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 if he has an ideal time horizon, the impairment of the cash earning power of the business, his favorite books, his mentors, and dealing with social media and technology. Q2 hedge fund letters, conference, scoops etc See part 1 here. See part 2 here. See part 3 here. And do you have an ideal time horizon? sold your stocks? Or is it just like you’re saying earlier, that you’re replacing with a…
Geoff Gannon: The Impairment Of The Cash Earning Power
Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.