That was a great write up. I’ve never really applied a checklist when looking over capital allocation decisions. I was recently thinking about the capital moves over at Home Depot; I’m going to reassess with the check list.
Excellent points. Something that for me, normally gets placed in the backburner due to the countless other myriad of key factors that must be looked into.... Simple, but not easy they said... more like hard but almost impossible.
That was a great write up. I’ve never really applied a checklist when looking over capital allocation decisions. I was recently thinking about the capital moves over at Home Depot; I’m going to reassess with the check list.
ben has a good history as teacher!
And he's a great investor as well!
Excellent points. Something that for me, normally gets placed in the backburner due to the countless other myriad of key factors that must be looked into.... Simple, but not easy they said... more like hard but almost impossible.
Thank you.