Ep 360. Natural Gas, Inflation, Elon Musk + Twitter, and How Do You Know if Capital Allocation Has Created Value?
06/08/22 • 125 min
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound
Email: [email protected]
Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/discla...
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound
Email: [email protected]
Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/discla...
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Ep 359. Serial Acquirers: Good vs. Bad, Long-term Returns, Are Movie Theaters Back? & Market Update
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound
Email: [email protected]
Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/discla...
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Ep 361. Recent Inflation Print, Bear Market, and Focusing on Settled Industries
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound
Email: [email protected]
Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/discla...
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