# ![@FocusedCompound Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::793841344556912640.png) @FocusedCompound Andrew Kuhn

Andrew Kuhn posts on X about stocks, youtube, $spot, investment the most. They currently have [---------] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours.

### Engagements: [---------] [#](/creator/twitter::793841344556912640/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::793841344556912640/c:line/m:interactions.svg)


### Mentions: [--] [#](/creator/twitter::793841344556912640/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::793841344556912640/c:line/m:posts_active.svg)


### Followers: [---------] [#](/creator/twitter::793841344556912640/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::793841344556912640/c:line/m:followers.svg)


### CreatorRank: [---------] [#](/creator/twitter::793841344556912640/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::793841344556912640/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks)  [countries](/list/countries)  [celebrities](/list/celebrities)  [agencies](/list/agencies)  [automotive brands](/list/automotive-brands)  [financial services](/list/financial-services) 

**Social topic influence**
[stocks](/topic/stocks), [youtube](/topic/youtube), [$spot](/topic/$spot), [investment](/topic/investment), [$geoff](/topic/$geoff), [inflation](/topic/inflation), [$oxy](/topic/$oxy), [$prka](/topic/$prka), [market cap](/topic/market-cap) #457, [insurance](/topic/insurance)

**Top accounts mentioned or mentioned by**
[@vetleforsland](/creator/undefined) [@smallcapval](/creator/undefined) [@frepouch](/creator/undefined) [@ragingbullcap](/creator/undefined) [@mcdinvestments](/creator/undefined) [@johnhuber72](/creator/undefined) [@lazereater](/creator/undefined) [@alppouch](/creator/undefined) [@lukegromen](/creator/undefined) [@townpump](/creator/undefined) [@treyhenninger](/creator/undefined) [@alluvialcapital](/creator/undefined) [@focusedcompoundingcom](/creator/undefined) [@zerohedge](/creator/undefined) [@elonmusk](/creator/undefined) [@bigboybern80872](/creator/undefined) [@ldiscernment](/creator/undefined) [@jrmagnuson](/creator/undefined) [@marketplunger1](/creator/undefined) [@rationalwalk](/creator/undefined)

**Top assets mentioned**
[Spotify Technology (SPOT)](/topic/$spot) [Oxygen (OXY)](/topic/$oxy) [Omnicom Group Inc. (OMC)](/topic/$omc) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [PancakeSwap (CAKE)](/topic/$cake) [Apple, Inc. (AAPL)](/topic/$aapl) [Cinemark Holdings, Inc. (CNK)](/topic/$cnk) [Progressive Corp (PGR)](/topic/$pgr) [Decentral Games (DG)](/topic/$dg) [Spirit Airlines, Inc. (SAVE)](/topic/$save) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Cullen/Frost Bankers, Inc. (CFR)](/topic/$cfr) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Green Brick Partners, Inc (GRBK)](/topic/$grbk) [Samsunspor Fan Token (SAM)](/topic/$sam) [Costco Hot Dog (COST)](/topic/$cost) [Southwest Airlines Co (LUV)](/topic/$luv) [Sirius XM Holdings Inc (SIRI)](/topic/$siri) [Copart, Inc. (CPRT)](/topic/$cprt) [United States Lime & Minerals (USLM)](/topic/$uslm) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Hubble Protocol (HBB)](/topic/$hbb) [Tesla, Inc. (TSLA)](/topic/$tsla) [Fenerbahçe Token (FB)](/topic/$fb) [Starbucks Corporation (SBUX)](/topic/$sbux) [AMC Entertainment Holdings, Inc. (AMC)](/topic/$amc) [Credit Suisse Group (CS)](/topic/credit-suisse) [PAC Protocol (PAC)](/topic/$pac) [OpenServ (SERV)](/topic/$serv) [Royal Caribbean Cruises Ltd (RCL)](/topic/$rcl) [NVR, Inc. (NVR)](/topic/$nvr) [Chesapeake Energy, Corp. (CHK)](/topic/$chk) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [WW Grainger Inc (GWW)](/topic/$gww) [Nodecoin (NC)](/topic/$nc) [Wells Fargo & Co (WFC)](/topic/$wfc) [Basis Cash (BAC)](/topic/$bac) [Netflix Inc (NFLX)](/topic/$nflx) [Altria Group Inc (MO)](/topic/$mo) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Garrett Motion Inc. Common Stock (GTX)](/topic/$gtx) [Resideo Technologies, Inc. Common Stock (REZI)](/topic/$rezi)
### Top Social Posts
Top posts by engagements in the last [--] hours

"When the fund reached a billion critics said it's too big stop managing it then $3 billion they said get out now. In the last five years I managed the fund we beat 99% of all funds and it was the largest fund in the country. Thats what Im most proud of - Peter Lynch 🐐 Ive been revisiting a lot of Peter Lynchs work recently and what I love most about him was his hustle to turn over as many rocks as possible He was constantly on the road doing in-person scuttlebutt He said when it came to work he only had one gear: overdrive Ive been revisiting a lot of Peter Lynchs work recently and what I"  
[X Link](https://x.com/FocusedCompound/status/1280338416220192768)  2020-07-07T03:10Z 45.8K followers, [--] engagements


"What's your favorite company that you feel the fewest people on FinTwit own"  
[X Link](https://x.com/FocusedCompound/status/1486135354482642946)  2022-01-26T00:34Z 45.8K followers, [---] engagements


"BILL RUANES FOUR RULES OF SMART INVESTING [--]. Buy Good Businesses [--]. Buy Businesses with Pricing Flexibility [--]. Buy Net Cash Generators [--]. Buy Stock at Modest Prices"  
[X Link](https://x.com/FocusedCompound/status/1114184799642632193)  2019-04-05T15:15Z 45.8K followers, [---] engagements


"Should you buy airline stocks I wouldn't. But I think airport stocks look interesting $PAC $SYD $OMAC Watch here: Geoff's writeup on Sydney Airport: https://bit.ly/3bJyfVW https://bit.ly/2Y16bK2 https://bit.ly/3bJyfVW https://bit.ly/2Y16bK2"  
[X Link](https://x.com/FocusedCompound/status/1253380180678230017)  2020-04-23T17:48Z 45.8K followers, [--] engagements


"Based on popular demand well be recording a snap judgements podcast today. What stocks do you want us to look at"  
[X Link](https://x.com/FocusedCompound/status/1432713920729468933)  2021-08-31T14:36Z 45.8K followers, [---] engagements


"Geoff and I will be recording a Q&A podcast today. What questions do you have"  
[X Link](https://x.com/FocusedCompound/status/1501194811436679171)  2022-03-08T13:55Z 45.8K followers, [--] engagements


"Below is a link to a document called the Gannon Compilation where I centralized Geoff's writings from [----] to the present in one easy-to-navigate file. [----] pages and [-------] words going back almost [--] years. 👇👇 https://bit.ly/3BVVoUK I'm creating a document of everything $GEOFF has ever written on investing in one document so people can Ctrl-F whatever topic they want. I'm only [--] years in and the document is already [---] pages with [------] words. 😅 [--] more years to go. https://t.co/iTI4UuiNt0 https://bit.ly/3BVVoUK I'm creating a document of everything $GEOFF has ever written on investing"  
[X Link](https://x.com/FocusedCompound/status/1572610978621296646)  2022-09-21T15:37Z 45.8K followers, [---] engagements


"Alice Schroeder on how Buffett thinks about the value of a business -- there's a lot of insight in this Reddit post https://www.reddit.com/r/investing/comments/2550vq/hi_im_alice_schroeder_author_of_the_snowball/ https://www.reddit.com/r/investing/comments/2550vq/hi_im_alice_schroeder_author_of_the_snowball/"  
[X Link](https://x.com/FocusedCompound/status/1328392685057617921)  2020-11-16T17:41Z 45.8K followers, [---] engagements


"This is an excellent collection of some old annual reports going back to [----] https://archive.org/details/annual-reports-archive https://archive.org/details/annual-reports-archive"  
[X Link](https://x.com/FocusedCompound/status/1600205734280499203)  2022-12-06T19:09Z 45.8K followers, [--] engagements


"This is one of the best "screens" I have seen for Buffett-type stock ideas What stocks (if any) are going to be: 15x EPS next year 90% sure to have higher EPS in [--] years 50/50 chance of compounding at 7% a year Name some stocks that fit this screen"  
[X Link](https://x.com/FocusedCompound/status/1605635076867358733)  2022-12-21T18:43Z 45.8K followers, 377.5K engagements


"My approach to buybacks is pretty simple. One I prefer them. Two I look at the share count history over the last [--] to [--] years as my guide to what the company might do in the future I want a pattern of predictable behavior"  
[X Link](https://x.com/FocusedCompound/status/1626990238189985792)  2023-02-18T17:01Z 45.8K followers, 232.3K engagements


"Our new podcast is live @TreyHenninger of DIYINVESTING Talks about His Process and Investing in $ETM $NFPC and $PLWN Be sure to check out all of his work as well YouTube: Spotify: Podbean: http://bit.ly/2RmZr5a https://spoti.fi/2Rmfv7s http://bit.ly/2TRUFhS http://bit.ly/2RmZr5a https://spoti.fi/2Rmfv7s http://bit.ly/2TRUFhS"  
[X Link](https://x.com/FocusedCompound/status/1220750660192305152)  2020-01-24T16:50Z 45.8K followers, [--] engagements


"https://x.com/FocusedCompound/status/1669709270974099457s=20 New pod is up Investing goals Analyzing ten-baggers from the last decade Companies that grow into their valuation 50% of your return will come from the industry Snap judgments from Twitter 📺 https://t.co/vU6RwVOR8e 🎙 https://t.co/kmSpg5jFuH https://t.co/5A6h05IU1u https://t.co/M05RpYB76O https://x.com/FocusedCompound/status/1669709270974099457s=20 New pod is up Investing goals Analyzing ten-baggers from the last decade Companies that grow into their valuation 50% of your return will come from the industry Snap judgments from"  
[X Link](https://x.com/FocusedCompound/status/1669709436632330242)  2023-06-16T14:12Z 45.8K followers, [----] engagements


"Honeywell Spinoffs - Garrett Motion inc is expected by the end of Q3 and Resideo Technologies is expected by year-end. Read Garretts Form [--] here: and Resideo here: https://bit.ly/2LoEel3 https://bit.ly/2BKHO9U https://bit.ly/2LoEel3 https://bit.ly/2BKHO9U"  
[X Link](https://x.com/FocusedCompound/status/1032985323859599361)  2018-08-24T13:37Z 45.7K followers, [--] engagements


"Does anyone else think @JeffBezos looks like @BillAckman without hair"  
[X Link](https://x.com/FocusedCompound/status/1037366232541003776)  2018-09-05T15:45Z 45.6K followers, [--] engagements


