Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024
Focused Compounding | Value Investment Podcast
by Andrew Kuhn and Geoff Gannon
1d 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
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 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
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 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders
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 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns
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 433. Les Schwab Pride in Performance: Keep It Going
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 432. Outsider CEOs: Bill Anders and General Dynamics
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 430. Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing
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 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value
Focused Compounding | Value Investment Podcast
by Andrew Kuhn and Geoff Gannon
1M ago
https://www.amazon.com/New-Financial-Capitalists-Kohlberg-Corporate/dp/0521642604/ref=sr_1_1?keywords=the+new+financial+capitalists&sr=8-1   https://aletteraday.substack.com/p/letter-54-george-roberts-1998   ? 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@focusedcomp ..read more
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Ep 428. Dear Chairman: Robert Young vs. New York Central - The Proxyteers Storm the Vanderbilt Line
Focused Compounding | Value Investment Podcast
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
Visit website

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