Focused Compounding

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ 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...

Learn about Tom Murphy, Warren Buffett's favorite CEO and his unique management style. Explore the profitability of owning local TV stations. Discover the capital allocation strategies of Tom Murphy and compare them to modern times. Get excited for discussions on 'The Outsiders' book and the mention of Henry Singleton, Bill Anders, and John Malone.

The podcast discusses the importance of capital allocation for public companies and how it creates value over time. It explores the Buffett test and the significance of focusing on return on capital. The hosts analyze the capital allocation of FCFS, a financial services firm, and its stock buybacks. They also discuss evaluating a company's financial position, buybacks at high valuations, strategic capital allocation, and arbitrage in stock prices.

Investing expert John Neff discusses creating business systems, multiple expansion, inflection points, and other investing musings. The hosts explore books on success and business systems, dive into the concept of systems using Howdens Joinery as an example, and analyze John Neff's investing strategies. They also discuss the impact of multiple expansion on returns and explore different investing approaches and portfolio composition.

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/   🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ 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...

The hosts reflect on their previous predictions about the stock market and discuss the recent performance of certain stocks. They delve into weight loss drugs and the potential impact on individuals and food companies. The power of themes in stock investing and the influence of momentum is explored. The hosts discuss bread shelf life and preservatives. They also touch on financial topics such as stocks, bonds, and gold. Major events of 2023, including rates, climate talks, and Fed actions, are discussed.

The podcast discusses the recent surge in stock price for U.S. Steel and the consolidation in the steel industry. It explores Paramount's potential merger and sell-off talks, as well as analyzing 'Killers of the Flower Moon'. The hosts also discuss the proposed merger between Nippon Steel and US Steel, including interested bidders and political opposition.

Exploring the challenges of the 'Buffett Test' for judging a CEO's capital allocation abilities, evaluating companies using the test and other metrics, the art of allocating company capital for shareholder benefit, and the challenges faced by professional managers in capital allocation.

The podcast discusses the current state of banks, the impact of the yield curve on the banking industry, and the variations in deposit base and loans between Hingham and Frost banks. It also explores how a bank overcame challenges during a period of yield curve inversion and low interest rates, and provides a comprehensive analysis of owning smaller banks versus big banks like JP Morgan.

MLP writeup: https://valueinvestorsclub.com/idea/MAUI_LAND_andamp%3B_PINEAPPLE_CO/2155146259 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ 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...