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Favorite Books (2024)
Here is my favorite books list of 2024:
Jan 1, 2025
•
Ron
1
Favorite Podcast Episodes (2024)
Here are some of the podcast episodes that I enjoyed the most in 2024:
Jan 1, 2025
•
Ron
2
The GEO Group: Beyond Private Prisons
Electronic Monitoring and Surveillance Services generated $213 million in operating income at a 50% operating margin in 2023.
Mar 24, 2024
•
Ron
6
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McDonald's: Real Estate
Feb 25, 2024
•
Ron
5
A Tale of Two Distillers
Dec 12, 2021
•
Ron
6
Cigarette Pricing + Demand
Jan 8, 2023
•
Ron
7
3
Nicotine as a Nootropic (NaaN)
Jul 16, 2023
•
Ron
4
2
Philip Morris International: Market Share
May 21, 2023
•
Ron
7
4
The GEO Group: Beyond Private Prisons
Mar 24, 2024
•
Ron
6
Latest
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Discussions
Republic Services: Waste Management's More Efficient Little Brother
Despite having 56 fewer landfills, Republic only has ~3% less capacity than WM, and both companies generate roughly the same free cash flow.
Mar 10, 2024
•
Ron
1
Waste Management: Working With Less
WM had fewer landfills in 2023 than it did in 2009. Revenue increased 73%, FCF increased 57%, and landfill capacity in tons increased 12%.
Mar 3, 2024
•
Ron
6
McDonald's: Real Estate
The company owns 57% of the land under McDonald's restaurants and 80% of all McDonald's restaurant buildings.
Feb 25, 2024
•
Ron
5
Some Perspective on the BTI Writedown
In December of 2023, British American Tobacco wrote down much of the value of its U.S.
Jan 7, 2024
•
Ron
4
5
Favorite Podcast Episodes (2023)
Here are some of the podcast episodes that I enjoyed the most in 2023:
Dec 31, 2023
•
Ron
1
Favorite Books (2023)
Here is a list of my favorite books in 2023: History/Biography How to Hide an Empire: A History of the Greater United States (Daniel Immerwahr). What It…
Dec 31, 2023
•
Ron
3
Nicotine as a Service (NaaS)
PMI used R&D to become a better nicotine company. Healthcare M&A could lead to distraction.
Aug 6, 2023
•
Ron
4
2
Nicotine as a Nootropic (NaaN)
The science says that nicotine is good for mental performance and brain health.
Jul 16, 2023
•
Ron
4
2
Philip Morris International: Capital Allocation
PMI has returned over $120 billion to shareholders since Altria spun it off in 2008.
Jun 25, 2023
•
Ron
5
1
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