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
- See part 2 here.
- See part 3 here.
- See part 4 here.

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

