Focused Compounding

459 Episodes

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

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

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

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

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

   Published: 4/5/2024
6. Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever

   Published: 4/2/2024
7. Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies

   Published: 3/28/2024
8. Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024

   Published: 3/26/2024
9. Ep 437. Outsider CEOs: John Malone and TCI

   Published: 3/12/2024
10. Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions

    Published: 3/7/2024
11. Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders

    Published: 3/5/2024
12. Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns

    Published: 2/28/2024
13. Ep 433. Les Schwab Pride in Performance: Keep It Going

    Published: 2/22/2024
14. Ep 432. Outsider CEOs: Bill Anders and General Dynamics

    Published: 2/15/2024
15. Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics

    Published: 2/13/2024
16. Ep 430. Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing

    Published: 2/9/2024
17. Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value

    Published: 2/6/2024
18. Ep 428. Dear Chairman: Robert Young vs. New York Central - The Proxyteers Storm the Vanderbilt Line

    Published: 1/30/2024
19. Ep 427. M&A Activity: Spirit/JetBlue, Hawaiian Holdings/Alaska Airlines, and Kroger/Albertsons

    Published: 1/25/2024
20. Ep 426. Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024

    Published: 1/22/2024