Ep 430. Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing 09.02.2024 34:14

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Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value 06.02.2024 43:59

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 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Exp...

Ep 428. Dear Chairman: Robert Young vs. New York Central - The Proxyteers Storm the Vanderbilt Line 30.01.2024 38:08

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Ep 427. M&A Activity: Spirit/JetBlue, Hawaiian Holdings/Alaska Airlines, and Kroger/Albertsons 25.01.2024 34:01

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Ep 426. Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024 22.01.2024 40:07

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Ep 425. Dear Chairman: Benjamin Graham vs. Northern Pipeline - The Birth of Modern Shareholder Activism 16.01.2024 1:01:10

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Ep 424. Outsider CEOs: Tom Murphy, A Perpetual Motion Machine for Returns 12.01.2024 40:31

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Ep 423. The Warren Buffett Way: Mastering the Art of Capital Allocation 08.01.2024 1:14:12

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Ep 422. Creating Business Systems, John Neff, Multiple Expansion, Inflection Points, and Other Investing Musings 05.01.2024 39:37

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Ep 421. New Year, New You: How to Invest When You Only Have An Hour a Day to Do It 03.01.2024 31:52

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/ 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompoundi...

Ep 420. 2023 in Review and 2024 Predictions 29.12.2023 1:01:10

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Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries 26.12.2023 29:26

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Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital 20.12.2023 35:10

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Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks 18.12.2023 24:19

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Ep 416. Assessing Land Banks: Value Trap or Value Investment? 06.12.2023 27:38

MLP writeup: https://valueinvestorsclub.com/idea/MAUI_LAND_andamp%3B_PINEAPPLE_CO/2155146259 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quic...

Ep 415. A Tribute to Charlie Munger 04.12.2023 25:15

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Ep 414. Normalizing Supply-Driven, Demand-Driven, and Bond-Like Earnings 01.11.2023 35:32

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Ep 413. Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy 30.10.2023 32:53

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Ep 412. The Many Different Ways to Guess a Business’s Future Revenue 25.10.2023 29:13

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: Focusedcompounding@gmail.com Twitter: @Focusedcompo...

Ep 411. Understanding Your Opportunity Cost in an Inflationary Environment 23.10.2023 38:14