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Our Latest Podcast

Hanesbrands (HBI): A Very Cheap, Very Leveraged Stock That’s #1 in an Industry that Changes So Little Even Warren Buffett Loves It

Hanesbrands (HBI) has gotten very cheap lately. In fact, the stock is back at prices that are pretty close...

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Geoff Gannon | April 3, 2020 | Stock Ideas | 0 Comments
Bunzl (BNZL): A Distributor with 20 Straight Years of EPS Growth and 27 Straight Years of Dividend Growth – Facing a Virus That’ll Break At Least One of Those Streaks

Bunzl (BNZL) is a business I’ve known about for a long time. However, it’s not a stock I’ve thought...

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Geoff Gannon | April 1, 2020 | Gannon on Investing,Stock Ideas | 0 Comments
GAN Plc - A Player Account Management Software providers for Casinos and Sports Gaming

GAN PLCGAN is a supplier of internet gambling solutions to the US land-based casino industry. GAN has developed an...

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Andre Kostolany | March 15, 2020 | Idea Exchange | 0 Comments
Gainsco (GANS): A Dark Nonstandard Auto Insurer That’s Cheap Based on Recent Underwriting Results

Gainsco (GANS) is a dark stock. It does not file with the SEC. However, it does provide both statutory...

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Geoff Gannon | February 21, 2020 | Gannon on Investing,Stock Ideas | 0 Comments
Ark Restaurants: Lots Of Hidden Value + Low Liquidity + No Near-Term Catalyst = Excellent Opportunity For Patient Investors

Summary10% free cash flow yield, 50% being returned as a dividend.Acquisition of individual restaurants from retiring owners/operators is creating...

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Tim Heitman | February 5, 2020 | Idea Exchange | 1 Comments
Transcat (TRNS): A Business Shifting from Distribution to Services and a Stock Shifting from Unknown and Unloved to Known and Loved

Transcat is an interesting stock for me to write-up, because I probably have a bias here. Quan and I...

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Geoff Gannon | February 5, 2020 | Gannon on Investing,Stock Ideas | 0 Comments

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Join the Focused Compounding Daily

Get a Daily Writeup in Every Email

Become a Premium Member

Become a member and join us as we seek to compound both our capital and wisdom together

Our Latest Podcast

Hanesbrands (HBI): A Very Cheap, Very Leveraged Stock That’s #1 in an Industry that Changes So Little Even Warren Buffett Loves It

Bunzl (BNZL): A Distributor with 20 Straight Years of EPS Growth and 27 Straight Years of Dividend Growth – Facing a Virus That’ll Break At Least One of Those Streaks

GAN Plc - A Player Account Management Software providers for Casinos and Sports Gaming

Gainsco (GANS): A Dark Nonstandard Auto Insurer That’s Cheap Based on Recent Underwriting Results

Ark Restaurants: Lots Of Hidden Value + Low Liquidity + No Near-Term Catalyst = Excellent Opportunity For Patient Investors

Transcat (TRNS): A Business Shifting from Distribution to Services and a Stock Shifting from Unknown and Unloved to Known and Loved

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