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

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

🔍 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...

Avsnitt(474)

Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation

Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation

🔍 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 i...

8 Aug 20251h 14min

Ep 467. Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance

Ep 467. Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance

🔍 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 i...

1 Aug 20251h 10min

Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett

Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett

🔍 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 i...

28 Juli 20251h

Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?

Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?

🔍 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 i...

12 Apr 20251h 2min

Ep 464. Buffett’s Playbook: Past and Present

Ep 464. Buffett’s Playbook: Past and Present

🔍 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 i...

21 Mars 20251h 3min

Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders

Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders

🔍 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 i...

28 Feb 20251h 12min

Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices

Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices

🔍 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 i...

11 Dec 20241h 14min

Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock

Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock

🔍 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 i...

8 Nov 20241h 15min

Populärt inom Business & ekonomi

framgangspodden
varvet
badfluence
rss-jossan-nina
svd-tech-brief
rss-borsens-finest
uppgang-och-fall
avanzapodden
rss-svart-marknad
borsmorgon
bathina-en-podcast
fill-or-kill
rss-inga-dumma-fragor-om-pengar
rss-dagen-med-di
24fragor
lastbilspodden
tabberaset
rss-kort-lang-analyspodden-fran-di
kapitalet-en-podd-om-ekonomi
rss-den-nya-ekonomin