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Lessons from Building Eucalyptus and Contrarian Takes with Tim Doyle

The Sachin and Adam Show

CHAPTER

How to Be a Good Capital Allocationist

The top moving piece of content in the 2016 election actually was we cut this video the day before the election of Malcolm Turnbull went on sunrise and said I can't guarantee no cuts to bulk billing because like that's a ridiculous thing. Tim what's kind of clear about the way you'd be describing things is it feels like you're good at two really distinct things. One of them is like thinking probabilities and thinking bets and the second is like understanding heuristics and human psychology. You've been told by a fair few people in preparing for this podcast to ask you about capital allocation and your philosophy to do with that.

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