Investing by the Books #37 Carter Johnson on Distant Force

Investing By The Books

2022-12-12

23:15

Carter Johnson is the manager of MCJ Capital Partners, an investment management firm concentrated primarily on small caps. This episode is focused on Distant Force, a book about Teledyne written by Henry Singleton’s right-hand man, George A. Roberts. As usual, our conversation reaches far and wide, covering topics such as dividend policies, working with incentives, and understanding serial acquirers.

NS

EP

Niklas Sävås

Eddie Palmgren

Episode Notes

We welcome all suggestions of interesting authors, books, investors, and voracious readers. For more info about the podcast, go to the episode page and follow us on Twitter. This episode was recorded on November 10, 2022. 

Books Mentioned

  • Distance Force – George A. Roberts 
  • The Outsiders – Will Thorndike 
  • The Sleuth Investor – Avner Mandelman
  • The Rise and Fall of American Growth – Robert J. Gordon
  • Junk to Gold – Willis Johnson

Companies Mentioned

  • Teledyne 
  • Redishred Capital Corp 
  • Copart 

More on Carter

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Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.

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Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Learn more about Redeye

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Notice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit https://www.redeye.se/about-us/governance

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