Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM
Focused Compounding
00:00
How to Shame a Business
In Japan, they want everyone to do ESG things. Do you think shaming is the best way to get what they want out of that? Yeah. 100%. In Japan. I don't know if it works as well. But there's a misconception that more Japanese companies are bad businesses than they are. The capital allocation is generally poor in Japan, but they don't run the businesses any less efficiently.
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