New free blog - Finding Excellent Capital Allocators

Early June, we shared a blog with the 10 key takeaways from the TIP interview with Tim Koller, who co-authored McKinsey’s Valuation Book. It’s our most-read blog to date.

Today, we’ll be covering a recent follow-up interviewthecompoundingtortoise.…during which Koller highlighted the facets of capital allocation and how mainstream some of wrong concepts have become (e.g., a strategy that’s focused on continuous margin expansion won’t necessarily produce the highest economic value).