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Focused Compounding

Andrew Kuhn and Geoff Gannonβ€’focusedcompoundinginvest.podbean.com

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Episodes

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

PRKAproxyfight.com The implementation of this plan is contingent on the election of Focused Compounding’s four (4) director-nominees at the Company’s Annual Meeting. The financial forecasts contained herein are not a guaranty of what will happen, but rather are based on our market knowledge, and what we believe to be conservative forecasts. Focused Compounding is currently in a proxy contest with the Company, the outcome of which may determine the future of the Company. The Plan outlines what Fo...

May 10, 2024β€’46 minβ€’Ep. 449

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

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. D...

Apr 26, 2024β€’36 minβ€’Ep. 448

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

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. D...

Apr 25, 2024β€’36 minβ€’Ep. 447

Ep 446. Energy Investing the Warren Buffett Way

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. D...

Apr 24, 2024β€’33 minβ€’Ep. 446

Ep 445. Market Share and Profitability: Unraveling the Relationship

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. D...

Apr 22, 2024β€’30 minβ€’Ep. 445

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

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. D...

Apr 16, 2024β€’21 minβ€’Ep. 444

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

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. D...

Apr 12, 2024β€’36 minβ€’Ep. 443

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

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. D...

Apr 09, 2024β€’38 minβ€’Ep. 442

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

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. D...

Apr 05, 2024β€’37 minβ€’Ep. 441

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

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. D...

Apr 02, 2024β€’40 minβ€’Ep. 440

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

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. D...

Mar 28, 2024β€’28 minβ€’Ep. 439

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

Mar 26, 2024β€’34 minβ€’Ep. 438

Ep 437. Outsider CEOs: John Malone and TCI

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. D...

Mar 12, 2024β€’34 minβ€’Ep. 437

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

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. D...

Mar 07, 2024β€’32 minβ€’Ep. 436

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

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. D...

Mar 05, 2024β€’32 minβ€’Ep. 435

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

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. D...

Feb 28, 2024β€’47 minβ€’Ep. 434

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

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. D...

Feb 22, 2024β€’30 minβ€’Ep. 433

Ep 432. Outsider CEOs: Bill Anders and General Dynamics

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. D...

Feb 15, 2024β€’31 minβ€’Ep. 432

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

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...

Feb 13, 2024β€’1 hr 36 minβ€’Ep. 431

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

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. D...

Feb 09, 2024β€’34 minβ€’Ep. 430

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

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 her...

Feb 06, 2024β€’44 minβ€’Ep. 429

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

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. D...

Jan 30, 2024β€’38 minβ€’Ep. 428

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

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. D...

Jan 25, 2024β€’34 minβ€’Ep. 427

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

Jan 22, 2024β€’40 minβ€’Ep. 426

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

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. D...

Jan 16, 2024β€’1 hr 1 minβ€’Ep. 425

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

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. D...

Jan 12, 2024β€’41 minβ€’Ep. 424

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

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. D...

Jan 08, 2024β€’1 hr 14 minβ€’Ep. 423

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

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. D...

Jan 05, 2024β€’40 minβ€’Ep. 422

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

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...

Jan 03, 2024β€’32 minβ€’Ep. 421

Ep 420. 2023 in Review and 2024 Predictions

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. D...

Dec 29, 2023β€’1 hr 1 minβ€’Ep. 420
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