Focused Compounding  Por  arte de portada

Focused Compounding

De: Andrew Kuhn and Geoff Gannon
  • Resumen

  • 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/special/focused 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/posts/the-many-different-ways-to-guess-a-business-s-future-revenue-1 📈 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/disclaimer/
    Copyright 2021 All rights reserved.
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Episodios
  • Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry
    Jun 25 2024

    🔍 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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    26 m
  • Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA
    May 29 2024

    🔍 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...

    Más Menos
    29 m
  • Ep 452. Analyzing Debt: Optimal Capital Structures
    May 24 2024

    🔍 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...

    Más Menos
    23 m

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