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Outstanding article on "Capital Allocation", by Gary Mishuris.
One of the best I've ever read on the topic.👏@Gautam__Baid @dmuthuk @IntrinsicInv @ToddWenning @TMFInnovator @iancassel @BluegrassCap @safalniveshak @saxena_puru @GavinSBaker @BrentBeshorehttps://t.co/JXfYj2xUCe

— Ram Bhupatiraju (@RamBhupatiraju) November 6, 2019

via Twitter https://twitter.com/RamBhupatiraju

November 06, 2019 at 10:21AM