Focused Compounding

454 Episodes

1. Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X

   Published: 10/4/2024
2. Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas

   Published: 9/13/2024
3. Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior

   Published: 8/23/2024
4. Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X

   Published: 8/16/2024
5. Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence

   Published: 8/11/2024
6. Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024

   Published: 7/17/2024
7. Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry

   Published: 6/25/2024
8. Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA

   Published: 5/29/2024
9. Ep 452. Analyzing Debt: Optimal Capital Structures

   Published: 5/24/2024
10. Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry

    Published: 5/21/2024
11. Ep 450. Our Takeaways from the Berkshire Hathaway Meeting

    Published: 5/16/2024
12. Ep 449. Focused Compounding's Plan for Parks! America

    Published: 5/10/2024
13. Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges

    Published: 4/26/2024
14. Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy

    Published: 4/25/2024
15. Ep 446. Energy Investing the Warren Buffett Way

    Published: 4/24/2024
16. Ep 445. Market Share and Profitability: Unraveling the Relationship

    Published: 4/22/2024
17. Ep 444. Rising Margins: Continuation or Reversion to the Mean?

    Published: 4/16/2024
18. Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise

    Published: 4/12/2024
19. Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't

    Published: 4/9/2024
20. Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates

    Published: 4/5/2024