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Will Thorndike on CNX, Outsiders and Private Equity
The Price-to-Value Podcast with Southeastern Asset Management
Manage episode 241573765 series 2526093
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CEO and Head of Research Ross Glotzbach and Vice-Chairman Staley Cates interview Will Thorndike, author of The Outsiders – Eight Unconventional CEOs and Their Radically Rational Blueprint for Success and Chairman of CNX Resources. They discuss progress at CNX, whether energy companies can be considered "good businesses", the importance of a capital allocation mindset in commodity businesses, frothiness in the private equity world and the characteristics and long-lasting benefits of "Outsiders" in the US and overseas.
27 episodes
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