Preferred Shares Podcast

Mar 03 2025 19 ep. 59 mins 35
Preferred Shares Podcast artwork

Exploring the rabbit holes of business, history, and business history.

www.preferredsharespodcast.com

  Business  History
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Texas Pacific Land Corporation: The Riches of Royalties

Mar 03 2025 51 mins  
Welcome to Episode 19 of the Preferred Shares Podcast.We interviewed a special guest, Chadd Garcia, about Texas Pacific Land Corporation (TPL). Chadd is a veteran investment analyst, has worked in private equity, and is currently Vice President & Portfolio Manager at Ave Maria Mutual Funds.In This EpisodeHere are some highlights from the podcast episode about Texas Pacific Land Cor

Convair: The Rise and Fall of an Aerospace Titan - Part 2

Feb 17 2025 55 mins  
Welcome to Episode 18.In this episode, Doug picks up the story from where we left off in Part 1: its November 1941, when Consolidated Aircraft founder Reuben Fleet decides to sell his personal stake in the company. Doug then shares how Consolidated became Convair, was then acquired by General Dynamics, its disastrous foray into the commercial jetliner market, and its eventual demis

Convair: The Rise and Fall of an Aerospace Titan

Feb 05 2025 56 mins  
Welcome to Episode 17 of the Preferred Shares Podcast.In this episode, Doug shares his research on the early years of Consolidated Aircraft and its founder, Major Reuben Fleet. Consolidated became one of the major aircraft makers during World War II with its B-24 Liberator bomber and its Catalina flying patrol boat. This is a public episode. If you would like to discuss this with o

Tyler Technologies: Big Fish, Small Pond

Dec 23 2024 54 mins  
Welcome to Episode 16 of the Preferred Shares Podcast.In this episode, Douglas Ott walks us through the origin story of Tyler Technologies to the present day.In this episodeIntroduction to Tyler Technologies [0:00-1:40]Tyler Technologies is described as a “big fish in a small pond,” focusing on software solutions for municipalities and state/local governments.The market is arou

Chain Restaurants and the Interstate

Oct 28 2024 77 mins  
Welcome to Episode 15 of the Preferred Shares Podcast.In this episode—another in our series on the beneficiaries of the spending on the interstate highway system of the United States—we take turns discussing Howard Johnson’s, McDonald’s, and KFC. In this episodeThe Johnson’s family cigar businessHoward Johnson quitting school at age 12Worked at a drug store until buying i

Marc Levinson on The Great A&P

Oct 11 2024 66 mins  
Welcome to Episode 14 of the Preferred Shares Podcast.In this episode, Preferred Shares explores the evolution of grocery retailing in the United States with a focus on the rise of A&P, it becoming the largest retailer in the world, and the company’s ultimate demise. To help tell this story, there is no better expert than historian, author, and economist Marc Levinson, author of

Rae Maile: A Lifetime in Tobacco

Sep 27 2024 76 mins  
Welcome to Episode 13 of the Preferred Shares Podcast.We interviewed our friend and special guest, Rae Maile. Rae is a veteran analyst who has covered the tobacco industry for over 35 years. He has never held back his strong opinions, and always has the data to support them.In this episodeRae’s background in financial services, from junior analyst covering brewers and general ret

Henry Crown and Material Service Corporation

Jul 09 2024 47 mins  
Welcome to Episode 12 of the Preferred Shares Podcast.In this episode—the third in our series on the beneficiaries of the spending on the interstate highway system of the United States—Preferred Shares does a deep dive into the life of businessman and investor, Henry Crown.In this episodeHenry Crown is born in Chicago in 1896 to a family of poor immigrants.Henry and his brother

The Rocks That Connect America

May 29 2024 55 mins  
Welcome to Episode 11 of the Preferred Shares Podcast.In this episode—the second part in our series on the beneficiaries of the spending on the interstate highway system of the United States—Preferred Shares explores the aggregates industry. In particular, we go over the early history of Birmingham Slag, the family-owned business that evolved into Vulcan Materials Company (VMC)

Breaking down the Utility Industry: Expert Insights From Ian Clark of Dichotomy Capital

Apr 25 2024 77 mins  
Welcome to Episode 10 of the Preferred Shares Podcast.Lawrence Hamtil, of Fortune Financial Advisors, and Douglas Ott, of Andvari Associates, were the primary researchers for this episode. In this episode, we are joined by Ian Clark, founder and head of Dichotomy Capital, a power market focused investment manager that utilizes intensive research to find attractive opportunities in