Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock
Focused Compounding
by Andrew Kuhn and Geoff Gannon
1M ago
? 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 ..read more
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Ep 446. Energy Investing the Warren Buffett Way
Focused Compounding
by Andrew Kuhn and Geoff Gannon
1M ago
? 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 ..read more
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Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics
Focused Compounding
by Andrew Kuhn and Geoff Gannon
1M ago
https://www.prkaproxyfight.com/ If you have any questions, require assistance in voting your BLUE proxy card, or need additional copies of the Focused Compounding Group’s proxy materials, please contact InvestorCom at the phone numbers or email address listed below. InvestorCom 19 Old Kings Highway S. Suite 130 Darien, CT 06820 Shareholders may call toll-free: (877) 972-0090 Banks and brokers call: (203) 972-9300 E-mail: Proxy@investor-com.com Additional Information Focused Compounding Group, LP, Focused Compounding Capital Management, LLC, Andrew Kuhn, Geoffrey Gannon and James Ford (collecti ..read more
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Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X
Focused Compounding
by Andrew Kuhn and Geoff Gannon
2M ago
? 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 ..read more
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Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas
Focused Compounding
by Andrew Kuhn and Geoff Gannon
3M ago
? 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 ..read more
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Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior
Focused Compounding
by Andrew Kuhn and Geoff Gannon
3M ago
? 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 ..read more
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Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X
Focused Compounding
by Andrew Kuhn and Geoff Gannon
4M ago
? 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 ..read more
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Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence
Focused Compounding
by Andrew Kuhn and Geoff Gannon
4M ago
? 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 ..read more
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Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024
Focused Compounding
by Andrew Kuhn and Geoff Gannon
5M ago
? 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 ..read more
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Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry
Focused Compounding
by Andrew Kuhn and Geoff Gannon
5M ago
? 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 ..read more
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