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 finding overlook opportunities, dark stocks, how he determines a good investment, and not overlooking the risk of fraud.
Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Prior to ValueWalk, Jacob was VP of Business Development at SumZero. Prior to SumZero, Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and three kids in Passaic NJ. - Email: jacob(at)valuewalk.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I have a few existing holdings from years ago, but mostly mutual funds and some ETFs. I also own 2.5 grams of Gold
October was a scary month for stock market investors, and this was evident in many hedge funds' returns for the month. Following its modest recovery in September, Sturgeon Capital... read more
PAR Technology has had its share of ups and downs, but one hedge fund that has been holding onto the stock for the last two years sees a steady... read more
A Walk Through Today's Strong Jobs Report by Brad McMillan, Commonwealth Financial Network As I wrote the other day, the economic recovery really all boils down to jobs. With multiple... read more
Bears have taken an iron grip on the cryptocurrency market, sending the bitcoin price plunging below $5,000 to its lowest price of the year so far. Despite the weakness... read more
BAML has reported record high bullish positions in the USD index recorded as of last Tuesday. Long contracts from investors on US rose to $42.6 billion from $40.8 the previous... read more
3D Systems Corporation (NYSE:DDD) lowered its non-GAAP EPS guidance for FY 2013 in the range of $0.83 to $0.87 against its earlier guidance of $0.93 to $1.03. 3D Systems Corporation (NYSE:DDD)’s... read more
Hedge funds have been shorting more or less the same names for the past several months, but a few new companies have gathered accelerated interest from shortsellers over the... read more
Société Générale publishes a monthly update on the performance of several value orientated fundamental trading strategies across both developed and emerging markets. In this piece I'm taking a look... read more
Buying good businesses at great prices are the core principles of Warren Buffett's investment strategy. But what does the Oracle of Omaha mean when he says he's looking for... read more
Amidst media reports speculating that Greek banks could exhaust their residual cash buffers in the next few days, Goldman Sachs anticipates the banks’ cash buffers could come under strain... read more
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