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Tag: board

Management Shareholding Abuses

Posted on 27/08/2020 by Keith McLachlan

OLD ARTICLE – Original posted on June 21, 2018 A traditional view wants a listed company to have their management as large shareholders. This gives them skin in the game, aligns them to shareholders and incentivizes them to succeed. All perfectly good reasons. But, this did not prevent Steinhoff from happening. If anything, this was…

Independence = Overrated; Incentive = Underrated

Posted on 26/08/2020 by Keith McLachlan

OLD ARTICLE – Original posted on June 18, 2015 There is a lot emphasis on independence in various roles in financial markets. External auditors have to be independent, advisors hopefully too, wealth managers, some members of company Boards, and so on. All independent. But why? The theory goes that if a person is independent, then…

RSS Research Reports

  • Trellidor – Initiation of Coverage – Compounder with Yield & Tailwinds
  • Sabvest Capital – Initiation of Coverage – Superb Capital Allocator at Unjustified Discount
  • Renergen – Initiation of Coverage – Lighter-than-Air Falling to the Bottom-Line
  • ARB Holdings – H1:21 – Emerged Stronger
  • ARB Holdings – FY 20 – Battening Down the Hatches

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