27 min listen
Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value
Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value
ratings:
Length:
44 minutes
Released:
Feb 6, 2024
Format:
Podcast episode
Description
https://www.amazon.com/New-Financial-Capitalists-Kohlberg-Corporate/dp/0521642604/ref=sr_1_1?keywords=the+new+financial+capitalists&sr=8-1
https://aletteraday.substack.com/p/letter-54-george-roberts-1998
? Want access to an event-driven monitor?
Sign up here: https://www.insidearbitrage.com/speci...
? Interested in our free weekly newsletter?
Subscribe now: https://t.co/I65UzM4uFB
? 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...
https://aletteraday.substack.com/p/letter-54-george-roberts-1998
? Want access to an event-driven monitor?
Sign up here: https://www.insidearbitrage.com/speci...
? Interested in our free weekly newsletter?
Subscribe now: https://t.co/I65UzM4uFB
? 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...
Released:
Feb 6, 2024
Format:
Podcast episode
Titles in the series (100)
Ep 14. Omnicom Group $OMC: In this podcast, Andrew and Geoff go over a stock idea that Geoff wrote about 2 years ago, which they think is an idea worth further study at current price levels. Listen in as they go over the investment thesis. www.focusedcompounding.com Thank... by Focused Compounding