Ep 420. 2023 in Review and 2024 Predictions
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29 Dec 20231h 1min
Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries
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26 Dec 202329min
Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital
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20 Dec 202335min
Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks
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18 Dec 202324min
Ep 416. Assessing Land Banks: Value Trap or Value Investment?
MLP writeup: https://valueinvestorsclub.com/idea/MAUI_LAND_andamp%3B_PINEAPPLE_CO/2155146259 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Inter...
6 Dec 202327min
Ep 415. A Tribute to Charlie Munger
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4 Dec 202325min
Ep 414. Normalizing Supply-Driven, Demand-Driven, and Bond-Like Earnings
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1 Nov 202335min
Ep 413. Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy
InsideArbitrage: https://t.co/XjSwNNG8bK Subscribe to our email list: https://focusedcompounding.ck.page/ QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com...
30 Okt 202332min
