Sinopsis
New podcast weblog
Episodios
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Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics
13/02/2024 Duración: 01h36minhttps://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. InvestorCom 19 Old Kings Highway S. Suite 130 Darien, CT 06820 Shareholders may call toll-free: (877) 972-0090 Banks and brokers call: (203) 972-9300 E-mail: Proxy@investor-com.com Additional Information Focused Compounding Group, LP, Focused Compounding Capital Management, LLC, Andrew Kuhn, Geoffrey Gannon and James Ford (collectively, the “Focused Compounding Group”) have filed a contested definitive Proxy Statement (the “Proxy Statement”) together with a proxy card with the SEC in connection with the proxy solicitation the Focused Compounding Group initiated (the “Proxy Solicitation”). SHAREHOLDERS ARE URGED TO READ PROXY STATEMENT (INCLUDING ANY AMENDMENTS OR SUPPLEMENTS THERETO), AND ANY OTHER RELEVANT DOCUMENTS THAT THE FOCUSED COMPOUNDING G
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Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value
06/02/2024 Duración: 43minhttps://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
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Ep 428. Dear Chairman: Robert Young vs. New York Central - The Proxyteers Storm the Vanderbilt Line
30/01/2024 Duración: 38min -
Ep 427. M&A Activity: Spirit/JetBlue, Hawaiian Holdings/Alaska Airlines, and Kroger/Albertsons
25/01/2024 Duración: 34min -
Ep 426. Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024
22/01/2024 Duración: 40min -
Ep 425. Dear Chairman: Benjamin Graham vs. Northern Pipeline - The Birth of Modern Shareholder Activism
16/01/2024 Duración: 01h01min -
Ep 424. Outsider CEOs: Tom Murphy, A Perpetual Motion Machine for Returns
12/01/2024 Duración: 40min -
Ep 423. The Warren Buffett Way: Mastering the Art of Capital Allocation
08/01/2024 Duración: 01h14min -
Ep 421. New Year, New You: How to Invest When You Only Have An Hour a Day to Do It
03/01/2024 Duración: 31minHow 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/
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Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries
26/12/2023 Duración: 29min -
Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital
20/12/2023 Duración: 35min -
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Ep 416. Assessing Land Banks: Value Trap or Value Investment?
06/12/2023 Duración: 27minMLP writeup: https://valueinvestorsclub.com/idea/MAUI_LAND_andamp%3B_PINEAPPLE_CO/2155146259
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Ep 413. Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy
30/10/2023 Duración: 32minInsideArbitrage: https://t.co/XjSwNNG8bK Subscribe to our email list: https://focusedcompounding.ck.page/ QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclaimer/