Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital
Focused Compounding20 Joulu 2023

Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital

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About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends.

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Ep 437. Outsider CEOs: John Malone and TCI

Ep 437. Outsider CEOs: John Malone and TCI

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12 Maalis 202434min

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

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

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7 Maalis 202431min

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

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

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5 Maalis 202431min

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

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

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28 Helmi 202446min

Ep 433. Les Schwab Pride in Performance: Keep It Going

Ep 433. Les Schwab Pride in Performance: Keep It Going

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22 Helmi 202430min

Ep 432. Outsider CEOs: Bill Anders and General Dynamics

Ep 432. Outsider CEOs: Bill Anders and General Dynamics

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15 Helmi 202431min

Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics

Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics

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 conta...

13 Helmi 20241h 36min

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

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

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9 Helmi 202434min

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