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Andrew Kuhn @FocusedCompound

Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD. focusedcompounding.com/disclaimer/ Florida, USA Joined November 2016
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Andrew Kuhn retweeted
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Andrew Kuhn @FocusedCompound

a day ago

New Pod! Most commodity businesses should be price takers, yet some earn above-average returns. Why? They have moats. Where does this come from? - Common Characteristics - Southern Copper Corporation - Low-Cost Producer in Coal - Aggregates, Lime, Cement - Low…

Andrew Kuhn retweeted
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Small Cap Value Opportunities @SmallCapVal

a day ago

For your weekend listening pleasure. $GEOFF $ANDRW

FocusedCompound Profile Picture

Andrew Kuhn @FocusedCompound

a day ago

For your weekend listening pleasure. $GEOFF $ANDRW

Andrew Kuhn retweeted
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Andrew Kuhn @FocusedCompound

a week ago

New Pod is up: Howard Marks’ Memo — The Calculus of Value - Market psychology today - Fiscal vs. monetary policy - 493 non-Mag 7 stocks avg P/E at 22x - DEFCON investing scale - Where opportunities exist now

Andrew Kuhn retweeted
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Kuppy @hkuppy

2 weeks ago

In Emerging Markets, you usually avoid companies with partial government ownership, because those companies tend to underperform…

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Howard Lutnick @howardlutnick

2 weeks ago

In Emerging Markets, you usually avoid companies with partial government ownership, because those companies tend to underperform…

Andrew Kuhn retweeted
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Andrew Kuhn @FocusedCompound

2 weeks ago

New Pod is up: It’s 13-F Season - Superinvestor holdings - Berkshire - Fundsmith - Lindsell Train - AKO Capital - Chuck Akre - Francis Chou $CHTR $UNH $LAMR $PTLO $CMG $CRBL $FICO $MMC $CPRT $FICO $ABNB $SNAP $SAG $SIRI $OXY $ALLY $POOL $COOK

Andrew Kuhn retweeted
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Vinny Daniel @Vinny_Daniel0

2 weeks ago

Let me translate, if you don’t own assets you better find a way to get some and fast.

Andrew Kuhn retweeted
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Javen @Jave_t23

3 weeks ago

Fun to hear Geoff shout-out AIM take unders. The UK's stock markets have an international reputation for absolutely the wrong reasons.

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Andrew Kuhn @FocusedCompound

3 weeks ago

Fun to hear Geoff shout-out AIM take unders. The UK's stock markets have an international reputation for absolutely the wrong reasons.

Andrew Kuhn retweeted
FocusedCompound Profile Picture

Andrew Kuhn @FocusedCompound

3 weeks ago

New pod is up! A Wide-Ranging Q&A: From Low-Beta Stocks to AI’s Impact on Investing - Low-beta, high-EPS growers - $OTCM - Capital returns in a declining terminal-value stock - AI effects on the insurance industry - Sports franchises - $GIL / $HBI merger - Currency debasement…

Andrew Kuhn retweeted
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Andrew Kuhn @FocusedCompound

4 weeks ago

New pod is up! Regulated to Unleashed: Finding Inflections in Deregulation - $CROX earnings — down 25% - Regulation vs. deregulation - Common types of regulation - Regulated monopolies - Deregulation as a major inflection point - Spotting and investing in change 👇👇👇

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