Strategic Capital Allocation and Acquisition Insights

Hello ACQ2! Posting the audio recording of our Book Club Zoom session with Will Thorndike from The Outsiders in digestible podcast form. Big thank you to Will and to all of you who made this a really special experience. For those of you who weren't able to attend, we hope you get as much out of the recording as we did live!

Sponsors:

• Statsig: https://bit.ly/acquiredstatsig24

Book notes public post:  https://medium.com/@AcquiredFM/book-club-notes-the-outsiders-569175957ab4

GDoc version of book notes:  https://docs.google.com/document/d/1gipiBGB_xnuQkPFVJVZ-XxSVjy6DSxwEloEN3qnloyA/edit

Outsiders Book Notes

• This fantastic book consists of eight case studies of “Outsider” CEOs who, borrowing the words of Warren Buffett’s quote on the cover, “excelled at capital allocation” and created enormous shareholder returns during their tenures.
• Btw, how crazy is it that Warren Buffett gave the cover quote? That rivals Reed Hastings writing the forward for 7 Powers. 😀
• All of the CEOs profiled (with the exception of Buffett himself) operated in the pre-internet and, in most cases, pre-private equity eras. 

Thanks as always for being on this journey with us,

- Ben & David