ADVISOR WATCHLIST
1 . Founder or significant investor base allowing for shareholder alignment .
2 . An ownership approach that measures success over decades not months .
3 . A reinvestment commitment that sits at the core and preferably expensed .
4 . A balance sheet that is not ‘ debt ’ optimised , providing flexibility and latency to move .
5 . A shareholder relationship that values transparency and delivers actions that advances a purpose that are in the best interests of owners , including society .
6 . The pursuit of leadership , often doing the unconventional .
When you package this up , while it is a powerful combination it is not without its heartaches . The zigs and zags in business are tough enough , only made more difficult when operating in a public environment .
As we all know good news gets rewarded and the not so good harshly dealt . It is little wonder why many boards and management teams choose their words carefully when discussing performance or trading updates .”
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