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#41
#41

Focused Compounding

Geoff Gannon & Andrew Kuhn

Score

22/30

Network

Focused Compounding Capital

Since

2018

Trophy

Best Concentrated Portfolio Thinking

Score Breakdown

Insight Quality
9/10
Production Value
6/10
Guest Caliber
7/10
Total Score22/30
Focused Compounding CapitalSince 2018Best Concentrated Portfolio Thinking
All 25 Podcasts

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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