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Podcast

Focused Compounding

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

Mentions70
Episodes5
Latest episode29 May 2026
Strategy IncEp 480. A-Z on IGV: Value Hunt in Software (F-M) Listen · 50:0429 May 2026
Fair Isaac CorporationEp 480. A-Z on IGV: Value Hunt in Software (F-M) Listen · 1:1129 May 2026
Microsoft CorporationEp 480. A-Z on IGV: Value Hunt in Software (F-M) Listen · 48:0929 May 2026
MARA Holdings, Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M) Listen · 47:5729 May 2026
Manhattan Associates, Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M) Listen · 46:0729 May 2026
Lightspeed Commerce Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M) Listen · 43:3929 May 2026
Life360, Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M) Listen · 41:3629 May 2026
Klaviyo, Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M) Listen · 40:1529 May 2026
Samsara Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M) Listen · 38:3929 May 2026
Intuit Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M) Listen · 35:47
+1Listen · 37:05
29 May 2026
Intapp, Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M) Listen · 34:4929 May 2026
InterDigital, Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M) Listen · 32:3429 May 2026
Hut 8 Corp.Ep 480. A-Z on IGV: Value Hunt in Software (F-M) Listen · 31:4329 May 2026
HubSpot, Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M) Listen · 28:4329 May 2026
Guidewire Software, Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M) Listen · 26:2729 May 2026
GitLab Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M) Listen · 23:13
+1Listen · 25:24
29 May 2026
Gen Digital Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M) Listen · 20:17
+1Listen · 22:07
29 May 2026
Fortinet, Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M) Listen · 15:51
+1Listen · 21:34
29 May 2026
Freshworks Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M) Listen · 13:5929 May 2026
Five9, Inc.Ep 480. A-Z on IGV: Value Hunt in Software (F-M) Listen · 12:1329 May 2026
Fair Isaac CorporationEp 479. A-Z on IGV: Value Hunt in Software (C-E)-15 May 2026
Sprinklr, Inc.Ep 479. A-Z on IGV: Value Hunt in Software (C-E)-15 May 2026
Elastic N.V.Ep 479. A-Z on IGV: Value Hunt in Software (C-E)-15 May 2026
Electronic Arts Inc.Ep 479. A-Z on IGV: Value Hunt in Software (C-E)-15 May 2026
Dynatrace, Inc.Ep 479. A-Z on IGV: Value Hunt in Software (C-E)-15 May 2026
The Descartes Systems Group Inc.Ep 479. A-Z on IGV: Value Hunt in Software (C-E)-15 May 2026
DocuSign, Inc.Ep 479. A-Z on IGV: Value Hunt in Software (C-E)-15 May 2026
Dolby Laboratories, Inc.Ep 479. A-Z on IGV: Value Hunt in Software (C-E)-15 May 2026
Datadog, Inc.Ep 479. A-Z on IGV: Value Hunt in Software (C-E)-15 May 2026
Dropbox, Inc.Ep 479. A-Z on IGV: Value Hunt in Software (C-E)-15 May 2026
Commvault Systems, Inc.Ep 479. A-Z on IGV: Value Hunt in Software (C-E)-15 May 2026
CrowdStrike Holdings, Inc.Ep 479. A-Z on IGV: Value Hunt in Software (C-E)-15 May 2026
Salesforce, Inc.Ep 479. A-Z on IGV: Value Hunt in Software (C-E)-15 May 2026
Circle Star Energy Corp.Ep 479. A-Z on IGV: Value Hunt in Software (C-E)-15 May 2026
Core Scientific, Inc.Ep 479. A-Z on IGV: Value Hunt in Software (C-E)-15 May 2026
CleanSpark, Inc.Ep 479. A-Z on IGV: Value Hunt in Software (C-E)-15 May 2026
Cipher Digital Inc.Ep 479. A-Z on IGV: Value Hunt in Software (C-E)-15 May 2026
Cadence Design Systems, Inc.Ep 479. A-Z on IGV: Value Hunt in Software (C-E)-15 May 2026
CCC Intelligent Solutions Holdings Inc.Ep 479. A-Z on IGV: Value Hunt in Software (C-E)-15 May 2026
Dropbox, Inc.Ep 478. A-Z on IGV: Value Hunt in Software-1 May 2026
Alarm.com Holdings, Inc.Ep 478. A-Z on IGV: Value Hunt in Software-1 May 2026
Bentley Systems, IncorporatedEp 478. A-Z on IGV: Value Hunt in Software-1 May 2026
Braze, Inc.Ep 478. A-Z on IGV: Value Hunt in Software-1 May 2026
Box, Inc.Ep 478. A-Z on IGV: Value Hunt in Software-1 May 2026
Bitmine Immersion Technologies, Inc.Ep 478. A-Z on IGV: Value Hunt in Software-1 May 2026
Blackbaud, Inc.Ep 478. A-Z on IGV: Value Hunt in Software-1 May 2026
BlackLine, Inc.Ep 478. A-Z on IGV: Value Hunt in Software-1 May 2026
Bill.com Holdings IncEp 478. A-Z on IGV: Value Hunt in Software-1 May 2026
BlackBerry LimitedEp 478. A-Z on IGV: Value Hunt in Software-1 May 2026
AvePoint, Inc.Ep 478. A-Z on IGV: Value Hunt in Software-1 May 2026
Aurora Innovation, Inc.Ep 478. A-Z on IGV: Value Hunt in Software-1 May 2026
A10 Networks, Inc.Ep 478. A-Z on IGV: Value Hunt in Software-1 May 2026
Asana, Inc.Ep 478. A-Z on IGV: Value Hunt in Software-1 May 2026
Appian CorporationEp 478. A-Z on IGV: Value Hunt in Software-1 May 2026
Apple Inc.Ep 478. A-Z on IGV: Value Hunt in Software-1 May 2026
Alkami Technology, Inc.Ep 478. A-Z on IGV: Value Hunt in Software-1 May 2026
C3.ai, Inc.Ep 478. A-Z on IGV: Value Hunt in Software-1 May 2026
Agilysys, Inc.Ep 478. A-Z on IGV: Value Hunt in Software-1 May 2026
Autodesk, Inc.Ep 478. A-Z on IGV: Value Hunt in Software-1 May 2026
Adeia Inc.Ep 478. A-Z on IGV: Value Hunt in Software-1 May 2026
Adobe Inc.Ep 478. A-Z on IGV: Value Hunt in Software-1 May 2026
AppFolio, Inc.Ep 478. A-Z on IGV: Value Hunt in Software-1 May 2026
ACI Worldwide, Inc.Ep 478. A-Z on IGV: Value Hunt in Software-1 May 2026
Turning Point Brands, Inc.Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders-9 Apr 2026
JPMorgan Chase & Co.Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders Watch · 7:589 Apr 2026
The Kraft Heinz CompanyEp 476. Greg Abel's First Berkshire Hathaway Shareholder Letter-3 Apr 2026
Moody's CorporationEp 476. Greg Abel's First Berkshire Hathaway Shareholder Letter-3 Apr 2026
The Coca-Cola CompanyEp 476. Greg Abel's First Berkshire Hathaway Shareholder Letter-3 Apr 2026
American Express CompanyEp 476. Greg Abel's First Berkshire Hathaway Shareholder Letter-3 Apr 2026
Apple Inc.Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter-3 Apr 2026