Focused Compounding
Csatorna részletek
Focused Compounding
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Legutóbbi epizódok
471 epizód
Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?
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Ep 472. Moats in Commodities: Why Some Price Takers Win Big
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Ep 471. Howard Marks’ Memo: The Calculus of Value
https://www.oaktreecapital.com/insights/memo/the-calculus-of-value
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Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves
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Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AI’s Disruption of Investing
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Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation
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Ep 467. Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance
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Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett
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Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?
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Ep 464. Buffett’s Playbook: Past and Present
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Ep 463. Key Takeaways From Warren Buffett's 2024 Letter to Berkshire Shareholders
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Ep 462. Berkshire's 13-F, Buybacks at 100x P/E, and Momentum & Pods' Effects on Stock Prices
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Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock
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Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X
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Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas
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Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior
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Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X
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Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence
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Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024
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Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry
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Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA
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Ep 452. Analyzing Debt: Optimal Capital Structures
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Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry
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Ep 450. Our Takeaways from the Berkshire Hathaway Meeting
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Ep 449. Focused Compounding's Plan for Parks! America
PRKAproxyfight.com
The implementation of this plan is contingent on the election of Focused Compounding’s four (4) director-nominees at...
Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges
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Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy
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Ep 446. Energy Investing the Warren Buffett Way
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Ep 445. Market Share and Profitability: Unraveling the Relationship
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Ep 444. Rising Margins: Continuation or Reversion to the Mean?
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Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise
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Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't
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Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates
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Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever
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Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies
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Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024
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Ep 437. Outsider CEOs: John Malone and TCI
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Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions
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Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders
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Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns
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