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Estimating mid-cycle, normalized earnings with Alex Fitch and Michael Nicolas from Harris Associates (Oakmark Funds)

The JRo Show

NOTE

Maximizing Value in Capital Allocation Decisions

One strategy for capital allocation decisions involves modeling increased cherry purchase when structurally or company-specific acquisition opportunities are unclear, relying on management's ability to maximize value through capital allocation. The key is to have a best guess in the numbers to strive for accuracy in decision-making, recognizing that precision is unattainable.

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