Patrick McGurn
Patrick McGurn
earnings managing outright slippery slope
The '90s was the slippery slope from managing expectations to managing earnings to outright fraud.
killer morale
I think it's a morale killer when you see it disclosed at some of these companies.
almost last policies six spread within
Just within the last six months, these policies have spread pretty quickly. It's almost a proxy now for boardroom accountability.
grants market peak sales
So many stock-option grants were made at the peak of the market that we'll be working our way through these sales for some time.
allowed along builders certainly companies energy fit question rise rising seem ship simply tide value
The question is, have you simply allowed your ship to rise along with a rising tide and it's not the value actually provided. Certainly the builders and the energy companies would seem to fit that.
campus cited companies corporate decline efforts few general governance proposals protest publicly reason recent responsibility social traded
Very few educational institutions have filed corporate governance or social responsibility proxy proposals at publicly traded companies in recent years. The reason for this is not clearalthough the general decline in campus protest efforts is sometimes cited as the cause.
deeper demanding level market people start warren
When Warren is gone, the market will start demanding coverage. People will want a lot deeper level of analysis.