Focused Compounding

  • Autor: Vários
  • Narrador: Vários
  • Editor: Podcast
  • Duración: 356:02:56
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Informações:

Sinopsis

New podcast weblog

Episodios

  • Ep 432. Outsider CEOs: Bill Anders and General Dynamics

    15/02/2024 Duración: 31min
  • Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics

    13/02/2024 Duración: 01h36min

    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. 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

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

    09/02/2024 Duración: 34min
  • Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value

    06/02/2024 Duración: 43min

    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

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

    05/01/2024 Duración: 39min
  • Ep 421. New Year, New You: How to Invest When You Only Have An Hour a Day to Do It

    03/01/2024 Duración: 31min

    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

    29/12/2023 Duración: 01h01min
  • 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
  • Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks

    18/12/2023 Duración: 24min
  • Ep 416. Assessing Land Banks: Value Trap or Value Investment?

    06/12/2023 Duración: 27min

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

  • Ep 415. A Tribute to Charlie Munger

    04/12/2023 Duración: 25min
  • Ep 414. Normalizing Supply-Driven, Demand-Driven, and Bond-Like Earnings

    01/11/2023 Duración: 35min
  • Ep 413. Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy

    30/10/2023 Duración: 32min

    InsideArbitrage: 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/

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