WWII 130: Geoff Gannon of Focused Compounding
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Main Topic: Geoff Gannon from FocusedCompounding.com
Geoff Gannon joins me on this episode of the podcast. Geoff writes about investing at FocusedCompounding.com and his original blog at Gannon on Investing. Geoff is currently working on setting up a money management business to manage separate accounts with his partner Andrew Kuhn that they have named Focused Compounding Capital Management.
Geoff gives his thoughts on a bunch of investing related topics, including risk, net nets, portfolio concentration, staying fully invested, and a very interesting take on the question of "when to sell".
In answering a question about how new investors should get started, Geoff mentions the book "Fortunes Formula." I had not heard of the book until Geoff mentioned itand it's now in my Amazon cart!