Episodes

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

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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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    26 mins
  • Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA
    May 29 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 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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    29 mins
  • Ep 452. Analyzing Debt: Optimal Capital Structures
    May 24 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 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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    23 mins
  • Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry
    May 21 2024

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    📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...

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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 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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    51 mins
  • Ep 450. Our Takeaways from the Berkshire Hathaway Meeting
    May 16 2024

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    📚 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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    1 hr and 8 mins
  • Ep 449. Focused Compounding's Plan for Parks! America
    May 10 2024

    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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    46 mins
  • Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges
    Apr 26 2024

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    📚 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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    36 mins
  • Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy
    Apr 25 2024

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    📚 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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    36 mins