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Andrew Kuhn

@FocusedCompound

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Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.

Dallas, TX
https://t.co/JSAZwixlGe
Joined November 2016
Don't wanna be here? Send us removal request.
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@FocusedCompound
Andrew Kuhn
@FocusedCompound
1 year
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
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@FocusedCompound
Andrew Kuhn
@FocusedCompound
3 years
. @elonmusk ’s advice on how to learn anything from an old Reddit AMA
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Andrew Kuhn
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1 year
Jamie Dimon's 2022 Letter to Shareholders On interest rates: "When you analyze a stock, you look at many factors: earnings, cash flow, competition, margins, scenarios, consumer preferences, new technologies and so on. But the math above is immovable and affects all."
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Andrew Kuhn
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3 years
Adjusted EBITDA vs. Actual Earnings
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2 years
The story behind how Buffett became one of $AAPL largest shareholders
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1 year
Charlie Munger on compounding your life:
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Andrew Kuhn
@FocusedCompound
5 years
4,953 pages of basically everything Warren Buffett has ever written publically. This is good to ctrl F topics on your mind
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Andrew Kuhn
@FocusedCompound
4 years
Peter Lynch on his biggest mistake as an investor and a story about Warren Buffett randomly calling him in 1989 So good
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Andrew Kuhn
@FocusedCompound
4 years
9 years later and this is still the best article on the internet If Charlie Munger Didn’t Quit When He Was Divorced, Broke, and Burying His 9 Year Old Son, You Have No Excuse
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Andrew Kuhn
@FocusedCompound
3 years
$MSFT had a market cap of $393 billion and a P/E of 53x in 2001 If you purchased the stock in 2001 and HODL, you didn't breakeven until 2016 -- all while the fundamentals/per share figures were growing and improving Entry multiples matter
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Andrew Kuhn
@FocusedCompound
2 years
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 5 years • 50/50 chance of compounding at 7% a year Name some stocks that fit this screen!
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Andrew Kuhn
@FocusedCompound
2 years
This is some incredible reading for all you investing junkies! 181 pages of Peter Lynch's investing articles for Worth Magazine from 1993-1999
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Andrew Kuhn
@FocusedCompound
6 years
If Charlie Munger Didn't Quit When He Was Divorced, Broke, and Burying His 9 Year Old Son, You Have No Excuse
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Andrew Kuhn
@FocusedCompound
4 years
What is the highest quality microcap stock you know of?
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Andrew Kuhn
@FocusedCompound
1 year
How John Rockefeller lived to 97 years old, according to his doctor:
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Andrew Kuhn
@FocusedCompound
2 years
A new +1 hour interview with Warren Buffett on Charlie Rose just dropped
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Warren Buffett - Charlie Rose

Warren Buffett talks to Charlie about Berkshire Hathaway, the company he created, his friends, his values, and life at 91.

