The Tagline
“Concentrated value investing with a long-term compounding mindset.”
Full Review
Geoff Gannon is one of the most respected independent investment writers on the internet, and Focused Compounding brings his deep-dive analytical style to podcast form. The show focuses on concentrated portfolios of high-quality businesses bought at reasonable prices — a Buffett-Munger approach executed with intellectual rigor. Geoff's willingness to spend an entire episode on a single company's competitive moat or capital allocation history makes this a treasure for serious stock pickers.
Fun Fact
Geoff has been writing about value investing online since the early 2000s and was one of the first bloggers to apply a Buffett-style lens to Japanese net-net stocks, years before international value investing became trendy.
I Document Every Trade — Even the Losses
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