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Munib Islam - Creating Long-Term Value

Value Investing with Legends

CHAPTER

Operational Excellence - Capital Allocation

Operational excellence can be defined in many ways, but ultimately, you want a company who is delivering at the very best of its industry or its area. Capital allocation is a concept that i think is perhaps one of the more important concepts in understanding a business, yet perhapsone of the least understood. I actually think one of the things that most competes don't do well is that they don't think about those options in the relative manner. And by wayits industry specific, even the mediocre solpera company has better operational metrics than a chemical company. So that's operation axcellent.

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