"Geoff and I will be recording a Q&A today for next Wednesdays podcast. What are some questions that you have"  
[X Link](https://x.com/FocusedCompound/status/1061993752770813952)  2018-11-12T14:46Z 45.7K followers, [--] engagements


"Our new Podcast is live We talked about the free Focused Compounding Gazette and stocks that are on the site Farmer Mac $AGM ServiceMaster $SERV Tailored Brands $TLRD GamesWork $GAW United Plantations $UTDPLT YouTube: iTunes: https://apple.co/2Y1ZTLa https://bit.ly/2Yo02rG https://apple.co/2Y1ZTLa https://bit.ly/2Yo02rG"  
[X Link](https://x.com/FocusedCompound/status/1153696333234155520)  2019-07-23T16:00Z 45.6K followers, [--] engagements


"Waste Management $WM: A Capital-Intensive Wide-Moat Garbage Collector That A Middle-Aged Warren Buffett Would Like https://www.focusedcompoundinggazette.com/blog/waste-management-wm-a-capital-intensive-wide-moat-garbage-collector-that-a-middle-aged-warren-buffett-would-like https://www.focusedcompoundinggazette.com/blog/waste-management-wm-a-capital-intensive-wide-moat-garbage-collector-that-a-middle-aged-warren-buffett-would-like"  
[X Link](https://x.com/FocusedCompound/status/1163540379137916929)  2019-08-19T19:56Z 45.5K followers, [--] engagements


"Norbit: A Norwegian Growth Company Trading At [--] Times [----] EBITDA $NORBIT Written up by @vetleforsland https://x.com/FocusedCompound/status/1165688629643096065/photo/1 https://focusedcompoundinggazette.com/blog/norbit-a-norwegian-growth-company-trading-at-8-times-2019-ebitda https://x.com/FocusedCompound/status/1165688629643096065/photo/1 https://focusedcompoundinggazette.com/blog/norbit-a-norwegian-growth-company-trading-at-8-times-2019-ebitda"  
[X Link](https://x.com/FocusedCompound/status/1165689155709521927)  2019-08-25T18:15Z 45.7K followers, [--] engagements


"By popular demand. Investing in Banks Stocks: Going Through $CFR's 10k It's [--] hr [--] min long We went page by page & also went over how Geoff would value Frost & other banks YouTube: iTunes: Spotify: https://spoti.fi/3231xLt https://apple.co/39J6ifF http://bit.ly/2SE4UVY https://spoti.fi/3231xLt https://apple.co/39J6ifF http://bit.ly/2SE4UVY"  
[X Link](https://x.com/FocusedCompound/status/1229775405294419968)  2020-02-18T14:31Z 45.6K followers, [---] engagements


"Analyzing Entertainment Stocks After Coronavirus Market Sell-Off $DIS $FUN $SIX $SEAS $PLAY $ALG $RCL $CCL $MTN $CPHC $GHIFF $BOWL Youtube: iTunes: https://apple.co/3apM9Mc http://bit.ly/2x74K18 https://apple.co/3apM9Mc http://bit.ly/2x74K18"  
[X Link](https://x.com/FocusedCompound/status/1234851886332772354)  2020-03-03T14:43Z 45.6K followers, [--] engagements


"We'll be recording a Q&A after the close today for the podcast. What questions do you have for Geoff"  
[X Link](https://x.com/FocusedCompound/status/1249711629174005761)  2020-04-13T14:50Z 45.7K followers, [--] engagements


"Question: What is a Fair Price to Pay For Omnicom $OMC Answer: OMC Could be Worth Anywhere Between [--] to [---] Times Sales so About $70 to $100 a Share But: You Probably Want At Least a 35% MOS So Try Not To Pay More than $45 a Share for Omnicom https://conta.cc/2XBuOwr https://conta.cc/2XBuOwr"  
[X Link](https://x.com/FocusedCompound/status/1249793325479145473)  2020-04-13T20:15Z 45.6K followers, [--] engagements


"Monday is Q&A day for the podcast What questions do you have for Geoff"  
[X Link](https://x.com/FocusedCompound/status/1254833111042535424)  2020-04-27T18:01Z 45.6K followers, [--] engagements


"Biglari $BH AerCap $AER REITS Ponzi Detecting Fraud & Other Investing Questions From Listeners You can hear Geoff gasp when he sees the question about $AER lol This was one of the best Q&As that we've done YouTube: Spotify: https://spoti.fi/359eUv0 https://bit.ly/358jSZ4 https://spoti.fi/359eUv0 https://bit.ly/358jSZ4"  
[X Link](https://x.com/FocusedCompound/status/1254931232384782336)  2020-04-28T00:31Z 45.7K followers, [--] engagements


"Net-Nets Inventory Turns and Current Assets Question: Can a Homebuilder Be a Net-Net Answer: $GRBK $NVR $BZHI $DHI $LGIH $LEN https://conta.cc/3bTQLev https://conta.cc/3bTQLev"  
[X Link](https://x.com/FocusedCompound/status/1255884210247737344)  2020-04-30T15:38Z 45.6K followers, [--] engagements


"The Rundown with @vetleforsland is up NASDAQ at All-Time Highs Parabolic BKs: $HTZ and $CHK Retail Carnage @vetleforsland's thoughts on $GME ESG Investing https://www.youtube.com/watchv=yvybpadV7dY&feature=youtu.be https://www.youtube.com/watchv=yvybpadV7dY&feature=youtu.be"  
[X Link](https://x.com/FocusedCompound/status/1270811575180550145)  2020-06-10T20:14Z 45.6K followers, [--] engagements


"Peter Lynch and the Most Basic Form of Scuttlebutt - Our Research Trip - Understanding Why Customers Use the Product/Co. - Customer Experience - Hospitality - $BWTL - $MCD's Coffee is Trash YouTube: Audio: https://bit.ly/2D5YhH3 https://bit.ly/316HdbL https://bit.ly/2D5YhH3 https://bit.ly/316HdbL"  
[X Link](https://x.com/FocusedCompound/status/1289226765865381888)  2020-07-31T15:49Z 45.7K followers, [--] engagements


"The math behind 100-Baggers $10000 to $1000000"  
[X Link](https://x.com/FocusedCompound/status/1294770020485128196)  2020-08-15T22:56Z 45.5K followers, [---] engagements


"How $DPZ reinvented itself to become a tech company that sells pizza "Dominos is not just in the pizza-making business the CEO emphasizes but in the pizza-delivery business which means it has to be in the technology business" https://hbr.org/2016/11/how-dominos-pizza-reinvented-itself https://hbr.org/2016/11/how-dominos-pizza-reinvented-itself"  
[X Link](https://x.com/FocusedCompound/status/1326183459023368193)  2020-11-10T15:22Z 45.7K followers, [--] engagements


"Shoutout to @clarkterborg for being awesome"  
[X Link](https://x.com/FocusedCompound/status/1383079982205870082)  2021-04-16T15:28Z 45.6K followers, [--] engagements


"Sometimes we succeed sometimes we fail. And sometimes we succeed because weve failed - Jim Koch the Founder/Chairman of Boston Beer Company $SAM"  
[X Link](https://x.com/FocusedCompound/status/1387258911200264193)  2021-04-28T04:14Z 45.5K followers, [--] engagements


"What are some topics youd like us to cover on the podcast"  
[X Link](https://x.com/FocusedCompound/status/1391513380532461573)  2021-05-09T22:00Z 45.6K followers, [--] engagements


"$MSFT had a market cap of $393 billion and a P/E of 53x in [----] If you purchased the stock in [----] and HODL you didn't breakeven until [----] -- all while the fundamentals/per share figures were growing and improving Entry multiples matter"  
[X Link](https://x.com/FocusedCompound/status/1394781237588414466)  2021-05-18T22:25Z 45.5K followers, [----] engagements


"Whats your highest conviction investment under $300 million in market capitalization and why"  
[X Link](https://x.com/FocusedCompound/status/1435407183823392770)  2021-09-08T00:58Z 45.7K followers, [---] engagements


"We are recording a snap judgements podcast today. What stocks do you want us to look at"  
[X Link](https://x.com/FocusedCompound/status/1447928274521411597)  2021-10-12T14:12Z 45.7K followers, [--] engagements


"@psyopcapital Ahhh damn. Sorry. Well go over $MKC in the next one 🥴"  
[X Link](https://x.com/FocusedCompound/status/1449430992079527936)  2021-10-16T17:44Z 45.7K followers, [--] engagements


"$SAM is down -61% from its 52-week high and -47% YTD while currently trading around 17x TTM EBITDA How much future growth was priced in this stock"  
[X Link](https://x.com/FocusedCompound/status/1451573250115444739)  2021-10-22T15:36Z 45.6K followers, [--] engagements


"@alluvialcapital $BKUTK should take notes"  
[X Link](https://x.com/FocusedCompound/status/1453483714848202759)  2021-10-27T22:08Z 45.6K followers, [--] engagements


"New pod Where Do We Go From Here Lots covered Inflation Interest rates The Fed Inflation protection Banking Wages Theaters $KEWL $FRPH $MHGU $BDL $ALCO $NATH $VLGEA $CNK $MCS 👇👇👇 YT iTunes Spotify https://spoti.fi/3yEZTQw https://apple.co/3dTuccF https://bit.ly/3pZQDlR https://spoti.fi/3yEZTQw https://apple.co/3dTuccF https://bit.ly/3pZQDlR"  
[X Link](https://x.com/FocusedCompound/status/1471482489663328261)  2021-12-16T14:08Z 45.7K followers, [--] engagements


"The most practical investing "book" I've ever read is unequivocally Joel Greenblatt's audited class notes from his special situations investing class at Columbia https://focusedcompounding.com/wp-content/uploads/2018/03/Joel-Greenblatt-Class.pdf If youre looking for common sense advice on how to pick stocks these are the [--] books to read: [--]. The Warren Buffett Portfolio [--]. One Up On Wall Street [--]. Beating the Street [--]. You Can Be a Stock Market Genius [--]. Common Stocks and Uncommon Profits What else https://focusedcompounding.com/wp-content/uploads/2018/03/Joel-Greenblatt-Class.pdf If youre"  
[X Link](https://x.com/FocusedCompound/status/1481477584491884546)  2022-01-13T04:05Z 45.7K followers, [----] engagements


"We're recording a Q&A podcast today. What investing questions do you have What's on your mind $GEOFF"  
[X Link](https://x.com/FocusedCompound/status/1511343078048780298)  2022-04-05T14:00Z 45.7K followers, [--] engagements


"The market is down a bunch since our last snap judgments podcast What stocks do you want us to look at on the pod Pls share companies that look cheap based on valuation not just because it's down a bunch from their 52-week high :)"  
[X Link](https://x.com/FocusedCompound/status/1529074348975394816)  2022-05-24T12:18Z 45.7K followers, [---] engagements


