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Investing by the Books

#60 Torbjörn Arenbo: Capital Allocation and Value Creation

Jul 23, 2024
Torbjörn Arenbo, Chief Analyst at Danske Bank, discusses capital allocation, value creation, and managerial skills in corporate finance. Topics include different allocation practices, the obsession for growth, the three value drivers, cost of capital, and challenges in market situations.
57:03
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Episode guests

Torbjörn Arenbo

Podcast summary created with Snipd AI

Quick takeaways

  • Understanding good capital allocation is crucial for long-term company success.
  • Earnings quality impacts capital allocation decisions and long-term returns, necessitating stability and strategic insight.

Deep dives

Insights on Capital Allocation and Value Creation from a Corporate Advisory Expert

Discussing the book 'Capital Allocation and Value Creation' by author Tubian Oremboo, insights are shared on the importance of linking value creation to capital structure and funding. Despite challenges in conveying this link, a framework presented in the book aims to bridge the gap between corporate executives and investors, emphasizing the significance of understanding good capital allocation for long-term success.

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