Focused Compounding
Brought to you by, Andrew Kuhn and Geoff Gannon
QuickFS Link: https://quickfs.net/?via=focused
Twitter: @Focusedcompound
Email: info@focusedcompounding.com
Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd.
Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
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Recent Episodes of Focused Compounding
Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior
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✉️ 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 com...
Episode 458 • 23 August 2024 • 1h, 39m and 12s
Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X
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✉️ 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 com...
Episode 457 • 16 August 2024 • 1h, 39m and 37s
Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence
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🐦 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 com...
Episode 456 • 11 August 2024 • 58m and 24s
Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024
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🐦 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 com...
Episode 455 • 17 July 2024 • 1h, 28m and 29s
Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry
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🐦 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 com...
Episode 454 • 25 June 2024 • 26m and 6s
Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA
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📈 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 com...
Episode 453 • 29 May 2024 • 28m and 33s
Ep 452. Analyzing Debt: Optimal Capital Structures
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🐦 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 com...
Episode 452 • 24 May 2024 • 23m and 17s
Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry
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📈 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 com...
Episode 451 • 21 May 2024 • 50m and 33s
Ep 450. Our Takeaways from the Berkshire Hathaway Meeting
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🐦 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 com...
Episode 450 • 16 May 2024 • 1h, 8m and 2s
Ep 449. Focused Compounding's Plan for Parks! America
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 o...
Episode 449 • 10 May 2024 • 46m and 11s
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