00:00 Intro
00:57 Analyzing Prior Peaks at Companies
03:17 Thinking About Gross Profits and Market Share
06:20 Market Share vs. Operational Problems
08:00 Thoughts on Bud Light's Long-Term Durability
10:00 Entertainment Industry's Prior Peaks
12:38 Change of Strategy at Six Flags
17:00 Thoughts on Cedar Fair
18:24 Analyzing Cyclical Peaks
26:50 Quality of Earnings


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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.


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