"Munger on $COST "I liked the cheap real estate I liked the competitive position I liked the personnel system- I liked everything about it. .But that's not a formula. If you want a formula you should go back to grad school. They'll give you lots of formulas that won't work""  
[X Link](https://x.com/FocusedCompound/status/1552748104822259713)  2022-07-28T20:09Z 45.6K followers, [---] engagements


"What are some competitively advantaged UK businesses that are trading at interesting valuations"  
[X Link](https://x.com/FocusedCompound/status/1575162299786330112)  2022-09-28T16:35Z 45.7K followers, [---] engagements


"Pod Pod Pod Bank of England emergency UK stocks Scuttlebutt International insurers International banks Hurricane Ian and Universal Insurance Holdings. Lots covered 👇 📺 🔊 https://spoti.fi/3SpvdvD https://apple.co/3RpyolI https://bit.ly/3RmoKjx https://spoti.fi/3SpvdvD https://apple.co/3RpyolI https://bit.ly/3RmoKjx"  
[X Link](https://x.com/FocusedCompound/status/1575559486290288640)  2022-09-29T18:53Z 45.7K followers, [--] engagements


"$HWDN $DOM $HFG $GAW $ADM $PGR $NTB"  
[X Link](https://x.com/FocusedCompound/status/1575559494787948544)  2022-09-29T18:53Z 45.7K followers, [--] engagements


"🚨 A new free article is out 🚨 Vertu Motors $VTU: Reports Half-Year Earnings; Stock Still Seems Cheap $GEOFF https://focusedcompounding.com/vertu-motors-vtu-reports-half-year-earnings-stock-still-seems-cheap/ https://focusedcompounding.com/vertu-motors-vtu-reports-half-year-earnings-stock-still-seems-cheap/"  
[X Link](https://x.com/FocusedCompound/status/1578096867514073089)  2022-10-06T18:56Z 45.6K followers, [--] engagements


"New pod Why Buffett invested in Mid-Continent Tab Card Co Questions $GEOFF would ask Buffett Distributors Return on retained earnings Unconsolidated subsidiaries PE contraction BNPL & more 📺 🔊 https://spoti.fi/3TQ5aO1 https://apple.co/3VaP6Yn https://bit.ly/3gk1R3V https://spoti.fi/3TQ5aO1 https://apple.co/3VaP6Yn https://bit.ly/3gk1R3V"  
[X Link](https://x.com/FocusedCompound/status/1593578378380075013)  2022-11-18T12:14Z 45.7K followers, [--] engagements


"$WSO $POOL $FERG $SITE $FAST $GWW $NC $AMZN $SHW $DIS $AFRM $JOB $SMG"  
[X Link](https://x.com/FocusedCompound/status/1593578538921246721)  2022-11-18T12:15Z 45.7K followers, [--] engagements


"$GEOFF and I will go over some stocks on the podcast today. Which stock are you most excited about in 2023"  
[X Link](https://x.com/FocusedCompound/status/1611102954857320449)  2023-01-05T20:50Z 45.7K followers, 30.5K engagements


"A strange but good rule of thumb is to put stocks with the lowest number of shares outstanding at the top of your research list. Keeping share count low and not splitting the stock tends to be a sign of not really needing/caring about Wall Street"  
[X Link](https://x.com/FocusedCompound/status/1620124840467496960)  2023-01-30T18:20Z 45.7K followers, 98.8K engagements


"New pod Strong jobs report Economic indicators Geoff follows Movie theaters Process for finding investment ideas Customer concentration Buying a basket of net-nets $CCF snap judgment 👇👇 📺 🔊 https://spoti.fi/3HUbuQw https://apple.co/3Iee6dm https://bit.ly/3YBWyhn https://spoti.fi/3HUbuQw https://apple.co/3Iee6dm https://bit.ly/3YBWyhn"  
[X Link](https://x.com/FocusedCompound/status/1624092226857971744)  2023-02-10T17:05Z 45.7K followers, [----] engagements


"What are some investing topics youd be interested in us covering on the pod $GEOFF"  
[X Link](https://x.com/FocusedCompound/status/1643421633988706304)  2023-04-05T01:13Z 45.5K followers, 17.8K engagements


"Ackman has been consistently buying $HHC all year and Pershing Square now owns 33% of the company. What is his end game here"  
[X Link](https://x.com/FocusedCompound/status/1664652816995037189)  2023-06-02T15:18Z 45.7K followers, 88.8K engagements


"Buffett's purchases in $OXY over the past yearit's safe to say he likes the stock under $65. Buffett doing Buffett things. An additional [-------] shares of $OXY were purchased at prices ranging from $58.30 - $58.85 https://t.co/gl2k45LvrR Buffett doing Buffett things. An additional [-------] shares of $OXY were purchased at prices ranging from $58.30 - $58.85 https://t.co/gl2k45LvrR"  
[X Link](https://x.com/FocusedCompound/status/1666150693613207579)  2023-06-06T18:30Z 45.6K followers, 62.9K engagements


"$GEOFF and I will go over some stocks on the pod today for a snap judgment. Name a profitable competitively advantaged business trading at a reasonable valuation and explain why you like it"  
[X Link](https://x.com/FocusedCompound/status/1668960106472415233)  2023-06-14T12:34Z 45.7K followers, 38.4K engagements


"We focus on identifying high-quality companies in pockets of the market where large pools of capital (mutual funds pension funds etc.) cannot or will not invest. We have a fund for qualified investors and SMAs for everyone else. Let's chat: Andrew@focusedcompounding.com"  
[X Link](https://x.com/FocusedCompound/status/1678804017466560512)  2023-07-11T16:30Z 45.6K followers, 62.8K engagements


"Board member Jeff Ubben increased his stake in ExxonMobil this week 7/31: [------] shares at $106.93 for $49m 8/1: [------] shares at $106.44 for $20m Total amount purchased = $69m People sell stocks for various reasons but they typically buy for one primary reason $XOM"  
[X Link](https://x.com/FocusedCompound/status/1687821067757273089)  2023-08-05T13:41Z 45.6K followers, 18.9K engagements


"Someone at BerkshireI suspect it was Ted Weschlerinvested $814 million across three homebuilders: $NVR $DHI and $LEN"  
[X Link](https://x.com/FocusedCompound/status/1691527390495694849)  2023-08-15T19:08Z 45.7K followers, 46.6K engagements


"New pod is up - Peter Lynchs Two-Minute Drill - $ATZ - $GIFI: A Net Net - $DG: Is Management in Denial - ALLY: Is It Cheap - Remembering the Large Bank Failures Earlier This Year 👇👇👇"  
[X Link](https://x.com/FocusedCompound/status/1707065875646255528)  2023-09-27T16:13Z 45.6K followers, 15.8K engagements


"Buffett bought some more $OXY this time above his previous buy-top. Long oil"  
[X Link](https://x.com/FocusedCompound/status/1717538191626879374)  2023-10-26T13:46Z 45.7K followers, [----] engagements


"Two types of companies $LUV $SAVE"  
[X Link](https://x.com/FocusedCompound/status/1717561369162092883)  2023-10-26T15:18Z 44.3K followers, [----] engagements


"What is the highest quality micro/small-cap stock you know of that is drastically undervalued Whats is your one tweet thesis"  
[X Link](https://x.com/FocusedCompound/status/1729258039830851911)  2023-11-27T21:56Z 45.7K followers, 188.3K engagements


"Remember when about a year ago $META sold off to about 8-10x FCF baking in basically no terminal value Good times"  
[X Link](https://x.com/FocusedCompound/status/1731884871323090950)  2023-12-05T03:55Z 45.7K followers, 26.9K engagements


"New pod is up Is the steel industry in play - Consolidation in the steel industry - Friedman Industries buyback: net net to a larger company - Buying businesses below replacement value - U.S. Steel as a merger arb opportunity - and much more 👇👇👇"  
[X Link](https://x.com/FocusedCompound/status/1739671361704898713)  2023-12-26T15:35Z 45.5K followers, 11.8K engagements


"Focused Compounding Fund LP Issues Open Letter to the Board of Parks America Inc. $PRKA https://www.globenewswire.com/news-release/2024/01/08/2805542/0/en/Focused-Compounding-Fund-LP-Issues-Open-Letter-to-the-Board-of-Parks-America-Inc.html https://www.globenewswire.com/news-release/2024/01/08/2805542/0/en/Focused-Compounding-Fund-LP-Issues-Open-Letter-to-the-Board-of-Parks-America-Inc.html"  
[X Link](https://x.com/FocusedCompound/status/1744362056407556395)  2024-01-08T14:14Z 45.7K followers, 113.1K engagements


"Focused Compounding Fund LP Refuses to Cancel February Special Election $PRKA https://www.globenewswire.com/news-release/2024/01/18/2811638/0/en/Focused-Compounding-Fund-LP-Refuses-to-Cancel-February-Special-Election.html https://www.globenewswire.com/news-release/2024/01/18/2811638/0/en/Focused-Compounding-Fund-LP-Refuses-to-Cancel-February-Special-Election.html"  
[X Link](https://x.com/FocusedCompound/status/1747983976621285799)  2024-01-18T14:07Z 45.6K followers, 36.4K engagements


"We are recording a Snap Judgments podcast today. Name a competitively advantaged business with a less than 280-character elevator pitch on why its actionable + why we should be interested"  
[X Link](https://x.com/FocusedCompound/status/1750564023483899989)  2024-01-25T16:59Z 45.6K followers, 17.9K engagements


"Focused Compounding Nominates Jacob McDonough (The Guy Who LITERALLY Wrote the Book on Capital Allocation) For Parks Americas June 6th Annual Meeting @McD_Investments $PRKA https://www.globenewswire.com/news-release/2024/01/29/2819003/0/en/UPDATE-Focused-Compounding-Nominates-Jacob-McDonough-The-Guy-Who-LITERALLY-Wrote-the-Book-on-Capital-Allocation-For-Parks-America-s-June-6th-Annual-Meeting.html"  
[X Link](https://x.com/FocusedCompound/status/1751981315920892070)  2024-01-29T14:51Z 45.6K followers, 33.7K engagements


"Geoff went over [--] simple questions with @McD_Investments focused on the ways in which Parks Americas situation today is a lot like the one Buffett faced when he first assumed capital allocation duties at Berkshire. $PRKA Focused Compounding Nominates Jacob McDonough (The Guy Who LITERALLY Wrote the Book on Capital Allocation) For Parks Americas June 6th Annual Meeting @McD_Investments $PRKA https://t.co/1ws78hdfWo Focused Compounding Nominates Jacob McDonough (The Guy Who LITERALLY Wrote the Book on Capital Allocation) For Parks Americas June 6th Annual Meeting @McD_Investments $PRKA"  
[X Link](https://x.com/FocusedCompound/status/1751984094555042237)  2024-01-29T15:02Z 45.7K followers, 14.2K engagements


