Geoff Gannon wrote a new post 7 years, 4 months ago
Write-Up by Long-Short Value
With ZTE and Huawei recently shut out of the US and Canadian Market and likely most European Markets, Inseego is uniquely positioned to take advantage and gain market share in […] 
Geoff Gannon wrote a new post 7 years, 4 months ago
Member Write-up by André Kostolany
Future Bright is a Macau-based restaurant operator with a fascinating history of management missteps. Today, Future Bright’s main businesses are Food & Catering, Souvenirs and […]
Geoff Gannon wrote a new post 7 years, 4 months ago
MEMBER WRITE-UP BY LUKE ELLIOTT
Quote: $8.00
Shares Outstanding: 3.4 million
Market Cap: $27.2 million
Sonics and Materials Inc. (SIMA) is an American company that was founded in the late 1960 […] 
Geoff Gannon wrote a new post 7 years, 6 months ago
MEMBER WRITE-UP BY JACOB McDONOUGH
Argan is a holding company that owns a few different businesses, but the most important by far is Gemma Power Systems (GPS). GPS is an engineering, procurement, and […] 
Geoff Gannon wrote a new post 7 years, 6 months ago
MEMBER WRITE-UP BY LONG SHORT VALUE
Summary
Digirad is an attractive microcap special situation investment because the valuation is extremely low, there is a high likelihood of the proposed acquisition […]
Geoff Gannon wrote a new post 7 years, 6 months ago
The Resideo spin-off has taken place. And the stock has traded on its own for a bit now. So, I thought I would very quickly re-visit the stock here.
You can check the ticker REZI (Resideo Technologies). It’s […]
Geoff Gannon commented on the post, Resideo: Honeywell’s Boring, No-Growth Spin-off Might Manage to Actually Grow EPS for 3-5 Years 7 years, 6 months ago
Alun,
I really think you need to do some additional research on whether the environmental liabilities will come down over time. A very big part of earnings growth could be automatic growth due to the […]
Geoff Gannon wrote a new post 7 years, 6 months ago
Member Write-up by PHILIP HUTCHINSON
Company
EV / Sales
LSE
8.5x
Deutsche […] 
Geoff Gannon commented on the post, Vulcan International (VULC): A Dark, Illiquid Company Planning to Liquidate its Portfolio of Bank Stocks and Dissolve 7 years, 6 months ago
Sure. That’s a risk. But, if they’ve decided they are going to liquidate, we don’t know when they will sell them. We don’t even know if they have already sold them (the board meeting was over a week ago where they […]
Geoff Gannon wrote a new post 7 years, 6 months ago
This is another “initial interest post”. I was looking at Vulcan International for the managed accounts I run. As a first step, I write up the company here and rate my interest in following up on the stock – as a […]
Geoff Gannon wrote a new post 7 years, 6 months ago
A Focused Compounding member sent me this email:
“I’ve just become a FC member and I’ve been listening to the very interesting podcasts from day one. Really enjoying them. Those have convinced me to pu […]
Geoff Gannon wrote a new post 7 years, 7 months ago
(Note to Focused Compounding Members: Geoff here. This is one of my general investing posts – not a specific stock write-up. The first half of this post was made available free for everyone at “Gannon On […]
Geoff Gannon wrote a new post 7 years, 7 months ago
Yesterday, Honeywell set the distribution date for the spin-off of its home comfort and security business “Resideo”. So, I thought now would be a good time to do an “initial interest post” on Resideo. In this ar […]
Geoff Gannon wrote a new post 7 years, 7 months ago
Member Write-up By Luke Elliott
Quote: $10.58
Shares Outstanding: 360,219
Market Cap: $3.81M USD
Before getting started, read Geoff’s latest memo “Cocaine Brain,” if you haven’t alre […] 
Geoff Gannon wrote a new post 7 years, 7 months ago
Notes on Honeywell’s planned spin-off of Resideo Technologies
I’m trying something new here. A lot of you want to see more “initial interest” write-ups from me. But, those write-ups are actually step two of m […]
Geoff Gannon wrote a new post 7 years, 7 months ago
Member Write-up by André Kostolany
Geoff’s Note: Standard Diversified also has extremely illiquid super voting shares that trade under the ticker SDOIB. SDOIB shares are sometimes available at a discount to S […] 
Geoff Gannon commented on the post, Keweenaw Land Association (KEWL) 7 years, 7 months ago
First, a disclosure: Andrew and I now hold Keweenaw Land Association (KEWL) in the managed accounts. It is around a 15% position.
Keweenaw Land Association reported quarterly results a while back. You can read […]
Geoff Gannon commented on the post, Butler National Corp. (BUKS) : An Illiquid Ben Graham Style Mini-Conglomerate in Aerospace and Casinos 7 years, 9 months ago
Butler has said they plan to exercise their option to buy the Boot Hill Casino. They said it will cost them about $45 million to do that. They would finance this. And they said the financing cost of $45 million is […]
Geoff Gannon wrote a new post 7 years, 9 months ago
Member write-up by LUKE ELLIOTT
Northfield Precision Instruments (OTC: NFPC)
Quote: $15.00
Let’s go ahead and get one thing out of the way. When I say nanocap and illiquid, I really mean it. N […] 
Geoff Gannon wrote a new post 7 years, 9 months ago
Member write-up by VETLE FORSLAND
Butler National Corp (BUKS) is a $14 million OTC stock that operates in the Aerospace Products industry and manages two casinos. The two unrelated businesses split revenues […]
