The Market’s Best-Managed Companies Still Miss Crucial Costs
This is an editorial I wrote for Barron’s that concerns impact weighted accounting which focuses on the costs a company imposes on others to earn profits for its shareholders. Impact weighted accounting has gained attention as ESG investing becomes more important.
The Importance of Irrelevance
In many of the daily distributions we send to the media, included is an item at the bottom called Coffee Beans. Why do we include this? Because let’s face it, even those who “love” their job tire from an unending barrage of technical, often poorly presented information. Levity is an important tool for breaking this
Stock Buybacks: 6 Quality Companies Rewarding Investors
This article was written with Louis Navellier, founder and chief investment officer of asset manager Navellier & Associates. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Navellier as a contributor and to deliver original articles for them on a regular basis.
Media Lessons 2022: Part II
Below, part two of what I learned about the financial media in 2022. Part one is here. The context is this: in 2022, I sent 952 queries to the financial media. Some worked, some didn’t. The point is, when you send out 952 pitches to the media, you learn things, some of which are encapsulated below.
Media Lessons 2022: Part I
In 2022, I sent 952 queries to the financial media. Some were highly focused and some were broad based. Some worked, some didn’t. The point is, when you send out 952 pitches to the media, you learn things. Here’s what I learned about the financial media in 2022. The phone is working again. Reporters started to come
Green Shoots In Green Equity Designations
Just over 18 months ago, Nasdaq introduced its green equity designations for its Nordic stock markets. The designations were a set of operational and reporting standards, that if met, would confer a so-called Nasdaq Green Equity designation. This in turn would, could or should carry weight with investors, institutional and retail, who, in light of
The Most Useless Time In America
What To Do Instead of Watching The Super Bowl Halftime Show Introduction The most useless, wasted time in America is the 30 minutes which constitute the Super Bowl halftime ‘extravaganza.’ Kid Rock wearing the American flag like a poncho . . . rapper M.I.A. giving the finger wearing, of course, Egyptian head dress and fishnet
The Book of Business
David R. Evanson Forward: I wrote this book for students of business, and maybe students of human nature too. I say students because, for better or for worse, the people covered in these few short stories, all of them clients, taught me a lot of what I learned on both topics. It’s a gallery of
2020: It Was A Very Good Year?
That’s a sentence you don’t see too often. However, if you like dividends, it was with the 500 largest public companies in the U.S. paying nearly $500 billion to their shareholders. Any way you measure it, $500 billion is a big number. Net of the defense budget ($616 billion), the dividends paid by the