"Visit to stay up-to-date on the ongoing proxy fight between Focused Compounding and Parks America. Inside you'll learn about the owner-oriented efforts that will be immediately undertaken to refocus the company if shareholders vote us in. $PRKA http://prkaproxyfight.com http://prkaproxyfight.com"  
[X Link](https://x.com/FocusedCompound/status/1753095152007012703)  2024-02-01T16:37Z 45.6K followers, 15.3K engagements


"The pod you've been waiting for. Parks America Inc.: Failures in Capital Allocation Corporate Governance and Business Basics - Our timeline as shareholders - The importance of onsite GMs who are incentivized to think like owners - Cumulative losses at Missouri Park since [----] - Paid over $7 million for Aggieland without potable water. Still no potable water almost [--] years later. (Where is the accountability) - Owner-oriented efforts to refocus the company by us if shareholders vote us in It's time for change. $PRKA"  
[X Link](https://x.com/FocusedCompound/status/1757411357270352147)  2024-02-13T14:28Z 45.6K followers, 28.9K engagements


"Focused Compounding Receives Clear Majority of Votes Cast at Parks America Special Meeting $PRKA https://www.globenewswire.com/news-release/2024/02/27/2836137/0/en/Focused-Compounding-Receives-Clear-Majority-of-Votes-Cast-at-Parks-America-Special-Meeting.html#::text=Preliminary%20results%20show%20a%20clearapproximately%2042%25%20of%20votes%20cast https://www.globenewswire.com/news-release/2024/02/27/2836137/0/en/Focused-Compounding-Receives-Clear-Majority-of-Votes-Cast-at-Parks-America-Special-Meeting.html#::text=Preliminary%20results%20show%20a%20clearapproximately%2042%25%20of%20votes%20cast"  
[X Link](https://x.com/FocusedCompound/status/1762483836057751963)  2024-02-27T14:24Z 45.6K followers, 25.6K engagements


"New pod is up - Charlie Munger: The Architect of Berkshire Hathaway - Buffett's annual letter - Rascals: the Pilot Flying J story - Berkshire Hathaway Energy forest fires and litigation - $OXY: is it a long-term commitment now - Insurance: improving rates and Buffett's ability to anticipate a year ahead - What happens to the stock if they start paying a dividend"  
[X Link](https://x.com/FocusedCompound/status/1765036599929164284)  2024-03-05T15:28Z 45.6K followers, 20.1K engagements


"But most growth is growth away from the moat. It is much easier for a company to grow its business than it is to grow the moat. The result is unprotected growth. And it often leads to an island of high returns surrounded by vast fields of low returns"  
[X Link](https://x.com/FocusedCompound/status/1773001897793708257)  2024-03-27T14:59Z 45.6K followers, [---] engagements


"People ask if a company like Omnicom $OMC has a moat. Of course it does. Every advertising agency has a moat around every client. Moats really are that small"  
[X Link](https://x.com/FocusedCompound/status/1773001899165278712)  2024-03-27T14:59Z 45.6K followers, [---] engagements


"Parks America Needs Experienced Operators; Lisa Brady the Current CEO Isnt One states Focused Compounding Fund L.P. in Open Letter $PRKA https://www.globenewswire.com/news-release/2024/04/02/2856075/0/en/Parks-America-Needs-Experienced-Operators-Lisa-Brady-the-Current-CEO-Isn-t-One-states-Focused-Compounding-Fund-L-P-in-Open-Letter.html https://www.globenewswire.com/news-release/2024/04/02/2856075/0/en/Parks-America-Needs-Experienced-Operators-Lisa-Brady-the-Current-CEO-Isn-t-One-states-Focused-Compounding-Fund-L-P-in-Open-Letter.html"  
[X Link](https://x.com/FocusedCompound/status/1775150906360598736)  2024-04-02T13:18Z 45.6K followers, 19.5K engagements


"New pod is up Rising Margins: Continuation or Reversion to the Mean $MCEM Margins and inflation Bargaining power of buyers / suppliers Industry margins Substitutions Private market value"  
[X Link](https://x.com/FocusedCompound/status/1780227422509498800)  2024-04-16T13:31Z 45.7K followers, [----] engagements


"AutoNation authorized a new $1 billion share buyback. This represents around 14% of its market cap at announcement. Past buybacks were well-timed. $AN"  
[X Link](https://x.com/FocusedCompound/status/1784997105439768695)  2024-04-29T17:24Z 45.7K followers, 11.1K engagements


"Focused Compounding Fund L.P. Publicizes Plan for Parks America Key Items: Return of Capital; Improved Investor Relations; Division of Capital Allocation and Park Operating Responsibilities; and Improved Incentivization of Employees $PRKA https://www.globenewswire.com/en/news-release/2024/05/08/2877888/0/en/Focused-Compounding-Fund-L-P-Publicizes-Plan-for-Parks-America.html https://www.globenewswire.com/en/news-release/2024/05/08/2877888/0/en/Focused-Compounding-Fund-L-P-Publicizes-Plan-for-Parks-America.html"  
[X Link](https://x.com/FocusedCompound/status/1788194128158724384)  2024-05-08T13:07Z 45.6K followers, 19.7K engagements


"Parks America today announced it will host its Q2 conference call at 4:30 pm Eastern on Tuesday May 14th. Geoff will answer questions about Parks America on Wednesday May 15th which will be uploaded to YouTube and your podcast app within a few days after transcription We encourage everyone to listen to both events and observe how differently the companys soon-to-be ex-CEO and the soon-to-be new CEO handle questions. Please submit all questions to by the end of the day on Tuesday May 14th. Questions from the companys current management board shareholders who oppose us etc. are of course"  
[X Link](https://x.com/FocusedCompound/status/1788662264548999217)  2024-05-09T20:08Z 45.5K followers, 27.4K engagements


"Got questions for Geoff about $PRKA Ask them here: https://www.surveymonkey.com/r/3RRYLRC Parks America today announced it will host its Q2 conference call at 4:30 pm Eastern on Tuesday May 14th. Geoff will answer questions about Parks America on Wednesday May 15th which will be uploaded to YouTube and your podcast app within a few days after transcription We https://www.surveymonkey.com/r/3RRYLRC Parks America today announced it will host its Q2 conference call at 4:30 pm Eastern on Tuesday May 14th. Geoff will answer questions about Parks America on Wednesday May 15th which will be uploaded"  
[X Link](https://x.com/FocusedCompound/status/1790110535284891799)  2024-05-13T20:03Z 45.6K followers, 13.3K engagements


"Focused Compounding Fund L.P. Issues Open Letter to Shareholders of Parks America $PRKA https://www.globenewswire.com/news-release/2024/05/14/2881769/0/en/Focused-Compounding-Fund-L-P-Issues-Open-Letter-to-Shareholders-of-Parks-America.html https://www.globenewswire.com/news-release/2024/05/14/2881769/0/en/Focused-Compounding-Fund-L-P-Issues-Open-Letter-to-Shareholders-of-Parks-America.html"  
[X Link](https://x.com/FocusedCompound/status/1790448001275641919)  2024-05-14T18:24Z 45.6K followers, 11.2K engagements


"New pod is up - Thoughts on the Berkshire meeting - Buffett on the market - Capital allocation after Buffett - Selling $AAPL - Markel as a mini Berkshire - Canadian business - Greg Abels allocating ability - Future corp tax rates - Munger 👇"  
[X Link](https://x.com/FocusedCompound/status/1791114610327585266)  2024-05-16T14:32Z 45.5K followers, [----] engagements


"Focused Compounding: Parks America Q&A Full video: $PRKA https://www.youtube.com/watchv=p1m_XuIT_NY https://www.youtube.com/watchv=p1m_XuIT_NY"  
[X Link](https://x.com/FocusedCompound/status/1791511818227142662)  2024-05-17T16:51Z 45.7K followers, [----] engagements


"Focused Compoundings Plan Prioritizes Return of Capital Parks America Criticizes Plan to Increase Liquidity for Shareholders $PRKA https://www.globenewswire.com/en/news-release/2024/05/22/2886573/0/en/Focused-Compounding-s-Plan-Prioritizes-Return-of-Capital.html https://www.globenewswire.com/en/news-release/2024/05/22/2886573/0/en/Focused-Compounding-s-Plan-Prioritizes-Return-of-Capital.html https://www.globenewswire.com/en/news-release/2024/05/22/2886573/0/en/Focused-Compounding-s-Plan-Prioritizes-Return-of-Capital.html"  
[X Link](https://x.com/FocusedCompound/status/1793269113063612468)  2024-05-22T13:14Z 45.6K followers, [----] engagements


"New pod is up - Earnings vs. asset valuations - Three ways to look at a business - $NC - Buying on balance sheet selling on earnings - Buying during cyclical downturns - Investing in a high valuation environment - $NVDA 👇👇"  
[X Link](https://x.com/FocusedCompound/status/1795846786248282469)  2024-05-29T15:56Z 45.5K followers, [----] engagements


"Focused Compounding Fund L.P. Announced Preliminary Results of Parks America [----] Annual Meeting of Stockholders All of Focused Compoundings Nominees are Elected $PRKA https://www.globenewswire.com/en/news-release/2024/06/11/2897158/0/en/Focused-Compounding-Fund-L-P-Announced-Preliminary-Results-of-Parks-America-2024-Annual-Meeting-of-Stockholders.html https://www.globenewswire.com/en/news-release/2024/06/11/2897158/0/en/Focused-Compounding-Fund-L-P-Announced-Preliminary-Results-of-Parks-America-2024-Annual-Meeting-of-Stockholders.html"  
[X Link](https://x.com/FocusedCompound/status/1800621291088601457)  2024-06-11T20:09Z 45.6K followers, 33.4K engagements


"New pod is up - $NVDA madness - Thoughts on $CHTR valuation - $SIRI - $QRTEA - Ted Weschler position: $OCC - $NUVR"  
[X Link](https://x.com/FocusedCompound/status/1805622914181427376)  2024-06-25T15:23Z 45.7K followers, 13.9K engagements


"New pod is up - Yen Carry Trade - Stocks in Bankruptcy - Buffett Selling $AAPL - $MCS vs. $CNK - Why Do Hotels Trade at High Multiples - Deadpool's Success 👇👇👇"  
[X Link](https://x.com/FocusedCompound/status/1822636127280373869)  2024-08-11T14:08Z 45.6K followers, [----] engagements


