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

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Innhold levert av Andrew Kuhn and Geoff Gannon, Andrew Kuhn, and Geoff Gannon. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Andrew Kuhn and Geoff Gannon, Andrew Kuhn, and Geoff Gannon eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.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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457 episoder

Artwork
iconDel
 
Manage episode 435812830 series 3389632
Innhold levert av Andrew Kuhn and Geoff Gannon, Andrew Kuhn, and Geoff Gannon. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Andrew Kuhn and Geoff Gannon, Andrew Kuhn, and Geoff Gannon eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

🔍 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...

  continue reading

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