I am very wary of contacting the management of a business for the following reasons: There is a high risk that management will be far too optimistic about the business’s outlook.[1] Most managers are too optimistic about their businesses because they are optimistic by nature and suffer from an ‘illusion of control’;[2] Management is likely to [...]
Archive for the ‘Talking to Management’ Category
Why I only contact the management of a business if I have specific questions about the business
Posted in Talking to Management on February 11, 2010 | Leave a Comment »
Categories
- Asset Allocation
- Competitive Advantage – 1
- Competitive Advantage – 2
- Competitive Advantage – 3
- Controlling emotions
- Customer Captivity
- Earnings Growth and Profitability
- Economies of Scale
- Falsifying scenario’s
- Group Decision Making
- Ignoring market moves
- My Circle of Competence
- My Discount Rate
- My Quantitative Valuation Model – 1
- My Quantitative Valuation Model – 2
- Normalising Earnings
- ROIC and Competitive Advantage
- ROIC versus ROE
- Talking to Management
- Technology and Competition
- The Basics – Part 1
- The Basics – Part 2
- The Basics – Part 3
- Valuing using scenarios
- When to Sell
- Will the business survive?
Archives
-
