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Munib Islam - Creating Long-Term Value

Value Investing with Legends

CHAPTER

Capital Allocation and Portfolio Optimization

I generally like to find companies that are decent or above average businesses, perhaps with leadership issues. As long as we believe the quality of the business is ok, and we can have some influence on capital lcation I think you're robably still going to get a better than average return. Ar sources of activis i a sort of involvement. Think about some of the great activism done over time. It's been done in businesses like microsopt adoby,. the various kind of rails companies, zoatas. These are incredible businesses, but there was activism done largely us. At that time. Perhaps there was a perception that the businesses were less good because maybe capital allocation was being done

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