"It's been some time since our last Q&A on the podcast. What investing topics or questions do you have What's on your mind We'll answer as much as possible tomorrow"  
[X Link](https://x.com/FocusedCompound/status/1824235807189741872)  2024-08-16T00:04Z 45.6K followers, 16.4K engagements


"Norbert Lou takes the meaning of portfolio concentration to a new level"  
[X Link](https://x.com/FocusedCompound/status/1826063636734836831)  2024-08-21T01:07Z 45.5K followers, 93.3K engagements


"Builders FirstSource has repurchased 45% of its shares over the past three years. The stock's 3Y CAGR total return is 50% A cannibal that would make Munger proud. $BLDR"  
[X Link](https://x.com/FocusedCompound/status/1826805941322264901)  2024-08-23T02:17Z 45.7K followers, 14.9K engagements


"Recording a podcast today with $GEOFF covering the general market economy etc. Got any questions for us Drop them below 👇"  
[X Link](https://x.com/FocusedCompound/status/1905644300865552508)  2025-03-28T15:33Z 45.6K followers, [----] engagements


"New pod is up A Wide-Ranging Q&A: From Low-Beta Stocks to AIs Impact on Investing - Low-beta high-EPS growers - $OTCM - Capital returns in a declining terminal-value stock - AI effects on the insurance industry - Sports franchises - $GIL / $HBI merger - Currency debasement fears - Growth without ROIC - $SIRI - How AI will impact the investing process - AIs impact on Google Search"  
[X Link](https://x.com/FocusedCompound/status/1956378330946756737)  2025-08-15T15:31Z 45.6K followers, 15.6K engagements


"$AXP $OTCM $NKE $QVCGA $SIRI $PGR $MSGS $ACNT $HOOD $COIN $VFC $AMZN $FRC $META https://www.youtube.com/watchv=l_AI93lI7Lg https://open.spotify.com/episode/6XRPgVlvKADmiBQWsrjoPRsi=QCtdj0cCSYiCobtBOgUv3Q https://podcasts.apple.com/us/podcast/ep-469-investor-q-a-from-low-beta-growth-stocks-to/id1352422076i=1000722100560 https://www.youtube.com/watchv=l_AI93lI7Lg https://open.spotify.com/episode/6XRPgVlvKADmiBQWsrjoPRsi=QCtdj0cCSYiCobtBOgUv3Q https://podcasts.apple.com/us/podcast/ep-469-investor-q-a-from-low-beta-growth-stocks-to/id1352422076i=1000722100560"  
[X Link](https://x.com/FocusedCompound/status/1956378333714763814)  2025-08-15T15:31Z 45.6K followers, [----] engagements


"New Pod is up: Its 13-F Season - Superinvestor holdings - Berkshire - Fundsmith - Lindsell Train - AKO Capital - Chuck Akre - Francis Chou $CHTR $UNH $LAMR $PTLO $CMG $CRBL $FICO $MMC $CPRT $FICO $ABNB $SNAP $SAG $SIRI $OXY $ALLY $POOL $COOK"  
[X Link](https://x.com/FocusedCompound/status/1958985281824334091)  2025-08-22T20:11Z 45.7K followers, 15.2K engagements


"New Pod Most commodity businesses should be price takers yet some earn above-average returns. Why They have moats. Where does this come from - Common Characteristics - Southern Copper Corporation - Low-Cost Producer in Coal - Aggregates Lime Cement - Low Value-to-Weight - Independent Power Producers - Engineering Commodity Companies - Agriculture Companies $SCCO $USLM $MLM $EXP $MCEM $TLN $BWXT $AVO $FDP $JBSS $UVV $TSN $CALM"  
[X Link](https://x.com/FocusedCompound/status/1964078694449721612)  2025-09-05T21:30Z 45.6K followers, 11.9K engagements


"New pod is up What happens to stocks when the Fed cuts rates - History of the Fed - Bank stocks at all-time highs - K-shaped economy - Gold YTD - PayPal is the cheapest its ever been - Debasement $JPM $WFC $C $BAC $CFR $FI $FICO $PYPL"  
[X Link](https://x.com/FocusedCompound/status/1971694870558576694)  2025-09-26T21:54Z 45.7K followers, [----] engagements


"@JohnHuber72 I wish more earnings calls were like $NRP"  
[X Link](https://x.com/FocusedCompound/status/1988376635566158221)  2025-11-11T22:41Z 45.6K followers, [----] engagements


"New pod is up Buffetts Thanksgiving Letter and Berkshires Next Chapter $BRK 👇"  
[X Link](https://x.com/FocusedCompound/status/1988649281863975420)  2025-11-12T16:45Z 45.6K followers, [----] engagements


"@j_fishback When are you coming to Walton County"  
[X Link](https://x.com/FocusedCompound/status/1993511187632603415)  2025-11-26T02:44Z 45.6K followers, [---] engagements


"New pod is up - Berkshire buying $GOOGL - Where will LLM revenue come from - Mag7 capex - Circular nature of AI - $NFLX / $WBD deal - $FISV / $LRN massive sell-off - Insurance business heading into [----] - Housing industry - Capital cycles 👇👇"  
[X Link](https://x.com/FocusedCompound/status/1997753055429980205)  2025-12-07T19:40Z 45.7K followers, 13.6K engagements


"Paramount has gone hostile and took its $30/share all-cash offer to WBD shareholders directly. $NFLX $WBD New pod is up - Berkshire buying $GOOGL - Where will LLM revenue come from - Mag7 capex - Circular nature of AI - $NFLX / $WBD deal - $FISV / $LRN massive sell-off - Insurance business heading into [----] - Housing industry - Capital cycles 👇👇 https://t.co/Mhcav3cP9D New pod is up - Berkshire buying $GOOGL - Where will LLM revenue come from - Mag7 capex - Circular nature of AI - $NFLX / $WBD deal - $FISV / $LRN massive sell-off - Insurance business heading into [----] - Housing industry -"  
[X Link](https://x.com/FocusedCompound/status/1998040038018322861)  2025-12-08T14:40Z 45.7K followers, [----] engagements


"@SmallCapVal recording tomorrow [--] am central 🤝"  
[X Link](https://x.com/FocusedCompound/status/1998048429428359628)  2025-12-08T15:14Z 45.7K followers, [--] engagements


"This might be the best nicotine pouch ad out there. $TPB is riding the nicotine megatrend and has taken its pouch biz through ALP and FRE from zero to 30% of rev growing double digits sequentially every quarter. And as @lazereater said it reminds me a lot of $CELH circa [----]. @DeepSailCapital FRE nicotine pouches provided our founding fathers with the inspiration for the US constitution $tpb $mo $pm $bti https://t.co/rTqAXJIbO1 @DeepSailCapital FRE nicotine pouches provided our founding fathers with the inspiration for the US constitution $tpb $mo $pm $bti https://t.co/rTqAXJIbO1"  
[X Link](https://x.com/FocusedCompound/status/1998474864701866371)  2025-12-09T19:28Z 45.7K followers, 12.4K engagements


"Geoff and I are excited to announce our new partnership with Willow Oak Asset Management and the launch of a new private investment partnership to begin investing on January [--] [----]. Read about the details here: @Steven_Kiel @WillowOak2017 $SYTE https://finance.yahoo.com/news/willow-oak-asset-management-focused-123000286.html https://finance.yahoo.com/news/willow-oak-asset-management-focused-123000286.html"  
[X Link](https://x.com/FocusedCompound/status/1174325423553036288)  2019-09-18T14:12Z 45.8K followers, [---] engagements


"Our new snap judgments episode is live $SMDM $FSCR $ATUSF $CODA and $KFRC We're going to record our screen for these episodes going forward so viewers can see what we're seeing iTunes: YouTube: https://www.youtube.com/watchv=m2klJlXNxbU https://apple.co/2RK1Eqv https://www.youtube.com/watchv=m2klJlXNxbU https://apple.co/2RK1Eqv"  
[X Link](https://x.com/FocusedCompound/status/1220079403658510336)  2020-01-22T20:22Z 45.8K followers, [--] engagements


"The Rundown with @vetleforsland is live $SPOT partnership with Joe Rogan Casinos are reopening Europe The FED Vetle pitches GetBusy $GETB https://www.youtube.com/watchv=rujxVmOdRU0&lc=UgxuBM1tflpxJLTq9W54AaABAg https://www.youtube.com/watchv=rujxVmOdRU0&lc=UgxuBM1tflpxJLTq9W54AaABAg"  
[X Link](https://x.com/FocusedCompound/status/1263238157639786501)  2020-05-20T22:40Z 45.8K followers, [--] engagements


"What is the highest quality microcap stock you know of"  
[X Link](https://x.com/FocusedCompound/status/1362580482152669184)  2021-02-19T01:51Z 45.8K followers, [----] engagements


"New pod is up - Hedge fund meltdown - Thoughts on activism - Stock-based comp & free cash flow - Allocating time to learning about new companies - Cambria buyout $CAMB - How to value an insurance co - & more YT: MP3: https://bit.ly/3rFGCZP https://bit.ly/3tZ6O3o https://bit.ly/3rFGCZP https://bit.ly/3tZ6O3o"  
[X Link](https://x.com/FocusedCompound/status/1376922472705105921)  2021-03-30T15:41Z 45.8K followers, [--] engagements


"Whats your highest conviction international stock under $1 billion in market capitalization and why"  
[X Link](https://x.com/FocusedCompound/status/1435702025317240832)  2021-09-08T20:30Z 45.8K followers, [---] engagements


"@ChamomileCap Not necessarily. Read the competition section of $EGOV (acquired in 2021) "We do not currently have significant competition from companies vying to provide enterprise-wide outsourced portal services to governments. (this was their main line of business) Compare that to $BKNG"  
[X Link](https://x.com/FocusedCompound/status/1482052074103791619)  2022-01-14T18:08Z 45.8K followers, [--] engagements


"Semi-regular tweet What is the highest quality microcap stock you know of"  
[X Link](https://x.com/FocusedCompound/status/1514325198933213195)  2022-04-13T19:30Z 45.8K followers, [---] engagements


"$GEOFF and I will go over some stocks on the pod today for a snap judgment name a profitable competitively advantaged business trading at a reasonable valuation"  
[X Link](https://x.com/FocusedCompound/status/1567171514373390340)  2022-09-06T15:23Z 45.8K followers, [---] engagements


"🚨 A new free article is out 🚨 Free Cash Flow Plus Growth: Isnt It Just Double Counting - Quality of earnings: $OTCM vs. $IEHC - Warren Buffetts market value test - Capital allocation $GEOFF 👇 https://focusedcompounding.com/free-cash-flow-plus-growth-isnt-it-just-double-counting/ https://focusedcompounding.com/free-cash-flow-plus-growth-isnt-it-just-double-counting/"  
[X Link](https://x.com/FocusedCompound/status/1578448442191663104)  2022-10-07T18:13Z 45.8K followers, [---] engagements


