The Warren Buffett Way: Mastering the Art of Capital Allocation скачать в хорошем качестве

The Warren Buffett Way: Mastering the Art of Capital Allocation

00:00 - Intro, Gannon Compilation 01:30 - Capital Allocation: Definition and Corporate Strategies 04:20 - Warren Buffett's Approach to Capital Reallocation, with a Focus on Return on Capital (ROC) 06:30 - Exploring the Relationship Between Return on Capital and Stock Returns Over Time 07:27 - How Capital Allocation Has Evolved 10:36 - The Outsider’s Method of Capital Allocation 14:21 - Comparing Regular and Variable Dividends 17:38 - Cash Cow Businesses 19:33 - Leveraged Recapitalizations 20:47 - Buybacks Versus Acquiring Another Company 30:05 - The Implications of Buybacks at High Valuations 31:22 - Distinguishing Excellent Capital Allocators from Average Managers 39:51 - Identifying Red Flags 51:00 - Private to Public P/E Arbitrage 59:00 - Incentive Structures for Effective Capital Allocation 01:05:57 - Assessing Capital Allocation Skills: 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/discla...