Focused Compounding

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


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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.

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Focused CompoundingBy Andrew Kuhn and Geoff Gannon

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