"Obesity rates by state from [----] - [----] Pretty remarkable how fast these rates have changed Whats the main driver of this"  
[X Link](https://x.com/anyuser/status/1581843787890200576)  2022-10-17T03:05Z 45.8K followers, [---] engagements


"Oil is going back to triple digits. This cycle will be epic. Peak oil demand Nope. We are consuming more oil than we ever have before. https://t.co/Pjbuqj4UPI Peak oil demand Nope. We are consuming more oil than we ever have before. https://t.co/Pjbuqj4UPI"  
[X Link](https://x.com/anyuser/status/1684971603136847877)  2023-07-28T16:58Z 45.8K followers, 53.5K engagements


"$GEOFF and I will go over some stocks on the pod tomorrow for a snap judgment name a profitable competitively advantaged business trading at a cheap valuation and why we should be interested"  
[X Link](https://x.com/FocusedCompound/status/1717312157551935572)  2023-10-25T22:48Z 45.8K followers, 28K engagements


"Were recording a Q&A podcast today. What general investing questions do you have Any specific stock situations youd like us to take a look at Let us know down below"  
[X Link](https://x.com/FocusedCompound/status/1955991325297230266)  2025-08-14T13:54Z 45.8K followers, 12.8K engagements


"Its been a while since weve done this - whats your current highest-conviction stock idea and why"  
[X Link](https://x.com/FocusedCompound/status/1988381444390220275)  2025-11-11T23:00Z 45.8K followers, [----] engagements


"Were recording a Q&A podcast today. What investing questions do you have $GEOFF"  
[X Link](https://x.com/FocusedCompound/status/1996958193482661953)  2025-12-05T15:01Z 45.8K followers, [----] engagements


"RT @ragingbullcap: $TPL One of my favorite investment cases to think through. Legendary. Market cap has grown 330x since [----] from $61"  
[X Link](https://x.com/FocusedCompound/status/2009101103452078172)  2026-01-08T03:13Z 45.8K followers, [--] engagements


"RT @JohnHuber72: Agree. Ex interest (theyll be debt free this year) NRP earned $65 total FCF/share in 2022-2024. Average of $18/sh the pa"  
[X Link](https://x.com/anyuser/status/2011440596322488450)  2026-01-14T14:09Z 45.8K followers, [--] engagements


"RT @lazereater: $tpb continues to roll: Town pump has [---] locations and ALP adds [--] more stores since January 28"  
[X Link](https://x.com/anyuser/status/2018680506615791961)  2026-02-03T13:38Z 45.8K followers, [--] engagements


"What stocks under $1 billion in market cap would you put in the business quality hall of fame (disregarding valuation)"  
[X Link](https://x.com/FocusedCompound/status/1539600216462073857)  2022-06-22T13:24Z 45.8K followers, [---] engagements


"We will be taking questions on the podcast today. What investing questions do you have Whats on your mind"  
[X Link](https://x.com/FocusedCompound/status/1842174258941685793)  2024-10-04T12:05Z 45.8K followers, 12.1K engagements


"You may not like it but this is what peak performance looks like $TPB $tpb running low on ALP and FRE @alppouch and @FREPouch https://t.co/UVCBOrXlWh $tpb running low on ALP and FRE @alppouch and @FREPouch https://t.co/UVCBOrXlWh"  
[X Link](https://x.com/FocusedCompound/status/2008667525354319995)  2026-01-06T22:30Z 45.8K followers, [----] engagements


"RT @LukeGromen: Translation: Trumps buying silver etc. from all yall with printed dollars 😂"  
[X Link](https://x.com/FocusedCompound/status/2018479538939007146)  2026-02-03T00:19Z 45.8K followers, [---] engagements


"RT @zerohedge: JPMorgan launched HALO acronym for stocks: Heavy Assets Low Obsolescence - "This includes Capex & Supply Chain Bottleneck B"  
[X Link](https://x.com/FocusedCompound/status/2023781675294224839)  2026-02-17T15:28Z 45.8K followers, [---] engagements


"RT @LukeGromen: Translation: Trumps buying silver etc. from all yall with printed dollars 😂"  
[X Link](https://x.com/anyuser/status/2023178086372770190)  2026-02-03T00:19Z 45.8K followers, [---] engagements


"Big shout to my favourite people follow now @KaRaRacn75 @CSustins @Kenga1971 @CheekyVic @AnnWalk21456111 @Sheenster13s @JohnsenStle @PiscesQueen19xx @Rachlouise08 @Royston56428882 @Jagsb69 @jozefsamel5th @LfcValhalla @gumpy77 @AndyKhamba11517 @red_half @BootleBee @mv_jenkins"  
[X Link](https://x.com/Blast52Drummer/status/2023901686150926388)  2026-02-17T23:25Z [----] followers, [---] engagements


"Form [--] for the $SERV spin: The home services business will be called Frontdoor & SERV will be the Terminix business. A peer for Frontdoor is a report @GeoffGannon wrote in [----] - it was [---] pence when he wrote it & is now [----] https://bit.ly/2KEWlmu https://bit.ly/2vqkxo7 https://bit.ly/2KEWlmu https://bit.ly/2vqkxo7"  
[X Link](https://x.com/FocusedCompound/status/1026856604598239233)  2018-08-07T15:44Z 43.6K followers, [--] engagements


"My favorite line from Snaps overview section in their 10k is the first sentence - "Snap Inc. is a camera company" I still have yet to see someone wear this "camera company's" Spectacles Also I believe this is the 8th executive to leave since their IPO $SNAP"  
[X Link](https://x.com/FocusedCompound/status/1039524867933196289)  2018-09-11T14:43Z 43.6K followers, [--] engagements


"On this weeks podcast Geoff and I chat about our current research pipeline. listen here: $GRBK $BWXT $FTDR $KLXE $TLF $SERV $GTX $HBB $CARS $SRG $UTX $MSG $VTU $REZI $TWNKW https://apple.co/2QWjTq2 https://apple.co/2QWjTq2"  
[X Link](https://x.com/FocusedCompound/status/1085924490754826240)  2019-01-17T15:39Z 43.6K followers, [--] engagements


"Some notes on shorting from Staleys The Art of Short Selling and a checklist for shorting stocks"  
[X Link](https://x.com/FocusedCompound/status/1120326319345164288)  2019-04-22T13:59Z 43.6K followers, [---] engagements


"1000 words of free content: Bonal $BONL: An Extremely Tiny Extremely Illiquid Stock that Earns a Lot But Doesnt Grow at All https://bit.ly/2GNWfu1 https://bit.ly/2GNWfu1"  
[X Link](https://x.com/FocusedCompound/status/1122547119888449536)  2019-04-28T17:04Z 45.4K followers, [--] engagements


""Car biz is hell" -@elonmusk $TSLA $TSLAQ"  
[X Link](https://x.com/FocusedCompound/status/1123208831050375170)  2019-04-30T12:53Z 43.6K followers, [--] engagements


"This week's podcast is live We talk about everything $BRK related: BRK's cash Buying $AMZN Geico vs. Progressive $PGR BRK over the next [--] yrs Is BRK cheap $WFC Is BRK better together than the sum of the parts iTunes: Spotify: https://spoti.fi/2XhEQzM https://apple.co/2YZMsav https://spoti.fi/2XhEQzM https://apple.co/2YZMsav"  
[X Link](https://x.com/FocusedCompound/status/1134118243407454208)  2019-05-30T15:23Z 43.6K followers, [--] engagements


"I enjoyed reading @GSpier's [----] annual report of Aquamarine -- I also really enjoyed his [--] investing principles. Check it out here: https://aqfd.docsend.com/view/xk6ykxu https://aqfd.docsend.com/view/xk6ykxu"  
[X Link](https://x.com/FocusedCompound/status/1138840433176567808)  2019-06-12T16:08Z 45.4K followers, [---] engagements


"WB and CM's thoughts on short selling: "Being short and seeing a promoter take the stock up is very irritating. It's not worth it to have that much irritation in your life" Who does that sound like #fundingsecured"  
[X Link](https://x.com/FocusedCompound/status/1143158428212350976)  2019-06-24T14:06Z 43.6K followers, [--] engagements


"Capital markets have rewarded long-term investors over time. especially in smaller stocks"  
[X Link](https://x.com/FocusedCompound/status/1153314971775840257)  2019-07-22T14:44Z 43.6K followers, [--] engagements


"Pick the Winners First Worry About Price Second https://focusedcompounding.com/wp-content/uploads/2017/06/Pick-the-Winners-First-%E2%80%93-Worry-About-Price-Second.pdf https://focusedcompounding.com/wp-content/uploads/2017/06/Pick-the-Winners-First-%E2%80%93-Worry-About-Price-Second.pdf"  
[X Link](https://x.com/FocusedCompound/status/1156929096317886465)  2019-08-01T14:06Z 43.6K followers, [--] engagements


"The Moat Around Every Ad Agency is Client Retention . Also a great quality for other businesses $OMC $IPG $WPP https://focusedcompounding.com/the-moat-around-every-ad-agency-is-client-retention/ https://focusedcompounding.com/the-moat-around-every-ad-agency-is-client-retention/"  
[X Link](https://x.com/FocusedCompound/status/1163847570751479808)  2019-08-20T16:17Z 43.6K followers, [--] engagements


"EBITDA and Gross Profits: Learn to Move Up the Income Statement https://focusedcompounding.com/ebitda-and-gross-profits-learn-to-move-up-the-income-statement/ https://focusedcompounding.com/ebitda-and-gross-profits-learn-to-move-up-the-income-statement/"  
[X Link](https://x.com/FocusedCompound/status/1170065034115989505)  2019-09-06T20:03Z 43.6K followers, [--] engagements


"Investing in Stocks: How to Think About Value https://www.youtube.com/watchv=o1xoOufRVto&feature=youtu.be https://www.youtube.com/watchv=o1xoOufRVto&feature=youtu.be"  
[X Link](https://x.com/FocusedCompound/status/1171470161116717056)  2019-09-10T17:07Z 43.6K followers, [--] engagements


"Investing in Stocks: The Top Investing Books For Becoming a Better Investor My opinion on The Intelligent Investor and Security Analysis Read them if you can't fall asleep. :) https://www.youtube.com/watchv=5uO-iFfU6z8&feature=youtu.be https://www.youtube.com/watchv=5uO-iFfU6z8&feature=youtu.be"  
[X Link](https://x.com/FocusedCompound/status/1172264655882006529)  2019-09-12T21:44Z 43.6K followers, [---] engagements


"Todd Combs: "I read [--] hours a day. Our offices are like a library.""  
[X Link](https://x.com/FocusedCompound/status/1180232314854543360)  2019-10-04T21:24Z 44K followers, [---] engagements


