459 Épisodes

  1. Ep 445. Market Share and Profitability: Unraveling the Relationship

    Publié: 22/04/2024

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

    Publié: 16/04/2024

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

    Publié: 12/04/2024

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

    Publié: 09/04/2024

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

    Publié: 05/04/2024

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

    Publié: 02/04/2024

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

    Publié: 28/03/2024

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

    Publié: 26/03/2024

  9. Ep 437. Outsider CEOs: John Malone and TCI

    Publié: 12/03/2024

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

    Publié: 07/03/2024

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

    Publié: 05/03/2024

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

    Publié: 28/02/2024

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

    Publié: 22/02/2024

  14. Ep 432. Outsider CEOs: Bill Anders and General Dynamics

    Publié: 15/02/2024

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

    Publié: 13/02/2024

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

    Publié: 09/02/2024

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

    Publié: 06/02/2024

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

    Publié: 30/01/2024

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

    Publié: 25/01/2024

  20. Ep 426. Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024

    Publié: 22/01/2024

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