Don't get Fooled by Managementby Bruce Berkowitz
Given the availability of so much information on the Internet, I'm not so interested in meeting management today. You can get seduced too easily. I'm more interested in finding out how a person has behaved in the past. If I can listen to a few of the CEO's speeches and read the transcripts of earnings calls, that is more important than talking to him. A smart, dishonest person can fool you, especially when he's talking about his own business.