Partying Like It’s 1999
Warren Buffet holds more cash and has less debt at the top of the cycle so he can invest at the…
FORTUNA ADVISORS
THOUGHT LEADERSHIP
Avoiding the Mood Swings of Mr. Market
Price is what you pay, but value is what you get.
Stop the Quarterly Madness!
Although it's better to beat consensus estimates than not, it's more important to improve earni…
Why Continuous Improvement Beats Annual Budgeting
To deliver shareholder value consistently, managers must operate within a system of continuous …
‘Shareholder Value’ for Private Companies
Private companies may benefit even more from a shareholder value focus than publicly listed co…
Drivers of Shareholder Returns in Tech Industries (or How to Make Sense of Amazon’s Market Value)
Over the past few decades, the top companies in the technology industry have progressed in many…
Amazon: A Case Study in Tech Valuation
How can a company with such dismal net income performance demonstrate such stellar improvement…
In Tech, One Measure Rises Above the Rest
Residual Cash Earnings is the only measure you'll need if you want to know how well both public…
In Tech, Return Measures are Better than Margins
Why do gross margin, operating profit margin, and EBITDA margin measure technology company per…
In Tech, It’s How Well You Invest that Matters
What matters most is not how much you invest, but how well you invest.
Economic Profit: A Better Way to Measure Performance
Performance measures typically used in annual incentive plans fail to align managers with the l…
Top 10 Bad Management Behaviors
Many companies’ processes for planning, decision making, and performance management encourage…
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