Focused Compounding

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

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

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

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

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

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

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

Ep 437. Outsider CEOs: John Malone and TCI

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

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

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

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

Ep 432. Outsider CEOs: Bill Anders and General Dynamics

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

https://www.prkaproxyfight.com/ If you have any questions, require assistance in voting your BLUE proxy card, or need additional copies of the Focused Compounding Group’s proxy materials, please contact InvestorCom at the phone numbers or email address listed below. InvestorCom19 Old Kings Highway S.Suite...

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

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

https://www.amazon.com/New-Financial-Capitalists-Kohlberg-Corporate/dp/0521642604/ref=sr_1_1?keywords=the+new+financial+capitalists&sr=8-1   https://aletteraday.substack.com/p/letter-54-george-roberts-1998  

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

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

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

Ep 425. Dear Chairman: Benjamin Graham vs. Northern Pipeline - The Birth of Modern Shareholder Activism

Ep 424. Outsider CEOs: Tom Murphy, A Perpetual Motion Machine for Returns

Ep 423. The Warren Buffett Way: Mastering the Art of Capital Allocation

Ep 422. Creating Business Systems, John Neff, Multiple Expansion, Inflection Points, and Other Investing Musings

Ep 421. New Year, New You: How to Invest When You Only Have An Hour a Day to Do It

How to Invest When You Only Have an Hour a Day to Do It https://focusedcompounding.com/how-to-invest-when-you-only-have-an-hour-a-day-to-do-it/  

Ep 420. 2023 in Review and 2024 Predictions

Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries

Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital

Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks

Ep 416. Assessing Land Banks: Value Trap or Value Investment?

MLP writeup: https://valueinvestorsclub.com/idea/MAUI_LAND_andamp%3B_PINEAPPLE_CO/2155146259

Ep 415. A Tribute to Charlie Munger

Ep 414. Normalizing Supply-Driven, Demand-Driven, and Bond-Like Earnings

Ep 413. Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy

InsideArbitrage: https://t.co/XjSwNNG8bK Subscribe to our email list: https://focusedcompounding.ck.page/ QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 412. The Many Different Ways to Guess a Business’s Future Revenue

The Many Different Ways to Guess a Business’s Future Revenue blog post: https://focusedcompounding.ck.page/posts/the-many-different-ways-to-guess-a-business-s-future-revenue-1 InsideArbitrage: https://t.co/XjSwNNG8bK Subscribe to our email list: https://focusedcompounding.ck.page/ QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 411. Understanding Your Opportunity Cost in an Inflationary Environment

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 410. Analyzing Past Peaks: The Dynamics of Compounders & Cyclicals

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 409. Corporate Governance and The Power of Ownership

https://aletteraday.substack.com/p/letter-54-george-roberts-1998 InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 408. Where Do You Draw the Line Between Money Mind and Style?

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 407. Two-Minute Drill on Stocks and Recalling the Bank Failures Earlier in the Year

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 406. Searching for Value: Long-Term Net Net Returns & Two Actionable Ideas

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 405. Merger Arbitrage: Spirit Airlines vs. Albertsons

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 404. The Number One Trait of Top Investors: A Money Mindset

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 403. Investing the Peter Lynch Way

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 402. Uncovering Warren Buffett’s Investments in Japan

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 401. Macro for Value Investors: What Alice Schroeder Means by ’Buffett Cares about Macro’

QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 400. Where Does Your Return Come From: Yield, Growth, and Multiple Expansion, and the Difference Between Speculation and Investing

QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 399. Berkshire Hathaway’s Homebuilder Investment, Market Positioning, and Assessing Business Profit Persistency

QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 398. The Financial History of General Motors with Capital Allocation Author, Jacob McDonough

Jacob's Info Podcast: https://open.spotify.com/show/3iJsVOzhvOECw8wwckyBbc Twitter: @McD_Investments Website: http://www.mcdonough-investments.com/ QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 397. The Financial History of GEICO with Capital Allocation Author, Jacob McDonough

Jacob's Info Podcast: https://open.spotify.com/episode/5y0tUU9O2v1D9VvEnEdaZ3?si=277799c172704769&nd=1 Twitter: @McD_Investments Website: http://www.mcdonough-investments.com/         QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 396. Box Office Flops, Cinemark’s Valuation, and Revisiting Overlooked Bank Stocks

QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/

Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter

QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: [email protected] Twitter: @Focusedcompound Investment Inquiries: [email protected] Please read our Disclaimer: https://focusedcompounding.com/disclaimer/