
Mohnish Pabrai's Interview at the Investor’s Podcast on April 25, 2023
Chai with Pabrai
00:00
Share Buybacks and Executive Incentives
This chapter examines the complex dynamics of share buybacks and shareholder dilution, with a focus on companies like NVR and Constellation Software. It discusses the implications of equity compensation for management and explores different approaches to aligning executive interests with those of shareholders. The chapter also highlights the strategic advantages of effective leadership and track record assessment in investment evaluation.
Transcript
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