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    Business

    Focused Compounding

    Subscribe now: https://t.co/I65UzM4uFB

    πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po…

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    Latest Episodes:
    Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X Oct 04, 2024
    Show notes

    πŸ” Want access to an event-driven monitor?

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    🐦 Twitter: @Focusedcompound

    βœ‰οΈ Email: info@focusedcompounding.com

    About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends.

    Important: Read our Disclaimer: https://focusedcompounding.com/discla...


    Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas Sep 13, 2024
    Show notes

    πŸ” Want access to an event-driven monitor?

    Sign up here: https://www.insidearbitrage.com/speci...

    πŸ“° Interested in our free weekly newsletter?

    Subscribe now: https://t.co/I65UzM4uFB

    πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...

    πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused

    🐦 Twitter: @Focusedcompound

    βœ‰οΈ Email: info@focusedcompounding.com

    About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends.

    Important: Read our Disclaimer: https://focusedcompounding.com/discla...


    Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior Aug 23, 2024
    Show notes

    πŸ” Want access to an event-driven monitor?

    Sign up here: https://www.insidearbitrage.com/speci...

    πŸ“° Interested in our free weekly newsletter?

    Subscribe now: https://t.co/I65UzM4uFB

    πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...

    πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused

    🐦 Twitter: @Focusedcompound

    βœ‰οΈ Email: info@focusedcompounding.com

    About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends.

    Important: Read our Disclaimer: https://focusedcompounding.com/discla...


    Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X Aug 16, 2024
    Show notes

    πŸ” Want access to an event-driven monitor?

    Sign up here: https://www.insidearbitrage.com/speci...

    πŸ“° Interested in our free weekly newsletter?

    Subscribe now: https://t.co/I65UzM4uFB

    πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...

    πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused

    🐦 Twitter: @Focusedcompound

    βœ‰οΈ Email: info@focusedcompounding.com

    About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends.

    Important: Read our Disclaimer: https://focusedcompounding.com/discla...


    Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence Aug 11, 2024
    Show notes

    πŸ” Want access to an event-driven monitor?

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    πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...

    πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused

    🐦 Twitter: @Focusedcompound

    βœ‰οΈ Email: info@focusedcompounding.com

    About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends.

    Important: Read our Disclaimer: https://focusedcompounding.com/discla...


    Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024 Jul 17, 2024
    Show notes

    πŸ” Want access to an event-driven monitor?

    Sign up here: https://www.insidearbitrage.com/speci...

    πŸ“° Interested in our free weekly newsletter?

    Subscribe now: https://t.co/I65UzM4uFB

    πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...

    πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused

    🐦 Twitter: @Focusedcompound

    βœ‰οΈ Email: info@focusedcompounding.com

    About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends.

    Important: Read our Disclaimer: https://focusedcompounding.com/discla...


    Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry Jun 25, 2024
    Show notes

    πŸ” Want access to an event-driven monitor?

    Sign up here: https://www.insidearbitrage.com/speci...

    πŸ“° Interested in our free weekly newsletter?

    Subscribe now: https://t.co/I65UzM4uFB

    πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...

    πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused

    🐦 Twitter: @Focusedcompound

    βœ‰οΈ Email: info@focusedcompounding.com

    About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends.

    Important: Read our Disclaimer: https://focusedcompounding.com/discla...


    Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA May 29, 2024
    Show notes

    πŸ” Want access to an event-driven monitor?

    Sign up here: https://www.insidearbitrage.com/speci...

    πŸ“° Interested in our free weekly newsletter?

    Subscribe now: https://t.co/I65UzM4uFB

    πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...

    πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused

    🐦 Twitter: @Focusedcompound

    βœ‰οΈ Email: info@focusedcompounding.com

    About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends.

    Important: Read our Disclaimer: https://focusedcompounding.com/discla...


    Ep 452. Analyzing Debt: Optimal Capital Structures May 24, 2024
    Show notes

    πŸ” Want access to an event-driven monitor?

    Sign up here: https://www.insidearbitrage.com/speci...

    πŸ“° Interested in our free weekly newsletter?

    Subscribe now: https://t.co/I65UzM4uFB

    πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...

    πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused

    🐦 Twitter: @Focusedcompound

    βœ‰οΈ Email: info@focusedcompounding.com

    About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends.

    Important: Read our Disclaimer: https://focusedcompounding.com/discla...


    Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry May 21, 2024
    Show notes

    πŸ” Want access to an event-driven monitor?

    Sign up here: https://www.insidearbitrage.com/speci...

    πŸ“° Interested in our free weekly newsletter?

    Subscribe now: https://t.co/I65UzM4uFB

    πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...

    πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused

    🐦 Twitter: @Focusedcompound

    βœ‰οΈ Email: info@focusedcompounding.com

    About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends.

    Important: Read our Disclaimer: https://focusedcompounding.com/discla...


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