Focused Compounding

Ep 431. Parks! America, Inc.: Failures in Capital Allocation, Corporate Governance, and Business Basics

Feb 13, 2024
The podcast discusses their investment in Parks America, their attraction to the company's profitability and small market cap, and their visits to the parks owned by the company. It also highlights issues with corporate governance and leadership change, attempts at constructive dialogue, the company's position and management structure, challenges and opportunities in the theme park industry, evaluating park performance, the importance of voting in the special election and shareholder meeting, and the assessment of the situation and incentives in the proxy battle.
Ask episode
Chapters
Transcript
Episode notes