Geoff Gannon

Value and Opportunity just reviewed a book “100 Baggers” that I’ve read (and didn’t particularly like) which is basically an update of another book I own called “100 to 1 In the Stock Market” (which is outdated, […]

Someone emailed me this question:

“I know you are a stock only person.

But just for a minute I need your knowledge…I don’t look for 15% per year. I look for 6% a year for the next 5-7 years…on my money […]

I just sent out replies to everyone who requested a stock write-up. I got a lot of requests. So, it may take me several months to work through the backlog.

People have asked if I will open myself up to requests […]

I get asked a lot how I screen for stocks. And the basic answer is that I don’t. I sometimes run screens, but I rarely find ideas off them.

I can rephrase the question though. When most people ask me how I s […]

In my last post, I mentioned Twitter is a distraction most investors are better off keeping themselves clear of. I got some responses like:

“Agree (Twitter) can be (a) distraction. I’m careful who I follow, re […]

Note: Hostess stock is down about 8% as I write this; the warrants are down 10%. Make sure you check for an updated quote on both.

My Focused Compounding co-founder, Andrew Kuhn, recently wrote up Hostess B […]

Although allegedly a value investor, my own portfolio is usually idiosyncratic in two respects:

1.       The position sizes I take (right now they’re 50% / 28% / 15% / 7%) are not the position sizes well-kn […]

I get asked a lot what my favorite blogs are. I started blogging in 2005. Most of my favorite blogs are no longer active.

However, the four blogs I’d recommend right now are:

1.       Anything by Richard […]

Someone emailed me a question about Activision (ATVI), a stock I put 100% of my portfolio into a little over 16 years ago (the stock went on to return 22% a year – but, of course, I didn’t hold on to it these last […]

I bought a new stock today. This is the first buy order I’ve placed in about 2 years.

As of this moment, the new stock is just under 50% of my portfolio.

To fund this purchase, I had t […]

Stock I Bought Today: 50%

Frost (CFR): 28%

BWX Technologies (BWXT): 15%

Natoco: 7%

Yes, I am now 100% invested.

You can read a new article over at GuruFocus that I wrote discussing the lignite coal mining business (NACoal) that will be left over once NACCO spins off its Hamilton Beach brand of small appliances.

NACCO: […]

Last night, I sat down and spent a couple hours with the NACCO (NC) 10-K.

For those wondering, this is the way I read a 10-K:

A blog reader emailed me these questions:

“With respect to CAKE and its same-restaurant sales decline, do you have any thoughts on the following:

1.       The strength / source of its economic moat? […]

“Geoff,

I know you already published your WTW post-mortem post but I have been an intermittent reader and after WTW’s recent run, decided to check in on your blog.

I first heard about WTW as an in […]

Someone who reads the blog emailed me about Cheesecake Factory (CAKE):

“Why are you not buying CAKE – it is around 66 cents on the dollar – at 40 dollars (a share)?”

When I answered that to his sati […]

A reminder: 40% of my portfolio is in Frost. It’s the stock I like best.

Someone wrote me to ask about Frost’s interest expense:

“Hi Geoff,

I have not read your report on Frost…but right now I am looking […]

A blog reader emailed me this question:

“Are you buying anything now?”

No. I still haven’t bought a stock this year.

I like Cheesecake Factory (CAKE) a lot. There’s a write-up in the Focused Compo […]

In an earlier post, I said that the only stocks in the U.S. showing up on Ben Graham type screens right now are retailers.

Here are 5 of those retailers:

(All numbers are […]

Some blog readers emailed me to say this week’s Barron’s did a piece on Frost (CFR). If you read that piece and are looking for more about the bank you can:

Read my interview with Punch Card Research about F […]