Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence
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11 Aug 202458min
Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024
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17 Juli 20241h 28min
Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry
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25 Juni 202426min
Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA
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29 Maj 202428min
Ep 452. Analyzing Debt: Optimal Capital Structures
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24 Maj 202423min
Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry
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21 Maj 202450min
Ep 450. Our Takeaways from the Berkshire Hathaway Meeting
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16 Maj 20241h 8min
Ep 449. Focused Compounding's Plan for Parks! America
PRKAproxyfight.com The implementation of this plan is contingent on the election of Focused Compounding’s four (4) director-nominees at the Company’s Annual Meeting. The financial forecasts containe...
10 Maj 202446min
