Focused Compounding

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/special/focused 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/posts/the-many-different-ways-to-guess-a-business-s-future-revenue-1 📈 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/disclaimer/

Episodes

Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA

May 29, 2024 • 28 mins

🔍 Want access to an event-driven monitor?

📰 Interested in our free weekly newsletter?

Focused Compounding

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}Ep 452. Analyzing Debt: Optimal Capital Structures

Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry

Ep 450. Our Takeaways from the Berkshire Hathaway Meeting

Ep 449. Focused Compounding's Plan for Parks! America

Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges

Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy

Ep 446. Energy Investing the Warren Buffett Way

Ep 445. Market Share and Profitability: Unraveling the Relationship

Ep 444. Rising Margins: Continuation or Reversion to the Mean?

Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise

Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't

Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates

Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever

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

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

Ep 437. Outsider CEOs: John Malone and TCI

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

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

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

Popular Podcasts

Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA

Ep 452. Analyzing Debt: Optimal Capital Structures