Focused Compounding Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital
Dec 20, 2023
Exploring the challenges of the 'Buffett Test' for judging a CEO's capital allocation abilities, evaluating companies using the test and other metrics, the art of allocating company capital for shareholder benefit, and the challenges faced by professional managers in capital allocation.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 β’ 4min
Evaluating Companies Using the Buffett Test and Other Metrics
03:58 β’ 2min
The Art of Allocating Company Capital for Shareholder Benefit
05:56 β’ 4min
Capital Allocation Decisions and Market Behavior
09:45 β’ 2min
Capital Allocation and the Challenges Faced by Professional Managers
11:55 β’ 23min