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AI Summary
- Will Thorndike's research identifies master capital allocators (Singleton, Malone, Murphy, Graham, Buffett) who were contrarians on dividends, buybacks, acquisitions, and debt
- CEOs used capital allocation as a primary tool for outperformance, offering lessons for running and evaluating businesses
- Thorndike's private equity firm Housatonic Partners specializes in buyouts, recaps, and search funds with decades of active investor involvement