All episodes of Focused Compounding

Ep 461. The Trump Economy, Interest Rates, Deficits, Supermarkets, and an Intriguing Value Stock

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Published 11/08/24

Focused Compounding

Published 11/08/24

Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors....

Published 10/04/24

Ep 459. Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas

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Published 09/13/24

Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior

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Published 08/23/24

Ep 457. First 12 Hours on a Stock, 13-Fs, NKE/SBUX/ULTA, and Questions from X

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Published 08/16/24

Ep 456. Yen Carry Trade, Buffett's AAPL Sales, and MCS vs. CNK Price Divergence

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Published 08/11/24

Ep 455. Box Office, S&P 500 vs. Russell YTD, NVDA, and Value Investing in 2024

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors....

Published 07/17/24

Ep 454. Cable Talk: Charter’s Valuation, A Ted Weschler Position, and Thoughts on the Industry

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Published 06/25/24

Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors....

Published 05/29/24

Ep 452. Analyzing Debt: Optimal Capital Structures

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Published 05/24/24

Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors....

Published 05/21/24

Ep 450. Our Takeaways from the Berkshire Hathaway Meeting

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Published 05/16/24

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 contained herein are not a guaranty of what will happen, but rather are based on our market knowledge, and what we believe to be conservative forecasts. Focused Compounding is currently in a proxy contest with the Company, the outcome of which may determine the future of the Company. The Plan outlines...

Published 05/10/24

Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges

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Published 04/26/24

Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy

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Published 04/25/24

Ep 446. Energy Investing the Warren Buffett Way

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Published 04/24/24

Ep 445. Market Share and Profitability: Unraveling the Relationship

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Published 04/22/24

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

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Published 04/16/24

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

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Published 04/12/24

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

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Published 04/09/24

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

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Published 04/05/24

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

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Published 04/02/24

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

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Published 03/28/24

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

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Published 03/26/24