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Focused Compounding

Author: Andrew Kuhn and Geoff Gannon

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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/disclaimer/
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πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...
https://www.prkaproxyfight.com/ If you have any questions, require assistance in voting your BLUE proxy card, or need additional copies of the Focused Compounding Group’s proxy materials, please contact InvestorCom at the phone numbers or email address listed below. InvestorCom 19 Old Kings Highway S. Suite 130 Darien, CT 06820 Shareholders may call toll-free: (877) 972-0090 Banks and brokers call: (203) 972-9300 E-mail: Proxy@investor-com.com Additional Information Focused Compounding Group, LP, Focused Compounding Capital Management, LLC, Andrew Kuhn, Geoffrey Gannon and James Ford (collectively, the β€œFocused Compounding Group”) have filed a contested definitive Proxy Statement (the β€œProxy Statement”) together with a proxy card with the SEC in connection with the proxy solicitation the Focused Compounding Group initiated (the β€œProxy Solicitation”). SHAREHOLDERS ARE URGED TO READ PROXY STATEMENT (INCLUDING ANY AMENDMENTS OR SUPPLEMENTS THERETO), AND ANY OTHER RELEVANT DOCUMENTS THAT THE FOCUSED COMPOUNDING GROUP FILES WITH THE SEC CAREFULLY IN THEIR ENTIRETY WHEN THEY BECOME AVAILABLE BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION. Shareholders may obtain, free of charge, copies of the Proxy Statement when available, and any amendments or supplements thereto and any other documents (including the proxy card) at the SEC’s website (http://www.sec.gov). Certain Information Regarding Participants The respective members of the Focused Compounding Group may be deemed to be participants in the solicitation of proxy cards from shareholders in connection with the Proxy Statement. Additional information regarding the identity of these participants, and their direct or indirect interests, by security holdings or otherwise, is set forth in the Proxy Statement and certain other materials filed with the SEC in connection with the Proxy Solicitation. Important: Read our Disclaimer: https://focusedcompounding.com/disclaimer/
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...
https://www.amazon.com/New-Financial-Capitalists-Kohlberg-Corporate/dp/0521642604/ref=sr_1_1?keywords=the+new+financial+capitalists&sr=8-1 Β  https://aletteraday.substack.com/p/letter-54-george-roberts-1998 Β  πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...
πŸ” Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... πŸ“° Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB πŸ“š Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... πŸ“ˆ QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound βœ‰οΈ 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...
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CommentsΒ (2)

Parker King

Geoff is boring and annoying. Andrew should just do this by himself.

Jun 3rd
Reply

Rahul Grandhi

hey looks like this episode was deleted. can someone share again?

Aug 3rd
Reply
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