Focused Compounding

Geoff Gannon and Andrew Kuhn run an actual investment fund together, and their podcast is basically you listening in on how two professional value investors think through real decisions. That's the appeal. There's no hype, no market predictions, no breathless commentary about today's price action. Just two guys who genuinely care about business analysis working through ideas the way Ben Graham would have wanted. The format is long-form conversation, usually running 45 minutes to an hour, published weekly. With 473 episodes in the catalog, they've covered an enormous range of companies and investing concepts. Recent discussions have tackled AI capital expenditure trends, the Netflix-Warner Bros Discovery dynamic, and what happens to stocks when the Fed cuts rates. They also do periodic deep dives on Buffett's shareholder letters and Berkshire Hathaway's evolving strategy. What makes Focused Compounding stand out is the patience. Geoff and Andrew aren't chasing the news cycle. They'll spend an entire episode on a single company's competitive position or walk through the math on a particular valuation framework. It's the kind of show where you actually learn something rather than just feel informed for an hour. The podcast carries an impressive 4.8-star rating from 271 reviews, which tracks with its reputation in the value investing community. They also offer supplementary resources including a blog, event-driven monitoring, and a free weekly newsletter. For diligent individual investors who want to think like concentrated portfolio managers, this is essential listening.