Andrew Kuhn

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.

[Andrew Kuhn @FocusedCompound]

New pod is up!

Continuing on with going A-Z in $IGV

$FICO, $FIVN, $FRSH $FTNT $GTLB $GWRE $HUBS $HUT $IDCC $INTA $INTU $IOT $KVYO $LIF $LSPD $MAHN $MARA $MSFT $MSTR

[Andrew Kuhn @FocusedCompound]

@UMABird

[Andrew Kuhn @FocusedCompound]

Finally got my hands on the sell-side analysis that explains why SpaceX is worth $1.75 trillion

[Andrew Kuhn @FocusedCompound]

Goldman Sachs forcing every pension fund to buy AI companies with $10 billion net losses at $1 trillion valuations

[Andrew Kuhn @FocusedCompound]

Goldman Sachs forcing every pension fund to buy AI companies with $10 billion net losses at $1 trillion valuations

[Andrew Kuhn @FocusedCompound]

@WagieCapital Let’s double it

[Andrew Kuhn @FocusedCompound]

Just got hold of the sell-side analysis for the eventual Anthropic IPO

[Andrew Kuhn @FocusedCompound]

“Sir, Exxon says oil’s going to $160”

“Release the news about the aliens”

“Sir, Iran just walked from talks”

“Tell the president to deny it”

“Sir, there’s no denying it. It came from Iran”

“Double down. Say talks are at a rapid pace”

[Andrew Kuhn @FocusedCompound]

Companies seeing their AI bills this quarter

[Andrew Kuhn @FocusedCompound]

https://t.co/gdi5gaQHHD

https://t.co/nVmRcD7NGR

https://t.co/KCEsURnsad

[Andrew Kuhn @FocusedCompound]

New pod is up!

Continuing on with going A-Z in $IGV

$FICO, $FIVN, $FRSH $FTNT $GTLB $GWRE $HUBS $HUT $IDCC $INTA $INTU $IOT $KVYO $LIF $LSPD $MAHN $MARA $MSFT $MSTR

[Andrew Kuhn @FocusedCompound]

"Mom, how did we get so rich?"

"Your father purchased 30 years of canned food in 2019 and beat inflation"

[Andrew Kuhn @FocusedCompound]

@Web3zy Release the files!

[Andrew Kuhn @FocusedCompound]

"Sir, the energy bulls are demoralized"

"Bomb Iran"

"Sir, they're starting to bid up oil"

"Good, get them all in"

"Sir, longs are loaded again"

"Tweet 'deal imminent' tomorrow. Crush them"

[Andrew Kuhn @FocusedCompound]

The most accurate inflation gauge isn’t CPI. It’s the size of the bills they start printing.

[The Washington Post @washingtonpost]

Breaking news: Trump administration officials have pressed the Bureau of Engraving and Printing to design a $250 bill featuring the president’s portrait, in what would be the first appearance of a living person on U.S. currency in more than 150 years. https://t.co/S8sqdKSB7i

[Andrew Kuhn @FocusedCompound]

It actually happened

[Andrew Kuhn @FocusedCompound]

"Sir, the energy bulls are demoralized"

"Bomb Iran"

"Sir, they're starting to bid up oil"

"Good, get them all in"

"Sir, longs are loaded again"

"Tweet 'deal imminent' tomorrow. Crush them"

[Andrew Kuhn @FocusedCompound]

@calvinfroedge like clockwork.

[Andrew Kuhn @FocusedCompound]

Just analyzed the last several months of market data

There's a hidden correlation between oil and equity markets that everyone is missing

Here's what I found:

Oil goes up = stocks go up

Oil goes down = stocks go up

Oil stays flat = stocks go up