Geoff Gannon wrote a new post 8 years, 6 months ago
Guest Write-up by Jayden Preston
Introduction
Vistaprint was founded in 1994 by Robert Keane, on the idea that there was a market for producing business cards cheaply for companies too small to order […]
Geoff Gannon commented on the post, NACCO (NC): The Stock Geoff Put 50% of His Portfolio Into 8 years, 6 months ago
Khursheed,
Thanks for the question.
I just posted an article in response to it:
“What’s NACCO’s Margin of Safety?”
Geoff Gannon wrote a new post 8 years, 6 months ago
After reading my write-up, a member asked me about the margin of safety in NACCO (NC):
“…why would someone put half of their portfolio weight in a stock like this where there is customer concentration risk […]
Geoff Gannon wrote a new post 8 years, 6 months ago
A Focused Compounding member who analyzed and bought NACCO himself read my write-up on NC and was curious if I did a “peer analysis” for NACCO:
“Did you consider looking at any potential peers with your analy […]
Geoff Gannon wrote a new post 8 years, 6 months ago
On October 2nd, Hamilton Beach Brands (HBB) was spun-off from NACCO Industries (NC). That morning I put about 50% of my portfolio into NACCO at an average cost per share of $32.50. Since that purchase was […] 
Geoff Gannon wrote a new post 8 years, 6 months ago
Guest write-up by Jayden Preston.
Overview
Spun off from Morgan Stanley in 2007, MSCI is a leading provider of investment decision support tools to investment institutions worldwide. They produce i […]
Geoff Gannon wrote a new post 8 years, 8 months ago
Someone who’s been reading my blog for the past few years emailed me this question:
“With (Omnicom), I particularly like the durability of the advertising agency industry, the nature of the customer rela […]
Geoff Gannon wrote a new post 8 years, 8 months ago
A Focused Compounding member who fears the stock market is expensive posted this comment:
“Hi Geoff,
S&P today is expensive based on TTM PE of 24 and CAPE of about 30. An investor whose holdings consist e […]
Geoff Gannon wrote a new post 8 years, 8 months ago
I lost a lot of money in Weight Watchers. Let’s look at why that was.
As I write this article, Weight Watchers (WTW) stock is at $44.30 a share.
I bought my shares at $37.68 a share in 2013 and sol […]
Geoff Gannon wrote a new post 8 years, 8 months ago
The best way for you to understand unleveraged return on net tangible assets is to look at the reports in the Library section of Focused Compounding. I’m going to give you the basic formula for return on […]
Geoff Gannon wrote a new post 8 years, 8 months ago
Most stocks are now overpriced.
Historically, a normal price for a stock has been about a P/E of 15.
And historically, stocks have outperformed other assets.
Therefore, it makes sense to buy above average […]
Geoff Gannon commented on the post, Investing Questions 8 years, 8 months ago
Khursheed,
Thanks for the question. I am away till September 1st. However, this is an excellent question. And I’ll do a Focused Compounding memo answering it when I return in September.
Geoff Gannon commented on the post, Sessions with Geoff 8 years, 8 months ago
Manikanth,
I am away in August. However, I’d be happy to set up a session with you for any day in September. Just pick any date as long as it’s Monday – Friday. The time slot is from 9 a.m. to 11 a.m. U.S. […]
Geoff Gannon wrote a new post 8 years, 9 months ago
Question
“I have read some of your Singular Diligence content and one of the most interesting parts of the reading are the notes that you and Quan used and published in those reports.
So one of the most r […]
Geoff Gannon wrote a new post 8 years, 9 months ago
A Focused Compounding member asked me this question:
“…what are the factors we should be thinking about when assessing the bargaining power of a given business relative to its customers and sup […]
Geoff Gannon commented on the post, Investing Questions 8 years, 9 months ago
Harry,
I don’t have a particular reference source to recommend for PPP. For a quick check of which countries have currencies that are out of whack you can look at the Big Mac Index:
For example, right now, t […]
Geoff Gannon commented on the post, Sessions with Geoff 8 years, 10 months ago
Stephen,
Great.
I will text with you via Skype at
Friday, July 7th, from 9 a.m. to 11 a.m. U.S. Central Time.
Please make sure you have Skype installed on whatever computer you will be at. Also, make sure […]
Geoff Gannon wrote a new post 8 years, 10 months ago
First, a huge warning about the tables I’ll be showing you in this memo. The P/E multiples shown here are useful as a theoretical tool for getting some idea of how important durability – being able to know a sto […]
Geoff Gannon commented on the post, Sessions with Geoff 8 years, 10 months ago
Private one-on-one chat sessions (discussing any specific stocks / investing topics / etc. you’d like) always last for two hours. I am available from 9 a.m. – 11 a.m. Central Time (i’m in Texas) daily.
So […]
Geoff Gannon wrote a new post 8 years, 11 months ago
I get a lot of emails from people saying that my strategy has changed – I’ve become more of a growth investor and less of a value investor – over time.
It’s true that the investments I’ve made in recent […]
