode Listen Later May 21, 2024 50:33


    Ep 450. Our Takeaways from the Berkshire Hathaway Meeting

    Play Episode Listen Later May 16, 2024 68:02


    Ep 449. Focused Compounding's Plan for Parks! America

    Play Episode Listen Later May 10, 2024 46:11


    PRKAproxyfight.com   The implementation of this plan is contingent on the election of Focused Compounding's four (4) director-nominees at the Company's Annual Meeting. The financial forecasts contained herein are not a guaranty of what will happen, but rather are based on our market knowledge, and what we believe to be conservative forecasts. Focused Compounding is currently in a proxy contest with the Company, the outcome of which may determine the future of the Company. The Plan outlines what Focused Compounding's nominees would propose to do if they are elected to the Board of Parks! America at the Annual Meeting, subject to their fiduciary duties.   Additional Information and Certain Information Regarding the Participants On May 7, 2024, Focused Compounding Fund, LP filed a definitive proxy statement (the “Proxy Statement”) with the U.S. Securities and Exchange Commission (“SEC”) in connection with the 2024 annual meeting of Parks! America, Inc., which is currently scheduled to be held virtually on June 6, 2024 at 10:00 a.m. Eastern Time. FOCUSED COMPOUNDING STRONGLY ADVISES ALL SHAREHOLDERS OF PARKS! TO READ THE PROXY STATEMENT BECAUSE IT CONTAINS IMPORTANT INFORMATION. SUCH PROXY STATEMENT IS AVAILABLE AT NO CHARGE ON THE SEC'S WEB SITE AT HTTP://WWW.SEC.GOV. IN ADDITION, FOCUSED COMPOUNDING WILL PROVIDE COPIES OF THE PROXY STATEMENT WITHOUT CHARGE UPON REQUEST. REQUESTS FOR COPIES SHOULD BE DIRECTED TO FOCUSED COMPOUNDING'S PROXY SOLICITOR, INVESTORCOM, AT 19 OLD KINGS HIGHWAY S., SUITE 130 DARIEN, CT 06820, PROXY@INVESTOR-COM.COM. SHAREHOLDERS MAY CALL TOLL-FREE: (877) 972-0090. BANKS AND BROKERS CALL: (203) 972-9300.

    Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges

    Play Episode Listen Later Apr 26, 2024 36:15


    Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy

    Play Episode Listen Later Apr 25, 2024 36:08


    Ep 446. Energy Investing the Warren Buffett Way

    Play Episode Listen Later Apr 24, 2024 32:33


    energy investing delve immerse buffett munger warren buffett way geoff gannon
    Ep 445. Market Share and Profitability: Unraveling the Relationship

    Play Episode Listen Later Apr 22, 2024 29:43


    Ep 444. Rising Margins: Continuation or Reversion to the Mean?

