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IPH #93: Match Group Activist $MTCH; Wide Moat Stocks You've Never Heard Of; Is Boeing Fixable $BA?

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Capital Allocation Skills and Leadership Roles

The speakers discuss a certain individual's capital allocation skills and their role as a leader in a particular business. They explore decision-making regarding new stores and stock acquisition, as well as Berkshire's struggles in buying stock. They also speculate on the possibility of the company becoming a subsidiary and discuss the CEO change at Twilio.

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