Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior
Focused Compounding
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Paramount's Bidding Wars and Corporate Dynamics
This chapter explores the complexities of the bidding war for Paramount, particularly focusing on the concerns of non-voting shareholders and the influence of national amusements. It also examines potential mergers and their implications for shareholder value, alongside insights into recent movements in the automotive sector.
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