4min chapter

The Compound and Friends cover image

This Is What the Bottom Sounds Like

The Compound and Friends

CHAPTER

Capital Allocation Plan

i love situations like that. Beas i'm not lined with management. Management is alined. And also making a very explicit bet that my thesii the same as his. I like that for for large corporates. You know, some of these guys actually are adding a lot of value. Actually, the only person thay can do what they can. It's ridiculous for everybody to come out now and be offended by the com but they only can err, but i only care when they are losing money, right? Perhaps this is a silver lining for shareholders generally, that somebody is now paying attention to this. Ah, but they would only pay attention in a down market.

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