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 has an ideal time horizon, the impairment of the cash earning power of the business, his favorite books, his mentors, and dealing with social media and technology.
Q2 hedge fund letters, conference, scoops etc
- See part 1 here.
- See part 2 here.
- See part 3 here.

And do you have an ideal time horizon? sold your stocks? Or is it just like you're saying earlier, that you're replacing with...

