Geoff Gannon wrote a new post 8 years, 11 months ago
Focused Compounding includes a “Library” with 27 stock reports. I co-wrote those stock reports with Quan Hoang between 2013 and 2016. Although Quan and I no longer work together, he agreed to put his thoughts on […]
Geoff Gannon wrote a new post 8 years, 11 months ago
Car-Mart (CRMT) now trades for $35 a share. I picked the stock for my old newsletter, The Avid Hog (you can read all 27 past issues of that newsletter here), when it was trading at $38 a share back in June of […]
Geoff Gannon wrote a new post 8 years, 12 months ago
The Original Pick
I picked Grainger (GWW) for a newsletter I used to write. The pick was made in April of 2016. Grainger traded at $229 a share when I picked it. Today, the stock trades for $188 a share. […]
Geoff Gannon wrote a new post 8 years, 12 months ago
“The single most important decision in evaluating a business is pricing power. If you’ve got the power to raise prices without losing business to a competitor, you’ve got a very good business. And if you have […]
Geoff Gannon wrote a new post 8 years, 12 months ago
“In lieu of (earnings per share), Malone emphasized cash flow…and in the process, invented a new vocabulary…EBITDA in particular was a radically new concept, going further up the income statement than anyone had g […]
Geoff Gannon's profile was updated 9 years ago
Geoff Gannon changed their profile picture 9 years ago