"I asked [--] questions on the earnings call I liked managements answers: - The [----] outlook for low royalties and high capex is probs why the stock is down we like the stock more today than yesterday and we bought some more https://bit.ly/2PzEd3D @FocusedCompound any thoughts on $NC's third quarter report Does it change your thesis https://bit.ly/2PzEd3D @FocusedCompound any thoughts on $NC's third quarter report Does it change your thesis"  
[X Link](https://x.com/FocusedCompound/status/1189940876526661633)  2019-10-31T16:23Z 43.6K followers, [--] engagements


"Richard Pzena of Pzena Investment Management a deep value investment firm with $26.4 billion in assets under management investing process"  
[X Link](https://x.com/FocusedCompound/status/1190267415386624002)  2019-11-01T14:00Z 43.6K followers, [---] engagements


"Snap Judgements on Stocks From Twitter: $FONR $V $ARK $BBW $CRWS $HIBB $FB $MO $UHAL $CTHR $OMC $CCU YouTube: iTunes: https://apple.co/32VbJEz http://bit.ly/2OkjoqO https://apple.co/32VbJEz http://bit.ly/2OkjoqO"  
[X Link](https://x.com/FocusedCompound/status/1196202589802713090)  2019-11-17T23:04Z 43.6K followers, [--] engagements


"Snap Judgements - Magic Formula Edition - $TZOO $KFY $HRB $DHX and $GTX iTunes: YouTube: http://bit.ly/2LcVNaw https://apple.co/2OG1H6f http://bit.ly/2LcVNaw https://apple.co/2OG1H6f"  
[X Link](https://x.com/FocusedCompound/status/1201525697992429569)  2019-12-02T15:37Z 43.6K followers, [--] engagements


"Be sure to listen/watch our new podcast We recorded our screen so viewers can see what we're seeing Snap Judgements: $VTSI $PMD $BJRI $BGS and $CAKE YouTube: iTunes: Spotify: https://spoti.fi/2RNKV5q https://apple.co/2U14ytF http://bit.ly/2RyC6xq https://spoti.fi/2RNKV5q https://apple.co/2U14ytF http://bit.ly/2RyC6xq"  
[X Link](https://x.com/FocusedCompound/status/1221958006037995520)  2020-01-28T00:47Z 43.6K followers, [--] engagements


"Our new podcast is live Good Debt vs. Bad Debt: How Much Leverage is Too Much Leverage Stocks we went over: $ETM $CRMT $SYD and $ARMK YouTube: iTunes: Spotify: https://spoti.fi/36NNpGu https://apple.co/36JgFhF http://bit.ly/31er7wz https://spoti.fi/36NNpGu https://apple.co/36JgFhF http://bit.ly/31er7wz"  
[X Link](https://x.com/FocusedCompound/status/1223287342112432129)  2020-01-31T16:50Z 43.6K followers, [--] engagements


"In honor of the Daily Journal meeting yesterday I've made Geoff's initial interest post on the company free: Daily Journal $DJCO: A Stock Portfolio Some Real Estate Some Dying Newspapers and a Growing Tech Company with Minimal Disclosures https://focusedcompounding.com/daily-journal-djco-a-stock-portfolio-some-real-estate-some-dying-newspapers-and-a-growing-tech-company-with-minimal-disclosures/ https://focusedcompounding.com/daily-journal-djco-a-stock-portfolio-some-real-estate-some-dying-newspapers-and-a-growing-tech-company-with-minimal-disclosures/"  
[X Link](https://x.com/FocusedCompound/status/1227995015714131969)  2020-02-13T16:36Z 44.5K followers, [--] engagements


"Almost [--] years ago Norbert Lou wrote up $NVR on VIC - pitching the stock at $143 per share $NVR trades at $4000 today That's a CAGR of 19% .His writeup was [---] words long"  
[X Link](https://x.com/FocusedCompound/status/1228349936963588096)  2020-02-14T16:07Z 43.7K followers, [---] engagements


"How to Read and Interpret a Balance Sheet We went over $CMG to demonstrate how they account for leases now We also went over how we would think about their ROC Don't miss this podcast YouTube: Spotify: https://spoti.fi/2ujKet6 http://bit.ly/2PczYtI https://spoti.fi/2ujKet6 http://bit.ly/2PczYtI"  
[X Link](https://x.com/FocusedCompound/status/1230546914208342016)  2020-02-20T17:37Z 43.6K followers, [---] engagements


"How to judge and calculate ROE ROA ROIC and ROIIC Once again demonstrating this using $CMG Don't miss this podcast YouTube: iTunes: Spotify: https://spoti.fi/32fzRmt https://apple.co/2PbVEq7 http://bit.ly/39Ruixi https://spoti.fi/32fzRmt https://apple.co/2PbVEq7 http://bit.ly/39Ruixi"  
[X Link](https://x.com/FocusedCompound/status/1230865397215322112)  2020-02-21T14:42Z 43.6K followers, [---] engagements


"How to value stocks and think about intrinsic value (warning: no DCF was used in this video) went over $OTCM $AAPL $TLJF $PMD $CAKE and $GRBK YouTube: iTunes: Spotify: https://spoti.fi/2PJEHn9 https://apple.co/2xdfLhs http://bit.ly/32TuyJU https://spoti.fi/2PJEHn9 https://apple.co/2xdfLhs http://bit.ly/32TuyJU"  
[X Link](https://x.com/FocusedCompound/status/1235543896710508545)  2020-03-05T12:33Z 43.6K followers, [---] engagements


"The process of putting together a portfolio Idea Generation Watchlist building Position sizing Types of stocks Research IRR's $CME $SBUX $COST Spotify: YouTube: http://bit.ly/2PRma8w https://spoti.fi/2xhW0Fx http://bit.ly/2PRma8w https://spoti.fi/2xhW0Fx"  
[X Link](https://x.com/FocusedCompound/status/1235927489194504192)  2020-03-06T13:57Z 44.3K followers, [--] engagements


"Revisiting Stocks Written-Up on Focused Compounding After Market Sell-Off $AMRK $AMS $BKNG $BWXT $CMRT $CFR $GWW $GRBK $HBB $TWNK $MCEM $MLP $OMC $PGR $REZI $PMD $TLF $SYD $CAKE $USLM $CARS $CRNC YT: Spotify: https://spoti.fi/3cPdpFA http://bit.ly/2W1eX9y https://spoti.fi/3cPdpFA http://bit.ly/2W1eX9y"  
[X Link](https://x.com/FocusedCompound/status/1237398185041113089)  2020-03-10T15:21Z 43.6K followers, [--] engagements


"Continued Turmoil on Wall Street and a Cheap Stock to Think About Investing In Stocks we talked about: $HHC $MCEM $BKNG $VLGEA $RCL YouTube: Spotify: https://spoti.fi/33HVfkY https://bit.ly/2UbZvpO https://spoti.fi/33HVfkY https://bit.ly/2UbZvpO"  
[X Link](https://x.com/FocusedCompound/status/1242212878880509952)  2020-03-23T22:13Z 43.6K followers, [--] engagements


"Congrats on the new bull market . . . . Breaking: A new bull market has begun. The Dow has rallied more than 20% since hitting a low three days ago ending the shortest bear market ever. https://t.co/06YS0XqWGP Breaking: A new bull market has begun. The Dow has rallied more than 20% since hitting a low three days ago ending the shortest bear market ever. https://t.co/06YS0XqWGP"  
[X Link](https://x.com/FocusedCompound/status/1243267485396283393)  2020-03-26T20:04Z 43.6K followers, [--] engagements


"Question: Should I Buy Tandy Leather $TLF Now That Its a Net-Net Read Geoff's answer here: https://conta.cc/2UHsq4n https://conta.cc/2UHsq4n"  
[X Link](https://x.com/FocusedCompound/status/1243921706214993921)  2020-03-28T15:23Z 43.6K followers, [--] engagements


"Rule No. 1: Never lose money. Rule No. 2: Never forget rule No.1 ;) $ZM"  
[X Link](https://x.com/FocusedCompound/status/1244664960938016768)  2020-03-30T16:37Z 43.6K followers, [--] engagements


"Buying Stocks That Are Closed For Business and Warren Buffett Selling Airlines $OMC $PLAY $AAL $DAL $HBI $HBB $PENN YouTube: Spotify: https://spoti.fi/3bSGsqP https://bit.ly/2UF9ZOH https://spoti.fi/3bSGsqP https://bit.ly/2UF9ZOH"  
[X Link](https://x.com/FocusedCompound/status/1246205584292155394)  2020-04-03T22:38Z 44.2K followers, [--] engagements


"Our Thoughts on Jamie Dimon's Shareholder Letter and Investing in Bank Stocks in the Current Market Environment $JPM $WFC $C $BAC $CFR $BOH $PB YouTube: Spotify: https://spoti.fi/3e9CBYr https://bit.ly/3bX6U2v https://spoti.fi/3e9CBYr https://bit.ly/3bX6U2v"  
[X Link](https://x.com/FocusedCompound/status/1247670469530136577)  2020-04-07T23:39Z 44.5K followers, [--] engagements


"Question: What Are Your Thoughts on MRO Stocks Answer: I Like MROs as a Business and Grainger $GWW and MSC Industrial $MSM are Starting to Look Cheap Enough Read the full explanation here: https://conta.cc/3c9HfDW https://conta.cc/3c9HfDW"  
[X Link](https://x.com/FocusedCompound/status/1248702845920182278)  2020-04-10T20:02Z 43.6K followers, [--] engagements


"The Cheesecake Factory raises $200m via convertible preferred from Roark Capital Group The deal includes: -1% commitment fee -9.5% dividend -Convertible to common at $22.23 ( $CAKE is currently trading at $20.29) .that's a pretty good deal for Roark IMO"  
[X Link](https://x.com/FocusedCompound/status/1252252636532871168)  2020-04-20T15:07Z 43.6K followers, [--] engagements


"Investing in Airline/Airport Stocks and Thoughts on Government Bailouts $UAL $DAL $LUV $AAL $JBLU $SAVE $HA $PAC $SYD Spotify: YouTube: https://bit.ly/3bDBsq9 https://spoti.fi/2S4XScg https://bit.ly/3bDBsq9 https://spoti.fi/2S4XScg"  
[X Link](https://x.com/FocusedCompound/status/1253844169866522638)  2020-04-25T00:32Z 44.7K followers, [--] engagements


"@alluvialcapital @SenecaStocks $PAC looks interesting"  
[X Link](https://x.com/FocusedCompound/status/1253887057656676352)  2020-04-25T03:22Z 45.4K followers, [--] engagements


