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Warren Buffett’s Margin of Safety

The Compound and Friends

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Exploring Corporate Governance and Capital Allocation Strategies

This chapter delves into corporate governance, focusing on capital allocation decisions including stock buybacks and dividends. It discusses the importance of thoughtful buybacks below intrinsic value and cites examples like Lyft and Wayfare. Additionally, it explores executive compensation, stock dilution through excessive stock-based compensation, and contrasts various approaches to retaining talent and compensating board members.

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