MentionTraceStock ideas from sharp blogs, podcasts & letters

Podcast

Focused Compounding

Andrew Kuhn and Geoff Gannon discuss value investing concepts, individual stocks, and concentrated portfolio management.

Mentions20
Episodes1
Latest episode29 May 2026
Strategy IncEp 480. A-Z on IGV: Value Hunt in Software (F-M)29 May 2026
Microsoft CorporationEp 480. A-Z on IGV: Value Hunt in Software (F-M)29 May 2026
MARA Holdings, Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M)29 May 2026
Manhattan Associates, Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M)29 May 2026
Lightspeed Commerce Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M)29 May 2026
Life360, Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M)29 May 2026
Klaviyo, Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M)29 May 2026
Samsara Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M)29 May 2026
Intuit Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M)29 May 2026
Intapp, Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M)29 May 2026
InterDigital, Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M)29 May 2026
Hut 8 Corp.Ep 480. A-Z on IGV: Value Hunt in Software (F-M)29 May 2026
HubSpot, Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M)29 May 2026
Guidewire Software, Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M)29 May 2026
GitLab Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M)29 May 2026
Gen Digital Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M)29 May 2026
Fortinet, Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M)29 May 2026
Freshworks Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M)29 May 2026
Five9, Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M)29 May 2026
Fair Isaac CorporationEp 480. A-Z on IGV: Value Hunt in Software (F-M)29 May 2026