Focused Compounding

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Episodes

Ep 446. Energy Investing the Warren Buffett Way

April 24, 2024 • 32 mins

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Focused Compounding

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Ep 446. Energy Investing the Warren Buffett Way

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}Ep 445. Market Share and Profitability: Unraveling the Relationship

Ep 444. Rising Margins: Continuation or Reversion to the Mean?

Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise

Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't

Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates

Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever

Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies

Ep 438. Navigating Three Rate Cuts With Sticky Inflation in 2024

Ep 437. Outsider CEOs: John Malone and TCI

Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions

Ep 435. Warren Buffett's Letter to Berkshire Hathaway Shareholders

Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns

Ep 433. Les Schwab Pride in Performance: Keep It Going

Ep 432. Outsider CEOs: Bill Anders and General Dynamics

Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics

Ep 430. Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing

Ep 429. The New Financial Capitalists: Kohlberg Kravis Roberts and the Creation of Corporate Value

Ep 428. Dear Chairman: Robert Young vs. New York Central - The Proxyteers Storm the Vanderbilt Line

Ep 427. M&A Activity: Spirit/JetBlue, Hawaiian Holdings/Alaska Airlines, and Kroger/Albertsons

Popular Podcasts

Ep 446. Energy Investing the Warren Buffett Way

Ep 445. Market Share and Profitability: Unraveling the Relationship