Focused Compounding Podcast Episode #1 (1/29/2018): Notes

by Geoff Gannon


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Questions Asked and Answered

Question #1: “How did Andrew and Geoff meet?” (2:05)

Question #2: “What’s the best way to become a better investor?” (5:50)

Questions #3: “How do you decide which stock to research next?” (9:55)

Question #4: “How did you get into investing?” (12:35)

 

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0:15 – The promo code to get $10 a month off Focused Compounding is “PODCAST” (all one word).

2:05 – Question #1: “How did Andrew and Geoff meet?”

2:30 – Geoff’s Twitter is @GeoffGannon

2:55 – Plano, Texas has a population of over 285,000. GuruFocus is also headquartered here.

5:50 – Question #2: “What’s the best way to become a better investor?”

6:45 – If you want to write for the site, email gannononinvesting@gmail.com with a stock ticker in the subject line.

8:25Green Brick Partners (GRKB) is a Plano, Texas based homebuilder. David Einhorn is a big shareholder.

9:55 – Question #3: “How do you decide which stock to research next?”

10:30 – You can screen for “Magic Formula” stocks at magicformulainvesting.com.

10:55 – GuruFocus has a “summary” page with price ratios like EV/EBITDA.

11:30NACCO Industries (NC) is a cost-plus contract coal miner. Geoff owns the stock.

11:35 – The blog post on NACCO Geoff’s talking about is this one at Clark Street Value

12:10Hamilton Beach Brands (HBB) was spun-off from NACCO at the end of September 2017.

12:35 – Question #4: “How did you get into investing?”

12:45 –  Geoff got into investing in 1999. That year was the peak of the dot com bubble.

13:40EDGAR, the SEC filing website, dates back to around 1996.

14:25Activision (ATVI) has a market cap of over $53 billion today. In 1999, it had a market cap of just $300 million.

14:30 – The supermarket stock Geoff mentions is Village (VLGEA). The snack food stock is J&J Snack Foods (JJSF).

17:05 – Again, the promo code to get $10 a month off Focused Compounding is “PODCAST” (all one word).

Listen to the Focused Compounding Podcast