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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
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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
Ep 433. Les Schwab Pride in Performance: Keep It Going
Ep 432. Outsider CEOs: Bill Anders and General Dynamics
Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics
Ep 430. Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing
Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value
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