In this episode, Brett Schafer from Chit Chat Stocks joins Dave for an in-depth discussion on their favorite CEOs, emphasizing the importance of capital allocation and strategic business direction. Dave and Brett highlight transformative leaders, as well as legends of capital allocation through stock purchases and M&A strategies. They also explore rising stars in innovative and technology-first industries like payments. The episode provides insights into how these CEOs have navigated challenges, evolved their business models, and consistently created value for shareholders through smart investment and operational strategies. 00:00 Introduction 01:02 Discussing Favorite CEOs 01:28 Brett's First Pick: Bom Suk Kim of Coupang 06:52 Dave's First Pick: Warren Buffett 12:44 Brett's Second Pick: Brian Chesky of Airbnb 16:57 Dave's Second Pick: Mark Leonard of Constellation Software 22:01 Brett's Third Pick: Stephen Squeri of American Express 25:34 Dave's Third Pick: Pieter van der Does of Adyen 26:38 The Unique Culture of Adyen 27:02 Adyen's One-Platform Advantage 28:04 Stock-Based Compensation and Pay Ratios 28:53 Adyen's Market Position and Growth 30:43 Sprouts Farmers Market Turnaround 37:41 Nubank's Innovative Approach 42:41 Nelnet: The Berkshire Heir 47:51 Markel's Berkshire-Like Strategy 51:03 Conclusion and Final Thoughts Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening. Today's show is sponsored by: Go to SHOPIFY.COM/beginners to start selling with Shopify today. Go to shipsticks.com and use the code INVESTING for 20% off. Go to get.stash.com/INVESTING to see how you can receive $25 towards your first stock purchase and to view important disclosures. This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/INVESTING and get on your way to being your best self. Use code [INVESTINGPOD] at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/investingpod What do Dave and Andrew recommend? Check out Brett's podcast called Chit Chat Stocks, and the great work he does on their Substack. Andrew works really hard to find the best insights he can every single month at Value Spotlight. To see a sample of his previous work, go to stockwriteup.com. Have questions? Send them to [email protected] SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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