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Indhold leveret af Andrew Kuhn and Geoff Gannon, Andrew Kuhn, and Geoff Gannon. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Andrew Kuhn and Geoff Gannon, Andrew Kuhn, and Geoff Gannon eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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Focused Compounding
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Indhold leveret af Andrew Kuhn and Geoff Gannon, Andrew Kuhn, and Geoff Gannon. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Andrew Kuhn and Geoff Gannon, Andrew Kuhn, and Geoff Gannon eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/special/focused 📚 Explore our backlog: Click here: https://focusedcompounding.com/blog/ 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/disclaimer/
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471 episoder
Marker alle som (u)afspillede ...
Manage series 3389632
Indhold leveret af Andrew Kuhn and Geoff Gannon, Andrew Kuhn, and Geoff Gannon. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Andrew Kuhn and Geoff Gannon, Andrew Kuhn, and Geoff Gannon eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/special/focused 📚 Explore our backlog: Click here: https://focusedcompounding.com/blog/ 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/disclaimer/
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471 episoder
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×1 Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates? 1:03:37
1:03:37
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1 Ep 472. Moats in Commodities: Why Some Price Takers Win Big 1:01:40
1:01:40
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1 Ep 471. Howard Marks’ Memo: The Calculus of Value 43:31
43:31
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1 Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves 1:02:27
1:02:27
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1 Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AI’s Disruption of Investing 1:34:33
1:34:33
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1 Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation 1:14:57
1:14:57
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1 Ep 467. Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance 1:10:40
1:10:40
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1 Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett 1:00:42
1:00:42
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1 Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now? 1:02:55
1:02:55
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1 Ep 464. Buffett’s Playbook: Past and Present 1:03:45
1:03:45
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1 Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders 1:12:49
1:12:49
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1 Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices 1:14:36
1:14:36
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1 Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock 1:15:20
1:15:20
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1 Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X 1:34:19
1:34:19
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1 Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas 1:15:18
1:15:18
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Focused Compounding
1 Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior 1:39:12
1:39:12
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Focused Compounding
1 Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X 1:39:37
1:39:37
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Focused Compounding
1 Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence 58:24
58:24
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Focused Compounding
1 Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024 1:28:29
1:28:29
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Focused Compounding
1 Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry 26:06
26:06
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Focused Compounding
1 Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA 28:33
28:33
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Focused Compounding
1 Ep 452. Analyzing Debt: Optimal Capital Structures 23:17
23:17
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Focused Compounding
1 Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry 50:33
50:33
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Focused Compounding
1 Ep 450. Our Takeaways from the Berkshire Hathaway Meeting 1:08:02
1:08:02
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Focused Compounding
1 Ep 449. Focused Compounding's Plan for Parks! America 46:11
46:11
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PRKAproxyfight.com The implementation of this plan is contingent on the election of Focused Compounding’s four (4) director-nominees at the Company’s Annual Meeting. The financial forecasts contained herein are not a guaranty of what will happen, but rather are based on our market knowledge, and what we believe to be conservative forecasts. Focused Compounding is currently in a proxy contest with the Company, the outcome of which may determine the future of the Company. The Plan outlines what Focused Compounding’s nominees would propose to do if they are elected to the Board of Parks! America at the Annual Meeting, subject to their fiduciary duties. Additional Information and Certain Information Regarding the Participants On May 7, 2024, Focused Compounding Fund, LP filed a definitive proxy statement (the “Proxy Statement”) with the U.S. Securities and Exchange Commission (“SEC”) in connection with the 2024 annual meeting of Parks! America, Inc., which is currently scheduled to be held virtually on June 6, 2024 at 10:00 a.m. Eastern Time. FOCUSED COMPOUNDING STRONGLY ADVISES ALL SHAREHOLDERS OF PARKS! TO READ THE PROXY STATEMENT BECAUSE IT CONTAINS IMPORTANT INFORMATION. SUCH PROXY STATEMENT IS AVAILABLE AT NO CHARGE ON THE SEC’S WEB SITE AT HTTP://WWW.SEC.GOV. IN ADDITION, FOCUSED COMPOUNDING WILL PROVIDE COPIES OF THE PROXY STATEMENT WITHOUT CHARGE UPON REQUEST. REQUESTS FOR COPIES SHOULD BE DIRECTED TO FOCUSED COMPOUNDING’S PROXY SOLICITOR, INVESTORCOM, AT 19 OLD KINGS HIGHWAY S., SUITE 130 DARIEN, CT 06820, PROXY@INVESTOR-COM.COM. SHAREHOLDERS MAY CALL TOLL-FREE: (877) 972-0090. BANKS AND BROKERS CALL: (203) 972-9300.…
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Focused Compounding
1 Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges 36:15
36:15
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Focused Compounding
1 Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy 36:08
36:08
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🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ 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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Focused Compounding
1 Ep 446. Energy Investing the Warren Buffett Way 32:33
32:33
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🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ 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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Focused Compounding
1 Ep 445. Market Share and Profitability: Unraveling the Relationship 29:43
29:43
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🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ 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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Focused Compounding
1 Ep 444. Rising Margins: Continuation or Reversion to the Mean? 20:50
20:50
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🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ 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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