00:00 - Intro
01:15 - The Buffett CEO Test
04:40 - Interest in Companies Selling Below Retained Earnings
05:28 - Additional CEO Capital Allocation Tests
09:48 - Teledyne's Approach to Using Expensive Shares for Acquisitions
11:58 - Professional Managers and Capital Allocation
14:35 - Discussing Companies' Capital Allocation Plans
17:04 - Apple's Cash Stockpile
20:05 - Discussing Berkshire Paying a Dividend
24:21 - Advice for Public Company CEOs on Capital Allocation

🔍 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: [email protected]

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...