Posts Tagged with ‘analysis’

Finance Friday – March 3, 2017

One. You only need to own one share of a company to attend the annual shareholders’ meeting – technically, less than one share will do, though partial shares are usually hard to come by. I was reminded of this fundamental right this week by none other than Mike Mayo, legendary bank analyst. Mayo’s firm, CLSA, […]

Finance Friday – November 18, 2016

  116,000. That’s about how many CFA level 1 exams will be taken in 2017.  For the first time, the curriculum includes introductory material in corporate governance and ESG analysis.* Snooze-city! you are saying. I barely followed the CFA curriculum when I was a candidate; why should I care now? Sometimes the most innocuous changes have the […]

Microbes And Measurement: Valuation, Part One

“We have to undertake a different kind of accounting, more exacting if less exact… We participate in our little human economy to a considerable extent by factual knowledge, calculation, and manipulation; our participation in the Great Economy also requires those things, but requires as well humility, sympathy, forbearance, generosity, and imagination.” —Wendell Berry Counting Versus […]

“How” And “Why” Trump “What”

He who has a why to live can bear almost any how. — Friedrich Nietzsche

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