ValueWalk's Raul Panganiban interviews Geoff Gannon, the portfolio manager at Focused Compounding Capital Management and co-hosts the Focused Compounding Podcast with Andrew Kuhn. In this interview, Geoff discusses if he generalizes or specializes in any industry, going to the areas that other value investors dont, focused investing in stocks, his views on holding cash, his response to if someone says holding 6 to 8 is too risky, and his sell process.
Q2 hedge fund letters, conference, scoops etc
- See part 1 here.
- See part 2 here.
- See part 4 here.

All right. Yeah. And so you cover like a wider array...

