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1 Meet the Quality Shareholders
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Kapitel in diesem Buch
- Frontmatter i
- Contents vii
- Prologue: The Shareholders Managers Deserve 1
-
PART I: Why Quality?
- 1 Meet the Quality Shareholders 11
- 2 Comparative Advantages 24
- 3 Competitive Advantages 40
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PART II: Quality Engagement
- 4 The Corporate Message 53
- 5 Annual Letters 66
- 6 Annual Meetings 75
- 7 Quality Quarterly Contact 84
- 8 Useful Metrics 93
- 9 Capital Allocation 100
- 10 Trackers and Spins 113
-
PART III Pivot Points
- 11 Director Selection: Stewards, Advocates, or Walkovers? 125
- 12 Managerial Performance: The Overpaid and Underpaid 139
- 13 Shareholder Voting: One Each, Dual Class, or Quality? 149
- Epilogue: Getting Indexers and Activists Going Quality 163
- APPENDIX A Research, Method, and Names 165
- APPENDIX B. Selected Quality Shareholder Statements 185
- Acknowledgments 205
- Notes 207
- Index 235
Kapitel in diesem Buch
- Frontmatter i
- Contents vii
- Prologue: The Shareholders Managers Deserve 1
-
PART I: Why Quality?
- 1 Meet the Quality Shareholders 11
- 2 Comparative Advantages 24
- 3 Competitive Advantages 40
-
PART II: Quality Engagement
- 4 The Corporate Message 53
- 5 Annual Letters 66
- 6 Annual Meetings 75
- 7 Quality Quarterly Contact 84
- 8 Useful Metrics 93
- 9 Capital Allocation 100
- 10 Trackers and Spins 113
-
PART III Pivot Points
- 11 Director Selection: Stewards, Advocates, or Walkovers? 125
- 12 Managerial Performance: The Overpaid and Underpaid 139
- 13 Shareholder Voting: One Each, Dual Class, or Quality? 149
- Epilogue: Getting Indexers and Activists Going Quality 163
- APPENDIX A Research, Method, and Names 165
- APPENDIX B. Selected Quality Shareholder Statements 185
- Acknowledgments 205
- Notes 207
- Index 235