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Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA

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Konten disediakan oleh Andrew Kuhn and Geoff Gannon, Andrew Kuhn, and Geoff Gannon. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Andrew Kuhn and Geoff Gannon, Andrew Kuhn, and Geoff Gannon atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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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...

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458 episode

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iconBagikan
 
Manage episode 420977496 series 3389632
Konten disediakan oleh Andrew Kuhn and Geoff Gannon, Andrew Kuhn, and Geoff Gannon. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Andrew Kuhn and Geoff Gannon, Andrew Kuhn, and Geoff Gannon atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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: 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...

  continue reading

458 episode

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