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The Importance of Business Momentum –

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0:00 Intro
3:30 Box office numbers
6:55 Market update
34:00 Netflix
35:40 Selling a stock
38:00 Is Netflix cheap?
1:05:30 FDIC call reports vs 10-K
1:12:47 Value Stock or Value Trap? Business momentum
1:33:45 Facebook: Value stock or value trap?

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Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd.

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