charlierose.com
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Andrew Kuhn
@FocusedCompound
3 years
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
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@FocusedCompound
Andrew Kuhn
@FocusedCompound
3 years
If you’re looking for common sense advice on how to pick stocks, these are the 5 books to read: 1. The Warren Buffett Portfolio 2. One Up On Wall Street 3. Beating the Street 4. You Can Be a Stock Market Genius 5. Common Stocks and Uncommon Profits What else?
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Andrew Kuhn
@FocusedCompound
5 years
312 pages of Joel Greenblatt's Special Situation Investing Class at Columbia is still the best investing content on the internet
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Andrew Kuhn
@FocusedCompound
10 months
There will never be another one like Charlie. I will often think about him until the day I die. Rest in peace.
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Andrew Kuhn
@FocusedCompound
3 years
Excel, before Excel
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Andrew Kuhn
@FocusedCompound
2 years
Warren Buffett turned $10,000 into well over $100,000 before starting his partnership. My best guess is that Buffett compounded his money at an annual rate of no less than 50% a year and no more than 60% a year from 1949-1954. Here is how Warren Buffett made his first $100,000.
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Andrew Kuhn
@FocusedCompound
3 years
Buffett read Lehman's 10-K and wrote down every page number where he thought there was a red flag "By the time I got through, I decided that we were not in a position to lend money to Lehman" Listen to him tell the story here:
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@FocusedCompound
Andrew Kuhn
@FocusedCompound
3 years
If you enjoyed reading Joel Greenblatt's audited class notes, then you'll REALLY enjoy watching him teach
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@FocusedCompound
Andrew Kuhn
@FocusedCompound
3 years
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
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Andrew Kuhn
@FocusedCompound
10 months
4,953 pages of basically everything Warren Buffett has ever written publicly. This is a great resource for using CTRL + F to search for investing topics on your mind.
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Andrew Kuhn
@FocusedCompound
2 years
23 years ago today, 'What's Wrong, Warren?' was published.
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Andrew Kuhn
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3 years
Peter Lynch explaining regional monopolies & why owning a boring rock pit is a safer investment than owning a jewelry business is 🤌 From One Up On Wall Street
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Andrew Kuhn
@FocusedCompound
2 years
The shorter your holding period in a stock, the more important the price you buy at (P/E, P/B, etc.) and the price you sell at (P/E, P/B, etc.) The longer your holding period in a stock, the more important the return on capital/growth rate of the company you’ve invested in
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Andrew Kuhn
@FocusedCompound
1 year
"Interest rates power everything in the economic universe." - Warren Buffett
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Andrew Kuhn
@FocusedCompound
3 years
Most people wish they could find more time to focus on investing. Here's a framework for investing when you only have an hour a day to do it. A thread: $GEOFF
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Andrew Kuhn
@FocusedCompound
1 year
Charlie Munger on how to calculate the intrinsic value of a business: "I can't give you a formulaic approach, because I don't use one....If you want a formula, you should go back to graduate school. They'll give you lots of formulas that won't work"
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Andrew Kuhn
@FocusedCompound
2 years
Buffett read Lehman's 10-K and wrote down every page number where he thought there was a red flag "By the time I got through, I decided that we were not in a position to lend money to Lehman" Listen to him tell the story here:
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Andrew Kuhn
@FocusedCompound
3 years
One way to check how durable an industry is likely to prove is to ask how old it is Cement +2,000 yrs Gambling +2,000 yrs Restaurants +2,000 yrs Staying at inns +2,000 yrs Theater/entertainment +2,000 yrs Banks +700 yrs etc.
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Andrew Kuhn
@FocusedCompound
4 years
I don't think Warren would ever publicly say that he's bearish, but I REALLY get the impression that he's definitely not bullish What do you think?
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Andrew Kuhn
@FocusedCompound
3 years
What’s your highest conviction investment under $300 million in market capitalization and why?
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Andrew Kuhn
@FocusedCompound
1 year
At the Berkshire meeting this year, Warren Buffett said: "I was reading the other day, actually, the 1932 Annual Report of General Motors. And its one of the best annual reports I've read. Its a totally honest assessment of exactly where they were" Earnings fell 99.9% in 1932.
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Andrew Kuhn
@FocusedCompound
5 months
Warren accidentally said "Charlie?" after answering a question. Man what a partnership they had! $BRK
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Andrew Kuhn
@FocusedCompound
5 years
Charlie Munger's two-track analysis and ultra-simple general notions I'm pretty sure this is the ultimate checklist for business and life
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Andrew Kuhn
@FocusedCompound
2 years
Obesity rates by state from 1985 - 2021 Pretty remarkable how fast these rates have changed What’s the main driver of this?
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Andrew Kuhn
@FocusedCompound
3 years
If you’re looking for common sense advice on how to pick stocks, these are the 5 books to read: 1. The Warren Buffett Portfolio 2. One Up On Wall Street 3. Beating the Street 4. You Can Be a Stock Market Genius 5. Common Stocks and Uncommon Profits What else?
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Andrew Kuhn
@FocusedCompound
3 years
$115.4 billion of Warren Buffett's $115.7 billion net worth was accumulated after his 50th birthday Shows the real power of compounding
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Andrew Kuhn
@FocusedCompound
1 year
There’s a stock that has quietly outperformed nearly all others over the past 20 yrs. No, It's not in semiconductors or tech. It's US Lime & Minerals, Inc, a simple producer that extracts limestone from its quarries. And you thought watching limestone dry was boring...
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Andrew Kuhn
@FocusedCompound
4 years
Looking to learn? Watch Joel Greenblatt's 5 Columbia Special Situations Class lectures for free here:
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Joel Greenblatt Columbia Lecture 2005 02 14

---Marriott spin. ---Sara Lee spin. HP fires Fiorina. American Express. Sears spin 1992.

