Concentrated Portfolios, Retail, Supermarkets, Interest Rate Sensitive Banks – Geoff Gannon

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In this episode I interview Geoff Gannon who is the Founder of

I first found out about Geoff around 2005/2006ish and after all this time he’s still going strong! In this episode we discuss his concentrated portfolio of just 3 stocks and we take a closer look on some companies such as a monopoly business that sells to the US Navy as well, an interest rate sensitive well run regional bank, the economics of the retail industry and supermarket industry and more!

Article by The Intelligent Investing Podcast

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