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

Focused Compounding - A podcast by Andrew Kuhn and Geoff Gannon

Categories:

šŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... šŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB šŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... šŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused šŸ¦ Twitter: @Focusedcompound āœ‰ļø Email: [email protected] 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...