Capital allocation is the most important task of management. It can make or break a company. In this article I’ll teach you everything you need to know.
Your newsletter is the most educational and well written newsletter on investing that I have seen.
What can I say? Like the rest of your articles, this blew me away with its clarity and simplicity.
Fantastic coverage as always. Thanks for all the knowledge you share.
I really enjoyed your article very informative, thank you.
Great article. Thanks for sharing. I love your content.
We'll put. Thank you for writing this.
Today there are a lot of noisy information over the net, and it's very difficult to find clear, informative and structured source of knowledge, especially when you're a beginner like me. But your newsletters are the best. For me, your articles are perfectly balanced with the decent amount of useful information and simplicity. Thank you for you efforts, and keep going!
CQ, thank you for another exceptional article! As I have stated often in the past, I admire your gift for dissecting complex concepts and presenting them in a clear and concise manner.
I couldn't agree more with you that people should invest solely in companies with a proven capital allocation track record. Betting on the right CEO is probably the most crucial aspect of investing. After all, a CEO who generally cares of the long-term success of the company and makes prudent capital allocation decisions can be a game changer for shareholders. Alas, too often, this is not the case.
Have a great week, my friend! I look forward to your next piece and any announcements about your website/Substack.