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 Mar 202431min
Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders
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5 Mar 202431min
Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns
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28 Feb 202446min
Ep 433. Les Schwab Pride in Performance: Keep It Going
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22 Feb 202430min
Ep 432. Outsider CEOs: Bill Anders and General Dynamics
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15 Feb 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 Feb 20241h 36min
Ep 430. Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing
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9 Feb 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 Feb 202443min
