Focused Compounding

Focused Compounding

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Recent Episodes

  • Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise

    5 days ago
  • Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't

    1 week ago
  • Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates

    2 weeks ago
  • Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever

    2 weeks ago
  • Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies

    3 weeks ago
  • Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024

    3 weeks ago
  • Ep 437. Outsider CEOs: John Malone and TCI

    1 month ago
  • Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions

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

    1 month ago
  • Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns

    2 months ago