Capital Allocation
The CEO's most consequential and least examined job: where the cash goes, and at what return.
10 books · 21 people behind it
Start here
- The OutsidersWilliam N. Thorndike Jr., 2012
- The Essays of Warren BuffettLawrence A. Cunningham, Warren Buffett, 1997
- Capital ReturnsEdward Chancellor, 2015
The people behind it 21
Each person holds a book in this entry or names it in their own tags.
Investors 9
Warren Buffett3 books hereEC
Edward Chancellor3 books hereWN
William N. Thorndike Jr.1 book hereML
Mark Leonardnamed in their tagsMM
Michael Mauboussinnamed in their tagsPD
Pat Dorseynamed in their tags
Terry Smithnamed in their tagsCA
Chuck Akrenamed in their tagsTG
Thomas Gaynernamed in their tagsFounders 1
Executives 3
Academics 4
LA
Lawrence A. Cunningham1 book hereTK
Tim Koller1 book hereMM
Michael Mauboussinnamed in their tagsAR
Alfred Rappaportnamed in their tagsStrategists 1
Journalists 3
EC
Edward Chancellor3 books hereLA
Lawrence A. Cunningham1 book hereWN
William N. Thorndike Jr.1 book hereBooks 10
Tim Koller, Marc Goedhart, David Wessels · 1990 · The McKinsey standard reference on value creation and ROIC.
Lawrence A. Cunningham, Warren Buffett · 1997 · Buffett's own letters arranged by topic; the primary source.
William N. Thorndike Jr. · 2012 · Eight CEOs judged solely on per-share value creation.
Warren Buffett, Max Olson · 2015 · Buffett’s own annual letters, collected in full.
Edward Chancellor · 2015 · The capital cycle: supply, not demand, drives sector returns.
Edward Chancellor · 2004 · Marathon's reports through the dot-com cycle; the precursor to Capital Returns.
Louis Lowenstein · 1991 · Sceptical look at corporate finance orthodoxy and reported earnings
David R. Giroux · 2021 · A practitioner's ranking of buybacks, M&A, dividends and debt paydown.