Disney + Nelson Peltz, Carvana’s Fall, and Charlie Munger’s Top 3 Places to Find Stocks

00:00 Intro
02:32 Nelson Peltz and $DIS
39:36 Party City bankruptcy
44:36 Carvana
01:02:36 David Einhorn letter
01:06:36 Charlie Munger’s 3 Places to find stocks
01:07:47 Data Roma stocks, top buys for Q4 2022
01:23:01 Pair trades
01:29:16 Shorting and portfolio management

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

Twitter: @Focusedcompound

Email: [email protected]

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/