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Thread on ‘capital allocation’.
1/ The Buffett shareholder letter has got me thinking about what a great capital allocator he has been at #BRK. One of the best ever. Henry Singleton, Tom Murphy & a few others are right along side him.
1/ The Buffett shareholder letter has got me thinking about what a great capital allocator he has been at #BRK. One of the best ever. Henry Singleton, Tom Murphy & a few others are right along side him.
2/ A great capital allocator in my opinion can be correlated with long-term market outperformance. @chriswmayer makes this case in his book #100baggers. William Thorndike hammers the point in #theoutsiders
3/ So what are the capital allocation decisions that made #Buffett and others so great? And how can we identify a CEO that can allocate effectively?
Well Ottawa, you asked us to write this, and here you go....
Novel Coronavirus: a cautionary tale - youth fiction edition (1/8)
Novel Coronavirus: a cautionary tale - youth fiction edition (1/8)
As the week has progressed, we have seen case counts #CatchingFire. We wanted to let you know, as this is #Divergent from what we would like to see, and is hopefully just a #WrinkleInTime (2/8)
We know you all must be feeling like a #MazeRunner with all the twists and turns of new stages and phases, #NewMoon after moon. So, we wanted to address some #Holes you may be seeing. Let this thread be your #GoldenCompass to learn more about stopping COVID in its tracks (3/8)
