Focused Compounding
10.3K subscribers
1:15:19
Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas
Focused Compounding
358 views • 11 hours ago
1:39:13
Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, and Customer Behavior
Focused Compounding
1.4K views • 3 weeks ago
1:39:38
First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X
Focused Compounding
1.6K views • 4 weeks ago
58:25
Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence
Focused Compounding
1K views • 1 month ago
1:28:30
Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024
Focused Compounding
1.4K views • 1 month ago
26:07
Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry
Focused Compounding
907 views • 2 months ago
28:33
Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA
Focused Compounding
1.2K views • 3 months ago
23:18
Analyzing Debt: Optimal Capital Structures
Focused Compounding
1K views • 3 months ago
50:34
2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry
Focused Compounding
942 views • 3 months ago
45:26
Focused Compounding: Parks! America Q&A
Focused Compounding
1.4K views • 3 months ago
1:08:03
Our Takeaways from the Berkshire Hathaway Meeting
Focused Compounding
1.4K views • 3 months ago
46:12
Focused Compounding's Plan for Parks! America
Focused Compounding
1.3K views • 4 months ago
36:16
Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges
Focused Compounding
1.1K views • 4 months ago
36:09
Tangible Offline vs. Intangible Online: The Revenge of the Old Economy
Focused Compounding
949 views • 4 months ago
32:34
Energy Investing the Warren Buffett Way
Focused Compounding
1.3K views • 4 months ago
29:44
Market Share and Profitability: Unraveling the Relationship
Focused Compounding
616 views • 4 months ago
20:51
Rising Margins: Continuation or Reversion to the Mean?
Focused Compounding
817 views • 4 months ago
36:30
Efficiency, Narratives, and Stock Prices: Sifting Through the Noise
Focused Compounding
991 views • 5 months ago
37:56
Measuring and Judging a Company's Growth: What Matters and What Doesn't
Focused Compounding
1.1K views • 5 months ago
36:53
Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates
Focused Compounding
772 views • 5 months ago
39:33
Surviving the Test of Time: Why Some Companies Fail and Others Live Forever
Focused Compounding
918 views • 5 months ago
28:01
Bankruptcy Investing: How to Analyze and Profit from Distressed Companies
Focused Compounding
950 views • 5 months ago
34:12
Navigating Three Rate Cut Projections With Sticky Inflation in 2024
Focused Compounding
682 views • 5 months ago
34:09
Outsider CEOs: John Malone and TCI
Focused Compounding
867 views • 6 months ago
31:47
S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions
Focused Compounding
726 views • 6 months ago
31:35
Warren Buffett's Letter to Berkshire Hathaway Shareholders
Focused Compounding
1.7K views • 6 months ago
46:50
Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns
Focused Compounding
1K views • 6 months ago
30:03
Les Schwab Pride in Performance: Keep It Going
Focused Compounding
605 views • 6 months ago
31:21
Outsider CEOs: Bill Anders and General Dynamics
Focused Compounding
546 views • 6 months ago
1:36:07
Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics
Focused Compounding
2K views • 7 months ago
Load More