Focused Compounding
Podcast tekijän mukaan Andrew Kuhn and Geoff Gannon
Kategoriat:
455 Jaksot
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Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates
Julkaistiin: 5.4.2024 -
Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever
Julkaistiin: 2.4.2024 -
Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies
Julkaistiin: 28.3.2024 -
Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024
Julkaistiin: 26.3.2024 -
Ep 437. Outsider CEOs: John Malone and TCI
Julkaistiin: 12.3.2024 -
Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions
Julkaistiin: 7.3.2024 -
Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders
Julkaistiin: 5.3.2024 -
Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns
Julkaistiin: 28.2.2024 -
Ep 433. Les Schwab Pride in Performance: Keep It Going
Julkaistiin: 22.2.2024 -
Ep 432. Outsider CEOs: Bill Anders and General Dynamics
Julkaistiin: 15.2.2024 -
Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics
Julkaistiin: 13.2.2024 -
Ep 430. Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing
Julkaistiin: 9.2.2024 -
Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value
Julkaistiin: 6.2.2024 -
Ep 428. Dear Chairman: Robert Young vs. New York Central - The Proxyteers Storm the Vanderbilt Line
Julkaistiin: 30.1.2024 -
Ep 427. M&A Activity: Spirit/JetBlue, Hawaiian Holdings/Alaska Airlines, and Kroger/Albertsons
Julkaistiin: 25.1.2024 -
Ep 426. Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024
Julkaistiin: 22.1.2024 -
Ep 425. Dear Chairman: Benjamin Graham vs. Northern Pipeline - The Birth of Modern Shareholder Activism
Julkaistiin: 16.1.2024 -
Ep 424. Outsider CEOs: Tom Murphy, A Perpetual Motion Machine for Returns
Julkaistiin: 12.1.2024 -
Ep 423. The Warren Buffett Way: Mastering the Art of Capital Allocation
Julkaistiin: 8.1.2024 -
Ep 422. Creating Business Systems, John Neff, Multiple Expansion, Inflection Points, and Other Investing Musings
Julkaistiin: 5.1.2024
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/
