Capital Recycling Strategies
André discusses the importance of directing primary cash flows back into the growth of companies, while using excess cash for new opportunities. He emphasizes the need for an ecosystem of support that challenges managers to rethink their business models. Additionally, he addresses the necessity of making strategic decisions about selling businesses, whether due to underperformance or unsolicited offers that are too good to pass up.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
André Bourbonnais – Blackrock Long-Term Private Capital (First Meeting, EP.04)
Related Questions
If I were to run a cash flow business over an asset model, what are the 2-3 things that drive decisions for that business? For instance, the decision needs to create quick revenue. What else should I consider?
If I were to run a cash flow business over an asset model, what are the 2-3 things that drive decisions for that business, besides the need to create quick revenue?