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Geoff Gannon: Overlooked And Illiquid Investment Opportunities

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Jacob Wolinsky
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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 his background and what led him to finance, his investment phylosophy, how he developed tools to analyze stocks, his idea generation process, why opportunities in stocks exist and if they will persist over time, and overlooked and illiquid investment opportunities.

Q2 hedge fund letters, conference, scoops etc

investing
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So just wanted to welcome all our listeners to a very special episode....

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid