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11min chapter
IPH #93: Match Group Activist $MTCH; Wide Moat Stocks You've Never Heard Of; Is Boeing Fixable $BA?
Chit Chat Stocks
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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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode