M
Manalit
Organization
A business mentioned in the podcast as apparently profitable; its precise industry is unclear from the excerpt.
What experts have said about Manalit
4 statements · 1 positive · 3 negative
Manalit should allocate ongoing returns to shareholders before reinvesting all collected cash.
“Why isn't there a priority return to shareholders?”
Open the episode · IC039 Investor Lessons: Management & Shareholder MisalignmentListen at 4:24
Manalit may eventually struggle to collect cash while management is paid and shareholders lose more.
“I don't know when the bubble's going to burst on this one. Sooner or later they'll have trouble collecting and still management will get a heap of money, but shareholders, they'll be even more in the red.”
Open the episode · IC039 Investor Lessons: Management & Shareholder MisalignmentListen at 4:38
Manalit will eventually face collection problems while shareholders suffer further losses.
“Sooner or later they'll have trouble collecting and still management will get a heap of money, but shareholders, they'll be even more in the red.”
Open the episode · IC039 Investor Lessons: Management & Shareholder MisalignmentListen at 4:41
Manalit currently offers little appeal to outside shareholders but substantial appeal to insiders.
“I don't see many appealing features at the moment for outside shareholders. I see a lot of appeal for those inside, but not for third-party shareholders.”
Open the episode · IC039 Investor Lessons: Management & Shareholder MisalignmentListen at 5:38
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

