bad capital allocators

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 23, 2024 by Toby Rodes · across every show →

Everything said about bad capital allocators, oldest first

Sep 23, 2024 bullish
Insight
Japan Welcomes Takeovers of Chronic Value-Destroying Companies
“Japan isn't going to offer everything up for sale, but the bad capital allocators, the companies that have defaulted on their cost of equity, we're being told that that's game on.”
Toby Rodes Sep 23, 2024 ▶ 50:41 Toby Rodes - Unlocking Value in Japan (EP.407)
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