00:00 Intro
00:45 The Turnaround: Bill Anders and General Dynamics
03:53 Three management tenets
07:20 Dropping the capital, improving cash flow
09:15 Selling off assets if they didn’t have a #1 or #2 market position
11:07 Shrinking a business to improve returns on capital
14:44 Returning capital to shareholders
15:00 Buffett’s investment
19:10 Decentralization

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