Ep 385. 5 Years of Podcasting, Theme Park Industry in 2023, Munger DJCO Meeting, and Berkshire’s 13-F

1

Introduction

00:00 • 2min

2

Focus Compounding Podcast - Five Years on the Podcast

01:51 • 2min

3

We Recorded a Lot of Podcasts Over the Years

03:27 • 5min

4

The Focus Compounding Podcast

08:06 • 2min

5

What's Your Favorite Moment Moment From the Podcast?

10:02 • 2min

6

How Much Caffeine Is in a Liter of Coffee?

12:21 • 2min

7

Do You Know What Drives You to Extreme Diets?

13:53 • 2min

8

Do You Have a Guest Panel on the Podcast?

15:46 • 2min

9

Do You Still Own Berford Capital?

17:37 • 2min

10

What Are Your Thoughts About Recording Remotely?

19:53 • 2min

11

You Know When's the Best Time to Record?

22:16 • 2min

12

What's Going on at Disney World?

23:56 • 2min

13

I'd Like to Bet That Disney's Numbers Have Risen a Lot More Than in Tampa

25:53 • 2min

14

Six Flags - What's New?

27:30 • 2min

15

Is That a More Efficient Way to Run Your Theme Parks?

29:15 • 3min

16

What's the Price of Cedar Fair?

32:18 • 3min

17

Is There a Shift in the Market for Dividends?

35:25 • 2min

18

Investing in Cedar Fair

37:19 • 3min

19

Is There a Difference Between LLCs and Public Beaches?

40:29 • 4min

20

What's the Biggest Advantage to Investing in Stocks?

44:41 • 2min

21

What's the Problem With Overlooked Stocks?

46:25 • 2min

22

The Daily Journal Meeting With Monk

48:37 • 2min

23

Use Leverage When Buying Preferential Stocks

50:44 • 2min

24

Is It a Good Investment or a Speculation?

52:56 • 4min

25

Amar Precious Metals

56:43 • 3min

26

The Man for All Markets

59:50 • 5min

27

Is There a Supply Demand Issue With Uranium?

01:04:41 • 3min

28

Can a Great Business Be Run by a Lousy Manager?

01:07:24 • 2min

29

The Problem of Stealing Other Investors Ideas

01:09:28 • 3min

30

Is It Stressful for Buffett?

01:12:10 • 2min

31

Focus Compounding Podcast Five-Year Anniversary

01:14:12 • 2min

32

Getting Comfort on the Quality of Deposits

01:15:52 • 5min

33

Is Time Money a Good Investment?

01:21:06 • 4min

34

What's the Difference Between Hot Money and Hot Money?

01:25:25 • 6min

35

How to Avoid Catastrophic Losses

01:31:10 • 2min

36

Is It Because You're a Concentrated Investor?

01:33:08 • 2min

37

How's It Doing Since Covid?

01:34:51 • 3min

38

Is This a Bad Stock?

01:37:22 • 3min

39

What's the Highest Acceptable Price of Gross Profit?

01:40:23 • 2min

40

What's the Dividing Line Between Gross Profit and Tangental Assets?

01:42:31 • 2min

41

Buffet

01:44:22 • 1min

42

Buffet's Selling Bank of America?

01:45:49 • 4min

43

Bank of America and American Express

01:50:02 • 2min

44

Bank of America

01:51:49 • 2min

45

Focus Compounding Podcast - Five Years In

01:54:15 • 2min