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
Promising to cut through the media’s politically correct filter and go around “things like” crony capitalism, former US Vice Presidential candidate Sarah Palin launched an online television news service... Read More
If there was one theme for the hedge fund industry in 2018, it was redemptions, especially late in the year. Eurekahedge reported that investors redeemed record amounts of capital... Read More
Paul Singer, CEO of Elliott Management, has been in the news lately for his fight with the Government of Argentina. However, he also is an extremely shrewd investor. Paul... Read More
Last month, a Spanish academic ruffled some feathers with the provocatively titled paper CAPM: an absurd model, which reads a lot more like a diatribe on a pet topic... Read More
Let the argument between the bean counters at Valeant Pharmaceuticals Intl Inc (NYSE:VRX) (TSE:VRX) and research and development scientists at Allergan, Inc. (NYSE:AGN) begin! Questioning research and development cuts After Valeant Pharmaceuticals... Read More
Legendary Italian sports car maker, Ferrari, is preparing for its IPO debut on the New York Stock Exchange. Ferrari will reportedly trade under the ticker symbol “RACE” and is... Read More
While it’s true that passive ETFs and other low cost investment products have flourished, mutual funds haven’t been left out in the cold during the last few years. After... Read More
CLSA “Greed & Fear” analyst Christopher Wood is amused. The “chattering classes” that were generally warning of doom and gloom over a Trump presidency and now all on the... Read More
Investor and Forbes contributor John S. Tobey has a rather fatalistic view of artificial intelligence-based investing and trading regimes. In a recent article, the former professional investment manager who formerly... Read More
Some people, and you’ll find plenty of them in the value crowd, are skeptical of high growth, low or no profits regardless of what else is happening in the... Read More
