Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges
Focused Compounding | Value Investment Podcast
by Andrew Kuhn and Geoff Gannon
10h 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 445. Market Share and Profitability: Unraveling the Relationship
Focused Compounding | Value Investment Podcast
by Andrew Kuhn and Geoff Gannon
5d 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 444. Rising Margins: Continuation or Reversion to the Mean?
Focused Compounding | Value Investment Podcast
by Andrew Kuhn and Geoff Gannon
1w 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 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise
Focused Compounding | Value Investment Podcast
by Andrew Kuhn and Geoff Gannon
2w 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 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't
Focused Compounding | Value Investment Podcast
by Andrew Kuhn and Geoff Gannon
2w 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 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever
Focused Compounding | Value Investment Podcast
by Andrew Kuhn and Geoff Gannon
3w 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 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies
Focused Compounding | Value Investment Podcast
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 438. Navigating Three Rate Cuts With Sticky Inflation in 2024
Focused Compounding | Value Investment Podcast
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 437. Outsider CEOs: John Malone and TCI
Focused Compounding | Value Investment Podcast
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 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions
Focused Compounding | Value Investment Podcast
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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