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
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5 Maalis 202431min
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
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22 Helmi 202430min
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
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
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9 Helmi 202434min
Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value
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...
6 Helmi 202443min
