Focused Compounding

Andrew Kuhn and Geoff Gannon

Tune in to listen to Andrew and Geoff talk about all topics related to investing

  • 1 hour 8 minutes
    Ep 450. Our Takeaways from the Berkshire Hathaway Meeting

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    ๐Ÿฆ Twitter: @Focusedcompound

    โœ‰๏ธ Email: [email protected]

    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...

    16 May 2024, 1:57 pm
  • 46 minutes 11 seconds
    Ep 449. Focused Compounding's Plan for Parks! America

    PRKAproxyfight.com

    ย 

    The implementation of this plan is contingent on the election of Focused Compoundingโ€™s four (4) director-nominees at the Companyโ€™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 Focused Compoundingโ€™s nominees would propose to do if they are elected to the Board of Parks! America at the Annual Meeting, subject to their fiduciary duties.ย ย 

    Additional Information and Certain Information Regarding the Participants

    On May 7, 2024, Focused Compounding Fund, LP filed a definitive proxy statement (the โ€œProxy Statementโ€) with the U.S. Securities and Exchange Commission (โ€œSECโ€) in connection with the 2024 annual meeting of Parks! America, Inc., which is currently scheduled to be held virtually on June 6, 2024 at 10:00 a.m. Eastern Time.

    FOCUSED COMPOUNDING STRONGLY ADVISES ALL SHAREHOLDERS OF PARKS! TO READ THE PROXY STATEMENT BECAUSE IT CONTAINS IMPORTANT INFORMATION. SUCH PROXY STATEMENT IS AVAILABLE AT NO CHARGE ON THE SECโ€™S WEB SITE ATย HTTP://WWW.SEC.GOV. IN ADDITION, FOCUSED COMPOUNDING WILL PROVIDE COPIES OF THE PROXY STATEMENT WITHOUT CHARGE UPON REQUEST. REQUESTS FOR COPIES SHOULD BE DIRECTED TO FOCUSED COMPOUNDINGโ€™S PROXY SOLICITOR, INVESTORCOM, AT 19 OLD KINGS HIGHWAY S., SUITE 130 DARIEN, CT 06820, [email protected]. SHAREHOLDERS MAY CALL TOLL-FREE: (877) 972-0090. BANKS AND BROKERS CALL: (203) 972-9300.

    10 May 2024, 4:29 pm
  • 36 minutes 15 seconds
    Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges

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    ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...

    ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused

    ๐Ÿฆ Twitter: @Focusedcompound

    โœ‰๏ธ Email: [email protected]

    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...

    26 April 2024, 2:22 pm
  • 36 minutes 8 seconds
    Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy

    ๐Ÿ” Want access to an event-driven monitor?

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    ๐Ÿ“ฐ Interested in our free weekly newsletter?

    Subscribe now: https://t.co/I65UzM4uFB

    ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...

    ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused

    ๐Ÿฆ Twitter: @Focusedcompound

    โœ‰๏ธ Email: [email protected]

    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...

    25 April 2024, 11:13 am
  • 32 minutes 33 seconds
    Ep 446. Energy Investing the Warren Buffett Way

    ๐Ÿ” Want access to an event-driven monitor?

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    ๐Ÿ“ฐ Interested in our free weekly newsletter?

    Subscribe now: https://t.co/I65UzM4uFB

    ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...

    ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused

    ๐Ÿฆ Twitter: @Focusedcompound

    โœ‰๏ธ Email: [email protected]

    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...

    24 April 2024, 2:15 pm
  • 29 minutes 43 seconds
    Ep 445. Market Share and Profitability: Unraveling the Relationship

    ๐Ÿ” Want access to an event-driven monitor?

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    ๐Ÿ“ฐ Interested in our free weekly newsletter?

    Subscribe now: https://t.co/I65UzM4uFB

    ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...

    ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused

    ๐Ÿฆ Twitter: @Focusedcompound

    โœ‰๏ธ Email: [email protected]

    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...

    22 April 2024, 1:31 pm
  • 20 minutes 50 seconds
    Ep 444. Rising Margins: Continuation or Reversion to the Mean?

    ๐Ÿ” Want access to an event-driven monitor?

    Sign up here: https://www.insidearbitrage.com/speci...

    ๐Ÿ“ฐ Interested in our free weekly newsletter?

    Subscribe now: https://t.co/I65UzM4uFB

    ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...

    ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused

    ๐Ÿฆ Twitter: @Focusedcompound

    โœ‰๏ธ Email: [email protected]

    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...

    16 April 2024, 12:51 pm
  • 36 minutes 29 seconds
    Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise

    ๐Ÿ” Want access to an event-driven monitor?

    Sign up here: https://www.insidearbitrage.com/speci...

    ๐Ÿ“ฐ Interested in our free weekly newsletter?

    Subscribe now: https://t.co/I65UzM4uFB

    ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...

    ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused

    ๐Ÿฆ Twitter: @Focusedcompound

    โœ‰๏ธ Email: [email protected]

    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...

    12 April 2024, 1:50 pm
  • 37 minutes 55 seconds
    Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't

    ๐Ÿ” Want access to an event-driven monitor?

    Sign up here: https://www.insidearbitrage.com/speci...

    ๐Ÿ“ฐ Interested in our free weekly newsletter?

    Subscribe now: https://t.co/I65UzM4uFB

    ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...

    ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused

    ๐Ÿฆ Twitter: @Focusedcompound

    โœ‰๏ธ Email: [email protected]

    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...

    9 April 2024, 12:00 pm
  • 36 minutes 52 seconds
    Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates

    ๐Ÿ” Want access to an event-driven monitor?

    Sign up here: https://www.insidearbitrage.com/speci...

    ๐Ÿ“ฐ Interested in our free weekly newsletter?

    Subscribe now: https://t.co/I65UzM4uFB

    ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...

    ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused

    ๐Ÿฆ Twitter: @Focusedcompound

    โœ‰๏ธ Email: [email protected]

    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...

    5 April 2024, 5:58 pm
  • 39 minutes 32 seconds
    Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever

    ๐Ÿ” Want access to an event-driven monitor?

    Sign up here: https://www.insidearbitrage.com/speci...

    ๐Ÿ“ฐ Interested in our free weekly newsletter?

    Subscribe now: https://t.co/I65UzM4uFB

    ๐Ÿ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...

    ๐Ÿ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused

    ๐Ÿฆ Twitter: @Focusedcompound

    โœ‰๏ธ Email: [email protected]

    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...

    2 April 2024, 3:52 pm
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