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Paid
management-dossier
Paid
Assesses the people running the company by what they were paid for, what they bought with shareholders' money, and what they promised three years ago, rather than by how they sound in interviews.
This one is in the paid set. Enter your code below and the download turns on.
Reach for it when
- The thesis depends on execution rather than structure
- You want to know whether the capital allocation record is any good
- Before trusting a management forecast
- Needs first
- Three proxy statements and five annual reports.
- Leaves behind
- A capital allocation scorecard, a promise ledger, and the return on retained earnings, which is the single number for this exercise.
- Takes about
- An hour.
- Will not
- Characterise anyone's competence or motives beyond what the record supports.
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