Focused Compounding

  • Autor: Vários
  • Narrador: Vários
  • Editora: Podcast
  • Duração: 358:55:51
  • Mais informações

Informações:

Sinopse

New podcast weblog

Episódios

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

    05/03/2024 Duração: 31min
  • Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns

    28/02/2024 Duração: 46min
  • Ep 433. Les Schwab Pride in Performance: Keep It Going

    22/02/2024 Duração: 30min
  • Ep 432. Outsider CEOs: Bill Anders and General Dynamics

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

    13/02/2024 Duração: 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 Duração: 34min
  • Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value

    06/02/2024 Duração: 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 Duração: 38min
  • Ep 427. M&A Activity: Spirit/JetBlue, Hawaiian Holdings/Alaska Airlines, and Kroger/Albertsons

    25/01/2024 Duração: 34min
  • Ep 426. Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024

    22/01/2024 Duração: 40min
  • Ep 425. Dear Chairman: Benjamin Graham vs. Northern Pipeline - The Birth of Modern Shareholder Activism

    16/01/2024 Duração: 01h01min
  • Ep 424. Outsider CEOs: Tom Murphy, A Perpetual Motion Machine for Returns

    12/01/2024 Duração: 40min
  • Ep 423. The Warren Buffett Way: Mastering the Art of Capital Allocation

    08/01/2024 Duração: 01h14min
  • Ep 422. Creating Business Systems, John Neff, Multiple Expansion, Inflection Points, and Other Investing Musings

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

    03/01/2024 Duração: 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 Duração: 01h01min
  • Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries

    26/12/2023 Duração: 29min
  • Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital

    20/12/2023 Duração: 35min
  • Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks

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

    06/12/2023 Duração: 27min

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

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