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
BlackRock discusses Greek sovereign debt, the market problem that, like a bad house guest, just won't go away Read More
"The Only Way To Go was Up": Prem Watsa's Interview with Chennai 36 [Part 1] by Chennai 36 V. Prem Watsa (BT/CH/1971) is the Founder, Chairman, and Chief Executive of... Read More
Quantitative easing is driving yield hungry investors into stocks, creating an asset bubble in valuations After posting strong January performance, in his latest letter to investors Crispin Odey has turned negative... Read More
UPDATE 8/1 6:20 PM EST EVERYONE HAS BEEN IMPORTED BUT ALL accounts need password reset (if you have not done so this week) and some accounts may need manual... Read More
When a Pew Research Center study highlighted the fact that a large percentage of people don’t believe humans were to blame for climate change – and nearly 20% said... Read More
Warren Buffett's Ground Rules: Words of Wisdom from the Partnership Letters of the World's Greatest Investor Get The Full Warren Buffett Series in PDF Get the entire 10-part series on Warren... Read More
The U.S. Central Intelligence Agency’s Twitter account was not hacked today when a cryptic Russian message was sent. Rather, there is a cryptic story behind the odd message. CIA tweets... Read More
Fulcrum Asset Management has some analysis on the current cost of Europe's current crisis. The $1 billion asset manager, which has several different hedge funds, thinks cost will run... Read More
Much of Asia, the continent where Hayman Capital’s Kyle Bass among other hedge fund managers who have sold major central bank policies short, is “vulnerable as risks rise,” a Credit... Read More
Marc Andreessen has fired back at Carl Icahn, this time excerpting from Elaine Grant’s TWA - Death of a Legend in a clear attempt to scare shareholders off the... Read More