"Hertz now has a market cap of just $528m and an enterprise value of $18.7b Per the @WSJ today: "Hertz Global Holdings Inc. has hired advisers for talks with lenders on restructuring the companys $17 billion of debt" Just absolutely gross $HTZ"  
[X Link](https://x.com/FocusedCompound/status/1253892247889817600)  2020-04-25T03:43Z 44.5K followers, [--] engagements


"Cant You Eliminate the Market Risk in a Portfolio by Simultaneously Going Long a Good Business in an Industry and Short a Bad Business in the Same Industry Read Geoff's thoughts here: https://conta.cc/2KPs1Ih https://conta.cc/2KPs1Ih"  
[X Link](https://x.com/FocusedCompound/status/1255531037330944000)  2020-04-29T16:15Z 43.6K followers, [--] engagements


"Is Warren wearing Charlie's tie"  
[X Link](https://x.com/FocusedCompound/status/1256687005876006915)  2020-05-02T20:48Z 43.6K followers, [---] engagements


"Well be recording a Q&A today. What questions do you have for Geoff"  
[X Link](https://x.com/FocusedCompound/status/1258001709353390080)  2020-05-06T11:52Z 45.4K followers, [--] engagements


"Sheesh $CHK"  
[X Link](https://x.com/FocusedCompound/status/1260177660900257792)  2020-05-12T11:59Z 45.6K followers, [--] engagements


"The Rundown with @vetleforsland is live Elon Musk Reopens $TSLA Factory Beverage Stocks FED Buying ETFs Saudi Investment Fund YouTube: https://www.youtube.com/watchv=RbjDK48vDQk&t=1087s https://www.youtube.com/watchv=RbjDK48vDQk&t=1087s"  
[X Link](https://x.com/FocusedCompound/status/1260528863597268992)  2020-05-13T11:14Z 43.6K followers, [--] engagements


""How will electric vehicles and self-driving cars affect Copart's business long term" - @HurriCap $CPRT Get the full response at 0:43 - https://bit.ly/2ZIHYcg https://bit.ly/2ZIHYcg"  
[X Link](https://x.com/FocusedCompound/status/1265652726333046787)  2020-05-27T14:34Z 43.6K followers, [--] engagements


"I love businesses with 2-sided marketplaces because the business is so hard to disrupt To break them apart you basically need a better value prop for both sides otherwise nobody moves The network is stronger than the app/website itself $EBAY $FB $GOOG $MTCH $CPRT"  
[X Link](https://x.com/FocusedCompound/status/1266551417571086339)  2020-05-30T02:06Z 44.2K followers, [--] engagements


"The Rundown with @vetleforsland is up - 40% Stock Market Rally - Las Vegas Reopening - Robinhood Traders - Zoom $ZM - Jeffrey Skilling https://bit.ly/3gWEj0A https://bit.ly/3gWEj0A"  
[X Link](https://x.com/FocusedCompound/status/1268687385866493953)  2020-06-04T23:33Z 43.6K followers, [--] engagements


"This was a fun read. [---] pages of @Carl_C_Icahn war stories with companies over the years BEA Systems $YHOO $AAPL $EBAY $RIG $SD $OXY $BIIB $CI $AIG AMTrust Trump Taj Majal Kerr-Mcgee Reckson $CLX $CMC $MENT $CHK $NAV $FDO $GCI https://bit.ly/30rMP1T https://bit.ly/30rMP1T"  
[X Link](https://x.com/FocusedCompound/status/1270048729475756034)  2020-06-08T17:43Z 45.3K followers, [---] engagements


"Story stocks: The Main Street Story vs. The Wall Street Story Variant Perception Peter Lynch Change Wall Street Understanding the Narrative $AZO $ORLY $AMZN Home Delivery iTunes: YouTube: https://bit.ly/2MOqvr1 https://apple.co/2ztEVKg https://bit.ly/2MOqvr1 https://apple.co/2ztEVKg"  
[X Link](https://x.com/FocusedCompound/status/1271142472010346496)  2020-06-11T18:09Z 43.6K followers, [--] engagements


"Should I Buy Omnicom $OMC at $53 a Share - Does Geoff still like the business - Is the market overreacting to how COVID will harm advertisers - Should you buy OMC stock right now at todays price Read here: https://conta.cc/2BLlcGC https://conta.cc/2BLlcGC"  
[X Link](https://x.com/FocusedCompound/status/1277617246383345664)  2020-06-29T14:57Z 45.1K followers, [--] engagements


"The [--] largest public U.S. Retailers in [----] vs. [----] $AMZN $COST $WMT $HD $CVS $TGT $L $BBY $KR"  
[X Link](https://x.com/FocusedCompound/status/1280695454016188428)  2020-07-08T02:49Z 45.1K followers, [--] engagements


"Buffett on the long term risks of the FED's misallocation of capital thereby potentially creating asset bubbles - from [----] "There is always some introduction of moral hazard when the government decides to act in favor of the common good versus letting someone fail""  
[X Link](https://x.com/FocusedCompound/status/1283426718083092481)  2020-07-15T15:42Z 43.6K followers, [--] engagements


"Surviving Once a Decade Disasters: The Cost of Companies Not Keeping Enough Cash on Hand - Working Capital - Debt/EBITDA Levels - Spacing Out Debt - Access to Credit - Restaurant Economics - $CAKE $PLAY YouTube: Audio: https://bit.ly/2EsRyHy https://bit.ly/2DofVW4 https://bit.ly/2EsRyHy https://bit.ly/2DofVW4"  
[X Link](https://x.com/FocusedCompound/status/1288833452511580164)  2020-07-30T13:46Z 43.6K followers, [--] engagements


"When Dead Money Becomes a Great Investment. Stock Reratings Over a 10-Year Period - CAGRs - Multiple reratings - $CSVI $FICO $SHW $MOV $FRD $TLF $CMG - Nifty [--] - Net-Net reratings YouTube: Audio: https://bit.ly/2Ps5aoA https://bit.ly/31jz2Jv https://bit.ly/2Ps5aoA https://bit.ly/31jz2Jv"  
[X Link](https://x.com/FocusedCompound/status/1291035539500662785)  2020-08-05T15:37Z 43.6K followers, [--] engagements


"Specialization as an Investor and Revisiting Spinoffs From The Past Few Years Wind Turbines $UHAL & $PSA $BRK Buying $BAC What Happened to Special Sit. Investing Revisting $KLXE $ETM $CRNC $GTX $REZI $HBB $CARR YouTube: Audio: https://bit.ly/31saGNI https://bit.ly/2DHvzMy https://bit.ly/31saGNI https://bit.ly/2DHvzMy"  
[X Link](https://x.com/FocusedCompound/status/1291679075405369345)  2020-08-07T10:14Z 43.6K followers, [--] engagements


"The first place to start with any business is studying the unit economics If the economics of a single transaction does not make sense chances are the company doesn't have good prospects The powerful thing about this is you may not see this reflected in the P/L at first"  
[X Link](https://x.com/FocusedCompound/status/1294736305197387779)  2020-08-15T20:42Z 43.6K followers, [--] engagements


"Gross profits is the cleanest accounting measure of true economic profitability. - Robert Novy-Marx" - Andrew Kuhn (😉) Read Geoff's article: EBITDA and Gross Profits: Learn to Move Up the Income Statement https://bit.ly/2PYoHxj https://bit.ly/2PYoHxj"  
[X Link](https://x.com/FocusedCompound/status/1294736305943990272)  2020-08-15T20:42Z 43.6K followers, [--] engagements


"I've been thinking about this recently because I reread [---] Baggers by Christopher Mayer. In the book he has a table with maybe (i didn't count) [---] companies that have been [---] baggers between [----] and [----]. It's a good list to study from"  
[X Link](https://x.com/FocusedCompound/status/1294742847892131840)  2020-08-15T21:08Z 43.6K followers, [--] engagements


"(Get out your magnifying glass) This is $MNST. Look at how their gross margin has always been solid and then how their EBIT and NI growth/margins have absolutely exploded higher overtime I highlighted their Market Cap so you can see how the market rewards this"  
[X Link](https://x.com/FocusedCompound/status/1294742848798175232)  2020-08-15T21:08Z 43.6K followers, [--] engagements


"What going from a $269m market cap to $16 billion in [--] years looks like - yes I used out of [----] This is $DPZ. Notice the extreme multiple rerating over time"  
[X Link](https://x.com/FocusedCompound/status/1295452112881623043)  2020-08-17T20:07Z 43.6K followers, [---] engagements


"Operating Leverage: A Framework for Anticipating Changes in Earnings @mjmauboussin breaks down the relationship between changes in sales and profit generation I see again and again how powerful this can be in the microcap world https://bit.ly/3lzXWO2 https://bit.ly/3lzXWO2"  
[X Link](https://x.com/FocusedCompound/status/1300129325530873857)  2020-08-30T17:52Z 43.6K followers, [---] engagements


"Opportunity in the Entertainment Industry: Analyzing Theaters Cruises Hotels and Restaurants $CCL $RCL $NCLH LEAPS in $CCL Comparing $CNK to $AMC $CAKE is Cheap YouTube: Audio: https://bit.ly/2Dxb19W https://bit.ly/3jKiwcR https://bit.ly/2Dxb19W https://bit.ly/3jKiwcR"  
[X Link](https://x.com/FocusedCompound/status/1301849298871693314)  2020-09-04T11:47Z 43.6K followers, [--] engagements


"@rsosa8 @vetleforsland Yep I was talking about $ALSK and $NUVR"  
[X Link](https://x.com/FocusedCompound/status/1310715388687192066)  2020-09-28T22:57Z 45.4K followers, [--] engagements


"Generate Alpha Investing Where You Live Buffett had a great investment in a newspaper in a negative growth city. There wasn't a lot of growth in NJ when I bought into $VLGEA but there wasn't a lot of competition coming in YT: MP3: https://bit.ly/34uUIDV https://bit.ly/3iyELl9 https://bit.ly/34uUIDV https://bit.ly/3iyELl9"  
[X Link](https://x.com/FocusedCompound/status/1313473230137688065)  2020-10-06T13:36Z 43.7K followers, [--] engagements


"$CPRT is the type of company that never looks crazy cheap but constantly creates value and trucks higher #theonethatgotaway"  
[X Link](https://x.com/FocusedCompound/status/1313694094686924800)  2020-10-07T04:14Z 43.6K followers, [--] engagements


"Should You Buy Movie Theater Stocks Me: What are the drivers Is it: when is there going to be a normalization of attendance Geoff: My first thought would be how well could they survive until April $AMC $MCS $CNK 👇 YT: MP3: https://bit.ly/3jgkPnp https://bit.ly/35fNpR0 https://bit.ly/3jgkPnp https://bit.ly/35fNpR0"  
[X Link](https://x.com/FocusedCompound/status/1318595011924164610)  2020-10-20T16:48Z 43.6K followers, [--] engagements

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