My must-listen today. As always insightful and personal by @BillBrewsterSCG. @NonGaap on anticipating big decisions, governance debt, board dynamics, patterns in newsflow, striking when "things don't make sense,"
bullish and bearish signals in compensation
bullish and bearish signals in compensation
https://twitter.com/BillBrewsterSCG/status/1357290924624207873
[64] "The return on time of looking at proxy statements is remarkable. You can spend 30-60 minutes on this and develop thesis-changing insights. It's something you can add to your existing process that doesn't disrupt anything else."
[62] "Regardless of what you do, the highest conviction decision in your life should be your willingness to bet on yourself."
[98]
Peter Kaufman: “Most geniuses prosper not by deconstructing intricate complexities but by exploiting unrecognized simplicities.”
"Corp. governance, in context of investing, is exploiting unrecognized simplicity. Some very simple concepts that don't get priced into stocks."
Peter Kaufman: “Most geniuses prosper not by deconstructing intricate complexities but by exploiting unrecognized simplicities.”
"Corp. governance, in context of investing, is exploiting unrecognized simplicity. Some very simple concepts that don't get priced into stocks."
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