Dossier
capital allocation
Coverage of capital allocation in the Nexus archive.
- How Lenovo's CFO Is Allocating Capital During One of History's Biggest Booms
The article discusses how Lenovo's CFO, Winston Cheng, is managing capital during a major economic boom. It focuses on his strategic allocation decisions amid significant market growth.
- Don’t blame passive investors if SpaceX is mispriced
The article argues that passive investors, such as index funds, should not be blamed for potential mispricing of SpaceX. It claims that misallocation of capital is a result of active stock pickers, not passive investment strategies.