Investing by the Books cover image

#30 William Thorndike: The Outsiders

Investing by the Books

CHAPTER

Capital Location Rolls

One thing that's not decentralized in this company seems to be the capital location roll. Ead: One of the learnings for me is that these really exceptional, long term c os are sort of part operator ad part investor. In some companies, you can see wide dispersions between free cash flow and net income. If you get paid in advance accounting, hat's a really hard time figuring out what to do with that.

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