Geoff Gannon

I was interviewed by Eric Schleien for his Intelligent Investing Podcast.

We talked about Frost (CFR), BWX Technologies (BWXT), and Howden Joinery along with a lot of other stocks.

I also mention a new we […]

I’ve gotten a lot of questions regarding my sales of Weight Watchers (WTW) and George Risk (RSKIA).

Interestingly, literally no one emailed me about selling Babcock & Wilcox Enterprises (BW). […]

Last week, I eliminated my entire position in George Risk (RSKIA).

This position was about 20% of my portfolio. It is now 0%.

My average sale price was $8.40 a share.

My average purchase price had been […]

How to Find Stocks With Good, Predictable Capital AllocationSomeone emailed me this question: “How do you evaluate the capital allocation skill by the management? I do so by looking at the FCF yields for […]

I get a lot of questions from readers about what investing sites I use, what books I’m reading, etc.

So, here are two sites and four books I’ve been spending time with lat […]

Someone emailed me this question:
“Am I correct in assuming that when you discuss durability, you are referring to the ongoing need or want for an industry’s products or services, whereas when you discuss moa […]

Today, I sold my entire positions in Weight Watchers (WTW) and B&W Enterprises (BW).

My Weight Watchers position was eliminated at an average sale price of $19.40 a share.

My B&W Enterprises position was […]

Someone who reads the blog emailed me this question:
“Buffett has Munger, and you have Quan. It seems like in this industry, a collaboration of minds can be a potent formula for long-term success if approached c […]

“GuruFocus provides data on predictability of a business. Do you like this metric? Do you use this metric in your analysis? It seems to me that the more predictable a company’s historic earnings, the easier it sho […]

Someone who reads the blog emailed me this question:
“If one was a widely-read value investor but only had 5-10hrs per week to spend on investing (due to employment / family constraints) and one had less than $ […]

Someone who reads the blog emailed me this question:
“Is value investing broken? 
To clarify: with worldwide debt at 200+ trillion and incomes stagnating or falling who exactly is going to go out and buy new pr […]

Someone who reads the blog emailed me this question:
“What’s your general thoughts on negative interest rates? Do you just take that out of your consideration for US banks?
I have read about some interesting a […]

Someone who reads my blog emailed me this question:
“Imagine you’re giving advice to a young person (early twenties) who just got their first job and has a 401k match program or has decided to set aside part of t […]

I’m eager to get back to blogging regularly again.

But I’m always short of topics to blog about.

So, I’m in desperate need of some questions from readers.

If you have a question you’d like me to answer in […]

(This post is a reprint of one of the nine sections that make up last month’s Singular Diligence issue on MSC Industrial Direct.)

MSC Industrial Direct is an MRO (maintenance, repair, and overhaul) distributor […]

(This post is a reprint of one of the nine sections that make up the recently released Singular Diligence issue on Commerce Bancshares.)

Commerce has been controlled by the same family – the Kemper family – for […]

(This post is a reprint of one of the nine sections that make up the Singular Diligence issue on Grainger.)

Grainger distributes the products needed to keep a large business running smoothly. It sells light […]

(This post is a reprint of one of the nine sections that make up the Singular Diligence issue on Omnicom)

Moat is sometimes considered synonymous with “barrier to entry”. Economists like to talk about bar […]

An investor interested in Texas banks should simply buy both Prosperity and Frost. These two biggest Texas based banks are among the best banks in the U.S. They each have their risks. Frost makes energy loans. And […]

Over the last two years, Quan and I failed to find as many good, small stocks for the newsletter as we should have. We did Breeze-Eastern which was small. We also picked Ark (ARKR), Tandy Leather (TLF), a […]