InvestED: Ep. 126- Devious Management

This week we discuss management teams and the differences between a good CEO and a bad CEO. We also talk about the recent 99% stock price drop of a shipping company and why it may have happened.

Episode 126 Show Notes

  1. Investing begins with a simple idea: “Will this business be worth more in 10 years than it is today?”
  2. Most CEOs or managers of a company are short term thinkers and they follow the money.
  3. Danielle takes a look at the motives of the “short term CEO”.
  4. Is it better to invest with the founder of a company as the CEO?
  5. Dryships stock price falling 99.9% in the last 6 months.
  6. Why there is no substitute for a subjective impression of the CEO.
  7. Look for a CEO that wants to run a company because they love doing it.
  8. Copy a great investor into the investment who has access to the CEOs of a company.
  9. Danielle and Phil talk online dating.

Notes

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On the InvestED podcast, Phil and his daughter Danielle shine a light on the successful investing strategies that gurus like Warren Buffett have used for 80 years. Listen in for a great stock market education on basics, learn how to invest on your own, and follow along with real-time examples and investing tips from week to week.
  • Wouter

    Great episode as always!

    On an unrelated note, can someone please tell me what the name of the paper is that calculated that you would have gotten around a 20% return annually if you had followed Warren Buffett for a certain period of time (buying and selling on the last day of the month the quarterly results became public, and at the lowest price that day). Very interested in this paper. Phil, my hero, has talked about it a few times in the podcast, but I can’t remember which episodes.

    Of course, I tried to Google it, but without any luck.