Andrew Kuhn wrote a new post 6 years, 10 months ago
Wednesday, June 13th – Monro by DAVE ROTTMAN
To Focused Compounding members:
As a stock picker, when you’re first faced with the decision to buy or not buy a stock – it seems like a complicated ques […]
Andrew Kuhn wrote a new post 6 years, 10 months ago
Hamilton Beach Brands Holding Co should not be a completely new stock to Focused Compounding members – but, for those who may be new I will provide a bit of a background. Hamilton Beach Brands […] 
Andrew Kuhn wrote a new post 6 years, 11 months ago
Member Write-up by Luke Elliot
Note: Sponsored ¼ share ADRs also trade under “PANDY” in U.S. Dollars
Pandora A/S is the largest jewelry maker in the world […] 
Andrew Kuhn commented on the post, Entercom Communcations (ETM): The Second Largest Radio Station Owner in the U.S. Trades at a Lower EV/EBITDA Than its Debt Laden Peers 6 years, 11 months ago
This is for everyone to look at — A short thesis that was posted on SumZero on ETM… https://twitter.com/LuisVSanchez777/status/993930230179000325
Andrew Kuhn commented on the post, Entercom Communcations (ETM): The Second Largest Radio Station Owner in the U.S. Trades at a Lower EV/EBITDA Than its Debt Laden Peers 6 years, 11 months ago
This is an excellent write-up Vetle. Geoff and I are set to go over this stock in person on Thursday. Since none of us have positions, seeing this drop is welcoming 😀 We’ll report back with our findings…
Andrew Kuhn commented on the post, The Cheesecake Factory (CAKE) 7 years, 4 months ago
I’m not familiar with that company, and would definitely like to read a write up on the idea exchange if you decide to do one!
Best,
Andrew
Andrew Kuhn commented on the post, The Cheesecake Factory (CAKE) 7 years, 4 months ago
Great post Jayden!
Andrew Kuhn wrote a new post 7 years, 4 months ago
CARS- Cars.com recently completed the spinoff from their parent company Tegna Inc, and started trading as its own publicly traded company on June 1st. Geoff and I did some research on the company a little […]
Andrew Kuhn wrote a new post 7 years, 5 months ago
I’m a big process guy. I believe if you have the correct processes in place and develop the right habits over time, you will succeed in whatever it is that you want to accomplish. Geoff and I get asked all the t […] 
Andrew Kuhn wrote a new post 7 years, 5 months ago
Green Brick Partners reported earnings this past week on November 6th. For those of you who don’t know much about the company, here is a summary that Geoff wrote about the company back in September:
“Green Bri […]
Andrew Kuhn changed their profile picture 7 years, 5 months ago
Andrew Kuhn commented on the post, A Few Thoughts on Hostess Brands 7 years, 6 months ago
CEO Bill Toler plans to retire in March 2018..
I’m still watching this really closely.. Maybe my theory of Hostess potentially selling the company will come sooner than expected? We’ll see…. Still no position, […]
Andrew Kuhn wrote a new post 7 years, 6 months ago
“Your premium brand had better be delivering something special, or it’s not going to get the business”
-Warren Buffett
For the past few weeks I have been studying and doing research on Hostess Brands, the m […] 
Andrew Kuhn wrote a new post 7 years, 6 months ago
“The first principle is that you must not fool yourself and you are the easiest person to fool”
-Richard Feynman
Do Something Bias, Social Proof and Confirmation Bias… Let’s walk through a theore […]
Andrew Kuhn wrote a new post 7 years, 7 months ago
“You can’t predict. You can Prepare.”
-Howard Marks
I have been reading all of Warren Buffett’s old partnership letters the past week or so. These letters are the letters he wrote to his Investors yearly (an […] 
Andrew Kuhn commented on the post, Cheesecake Factory (NAS:CAKE) 7 years, 7 months ago
Great article, I’ve also done a fair amount of study on Cake, and I’m curious for your theory on why they’ve sold off so much?
Andrew Kuhn commented on the post, Sessions with Geoff 7 years, 8 months ago
Hi Manikanth,
Geoff is still doing these sessions, feel free to email him at [email protected] to set up a time!
All the best
Andrew Kuhn commented on the post, RLI Corp (NYSE:RLI) – Just Wait for the Price 7 years, 8 months ago
Wow great post, time to dive deeper!
Andrew Kuhn wrote a new post 7 years, 10 months ago
Comment below a stock symbol that you would like Geoff to research and do a write-up on. He will choose from this comment section 2-3 times a week.
Andrew Kuhn wrote a new post 7 years, 10 months ago
Comment below any sort of question(s) related to investing to get a direct answer from Geoff.
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