Capital Allocation — Thought — LONGRIVER

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Posts tagged Capital Allocation

3Q24 Letter

A volatile quarter and an introduction to Hikari Tsushin.

Longriver, Investing, Companies, AnalysisGraham Rhodes22 October 2024Japan, Hikari Tsushin, Capital Allocation

Dividends and Duration

Dividends are the only source of return which can also reduce risk.

Investing, GurusGraham Rhodes2 February 2020Seth Klarman, Dividends, Benjamin Graham, Capital Allocation