Andrew Kuhn
@FocusedCompound
Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.
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Munger buying coal stocks in his final year. An independent thinker and always learning, right to the very end. Fascinating article by @GZuckerman
Incredible article about Charlie Munger’s final years. An utterly fascinating man until the very end. wsj.com/finance/invest…
It’s been a while since we’ve done this - what’s your current highest-conviction stock idea and why?
epic
Episode 1000 goes live a week on Monday and we took Cooper back to his farm for the first time in 11 years. The most insane set we’ve ever built. Hold on tight ;)
MNG submitted a higher offer to DallasNews $DALN for $20 per share in cash, which represents a $1.5 per share increase over its earlier offer of $18.5 per share.
DallasNews $DALN announced that it has amended the merger with Hearst to increase the per share purchase price from $15 to $16.5 per share in cash.
“You’re bearish? The Treasury Secretary is threatening to kick people’s asses and you’re bearish?”
New Pod! Most commodity businesses should be price takers, yet some earn above-average returns. Why? They have moats. Where does this come from? - Common Characteristics - Southern Copper Corporation - Low-Cost Producer in Coal - Aggregates, Lime, Cement - Low…
For your weekend listening pleasure. $GEOFF $ANDRW
New Pod! Most commodity businesses should be price takers, yet some earn above-average returns. Why? They have moats. Where does this come from? - Common Characteristics - Southern Copper Corporation - Low-Cost Producer in Coal - Aggregates, Lime, Cement - Low…
New Pod is up: Howard Marks’ Memo — The Calculus of Value - Market psychology today - Fiscal vs. monetary policy - 493 non-Mag 7 stocks avg P/E at 22x - DEFCON investing scale - Where opportunities exist now
In Emerging Markets, you usually avoid companies with partial government ownership, because those companies tend to underperform…
BIG NEWS: The United States of America now owns 10% of Intel, one of our great American technology companies. This historic agreement strengthens U.S. leadership in semiconductors, which will both grow our economy and help secure America’s technological edge. Thanks to Intel…
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