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#60 Torbjörn Arenbo: Capital Allocation and Value Creation

Investing by the Books

CHAPTER

Exploring Portfolio Management, Book Recommendations, and Lessons on Capital Allocation

Exploring a former portfolio manager's journey, including reasons for leaving the role and valuable lessons learned for allocators and investors. The chapter dives into influential books, recommended readings, and insights on capital allocation and value creation, concluding with ways to follow the guest's work.

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