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
Tim Eriksen's Cedar Creek Partners has produced an average annualised return since inception for investors of 14.1% compared to a gain of 7% for the S&P 500 over the... Read More
Looking at the market from the standpoint of logical economic correlations can, at times, be frustrating. As CNBC’s Rick Santelli noted this morning, bond yields, historically correlated with the... Read More
The UK chancellor sought the European Union's permission to split Royal Bank of Scotland Group plc (NYSE:RBS) (LON:RBS) without being forced to adhere to new EU banking rules. The European... Read More
2014 was a very good year for the global ETF / ETP industry, as it witnessed a record level of $2.79 trillion in assets invested. The amount of assets is... Read More
Is this the sign of a market top? A Chinese “anonymous social network” company named under the banner MOMO is planning an IPO. The company, touted as “the magical tool... Read More
Market Volatility In An Uncertain World by Dan Steinbock, Difference Group Recent market volatility is neither entirely warranted nor unexpected. In China, it reflects a confluence of forces; but in... Read More
Every morning ValueWalk puts out a news report with the latest news in global stock markets, company news, and global economic news. Morning Market Update Market Levels US: Dow Futures: 12840.00 (0.35%),... Read More
Berkshire Hathaway's List Of Invested & Acquired Companies 1977-2014 by S&C Messina See public equity investment list I’ve compiled below from 1977-2012 Berkshire Hathaway shareholder letters. I have a list of... Read More
Omega Capital’s Leon Cooperman looks at the world as if it is a mathematical calculation. In a presentation with Evercore ISI this week, Cooperman essentially said: 1) those who... Read More
Carlson Capital's Black Diamond Arbitrage fund declined 1.03% net of fees in the third quarter of 2020, according to a copy of its investor correspondence, which ValueWalk has been... Read More
