01:39:13

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

01:39:38

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

58:25

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

01:28:30

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

26:07

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

28:33

Asset-Earnings Equivalence, Cyclical Downturns, and Thoughts on NVDA

23:18

Analyzing Debt: Optimal Capital Structures

50:34

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

45:26

Focused Compounding: Parks! America Q&A

01:08:03

Our Takeaways from the Berkshire Hathaway Meeting

46:12

Focused Compounding's Plan for Parks! America

36:16

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

36:09

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

32:34

Energy Investing the Warren Buffett Way

29:44

Market Share and Profitability: Unraveling the Relationship

20:51

Rising Margins: Continuation or Reversion to the Mean?

36:30

Efficiency, Narratives, and Stock Prices: Sifting Through the Noise

37:56

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

36:53

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

39:33

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

28:01

Bankruptcy Investing: How to Analyze and Profit from Distressed Companies

34:12

Navigating Three Rate Cut Projections With Sticky Inflation in 2024

34:09

Outsider CEOs: John Malone and TCI

31:47

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

31:35

Warren Buffett's Letter to Berkshire Hathaway Shareholders

46:50

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

30:03

Les Schwab Pride in Performance: Keep It Going

31:21

Outsider CEOs: Bill Anders and General Dynamics

01:36:07

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

34:15

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

44:00

The New Financial Capitalists: KKR and the Creation of Corporate Value

38:09

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

34:02

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

40:08

Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024

01:01:11

Dear Chairman: Benjamin Graham vs. Northern Pipeline - The Birth of Modern Shareholder Activism

40:31

Outsider CEOs: Tom Murphy, A Perpetual Motion Machine for Returns

01:14:13

The Warren Buffett Way: Mastering the Art of Capital Allocation

39:38

Business Systems, John Neff, Mult Expansion, Inflection Points, and Other Investing Musings

31:53

New Year, New You: How to Invest When You Only Have An Hour a Day to Do It

01:01:11

Market Talk: 2023 in Review and 2024 Predictions

29:27

Is the Steel Industry in Play? U.S. Steel and Friedman Industries

35:11

Warren Buffett, Teledyne, and the Art of Allocating Company Capital

24:20

Banking on the Curve: A Fresh Look at Bank Stocks

27:39

Assessing Land Banks: Value Trap or Value Investment?

25:16

A Tribute to Charlie Munger

35:33

Normalizing Supply-Driven, Demand-Driven, and Bond-Like Earnings

32:54

Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy

29:14

The Many Different Ways to Guess a Business’s Future Revenue

38:14

Understanding Your Opportunity Cost in an Inflationary Environment

34:32

Analyzing Past Peaks: The Dynamics of Compounders & Cyclicals

29:19

Corporate Governance and The Power of Ownership

01:12:36

Where Do You Draw the Line Between Money Mind and Style?

01:03:08

Two-Minute Drill on Stocks and Recalling the Bank Failures Earlier in the Year

46:14

Searching for Value: Long-Term Net Net Returns & Two Actionable Ideas

48:05

Merger Arbitrage: Spirit Airlines vs. Albertsons

43:13

The Number One Trait of Top Investors: A Money Mindset

50:18

Investing the Peter Lynch Way

35:14

Uncovering Warren Buffett’s Investments in Japan

42:27

Macro for Value Investors: What Alice Schroeder Means by ’Buffett Cares about Macro’

31:52

Where Does Your Return Come From: Yield, Growth, and Multiple Expansion