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Chenmark Series 3: Recruiting CEOs and Future Planning - Ep.165
Think Like an Owner
The Importance of Identifying Reinvestment Opportunities
Do you have a rule of thumb or sense for what percentage of reinvestment you want to be at your current companies versus in new platforms? And if it's lower in one area or the other, then it's maybe a key or a clue that something is a mess. So all on SQL, if it could be 100% in our existing businesses, that would be great. I think the reality is those opportunities are not unlimited and often quite small. This is an opportunity set is quite small.
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