Geoff Gannon wrote a new post 7 years, 12 months ago
To Focused Compounding members:
There are a couple sayings every modern investor and econ student has had drummed into him over and over again. One is: “there’s no such thing as a free lunch.” It sounds like […]
Geoff Gannon wrote a new post 8 years ago
Tuesday, May 1st – North American Energy Partners by Alex Middleton
Wednesday, May 2nd – Entercom Communications by Vetle Forsland
To Focused Compounding members:
This is the time of year when value inv […]
Geoff Gannon commented on the post, NACCO (NC) 8 years ago
I just want to agree with Trey that this was the best earnings call by far. It is about 18-minutes long. And I think it’s well worth the time of anyone interested in NACCO (NC).
Geoff Gannon wrote a new post 8 years ago
Member write-up by Vetle Forsland
Introduction
Entercom Communications (ETM) is an American radio company founded in 1968 by the Chairman Emeritus Joseph Field. He alone represents 21.8% of the t […] 
Geoff Gannon wrote a new post 8 years ago
To Focused Compounding members:
Back in 1991, Warren Buffett and Bill Gates were asked the same question. What one word described
how they became successful. Both men said “focus”. Most investors I talk to und […]
Geoff Gannon commented on the post, Computer Services Inc. (CSVI): An Unlisted, But Super Predictable Company Trading at an Unleveraged P/E of 15 times Next Year’s Earnings 8 years ago
There is a discussion thread for Computer Services:
You can already find a couple questions from members, and my responses there. Ask your questions there, and I’ll be happy to discuss the stock with you.
Geoff Gannon commented on the post, Computer Services Inc., "CSI" (CSVI) 8 years ago
Ben,
I’d consider being a buyer right here (at around $47 a share). I’m not saying I am buying Computer Services as of today. But, it’s definitely in my top 10 list of stocks. Because I hold such a concentrated […]
Geoff Gannon commented on the post, Computer Services Inc., "CSI" (CSVI) 8 years ago
“You have to assume a pretty big tax cut fueled share buy back program over the next 5 years to get to a 15% FCF yield based on a share price of $47.00. Do you think we can realistically assume an elevated share b […]
Geoff Gannon wrote a new post 8 years ago
Friday, April 20th – Vestas Wind Systems by Kevin Wilde
To Focused Compounding members:
Andrew and I recorded four podcast episodes this past Friday. One of them was a Q&A podcast where the question was about p […]
Geoff Gannon commented on the post, Keweenaw Land Association (KEWL) 8 years ago
Keweenaw Land Association has confirmed the certified results of the vote elected all 3 Cornwall nominees:
“Keweenaw Land Association, Limited (“Keweenaw” or “the Company”) (OTC Pink:KEWL) today announc […]
Geoff Gannon wrote a new post 8 years ago
Sunday, April 15th – Computer Services, Inc. (CSVI) by Jayden Preston
Sunday, April 15th – AutoNation (AN) by Dave Rottman
To Focused Compounding members:
In a recent interview, I said: “Stocks bounce aroun […]
Geoff Gannon wrote a new post 8 years ago
I’m creating this thread to start discussion of AutoNation (AN). The stock was written up by Dave Rottman here:http://0g6.ceb.myftpupload.com/autonation-an-a-cheap-cannibal-with-minimal-downside/It's a nearly […]
Geoff Gannon wrote a new post 8 years ago
This is the core processor stock that was just written up by Jayden […]
Geoff Gannon wrote a new post 8 years ago
Member write-up by Dave Rottman
Introduction and Overview
AutoNation (AN) is the largest automotive retailer of new and used vehicles in the United States. As of the end of 2017, they owned and […] 
Geoff Gannon wrote a new post 8 years ago
Member write-up by Jayden Preston
Introduction
Computer Services Inc (often called “CSI”, the ticker is CSVI) is an unlisted stock in the US. It does not file with the SEC. But it does trade over […] 
Geoff Gannon commented on the post, Facebook – making implicit assumptions explicit 8 years ago
Phil,
Thanks for this post on Facebook.
The view that could get you to good returns in Facebook without the company outperforming the growth numbers you have there is really good capital allocation. This is […]
Geoff Gannon commented on the post, Keweenaw Land Association (KEWL) 8 years ago
It appears Cornwall Capital has won the board election.
“We believe that based on proxies submitted to the independent Inspector of Election for KLA’s 2018 annual meeting, it appears that there is a r […]
Geoff Gannon commented on the post, NACCO (NC) 8 years ago
Also, some people have asked for more information about lignite coal and mine-mouth operations just as an industry. Although NACCO operates in multiple states (the North American Coal headquarters is in Texas, […]
Geoff Gannon commented on the post, NACCO (NC) 8 years ago
Andrew and I just did a 25-minute podcast on NACCO (NC). It is Episode #21. You can find it here:
Geoff Gannon wrote a new post 8 years, 1 month ago
Monday, March 26th, Keweenaw Land Association by Geoff Gannon
Friday, March 30th, EM Systems by Clayton Young
Friday, March 30th, ExxonMobil by Trey Henninger
To Focused Compounding […]