www.youtube.com
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Andrew Kuhn
@FocusedCompound
1 year
An A+ quote from Charlie Munger on human behavior:
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Andrew Kuhn
@FocusedCompound
2 months
Historical art
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Andrew Kuhn
@FocusedCompound
10 months
Studying Henry Singleton and Teledyne should be mandatory for every public company CEO in terms of capital allocation. From 1963 to 1990, Teledyne compounded at 20.4%, compared to the S&P's 8.0%. He was a P/E arbitrager, using Teledyne's extremely high multiple to acquire over
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Andrew Kuhn
@FocusedCompound
1 year
From Jamie Dimon's 2022 Letter to Shareholders: Don't underestimate the extreme importance of interest rates. "When you analyze a stock, you look at many factors: earnings, cash flow, competition, margins, scenarios, consumer preferences, new technologies and so on. But the
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Andrew Kuhn
@FocusedCompound
1 year
One way to gauge the likely durability of an industry is to consider its age. Cement: Over 2,000 years Gambling: Over 2,000 years Restaurants: Over 2,000 years Staying at inns: Over 2,000 years Theater/entertainment: Over 2,000 years Banks: Over 700 years etc.
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Andrew Kuhn
@FocusedCompound
4 years
288 pages of everything Dan Loeb "It is time for you to step down from your role as CEO and director so that you can do what you do best: retreat to your waterfront mansion in the Hamptons where you can play tennis and hobnob with your fellow socialites"
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Andrew Kuhn
@FocusedCompound
4 years
Alice Schroeder on how Buffett thinks about the value of a business -- there's a lot of insight in this Reddit post
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Andrew Kuhn
@FocusedCompound
2 years
I want to build a working thread of the best timeless investing content on the internet. Feel free to add your favorites 👇👇
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Andrew Kuhn
@FocusedCompound
5 years
A Chipotle worker at the cash register really just said to me “have a great Valentine’s Day!” ...while I’m eating at chipotle for dinner... ...by myself... ...on Valentine’s Day... 🤪😂
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Andrew Kuhn
@FocusedCompound
10 months
What is the highest quality micro/small-cap stock you know of that is drastically undervalued? What’s is your one tweet thesis?
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Andrew Kuhn
@FocusedCompound
4 years
I've been seeing more tweets lately about people feeling the stress of 2020. This is my favorite article to read when I need some inspiration If Charlie Munger Didn’t Quit When He Was Divorced, Broke, and Burying His 9 Year Old Son, You Have No Excuse
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Andrew Kuhn
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1 year
Howard Marks: A hugely profitable investment that doesn’t begin with discomfort is usually an oxymoron
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Andrew Kuhn
@FocusedCompound
7 months
Some interesting thoughts and charts from Apollo on interest rates, inflation, and the economy: The Fed Will Not Cut Rates in 2024 The market came into 2023 expecting a recession. The market went into 2024 expecting six Fed cuts. The reality is that the US economy is simply
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Andrew Kuhn
@FocusedCompound
3 years
These 3 lectures Warren Buffett gave to Notre Dame in 1991 are 🔥 The screenshot is him explaining his 1966 investment in Disney "It was incredible. You didn’t have to be a genius to know that the Walt Disney company was worth more than $80 million"
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Andrew Kuhn
@FocusedCompound
5 years
Out of everything I've posted on investing, I think this quote is the most important. If you want to improve as an investor read this and then read it as many times as it takes until it's imprinted on your brain. I have this on my office wall "I dont know" by Allan Mecham
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Andrew Kuhn
@FocusedCompound
1 month
Norbert Lou takes the meaning of portfolio concentration to a new level
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Andrew Kuhn
@FocusedCompound
4 years
Peter Lynch's 25 Golden Rules for Investing
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Andrew Kuhn
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5 years
Warren Buffett explains why he reads annual reports and the information he tries getting out of them
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Why Warren Buffett reads annual reports

Warren Buffett explains the benefits of reading annual reports. From the 1996 Berkshire Hathaway annual meeting.Top ten investment books;The Intelligent Inve...

