What is Focused Compounding about?

Focused Compounding is about value investing, business analysis, capital allocation, and long-term stock research. The show often uses Buffett, Munger, Berkshire Hathaway, shareholder letters, and real companies as reference points.

Who hosts Focused Compounding?

Focused Compounding is hosted by Andrew Kuhn and Geoff Gannon.

How long are Focused Compounding episodes?

Most recent episodes run about 45 to 75 minutes, though some catalog episodes are shorter or stretch closer to two hours.

Where can I listen to Focused Compounding?

Focused Compounding is available through podcast apps using its RSS feed and on its Podbean website.

How often does Focused Compounding release?

The release schedule is irregular, with clusters of frequent episodes and occasional longer gaps between new releases.

Focused Compounding

Andrew Kuhn and Geoff Gannon·Hosted by Andrew Kuhn and Geoff Gannon·478 episodes

BusinessInvestingValue investingCo-hosted analysis45-75 minStandalone episodesStock researchAdvanced investors

QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: [email protected] Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Why listen

Focused Compounding is for investors who want to think like long-term business owners instead of chasing market chatter. Andrew Kuhn and Geoff Gannon talk through stocks, capital allocation, Buffett-style value investing, shareholder letters, 13-Fs, industry structure, and specific business cases in a detailed co-hosted format. Listeners who enjoy patient, fundamentals-first investing discussions will get a steady stream of practical frameworks and real examples.

Series(2)

6 eps

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Capital Allocation

3 eps

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Outsider CEOs

Episodes

52 min

May 29, 2026Episode 480

A-Z on IGV: Value Hunt in Software (F-M)

Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 🐦 X: @Focusedcompound ✉️ Email: [email protected] Important: Read our Disclaimer: https://focusedcompounding.com/discla...

50 min

May 15, 2026Episode 479

A-Z on IGV: Value Hunt in Software (C-E)

1 hr 4 min

May 1, 2026Episode 478

A-Z on IGV: Value Hunt in Software

35 min

Apr 9, 2026Episode 477

Jamie Dimon’s Annual Letter to JPMorgan Shareholders

41 min

Apr 3, 2026Episode 476

Greg Abel's First Berkshire Hathaway Shareholder Letter

00:00 Intro 01:15 First impressions of the letter 07:50 Greg’s operating framework for BRK 16:29 Capital allocation principles 21:39 Berkshire’s 2025 performance 29:40 Equity investments 34:10 Berkshire’s size is its own prison 36:50 Takeaways 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] Important: Read our Disclaimer: https://focusedcompounding.com/discla...

1 hr 2 min

Dec 7, 2025Episode 475

AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown

00:00 Intro 00:50 Berkshire buying $GOOGL: AI revenue 06:35 Mag7 heavy capex 12:30 Circular nature of AI 16:27 Thoughts on the $NFLX / $WBD deal 29:00 $FISV / $LRN massive sell-off 43:00 Insurance business heading into 2026 45:50 Housing industry 51:00 Capital cycles 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] Important: Read our Disclaimer: https://focusedcompounding.com/discla...

47 min

Nov 12, 2025Episode 474

Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter

1 hr 3 min

Sep 26, 2025Episode 473

What Happens to Stocks When the Fed Starts Cutting Rates?

1 hr 1 min

Sep 5, 2025Episode 472

Moats in Commodities: Why Some Price Takers Win Big

43 min

Aug 29, 2025Episode 471

Howard Marks’ Memo: The Calculus of Value

https://www.oaktreecapital.com/insights/memo/the-calculus-of-value 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] Important: Read our Disclaimer: https://focusedcompounding.com/discla...

1 hr 2 min

Aug 22, 2025Episode 470

13-F Season: Berkshire, Fundsmith, and Superinvestor Moves

1 hr 34 min

Aug 15, 2025Episode 469

Investor Q&A: From Low-Beta Growth Stocks to AI’s Disruption of Investing

1 hr 14 min

Aug 8, 2025Episode 468

Regulated to Unleashed: Finding Inflections in Deregulation

1 hr 10 min

Aug 1, 2025Episode 467

Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance

1 hr

Jul 28, 2025Episode 466

All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett

1 hr 2 min

Apr 12, 2025Episode 465

Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

1 hr 3 min

Mar 21, 2025Episode 464

Buffett’s Playbook: Past and Present

1 hr 12 min

Feb 28, 2025Episode 463

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

1 hr 14 min

Dec 11, 2024Episode 462

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

1 hr 15 min

Nov 8, 2024Episode 461

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

1 hr 34 min

Oct 4, 2024Episode 460

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

1 hr 15 min

Sep 13, 2024Episode 459

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

1 hr 39 min

Aug 23, 2024Episode 458

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

1 hr 39 min

Aug 16, 2024Episode 457

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

58 min

Aug 11, 2024Episode 456

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

1 hr 28 min

Jul 17, 2024Episode 455

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

26 min

Jun 25, 2024Episode 454

Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry

28 min

May 29, 2024Episode 453

Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA

23 min

May 24, 2024Episode 452

Analyzing Debt: Optimal Capital Structures

50 min

May 21, 2024Episode 451

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

1 hr 8 min

May 16, 2024Episode 450

Our Takeaways from the Berkshire Hathaway Meeting

46 min

May 10, 2024Episode 449

Focused Compounding's Plan for Parks! America

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, [email protected]. SHAREHOLDERS MAY CALL TOLL-FREE: (877) 972-0090. BANKS AND BROKERS CALL: (203) 972-9300.

36 min

Apr 26, 2024Episode 448

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

36 min

Apr 25, 2024Episode 447

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

32 min

Apr 24, 2024Episode 446

Energy Investing the Warren Buffett Way

29 min

Apr 22, 2024Episode 445

Market Share and Profitability: Unraveling the Relationship

20 min

Apr 16, 2024Episode 444

Rising Margins: Continuation or Reversion to the Mean?

36 min

Apr 12, 2024Episode 443

Efficiency, Narratives, and Stock Prices: Sifting Through the Noise

37 min

Apr 9, 2024Episode 442

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

36 min

Apr 5, 2024Episode 441

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

39 min

Apr 2, 2024Episode 440

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

28 min

Mar 28, 2024Episode 439

Bankruptcy Investing: How to Analyze and Profit from Distressed Companies

34 min

Mar 26, 2024Episode 438

Navigating Three Rate Cuts With Sticky Inflation in 2024

34 min

Mar 12, 2024Episode 437

Outsider CEOs: John Malone and TCI

31 min

Mar 7, 2024Episode 436

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

31 min

Mar 5, 2024Episode 435

Warren Buffett's Letter to Berkshire Hathaway Shareholders

46 min

Feb 28, 2024Episode 434

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

30 min

Feb 22, 2024Episode 433

Les Schwab Pride in Performance: Keep It Going

31 min

Feb 15, 2024Episode 432

Outsider CEOs: Bill Anders and General Dynamics

1 hr 36 min

Feb 13, 2024Episode 431

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

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: [email protected] 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/