Best Andrew Kuhn & Geoff Gannon Podcasts (2024)

1
Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X 1:34:19

26d ago1:34:19

1:34:19

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1
Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas 1:15:18

2M ago1:15:18

1:15:18

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1
Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior 1:39:12

2M ago1:39:12

1:39:12

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1
Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X 1:39:37

2M ago1:39:37

1:39:37

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1
Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence 58:24

3M ago58:24

58:24

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1
Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024 1:28:29

4M ago1:28:29

1:28:29

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1
Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry 26:06

4M ago26:06

26:06

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1
Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA 28:33

5M ago28:33

28:33

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1
Ep 452. Analyzing Debt: Optimal Capital Structures 23:17

6M ago23:17

23:17

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1
Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry 50:33

5M ago50:33

50:33

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1
Ep 450. Our Takeaways from the Berkshire Hathaway Meeting 1:08:02

6M ago1:08:02

1:08:02

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1
Ep 449. Focused Compounding's Plan for Parks! America 46:11

6M ago46:11

46:11

PRKAproxyfight.com The implementation of this plan is contingent on the election of Focused Compounding’s four (4) director-nominees at the Company’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…

1
Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges 36:15

6M ago36:15

36:15

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1
Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy 36:08

6M ago36:08

36:08

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1
Ep 446. Energy Investing the Warren Buffett Way 32:33

6M ago32:33

32:33

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1
Ep 445. Market Share and Profitability: Unraveling the Relationship 29:43

6M ago29:43

29:43

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1
Ep 444. Rising Margins: Continuation or Reversion to the Mean? 20:50

7M ago20:50

20:50

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1
Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise 36:29

7M ago36:29

36:29

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1
Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't 37:55

7M ago37:55

37:55

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1
Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates 36:52

7M ago36:52

36:52

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1
Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever 39:32

7M ago39:32

39:32

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1
Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies 28:00

7M ago28:00

28:00

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1
Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024 34:11

8M ago34:11

34:11

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1
Ep 437. Outsider CEOs: John Malone and TCI 34:08

8M ago34:08

34:08

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1
Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions 31:46

8M ago31:46

31:46

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1
Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders 31:34

8M ago31:34

31:34

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1
Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns 46:50

8M ago46:50

46:50

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1
Ep 433. Les Schwab Pride in Performance: Keep It Going 30:02

9M ago30:02

30:02

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1
Ep 432. Outsider CEOs: Bill Anders and General Dynamics 31:20

9M ago31:20

31:20

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1
Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics 1:36:06

9M ago1:36:06

1:36:06

https://www.prkaproxyfight.com/ If you have any questions, require assistance in voting your BLUE proxy card, or need additional copies of the Focused Compounding Group’s proxy materials, please contact InvestorCom at the phone numbers or email address listed below. InvestorCom 19 Old Kings Highway S. Suite 130 Darien, CT 06820 Shareholders may cal…

1
Ep 430. Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing 34:14

9M ago34:14

34:14

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1
Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value 43:59

9M ago43:59

43:59

https://www.amazon.com/New-Financial-Capitalists-Kohlberg-Corporate/dp/0521642604/ref=sr_1_1?keywords=the+new+financial+capitalists&sr=8-1 https://aletteraday.substack.com/p/letter-54-george-roberts-1998 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subsc…

1
Ep 428. Dear Chairman: Robert Young vs. New York Central - The Proxyteers Storm the Vanderbilt Line 38:08

9M ago38:08

38:08

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1
Ep 427. M&A Activity: Spirit/JetBlue, Hawaiian Holdings/Alaska Airlines, and Kroger/Albertsons 34:01

10M ago34:01

34:01

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1
Ep 426. Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024 40:07

10M ago40:07

40:07

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1
Ep 425. Dear Chairman: Benjamin Graham vs. Northern Pipeline - The Birth of Modern Shareholder Activism 1:01:10

10M ago1:01:10

1:01:10

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1
Ep 424. Outsider CEOs: Tom Murphy, A Perpetual Motion Machine for Returns 40:31

10M ago40:31

40:31

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1
Ep 423. The Warren Buffett Way: Mastering the Art of Capital Allocation 1:14:12

10M ago1:14:12

1:14:12

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1
Ep 422. Creating Business Systems, John Neff, Multiple Expansion, Inflection Points, and Other Investing Musings 39:37

10M ago39:37

39:37

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1
Ep 421. New Year, New You: How to Invest When You Only Have An Hour a Day to Do It 31:52

10M ago31:52

31:52

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 …

1
Ep 420. 2023 in Review and 2024 Predictions 1:01:10

10M ago1:01:10

1:01:10

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1
Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries 29:26

11M ago29:26

29:26

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1
Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital 35:10

11M ago35:10

35:10

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1
Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks 24:19

11M ago24:19

24:19

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1
Ep 416. Assessing Land Banks: Value Trap or Value Investment? 27:38

11M ago27:38

27:38

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.…

1
Ep 415. A Tribute to Charlie Munger 25:15

11M ago25:15

25:15

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1
Ep 414. Normalizing Supply-Driven, Demand-Driven, and Bond-Like Earnings 35:32

1y ago35:32

35:32

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1
Ep 413. Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy 32:53

1y ago32:53

32:53

InsideArbitrage: https://t.co/XjSwNNG8bK Subscribe to our email list: https://focusedcompounding.ck.page/ QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/…

1
Ep 412. The Many Different Ways to Guess a Business’s Future Revenue 29:13

1y ago29:13

29:13

The Many Different Ways to Guess a Business’s Future Revenue blog post: https://focusedcompounding.ck.page/posts/the-many-different-ways-to-guess-a-business-s-future-revenue-1 InsideArbitrage: https://t.co/XjSwNNG8bK Subscribe to our email list: https://focusedcompounding.ck.page/ QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Fo…

1
Ep 411. Understanding Your Opportunity Cost in an Inflationary Environment 38:14

1y ago38:14

38:14

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/By Andrew Kuhn and Geoff Gannon

Podcasts Worth a Listen

Andrew Kuhn & Geoff Gannon Podcasts

Podcasts Worth a Listen

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