Focused Compounding
9.55K subscribers
28:01
Bankruptcy Investing: How to Analyze and Profit from Distressed Companies
Focused Compounding
356 views • 20 hours ago
34:12
Navigating Three Rate Cut Projections With Sticky Inflation in 2024
Focused Compounding
507 views • 2 days ago
34:09
Outsider CEOs: John Malone and TCI
Focused Compounding
544 views • 2 weeks ago
31:47
S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions
Focused Compounding
664 views • 3 weeks ago
31:35
Warren Buffett's Letter to Berkshire Hathaway Shareholders
Focused Compounding
1.3K views • 3 weeks ago
46:50
Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns
Focused Compounding
802 views • 1 month ago
30:03
Les Schwab Pride in Performance: Keep It Going
Focused Compounding
430 views • 1 month ago
31:21
Outsider CEOs: Bill Anders and General Dynamics
Focused Compounding
448 views • 1 month ago
1:36:07
Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics
Focused Compounding
1.5K views • 1 month ago
34:15
Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing
Focused Compounding
618 views • 1 month ago
44:00
The New Financial Capitalists: KKR and the Creation of Corporate Value
Focused Compounding
775 views • 1 month ago
38:09
Dear Chairman: Robert Young vs. New York Central - The Proxyteers Storm the Vanderbilt Line
Focused Compounding
392 views • 1 month ago
34:02
M&A Activity: Spirit/JetBlue, Hawaiian Holdings/Alaska Airlines, and Kroger/Albertsons
Focused Compounding
762 views • 2 months ago
40:08
Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024
Focused Compounding
470 views • 2 months ago
1:01:11
Dear Chairman: Benjamin Graham vs. Northern Pipeline - The Birth of Modern Shareholder Activism
Focused Compounding
690 views • 2 months ago
40:31
Outsider CEOs: Tom Murphy, A Perpetual Motion Machine for Returns
Focused Compounding
892 views • 2 months ago
1:14:13
The Warren Buffett Way: Mastering the Art of Capital Allocation
Focused Compounding
1.7K views • 2 months ago
39:38
Business Systems, John Neff, Mult Expansion, Inflection Points, and Other Investing Musings
Focused Compounding
843 views • 2 months ago
31:53
New Year, New You: How to Invest When You Only Have An Hour a Day to Do It
Focused Compounding
1K views • 2 months ago
1:01:11
Market Talk: 2023 in Review and 2024 Predictions
Focused Compounding
1.2K views • 2 months ago
29:27
Is the Steel Industry in Play? U.S. Steel and Friedman Industries
Focused Compounding
642 views • 3 months ago
35:11
Warren Buffett, Teledyne, and the Art of Allocating Company Capital
Focused Compounding
1.2K views • 3 months ago
24:20
Banking on the Curve: A Fresh Look at Bank Stocks
Focused Compounding
705 views • 3 months ago
27:39
Assessing Land Banks: Value Trap or Value Investment?
Focused Compounding
746 views • 3 months ago
25:16
A Tribute to Charlie Munger
Focused Compounding
1K views • 3 months ago
35:33
Normalizing Supply-Driven, Demand-Driven, and Bond-Like Earnings
Focused Compounding
941 views • 4 months ago
32:54
Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy
Focused Compounding
2.1K views • 4 months ago
29:14
The Many Different Ways to Guess a Business’s Future Revenue
Focused Compounding
982 views • 5 months ago
38:14
Understanding Your Opportunity Cost in an Inflationary Environment
Focused Compounding
1K views • 5 months ago
34:32
Analyzing Past Peaks: The Dynamics of Compounders & Cyclicals
Focused Compounding
882 views • 5 months ago
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