I've yet to be convinced of the value proposition of incorporating ESG into the investment decision-making process. What are the definitions of the "Environmental" and "Social" elements of ESG and how are each directly correlated to alpha generation? You are preaching to the choir as it relates to "Corporate Governance" - the "G" in ESG. … Continue reading “G” Is Where The Value Is In ESG
Tag: Warren Buffett
CEO Quality Matters. Warren Buffett Agrees.
Over the weekend Warren Buffett stated that poor leadership is the greatest risk facing companies. Mr. Buffett is preaching to the choir and knows a thing or two about bad leadership having lived through scandal and CEO turnover at Wells Fargo while Berkshire was a large holder. Coca Cola - another Berkshire holding - hasn't … Continue reading CEO Quality Matters. Warren Buffett Agrees.
Total Airline Traveler Throughput Down 95%
Total airline traveler throughput is down 95% year-over-year on average over the past 30 days. CLICK HERE for our Excel file with daily airline traveler throughput data. https://youtu.be/yxUY5c2dUK8 https://youtu.be/CHOlp5id5ZE https://youtu.be/HWFIs15S3kI https://soundcloud.com/ceorater
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