Is There a Potential for Management Teams to Be a Capital Allocator?

I think about technology, firms to day. And frankly, you know, i look at something thea where cloud has become a huge driver of growth for companies like microsoft and guvol and amazon and others. I'd say another example might be master card. Master card sees and recognizes that there are constant regulatory threats and constant new entrance trying to infringe upon their business. They are selves reinvesting the large cash floes that they produce into new ways to participate in all kinds of non cash base transactions. In some respects in cloud and the investments in cloud have actually become an extension of competitive vanage rather than some sort of desruptive threat.

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