459 Afleveringen

  1. Ep 445. Market Share and Profitability: Unraveling the Relationship

    Gepubliceerd: 22-4-2024

  2. Ep 444. Rising Margins: Continuation or Reversion to the Mean?

    Gepubliceerd: 16-4-2024

  3. Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise

    Gepubliceerd: 12-4-2024

  4. Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't

    Gepubliceerd: 9-4-2024

  5. Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates

    Gepubliceerd: 5-4-2024

  6. Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever

    Gepubliceerd: 2-4-2024

  7. Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies

    Gepubliceerd: 28-3-2024

  8. Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024

    Gepubliceerd: 26-3-2024

  9. Ep 437. Outsider CEOs: John Malone and TCI

    Gepubliceerd: 12-3-2024

  10. Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions

    Gepubliceerd: 7-3-2024

  11. Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders

    Gepubliceerd: 5-3-2024

  12. Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns

    Gepubliceerd: 28-2-2024

  13. Ep 433. Les Schwab Pride in Performance: Keep It Going

    Gepubliceerd: 22-2-2024

  14. Ep 432. Outsider CEOs: Bill Anders and General Dynamics

    Gepubliceerd: 15-2-2024

  15. Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics

    Gepubliceerd: 13-2-2024

  16. Ep 430. Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing

    Gepubliceerd: 9-2-2024

  17. Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value

    Gepubliceerd: 6-2-2024

  18. Ep 428. Dear Chairman: Robert Young vs. New York Central - The Proxyteers Storm the Vanderbilt Line

    Gepubliceerd: 30-1-2024

  19. Ep 427. M&A Activity: Spirit/JetBlue, Hawaiian Holdings/Alaska Airlines, and Kroger/Albertsons

    Gepubliceerd: 25-1-2024

  20. Ep 426. Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024

    Gepubliceerd: 22-1-2024

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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/

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