SKIPPING Banks: Things We Stay Away From in the Banking Industry

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Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd.
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[@do_regan]

44:44 - I honestly think that's the first time I've heard Geoff ask Andrew a "nudging" question (it's *always* the other way around haha)

[@l4k]

Can you guys please explain how one could approach a company without doing a DCF or a traditional Excel spreadsheet valuation? I mean, only using your head and watching the numbers, would be much appreciated!

[@richardshi4139]

If you go to his past videos, Geoff talks about how to estimate returns by inversion. At least 5-10 hours of content on this stuff

[@jorgesa4244]

@@richardshi4139 Hi Richard, did you got their way of valuing? Can we exchange email and talk a bit on it?