The Outsiders

“will's book the outsiders is one of the best business and investing books that you'll ever read ” ▶ tap to hear this moment · 4s

“a long time friend and mentor author of the outsiders will thorndike i had the chance back in business school to spend a year with him working on a chapter of that book and thinking about what capital allocation means ” ▶ tap to hear this moment · 12s

“if i go back on my investor hat and i think back to that conversation with will the reason we brought up roic is this is something i will am looking for in businesses that i make big investments in so one of the features of the businesses that i back is i want them to earn high returns on capital in the way that i define it which is a bit unique i immediately jump to okay higher better for investors and i'm curious how true that has been historically so the question is does the ” ▶ tap to hear this moment · 28s

“i first spoke to will in 2017 about his excellent book the outsiders and his career in private equity ” ▶ tap to hear this moment · 6s

“will's book the outsiders is one of the best business and investing books that you'll find ” ▶ tap to hear this moment · 4s

“it reminds me of will thorndike's book the outsiders where often you had this partnership pair at the top of the chaos person and the order person ” ▶ tap to hear this moment · 7s

“i'm a huge fan of the book the outsiders and this isn't the old story of pony boy and the kids in tulsa oklahoma the movie this is the outsiders about the eight grade ceos i know you know the book it's fantastic ” ▶ tap to hear this moment · 12s

“in the book the outsiders a little bit before in acquired history when we covered espn ” ▶ tap to hear this moment · 4s

“i used to send all of my ceos thorn dyke's book the outsiders ” ▶ tap to hear this moment · 4s

“i remember the first time i read the book outsiders you've presumably read of these case studies of agents and ceos that did remarkable jobs of capital allocators ” ▶ tap to hear this moment · 8s