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Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA
Manage episode 420977496 series 3389632
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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...
458 episode
Manage episode 420977496 series 3389632
๐ Want access to an event-driven monitor?
Sign up here: https://www.insidearbitrage.com/speci...
๐ฐ Interested in our free weekly newsletter?
Subscribe now: https://t.co/I65UzM4uFB
๐ Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po...
๐ QuickFS: Visit here: https://quickfs.net/?via=focused
๐ฆ Twitter: @Focusedcompound
โ๏ธ 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/discla...
458 episode
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