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Focused Compounding

Andrew Kuhn and Geoff Gannon
Capital Allocation
Warren Buffett
Investing
Mergers and Acquisitions
Debt Levels
Return On Capital
Market Trends
Dividends
Private Equity
Interest Rates
Charlie Munger
Land Banks
U.S. Steel
Stock Selection
Investors
Robert Young
New York Central Railroad
Real Estate Investment
Federal Reserve
Friedman Industries

๐Ÿ” Want access to an event-driven monitor? Sign up here: www.insidearbitrage.com/special/focused ๐Ÿ“š Explore our backlog: Click here: focusedcompounding.com/blog/ ๐Ÿ“ˆ QuickFS: Visit here: quickfs.net/?via=focused ๐Ÿฆ Twitter: @Focusedcompound โœ‰๏ธ Email: info@focusedcompounding.com Important: Read our Disclaimer: focusedcompounding.com/disclaimer/

PublishesWeeklyEpisodes470Founded8 years ago
Number of ListenersCategories
BusinessInvesting

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Key Facts

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Hosts

Andrew Kuhn
Co-host with a focus on value investing, bringing analytical insights and facilitating discussions on stock analysis and market trends.
Geoff Gannon
Co-host who provides deep insights into investment strategies and market analysis, shaping discussions around value investing and economic currents.

Reviews

4.8 out of 5 stars from 666 ratings
  • So glad you're back!

    I love the show is weekly - please keep up the insightful market content.

    Apple Podcasts
    5
    JohnH777
    United States2 months ago
  • Great podcast- to many Uh Um

    Great guys. Some of the most knowledgeable guys doing a podcast. It would be great if he mentioned ideas he was passing up on. Itโ€™s a free country and a free podcast though. They should do a panel with a third investor that they like.

    Amended - you guys have to spend a few dollars on Upwork to get someone to edit out you Uh Um verbal pauses.

    Amended - Jeff finally bringers up a stock, but doesnโ€™t prepare any notes that he knows he would want personally.

    Apple Podcasts
    2
    Dunbelieveable
    United States10 months ago
  • Small investments need love too

    Mega cap analysis and opinions on small cap businesses is awesome to have. Most small caps have less filings, data and financial numbers and have a hard time trying to get the best picture possible. As a small entrepreneur itโ€™s interesting to learn about smaller companies and the way they operate, grow and function internally.

    Apple Podcasts
    5
    LearnEveryday84
    United Statesa year ago
  • Great stuff

    Geoff and Andrew are simply the best creators of content for diligent individual investors. The podcast is a terrific resource and a wonderful way to grow your knowledge and wisdom as it relates to business as a whole as well as investing. Thanks guys for sharing your journey and discussions with us. Cheers ๐Ÿ‘๐Ÿ‘

    Apple Podcasts
    5
    JLegacy33
    United States2 years ago
  • Better than most So Awesome

    One of the best. Thank me later. So fantastic.

    Apple Podcasts
    5
    WildlyFastWill7
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

While some reviews mention the tendency for episodes to feel lengthy, overall feedback indicates a commitment to providing valuable insights over flashy presentation.
The dynamic between the hosts is frequently noted as a strength, as their chemistry enhances the listening experience and promotes an engaging dialogue around investment principles.
Listeners praise the depth and educational value of the content, emphasizing strong knowledge and insight from the hosts. Many appreciate the long-form discussions that allow for thorough exploration of investment strategies.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#149
Canada/Business/Investing
Apple Podcasts
#157
Italy/Business/Investing
Apple Podcasts
#14
Finland/Business/Investing
Apple Podcasts
#35
Hong Kong/Business/Investing
Apple Podcasts
#49
Finland/Business
Apple Podcasts
#73
Denmark/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices
Q: How do you think about valuing a cyclical business?
It's hard because numbers can vary greatly; you might throw a multiple on estimated earnings at various stages of the cycle.
Ep 422. Creating Business Systems, John Neff, Multiple Expansion, Inflection Points, and Other Investing Musings
Q: What does the word 'systems' mean to you in the context of business?
Systems refer to decentralized operations allowing individual locations autonomy, enabling them to serve customers effectively according to local needs.
Ep 422. Creating Business Systems, John Neff, Multiple Expansion, Inflection Points, and Other Investing Musings
Q: Why do you think it's good for investors to read books like this?
Reading business books provides insights into individual companies and success stories, helping investors understand business mechanics and operational strategies.
Ep 425. Dear Chairman: Benjamin Graham vs. Northern Pipeline - The Birth of Modern Shareholder Activism
Q: How is the determination best made that that is the appropriate course of action versus that of reinvestment into the business with new and unproven expenses?
Generally, it should be made by the owners of the capital rather than by management, although the specifics of the pipeline case suggested little opportunity for effective reinvestment.
Ep 423. The Warren Buffett Way: Mastering the Art of Capital Allocation
Q: How has capital allocation changed over the years?
Debt levels have increased while dividends have decreased, impacting companies' financial strategies.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Professions
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Frequently Asked Questions About Focused Compounding

What is Focused Compounding about and what kind of topics does it cover?

Conversations center on business investing and stock valuation, with a strong emphasis on value investing strategies. Co-hosts engage in detailed analyses of market trends, notable economic events, and insights derived from Warren Buffett's investment philosophies. Episodes often feature in-depth assessments of individual companies and sectors, offering listeners an educational experience that blends practical investment advice with theoretical concepts. The approach is characterized by long-form discussions that prioritize deep understanding and critical thinking over superficial commentary, appealing particularly to attentive and serious investors seeking to refine their investment strategies.

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Which podcasts are similar to Focused Compounding?

These podcasts share a similar audience with Focused Compounding:

1. The Acquirers Podcast
2. Yet Another Value Podcast
3. The Business Brew
4. Value Investing with Legends
5. The Intrinsic Value Podcast - The Investorโ€™s Podcast Network

How many episodes of Focused Compounding are there?

Focused Compounding launched 8 years ago and published 470 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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