In the investment world you end up meeting a lot of management teams. On roadshows, at conferences, in 1-on-1 meetings, in hotel lobbies, etc. Over time it is only natural to notice patterns and similarities in their personalities and methods. In my experience the CEOs I meet tend to fall into the following groups: … Read more
Toward a Taxonomy of Corporate Executives
February 6th, 2015 | Posted by in Investing - (Comments Off)I was going to title this post The Secret to Investing but I thought that would be cavalier. On a serious note though, this is the secret to investing: Only make great investments You are probably cursing me now. Rightfully so. My advice is patently moronic, akin to proclaiming that if you want to be … Read more
The Hidden Signal that Insider Buying Sends
February 4th, 2015 | Posted by in Investing | Uncategorized - (Comments Off)Everybody knows insider buying has positive signaling properties. Executives own gobs of their companies’ stock through options grants, so just about the only reason for an executive to use after-tax salary dollars to buy even more company stock is because he or she believes the stock will go up. The executive could think this for … Read more
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