www.youtube.com
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Andrew Kuhn
@FocusedCompound
3 years
This story about Michael Jordan is 🔥🔥 Jordan went inside the other team's locker room pregame to tell them to “lace them up, it’s gonna be a long night” ….Then drops 60 Jordan was a soul taker Watch this clip
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Andrew Kuhn
@FocusedCompound
5 years
I became a better investor when I stopped studying investing stuff and started reading about everything else
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Andrew Kuhn
@FocusedCompound
2 years
I love this Charlie Munger quote: "I constantly see people rise in life who are not the smartest, sometimes not even the most diligent, but they are learning machines. They go to bed every night a little wiser than they were when they got up." Consistency is powerful.
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Andrew Kuhn
@FocusedCompound
2 years
These 3 lectures Warren Buffett gave to Notre Dame students in 1991 are great -- especially explaining his Disney investment "It was incredible. You didn’t have to be a genius to know that the Walt Disney company was worth more than $80 million"
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Andrew Kuhn
@FocusedCompound
3 years
“The goal of investment is to find situations where it is safe not to diversify." - Charlie Munger
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Andrew Kuhn
@FocusedCompound
1 year
Warren Buffett turned $10,000 into well over $100,000 before starting his partnership. My best guess is that he compounded his money at an annual rate of no less than 50% a year and no more than 60% a year from 1949-1954. Here is how Warren Buffett made his first $100,000.
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Andrew Kuhn
@FocusedCompound
4 years
A mindblowing stat that came out of Buffett's annual letter to shareholders was that GEICO did $238,288 of business in 1937 -- its first full year of operation Last year they did $35 billion in business That's a 15.22% CAGR over 84 years
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Andrew Kuhn
@FocusedCompound
4 years
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
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@FocusedCompound
Andrew Kuhn
@FocusedCompound
3 years
You can watch Charlie Munger's full interview from the Becoming Warren Buffett Documentary here 👇
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Andrew Kuhn
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2 years
Charlie Munger on being a business analyst vs. a security analyst
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Andrew Kuhn
@FocusedCompound
1 year
What is the most underrated investing book?
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Andrew Kuhn
@FocusedCompound
3 years
Li Lu will be live at 8:30 ET tonight with Professor Greenwald for a chat on value investing in China Be sure to bookmark it! 👇🏻👇🏻
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Andrew Kuhn
@FocusedCompound
3 years
You should not invest in a company if you do not understand the competitive landscape it operates in. My mind immediately goes to competition when analyzing a new company + industry. Here are 10 checklist items you can start with A thread: $GEOFF
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Andrew Kuhn
@FocusedCompound
7 years
Solid opening line @RayDalio #principles
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Andrew Kuhn
@FocusedCompound
5 years
BILL RUANE’S FOUR RULES OF SMART INVESTING 1. Buy Good Businesses 2. Buy Businesses with Pricing Flexibility 3. Buy Net Cash Generators 4. Buy Stock at Modest Prices
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Andrew Kuhn
@FocusedCompound
5 years
Charlie Munger's Investing Checklist from Poor Charlie’s Almanack (my favorite book) "In the end, it comes down to Charlie’s most basic guiding principles, his fundamental philosophy of life: Preparation. Discipline. Patience. Decisiveness"
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Andrew Kuhn
@FocusedCompound
3 years
This is my all time favorite Charlie Munger quote Compounding good habits is very powerful “Slug it out one inch at a time, day by day”
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Andrew Kuhn
@FocusedCompound
5 years
Almost 19 years ago, Norbert Lou wrote up $NVR on VIC - pitching the stock at $143 per share $NVR trades at $4,000 today That's a CAGR of 19% ...His writeup was 816 words long
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Andrew Kuhn
@FocusedCompound
6 months
Formulas for life from @naval
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Andrew Kuhn
@FocusedCompound
2 years
I spoke with someone today who recently inherited an investment account from an uncle His uncle worked as a fireman, lived below his means, and invested his entire adult life. He lived to 94 years old The account value is $5m
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Andrew Kuhn
@FocusedCompound
1 year
An interview with Joel Greenblatt recently dropped. Topics covered: • Risk-free rate in 2023 • Are we in a 'normal' environment? • Value vs. growth in the last decade • Cash flow vs. EBIT • The UK market • Spinoffs • Conglomerates
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Andrew Kuhn
@FocusedCompound
5 years
Your greatest asset as an investor is the ability to think about what a company could look like 5 years out, instead of next quarter like 99% of market participants
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Andrew Kuhn
@FocusedCompound
2 years
A lot of investment research can be analysis paralysis Here's the first 8 things to look at when researching a stock to give you a good foundation for understanding the business A Thread: $GEOFF
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Andrew Kuhn
@FocusedCompound
2 years
Below is a link to a document called the Gannon Compilation, where I centralized Geoff's writings from 2005 to the present in one easy-to-navigate file. 2,725 pages and 1,200,526 words going back almost 20 years. 👇👇
@FocusedCompound
Andrew Kuhn
@FocusedCompound
2 years
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 6 years in and the document is already 560 pages with 244,986 words... 😅 11 more years to go.
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Andrew Kuhn
@FocusedCompound
4 years
This Munger quote is legendary. I was part of the groupie crowd that stayed after the Daily Journal meeting in 2017 to hear him say this. The company was Tenneco, which was a little automotive supply company that traded at like a $40m market cap and generated some $150m in CFFO
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Ari Ozick
@ariozick
4 years
Following FinTwit and its subgenres often reminds me of the famous Charlie Munger quote about Barron's:
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Andrew Kuhn
@FocusedCompound
2 years
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 6 years in and the document is already 560 pages with 244,986 words... 😅 11 more years to go.
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Andrew Kuhn
@FocusedCompound
10 months
Here's mine: Buying stocks that are undervalued by 20-30% is a lot riskier than people think because a lot is already baked in the current price. The real returns in investing come from an inflection in the business or industry that accelerates or sets the business on a
@FocusedCompound
Andrew Kuhn
@FocusedCompound
10 months
What is one core investing belief of yours that most people disagree with you on?
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Andrew Kuhn
@FocusedCompound
6 months
Buffett’s investment thesis 🤣
@MarceloPLima
Marcelo P. Lima
@MarceloPLima
6 months
DOJ lays out the bull case for $AAPL
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Andrew Kuhn
@FocusedCompound
1 year
The most underrated investing skill is lacking FOMO.
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Andrew Kuhn
@FocusedCompound
5 years
Some notes on shorting from Staley’s “The Art of Short Selling” and a checklist for shorting stocks
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Andrew Kuhn
@FocusedCompound
2 years
Semi-regular tweet What is the highest quality microcap stock you know of?
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Andrew Kuhn
@FocusedCompound
4 years
"I want a company that’s simple. They don’t have to make seven brilliant decisions every six months to keep going. There’s something inherent in this business that can keep it going for five, 10, 15 years and I can understand it." - Peter Lynch What company comes to mind?
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Andrew Kuhn
@FocusedCompound
4 years
1/ I really enjoyed @MohnishPabrai 's Lecture to Boston College students -- below are some of my notes Full video:
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Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) -...

