Focused Compounding cover image

Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries

Focused Compounding

00:00

U.S. Steel's Performance and Consolidation in the Steel Industry

This chapter explores the recent surge in stock price for U.S. Steel and the uncertainty surrounding its takeover price. It also discusses the consolidation in the steel industry and potential value opportunities, drawing parallels to the UK car dealers. Furthermore, it highlights Friedman Industries' expansion and investment from a Japanese steel firm.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app