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

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Manage episode 425588688 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.

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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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456 episoder

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Manage episode 425588688 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/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...

  continue reading

456 episoder

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