Warren Buffet holds more cash and has less debt at the top of the cycle so he can invest at the bottom. You should too.
Although it's better to beat consensus estimates than not, it's more important to improve earnings over the year-ago period.
Private companies may benefit even more from a shareholder value focus than publicly listed companies do.
How can a company with such dismal net income performance demonstrate such stellar improvement in Residual Cash Earnings?
Residual Cash Earnings is the only measure you'll need if you want to know how well both publicly and privately owned technology companies are doing.
Why do gross margin, operating profit margin, and EBITDA margin so poorly measure technology company performance?
What seems to matter most is not how much you invest but how well you invest.
Many companies’ processes for planning, decision making, and performance management encourage undesirable behavior by managers.
Most companies don't generate an adequate return on investment on their budgeting processes.
Using fact-based analysis even when the facts are hard to come by can keep companies from spending money wastefully on initiatives that don't make…