Clik here to view.
‘That’s not a strategy’
Henry R. Kravis, co-chair of KKR, in the July/August Bloomberg Markets, on interviewing CEOs of potential investments: I compare their responses to the dot-com period around 2000. Back then I’d ask,...
View ArticleClik here to view.
Hillary (or Donald) ate my homework
Ya gotta love it! This just in from today’s Wall Street Journal: If you believe U.S. corporations, Americans are drinking less coffee, eating fewer doughnuts and taking fewer cruises, all because of...
View ArticleClik here to view.
Gift bags and a chat with shareholders
A nice feature on the Estée Lauder annual meeting ritual – a gathering of mostly older ladies dressed to a T, gathering for a continental breakfast “beautifully displayed,” a gift bag of cosmetics,...
View ArticleClik here to view.
What’s the value of your brand?
Andy Warhol’s “Coca-Cola [3]” Crystal Bridges Museum of American Art The typical raw materials of valuation are numbers – and investor relations people get very comfortable working with metrics that...
View ArticleClik here to view.
Skin in the game: ‘I’ and ‘We’
Investors like to know a CEO and other leaders have “skin in the game” – a personal stake in the company’s success in creating value. Now a study by accounting profs at Tulane University suggests that...
View ArticleClik here to view.
Easing the small-cap regulatory burden
Companies at the low end of the market cap spectrum often view compliance with Securities and Exchange Commission regulations as a Sisyphean burden, with costly, recurring, quarterly and yearly work....
View Article
