In Buffett’s 2002 shareholder letter, he put forward his views on the company governance. The following is a list of objects, elements, members, and components that must be included in corporate governance for a typical listed company.
Category: CEO
Why would Buffett oppose to EBITDA and financial forecasts?
In Buffett’s 2020 shareholder letter, he mentioned several common but unreasonable accounting techniques used by CEOs of US-listed companies in their financial statements: especially EBITDA and financial forecasts.
The more shares CEO owns, the higher stock return
There is too much evidence that the more shares CEO owns, the higher the return on the stock of the company
Buffett’s most basic mentality of investing in stocks
Buffett’s basic mentality for stock investment, the most classic basic description, and many content fragments have been repeatedly quoted by the outside world.
Founder-CEO firms stock shown better performance
The founder-CEO’s company has very different systems than the successor CEO’s company. Such companies have higher financial figures and performance, and of course they will enjoy higher corporate valuations and stock prices.
The pros and cons of CEO returning, Boomerang CEO
Between 1992 and 2017, 167 CEO return in the S&P Composite 1500 returned to their posts.
Dear Shareholder
After reading Dear Shareholder, I was reminded of “Outsiders” which I introduced on this blog.
Why Shopify is so killing?
The problem is there are hundreds of listed e-commerce companies in the world. But why only Shopify can suddenly emerge and let Bezos of Amazon target it as the only competitor?
Richer, Wiser, Happier
Richer, Wiser, Happier. You may have read a lot of reviews of this book “Richer, Wiser, Happier”, but I’m going to talk about this book in a different way and from a different perspective.
Gross margin is a great indicator to judge the management
Wouldn’t the ROE be better? Many US-listed companies are losing money. How can they calculate the return on equity (ROE) without positive earnings? However, most listed companies must have revenue and can calculate the gross margin.