Index investing and the future of airline mer...

Revisit some of Felix and Mihir’s recommendations. Hosted on Acast. See acast.com/privacy for more information. 

Revisit Felix and Mihir’s discussion about TikTok bans and why sports have become so valuable. Hosted on Acast. See acast.com/privacy for more information. 

In this episode, Anthony Cheung and Stephen Barnet discuss the latest developments in M&A speculation, focusing on Unicredit's acquisition attempts of Commerzbank, Qualcomm's interest in Intel, and the ongoing saga of Rightmove's acquisition. 

They delv ...

In this episode, Anthony Cheung and Stephen Barnett discuss Nvidia's recent earnings report, the implications of Trump's return on M&A activity, and the role of activist investors in corporate strategy. 

A great conversation connecting corporate finance theo ...

The investment consultant and author of "Winning the Loser's Game" joins the FT's John Authers to debate the merits of index investing, the subject of his latest book "The Index Revolution: Why Investors Should Join It Now". Hosted on Acast. See acast.com/privacy for more informa ...  Show more

InsideArbitrage: https://t.co/XjSwNNG8bK QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com Twitter: @Focusedcompound Investment Inquiries: Andrew@focusedcompounding.com Please read our Disclaimer: https://focusedcompounding.com/disclai ...  Show more