Synopsis
New podcast weblog
Episodes
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Ep 453. Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA
29/05/2024 Duration: 28min -
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Ep 451. 2024 Box Office, AMC Short Squeeze, and the Future of the Movie Industry
21/05/2024 Duration: 50min -
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Ep 449. Focused Compounding's Plan for Parks! America
10/05/2024 Duration: 46minPRKAproxyfight.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 what Focused Compounding’s nominees would propose to do if they are elected to the Board of Parks! America at the Annual Meeting, subject to their fiduciary duties. Additional Information and Certain Information Regarding the Participants On May 7, 2024, Focused Compounding Fund, LP filed a definitive proxy statement (the “Proxy Statement”) with the U.S. Securities and Exchange Commission (“SEC”) in connection with the 2024 annual meeting of Parks! America, Inc., which is currently scheduled to be held virtually on June 6
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Ep 448. Stocks Below Replacement Cost, Nuclear Power Dynamics, and Insurance Premium Surges
26/04/2024 Duration: 36min -
Ep 447. Tangible Offline vs. Intangible Online: The Revenge of the Old Economy
25/04/2024 Duration: 36min -
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Ep 443. Efficiency, Narratives, and Stock Prices: Sifting Through the Noise
12/04/2024 Duration: 36min -
Ep 442. Measuring and Judging a Company's Growth: What Matters and What Doesn't
09/04/2024 Duration: 37min -
Ep 441. Upcoming Spinoffs, A Case for CRMT's Cheapness, and Thoughts on Future Corp Tax Rates
05/04/2024 Duration: 36min -
Ep 440. Surviving the Test of Time: Why Some Companies Fail and Others Live Forever
02/04/2024 Duration: 39min -
Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies
28/03/2024 Duration: 28min -
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Ep 436. S&P 500 YTD, The FTC's Move Against Kroger-Albertsons, Nvidia's Surge, and Year-End Predictions
07/03/2024 Duration: 31min -
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Ep 434. Snap Judgments from Listeners and Analysis of AMR's Extraordinary Returns
28/02/2024 Duration: 46min