THE ALLOCATOR
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THE ALLOCATOR Book 1
4 parts · 14 h 57 min
Omaha, 1930 to 1985. A boy whose father loses his job when a bank fails in 1931 grows up to run an investment partnership out of a bedroom, moves it to a small suite on Farnam Street, and writes his partners a letter every year setting out what he did and how it ought to be judged.
THE ALLOCATOR Book 2
4 parts · 14 h 57 min
Montreal, Vancouver, London, Harare and Tangshan, 1938 to 2014. Three answers to one problem: an investor's product is a decision, and the verdict arrives years later with the reasons stripped off it. Peter Cundill kept a daily journal for forty-four years and bought balance sheets in currencies he could not read.
THE ALLOCATOR Book 3
4 parts · 15 h 13 min
United States, 1958 to 2024. Four men decide that the way to beat a market is to build something that does not have to be right very often. Ed Thorp works it out first and publishes it, twice, and watches the edge close behind him.
THE ALLOCATOR Book 4
4 parts · 15 h 37 min
Boston and California, 1946 to 2024. A French-born Harvard professor named Georges Doriot builds a public company whose only business is backing men who have nothing but an idea, and files its results with the government every year for twenty-six years.
THE ALLOCATOR Book 5
4 parts · 16 h 40 min
Philadelphia and Valley Forge, 1929 to 2019.
THE ALLOCATOR Book 6
4 parts · 14 h 46 min
Los Angeles, Albany, Chicago and Toronto, 1885 to 2025. Four men and one woman run operating businesses and spend the cash the businesses throw off, and the spending is the whole of their art. Henry Singleton assembles a hundred and thirty companies with overpriced stock and then buys ninety percent of that stock back.