Thoughtful commentary and an endearing friendship.
$GEOFF is easily one of the most thoughtful investors with a public platform like this. It’s rare to find a serious deep(ish) value investor who both understands and appreciates quality growth. Andrew is an able and endearing accomplice, and it’s clear the two are genuine friends. I wish they’d talk about large cap quality (ala MS Global Franchise et al.) more though.
Stegnersaurus via Apple Podcasts · Australia · 04/23/21
More reviews of Focused Compounding
Your podcast with Peter Rabover was fantastic. Great guest and you did a good job posing interesting qs and moving the interview along.
Derivatives Trader via Apple Podcasts · United States of America · 10/14/18
Enjoyed Geoff’s writing for years and this is a great platform to hear about his process. Particularly enjoy the post mortems
Ted Boyle via Apple Podcasts · Great Britain · 03/07/18
Geoff and Andrew really bring out the best in each other. The team will accomplish so much more than adding together what they could accomplish individually. The podcast gets better with each episode. Geoff’s investing process is the value one gets for free. Andrew asks the perfect questions to...Read full review »
Read reviews via Apple Podcasts · United States of America · 01/03/20
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