The Rebel Allocator

Good capital allocation is the secret sauce of business success and investment returns. How could what you spend money on inside a business NOT be of utmost importance? I looked for a business person’s guide to effective capital allocation for years. I thought, “What a nice gift to send to the CEOs of my portfolio companies!” as visions of outsized returns danced in my head. To my dismay, the search came up dry. I decided I’d have to write my own. I started at the individual customer... Voir plus