The Intrinsic Value Podcast - The Investor’s Podcast Network

MI360: The Outsiders w/ Shawn O'Malley

Jul 15, 2024
Guest
Shawn O'Malley
Shawn O'Malley, Chief Editor of We Study Markets, delves into The Outsiders by William Thorndike. Topics include CEOs as stock investors, challenges in capital allocation, traits of exceptional leaders, resisting institutional imperatives, and lessons for investors. Learn how outsider CEOs like Henry Singleton mastered capital allocation, and apply these principles to your own investing journey.
Ask episode
Chapters
Transcript
Episode notes
1
Intro
00:00 • 2min
2
Decoding CEO Success in 'The Outsiders'
02:28 • 7min
3
Understanding Poor Capital Allocation and CEO Selection
09:37 • 9min
4
CEO Excellence and Capital Allocation
18:58 • 5min
5
Strategies for Outsider CEOs and Product Highlight of Range Rover Sport
23:55 • 8min
6
Leadership and Capital Allocation Strategies
31:49 • 10min
7
Relevance of 'The Outsiders' for Entrepreneurs and Small Business Managers
41:19 • 4min