

#5366
Mentioned in 5 episodes
The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success
Book • 2012
In this book, William Thorndike Jr. presents a counterintuitive look at eight CEOs whose firms outperformed the S&P 500 by a factor of twenty.
These CEOs, leading companies such as Berkshire Hathaway, The Washington Post Company, and General Dynamics, were characterized by their humility, frugality, and avoidance of the spotlight.
They shared traits such as a laser-sharp focus on per share value, exceptional capital and human resource allocation, and a belief that cash flow determines long-term value.
The book extracts lessons and reveals an alternative model for leading companies and investing, emphasizing relentless rationality and a focus on long-term success.
These CEOs, leading companies such as Berkshire Hathaway, The Washington Post Company, and General Dynamics, were characterized by their humility, frugality, and avoidance of the spotlight.
They shared traits such as a laser-sharp focus on per share value, exceptional capital and human resource allocation, and a belief that cash flow determines long-term value.
The book extracts lessons and reveals an alternative model for leading companies and investing, emphasizing relentless rationality and a focus on long-term success.
Mentioned by
Mentioned in 5 episodes
Mentioned by 

in the context of learning about Henry Singleton and his business strategies.


David Senra

2,706 snips
#878 - David Senra - 15 Harsh Truths From History’s Greatest Founders
Mentioned by 

as the main subject of the podcast episode, focusing on Tom Murphy and Capital Cities Broadcasting.


David Senra

344 snips
#328 Tom Murphy (Buffett's favorite manager)
Mentioned by 

as a blueprint for studying Henry Singleton.


David Senra

166 snips
#94 Henry Singleton (The Outsiders)
Recommended by Warren Buffett as a book examining the understudied topic of capital allocation.

18 snips
Audiobook - Shareholder Yield: A Better Approach to Dividend Investing - 2nd Edition | #565
Mentioned by 

while discussing stock buybacks and different approaches to capital allocation.


Michael Mauboussin

Michael Mauboussin – The Four Sources of Alpha - [Invest Like the Best, EP.126]