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 Feb 202443min
Ep 427. M&A Activity: Spirit/JetBlue, Hawaiian Holdings/Alaska Airlines, and Kroger/Albertsons
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25 Jan 202434min
Ep 426. Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024
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22 Jan 202440min
Ep 425. Dear Chairman: Benjamin Graham vs. Northern Pipeline - The Birth of Modern Shareholder Activism
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16 Jan 20241h 1min
Ep 424. Outsider CEOs: Tom Murphy, A Perpetual Motion Machine for Returns
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12 Jan 202440min
Ep 423. The Warren Buffett Way: Mastering the Art of Capital Allocation
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8 Jan 20241h 14min
Ep 422. Creating Business Systems, John Neff, Multiple Expansion, Inflection Points, and Other Investing Musings
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5 Jan 202439min
