Ep 480. A-Z on IGV: Value Hunt in Software (F-M)
From Focused Compounding by Andrew Kuhn and Geoff Gannon
May 29, 2026 · 52 min · Episode 480
About this episode
The episode discusses value hunting in software, focusing on companies from F to M in the IGV sector.
Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 🐦 X: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/discla...
People in this episode
Hosts: Andrew Kuhn, Geoff Gannon
Topics covered
- investing
- software
- value investing
- IGV
- business analysis
Keywords
- value hunt
- software investing
- IGV
- business
- investing
Mentioned in this episode
Organizations: Focused Compounding
More episodes of Focused Compounding
- Ep 479. A-Z on IGV: Value Hunt in Software (C-E) · May 15, 2026 · 51 min
- Ep 478. A-Z on IGV: Value Hunt in Software · May 1, 2026 · 1h 4m
- Ep 477. Jamie Dimon’s Annual Letter to JPMorgan Shareholders · April 9, 2026 · 36 min
- Ep 476. Greg Abel's First Berkshire Hathaway Shareholder Letter · April 3, 2026 · 41 min
- Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown · December 7, 2025 · 1h 2m
- Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter · November 12, 2025 · 47 min
Explore listener stats, chart rankings, contacts and more on the Focused Compounding podcast page.