Andrew Kuhn

Here’s an inspiring story I heard the other day.

Last week, I spoke with an investor who recently inherited an investment account from their uncle. The uncle worked as a fireman, lived below his means, and […]

Geoff wrote about U.S. Lime back on February 18th, 2018. Focused Compounding members can read that article here:  U.S. Lime (USLM): A High Longevity Stock in a Low Competition Industry

U.S. Lime at the time […]

I plan to use Focused Compounding as my investing journal. My “writeups” will be less structured than Geoff’s, but could serve as a starting point for members to research a new stock. My posts will literally be […]

Interesting Articles from the Week:
Apple, Google and a Deal That Controls the Internet: Apple now receives an estimated $8 billion to $12 billion in annual payments — up from $1 billion a year in 2014 — in exc […]

A 12-minute read

Hi Geoff,

I think you have touched on this before but I will ask a bit more detailed. Do you think it’s better to be an expert on one industry and the stocks within that industry vs […]

Hi Geoff, 

I am very new to investing and I have most of my savings invested in Vanguard S&P 500. I would love to learn more about the world of investing but I just don’t know where to start. Could you ple […]

What Makes a Business Durable?

Hey Geoff,

I noticed in one of the recent videos you mentioned that the durability of the business matters more then the returns. I believe you were answering a viewer […]

Someone sent Geoff this email:

Hi Geoff,
 
On regular days your focusing on overlooked stocks makes much sense to me and is the right place to look for good companies at a decent price.
 
But in this m […]

Someone Geoff  this email ( to ask your own question: just send me an email ) :
My question is a simple one.

“What do you think is a fair price to pay for Omnicom?”

Answer: Omnicom (OMC) Could be Wor […]

Someone sent Geoff this email (to ask your own question: just send me an email):

I think that car dealers face a lot of competition, especially for used cars and service, that I could […]

Someone sent Geoff this email:
 
Dear Geoff,
In this video   you mention a PE of 26 for OTC and yet use an implicit growth rate of 6% which is not the inverse of 26. I would like to understand why that is. […]

Someone sent me this email:

…you mentioned Omnicom, and you said that per share numbers should be avoided when computing growth…as you mentioned Omnicom buys back its stock, therefore why remove this inf […]

Someone sent Geoff this email:

I’m curious why the SMAs are 40% cash. Did that happen once you learned about the potential impact of the virus? Or was that the case beforehand? I know you were fully i […]

Written by: Vetle Forsland

Introduction

The video game industry is a large and rapidly growing market with revenues projected to reach nearly $200 billion this year, a consistent growth rate in the […]

For this week’s post, I decided to talk to the camera. Be sure to watch if you haven’t here.

https://www.youtube.com/watch?v=IRCZfDyDkmw%5B/embedyt%5D

To Focused Compounding Members,

I hope everyone had a great holiday! Let me start by saying I am not one for New Year’s resolutions. I genuinely believe you should start today instead of tomorrow – and […]

From 12/21/2010

Here’s an interesting article from BusinessWeek about how members of Congress do best when picking stocks from their own districts. While cynics will jump to the conclusion these rep […]