Distinguished Speaker SeriesApplied Fundamental Analysis & Worldly Value investingProfessor Arvind Navaratnam00:00:00 Introduction 00:01...

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@FocusedCompound
Andrew Kuhn
@FocusedCompound
2 years
A way to fail in investing is thinking you owe yourself buying a stock just because you’ve researched it using a lot of your time, effort, attention, etc. Dry research wells are a part of investing. They aren’t a waste of your time. They are a cost of finding the gushers.
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Andrew Kuhn
@FocusedCompound
4 years
I love this formula/quote from Einstein: Ego = 1 / Knowledge "More the knowledge, lesser the ego. Lesser the knowledge, more the ego"
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Andrew Kuhn
@FocusedCompound
5 years
Seth Klarman on where to find investment opportunities and other places to look for value
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@FocusedCompound
Andrew Kuhn
@FocusedCompound
5 years
Warren Buffett & Charlie Munger: Intrinsic Value & How to realistically calculate it (From 2003)
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Warren Buffett & Charlie Munger: Intrinsic Value & How to realistic...
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Andrew Kuhn
@FocusedCompound
6 years
A compilation of Dan Loeb's Letters to CEO's -- These are fun to read. full savagery
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@FocusedCompound
Andrew Kuhn
@FocusedCompound
5 years
Happy Sunday! Here's some content from the week: 1) Seth Klarman on where to find investment opportunities 2) 312 pages of Joel Greenblatt's Special Situation Investing Class at Columbia is still the best investing content on the internet -
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Andrew Kuhn
@FocusedCompound
3 years
Warren is 90 and Charlie is 97 Two 🐐s still in their prime
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