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Focused Compounding

Focused Compounding

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Recent Episodes

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

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

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

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

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

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

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  • Ep 437. Outsider CEOs: John Malone and TCI

    8 months ago

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

    8 months ago

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

    9 months ago

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

    9 months ago