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Focused Compounding

Technology Podcasts

πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/special/focused πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/posts/the-many-different-ways-to-guess-a-business-s-future-revenue-1 πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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/

Location:

United States

Description:

πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/special/focused πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/posts/the-many-different-ways-to-guess-a-business-s-future-revenue-1 πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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/

Language:

English


Episodes

Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies

3/28/2024
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...

Duration:00:28:00

Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024

3/26/2024
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...

Duration:00:34:11

Ep 437. Outsider CEOs: John Malone and TCI

3/12/2024
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...

Duration:00:34:08

Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions

3/7/2024
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...

Duration:00:31:46

Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders

3/5/2024
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...

Duration:00:31:34

Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns

2/28/2024
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...

Duration:00:46:50

Ep 433. Les Schwab Pride in Performance: Keep It Going

2/22/2024
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...

Duration:00:30:02

Ep 432. Outsider CEOs: Bill Anders and General Dynamics

2/15/2024
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...

Duration:00:31:20

Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics

2/13/2024
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 (collectively, the β€œFocused Compounding Group”) have filed a contested definitive Proxy Statement (the β€œProxy Statement”) together with a proxy card with the SEC in connection with the proxy solicitation the Focused Compounding Group initiated (the β€œProxy Solicitation”). SHAREHOLDERS ARE URGED TO READ PROXY STATEMENT (INCLUDING ANY AMENDMENTS OR SUPPLEMENTS THERETO), AND ANY OTHER RELEVANT DOCUMENTS THAT THE FOCUSED COMPOUNDING GROUP FILES WITH THE SEC CAREFULLY IN THEIR ENTIRETY WHEN THEY BECOME AVAILABLE BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION. Shareholders may obtain, free of charge, copies of the Proxy Statement when available, and any amendments or supplements thereto and any other documents (including the proxy card) at the SEC’s website (http://www.sec.gov). Certain Information Regarding Participants The respective members of the Focused Compounding Group may be deemed to be participants in the solicitation of proxy cards from shareholders in connection with the Proxy Statement. Additional information regarding the identity of these participants, and their direct or indirect interests, by security holdings or otherwise, is set forth in the Proxy Statement and certain other materials filed with the SEC in connection with the Proxy Solicitation. Important: Read our Disclaimer: https://focusedcompounding.com/disclaimer/

Duration:01:36:06

Ep 430. Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing

2/9/2024
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...

Duration:00:34:14

Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value

2/6/2024
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 πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...

Duration:00:43:59

Ep 428. Dear Chairman: Robert Young vs. New York Central - The Proxyteers Storm the Vanderbilt Line

1/30/2024
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...

Duration:00:38:08

Ep 427. M&A Activity: Spirit/JetBlue, Hawaiian Holdings/Alaska Airlines, and Kroger/Albertsons

1/25/2024
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...

Duration:00:34:01

Ep 426. Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024

1/22/2024
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...

Duration:00:40:07

Ep 425. Dear Chairman: Benjamin Graham vs. Northern Pipeline - The Birth of Modern Shareholder Activism

1/16/2024
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...

Duration:01:01:10

Ep 424. Outsider CEOs: Tom Murphy, A Perpetual Motion Machine for Returns

1/12/2024
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...

Duration:00:40:31

Ep 423. The Warren Buffett Way: Mastering the Art of Capital Allocation

1/8/2024
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...

Duration:01:14:12

Ep 422. Creating Business Systems, John Neff, Multiple Expansion, Inflection Points, and Other Investing Musings

1/5/2024
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...

Duration:00:39:37

Ep 421. New Year, New You: How to Invest When You Only Have An Hour a Day to Do It

1/3/2024
How to Invest When You Only Have an Hour a Day to Do It https://focusedcompounding.com/how-to-invest-when-you-only-have-an-hour-a-day-to-do-it/ πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...

Duration:00:31:52

Ep 420. 2023 in Review and 2024 Predictions

12/29/2023
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...

Duration:01:01:10