459 Epizód

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

    Közzétéve: 2024. 04. 22.

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

    Közzétéve: 2024. 04. 16.

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

    Közzétéve: 2024. 04. 12.

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

    Közzétéve: 2024. 04. 09.

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

    Közzétéve: 2024. 04. 05.

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

    Közzétéve: 2024. 04. 02.

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

    Közzétéve: 2024. 03. 28.

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

    Közzétéve: 2024. 03. 26.

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

    Közzétéve: 2024. 03. 12.

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

    Közzétéve: 2024. 03. 07.

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

    Közzétéve: 2024. 03. 05.

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

    Közzétéve: 2024. 02. 28.

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

    Közzétéve: 2024. 02. 22.

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

    Közzétéve: 2024. 02. 15.

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

    Közzétéve: 2024. 02. 13.

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

    Közzétéve: 2024. 02. 09.

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

    Közzétéve: 2024. 02. 06.

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

    Közzétéve: 2024. 01. 30.

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

    Közzétéve: 2024. 01. 25.

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

    Közzétéve: 2024. 01. 22.

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