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The best businesses, part of their recipe for excess, is finding a way to hire and retain employees. If they want to combine real capital allocation decisions with something cute like burrito season, that's fine. But the first thing has to come first. Is that a smart use of capital? Do they need those resources? It can't just be because of this made-up season. And if they feel comfortable as a management team, that's the right way to go. People giving the benefit of the doubt and we'll keep an eye on it.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode