447 episodes

QuickFS Link: https://quickfs.net/?via=focused



Twitter: @Focusedcompound



Email: info@focusedcompounding.com



Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd.





Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Focused Compounding Andrew Kuhn and Geoff Gannon

    • Business

QuickFS Link: https://quickfs.net/?via=focused



Twitter: @Focusedcompound



Email: info@focusedcompounding.com



Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd.





Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

    Ep 449. Focused Compounding's Plan for Parks! America

    Ep 449. Focused Compounding's Plan for Parks! America

    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 Compounding is currently in a proxy contest with the Company, the outcome of which may determine the future of the Company. The Plan outlines what Focused Compounding’s nominees would propose to do if they are elected to the Board of Parks! America at the Annual Meeting, subject to their fiduciary duties.  
    Additional Information and Certain Information Regarding the Participants
    On May 7, 2024, Focused Compounding Fund, LP filed a definitive proxy statement (the “Proxy Statement”) with the U.S. Securities and Exchange Commission (“SEC”) in connection with the 2024 annual meeting of Parks! America, Inc., which is currently scheduled to be held virtually on June 6, 2024 at 10:00 a.m. Eastern Time.
    FOCUSED COMPOUNDING STRONGLY ADVISES ALL SHAREHOLDERS OF PARKS! TO READ THE PROXY STATEMENT BECAUSE IT CONTAINS IMPORTANT INFORMATION. SUCH PROXY STATEMENT IS AVAILABLE AT NO CHARGE ON THE SEC’S WEB SITE AT HTTP://WWW.SEC.GOV. IN ADDITION, FOCUSED COMPOUNDING WILL PROVIDE COPIES OF THE PROXY STATEMENT WITHOUT CHARGE UPON REQUEST. REQUESTS FOR COPIES SHOULD BE DIRECTED TO FOCUSED COMPOUNDING’S PROXY SOLICITOR, INVESTORCOM, AT 19 OLD KINGS HIGHWAY S., SUITE 130 DARIEN, CT 06820, PROXY@INVESTOR-COM.COM. SHAREHOLDERS MAY CALL TOLL-FREE: (877) 972-0090. BANKS AND BROKERS CALL: (203) 972-9300.

    • 46 min
    Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges

    Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges

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    📈 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...

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

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

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    📚 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...

    • 36 min
    Ep 446. Energy Investing the Warren Buffett Way

    Ep 446. Energy Investing the Warren Buffett Way

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    🐦 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...

    • 32 min
    Ep 445. Market Share and Profitability: Unraveling the Relationship

    Ep 445. Market Share and Profitability: Unraveling the Relationship

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    📚 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...

    • 29 min
    Ep 444. Rising Margins: Continuation or Reversion to the Mean?

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

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    📚 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...

    • 20 min

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