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15min chapter
TIP550: Masterclass w/ Mohnish Pabrai
We Study Billionaires - The Investor’s Podcast Network
Navigating Capital Allocation and Executive Compensation
This chapter explores the complexities of investment strategies related to capital allocation and share buybacks, emphasizing the challenges CEOs face in recognizing intrinsic value. It also discusses the cultural influences on management decisions using the example of a Japanese company, Shinokin, and critiques current executive compensation practices. The conversation highlights the importance of alignment between shareholder interests and executive incentives while drawing parallels to the learning process in the game of Bridge.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode