55 Tips about Management

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We short because I think it is the most prudent way to manage a portfolio, from a risk perspective, and because I believe the key to successful...
The management of stock exchange investments is a kind of low pursuit from which it is a good thing for most members of society to be free.
We don’t ascribe to the view you shouldn’t meet with management to avoid being “sold.” A personal connection gives us a better understanding...
The majority of our investments are originally driven from the top down. We'll identify an industry that has underperformed for the past five or ten...
If I was stuck on a desert island and had to make a decision on management talent, I’d chose a summary of past returns on capital over a cell phone...
In keeping with the dictum that tough times expose true character, now is a great time to pay attention to management pronouncements. If we read one...
We look for certain behaviour patterns in management that are consistent with an efficient and prudent guardianship of our assets. If we visit a fan...
Investing is more about the art of asking and answering the right questions than it is about deciding when to buy and when to sell. CEOs, CFOs, CPAs,...
Investors face a variety of risks, which we can more or less address in how we conduct our analysis and make our investment choices. But the risk that...
When investigating a stock, one useful exercise is to compare what the management forecast in the past with what actually happened. Some underpromise...
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