    Play Episode Listen Later Apr 16, 2024 20:50


    Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise

    Play Episode Listen Later Apr 12, 2024 36:29


    Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't

    Play Episode Listen Later Apr 9, 2024 37:55


    Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates

    Play Episode Listen Later Apr 5, 2024 36:52


    Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever

    Play Episode Listen Later Apr 2, 2024 39:32


    Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies

    Play Episode Listen Later Mar 28, 2024 28:00


    Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024

    Play Episode Listen Later Mar 26, 2024 34:11


    Ep 437. Outsider CEOs: John Malone and TCI

    Play Episode Listen Later Mar 12, 2024 34:08


    Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions

    Play Episode Listen Later Mar 7, 2024 31:46


    Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders

    Play Episode Listen Later Mar 5, 2024 31:34


    Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns

    Play Episode Listen Later Feb 28, 2024 46:50


    Ep 433. Les Schwab Pride in Performance: Keep It Going

    Play Episode Listen Later Feb 22, 2024 30:02


    Ep 432. Outsider CEOs: Bill Anders and General Dynamics

    Play Episode Listen Later Feb 15, 2024 31:20


    Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics

    Play Episode Listen Later Feb 13, 2024 96:06


    https://www.prkaproxyfight.com/ If you have any questions, require assistance in voting your BLUE proxy card, or need additional copies of the Focused Compounding Group's proxy materials, please contact InvestorCom at the phone numbers or email address listed below. InvestorCom 19 Old Kings Highway S. Suite 130 Darien, CT 06820 Shareholders may call toll-free: (877) 972-0090 Banks and brokers call: (203) 972-9300 E-mail: Proxy@investor-com.com Additional Information Focused Compounding Group, LP, Focused Compounding Capital Management, LLC, Andrew Kuhn, Geoffrey Gannon and James Ford (collectively, the “Focused Compounding Group”) have filed a contested definitive Proxy Statement (the “Proxy Statement”) together with a proxy card with the SEC in connection with the proxy solicitation the Focused Compounding Group initiated (the “Proxy Solicitation”). SHAREHOLDERS ARE URGED TO READ PROXY STATEMENT (INCLUDING ANY AMENDMENTS OR SUPPLEMENTS THERETO), AND ANY OTHER RELEVANT DOCUMENTS THAT THE FOCUSED COMPOUNDING GROUP FILES WITH THE SEC CAREFULLY IN THEIR ENTIRETY WHEN THEY BECOME AVAILABLE BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION. Shareholders may obtain, free of charge, copies of the Proxy Statement when available, and any amendments or supplements thereto and any other documents (including the proxy card) at the SEC's website (http://www.sec.gov). Certain Information Regarding Participants The respective members of the Focused Compounding Group may be deemed to be participants in the solicitation of proxy cards from shareholders in connection with the Proxy Statement. Additional information regarding the identity of these participants, and their direct or indirect interests, by security holdings or otherwise, is set forth in the Proxy Statement and certain other materials filed with the SEC in connection with the Proxy Solicitation. Important: Read our Disclaimer: https://focusedcompounding.com/disclaimer/

    Ep 430. Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing

    Play Episode Listen Later Feb 9, 2024 34:14


    Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value

    Play Episode Listen Later Feb 6, 2024 43:59


    https://www.amazon.com/New-Financial-Capitalists-Kohlberg-Corporate/dp/0521642604/ref=sr_1_1?keywords=the+new+financial+capitalists&sr=8-1   https://aletteraday.substack.com/p/letter-54-george-roberts-1998  

    Ep 428. Dear Chairman: Robert Young vs. New York Central - The Proxyteers Storm the Vanderbilt Line

    Play Episode Listen Later Jan 30, 2024 38:08


    Ep 427. M&A Activity: Spirit/JetBlue, Hawaiian Holdings/Alaska Airlines, and Kroger/Albertsons

    Play Episode Listen Later Jan 25, 2024 34:01


    Ep 426. Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024

    Play Episode Listen Later Jan 22, 2024 40:07


    Ep 425. Dear Chairman: Benjamin Graham vs. Northern Pipeline - The Birth of Modern Shareholder Activism

    Play Episode Listen Later Jan 16, 2024 61:10


    Ep 424. Outsider CEOs: Tom Murphy, A Perpetual Motion Machine for Returns

    Play Episode Listen Later Jan 12, 2024 40:31


    Ep 423. The Warren Buffett Way: Mastering the Art of Capital Allocation

    Play Episode Listen Later Jan 8, 2024 74:12


    Ep 422. Creating Business Systems, John Neff, Multiple Expansion, Inflection Points, and Other Investing Musings

    Play Episode Listen Later Jan 5, 2024 39:37


    Ep 421. New Year, New You: How to Invest When You Only Have An Hour a Day to Do It

    Play Episode Listen Later Jan 3, 2024 31:52


    How to Invest When You Only Have an Hour a Day to Do It https://focusedcompounding.com/how-to-invest-when-you-only-have-an-hour-a-day-to-do-it/  

    Ep 420. 2023 in Review and 2024 Predictions

    Play Episode Listen Later Dec 29, 2023 61:10


    Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries

    Play Episode Listen Later Dec 26, 2023 29:26


    Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital

    Play Episode Listen Later Dec 20, 2023 35:10


    Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks

    Play Episode Listen Later Dec 18, 2023 24:19


    Ep 416. Assessing Land Banks: Value Trap or Value Investment?

    Play Episode Listen Later Dec 6, 2023 27:38


    MLP writeup: https://valueinvestorsclub.com/idea/MAUI_LAND_andamp%3B_PINEAPPLE_CO/2155146259

    Ep 415. A Tribute to Charlie Munger

    Play Episode Listen Later Dec 4, 2023 25:15


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