Focused Compounding

In this episode, Andrew and Geoff share their views on diversification vs. concentration as an investor.    www.focusedcompounding.com   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com

In this episode, Andrew and Geoff do a post-mortem on Breeze-Eastern (BZC), a helicopter rescue hoist company that Geoff wrote about as a buy around $11.38 per share in 2015. About a year after the recommendation, Breeze-Eastern was acquired by TransDigm (TDG) for $19.61 —  Join them as they go down memory lane to reverse engineer Geoff’s thesis in the investment idea.   www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com

In this Episode, Andrew and Geoff answer questions that were asked from their listeners. The questions they went over were: 1. When is it a good time to double down on an Investment? 2. What do you do now that you didn't do when you first started investing? 3. What is the easiest thing about investing? 4. What is the hardest thing about investing? 5. Do you ever trade stocks? 6. What kind of math do you use most in your day to day investing?  Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com    

In this episode, Andrew and Geoff go down memory lane and relive the investment Geoff made in Weight Watchers International, Inc. $WTW. This is a "Post-Mortem" podcast, which often is a better way to study investing instead of reading investment pitches.   Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.  Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com

In this episode, Andrew and Geoff talk about a potential current investment idea in Cheesecake Factory ($CAKE). CAKE was written up 3 times on the Focused Compounding website-- twice in the Idea Exchange by members, and once in the memo section.    www.focusedcompounding.com Thanks for listening, and be sure to sign up using the promo code **Podcast** to get $10 off your monthly subscription price forever.   Contact Andrew at:  Twitter: @Focusedcompound Email:  Andrew@pilotswmg.com   Contact Geoff at: Twitter: @GeoffGannon Email:  gannononinvesting@gmail.com