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Prieur du Plessis
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John Maynard Keynes's investment performance for King's College (which includes the Great Depression & WWII)
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This is how Howard Marks opens his chapter on forecasts. Managing Expectations > Making Predictions
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The threat to the economy & society from activism and short-termism ((updated). via @HarvardCorpGov #corpgov…
Introducing CT Cons Corps on social media, courtesy of our Dean, @CGChrisTrott, & colleagues @prkundal, @HorbachBonnie & @USConsCapeTown.
99% of Networking Is a Waste of Time. via @HarvardBiz #corpgov
Infographic: Should your board's audit and compensation committees overlap? via @StanfordCorpGov #corpgov…
Corporate Governance Times is out! Sign up for updates. #corpgov Flipboard:
The board is broken - time for shareholders to take a stand. via @MT_editorial #corpgov…
Doing something right: focusing on exceptional boards, via @dailyfei (HT: @DrRLeblanc) #corpgov…
Investment Postcards Daily is out! Subscribe for updates. Stories via @ritholtz @ @BillGates @ReformedBroker $$
A misguided responsibility to shareholders! via @CNCollection #corpgov
Icahn stirs activist pot on takeovers: spun-off companies not to be shielded from suitors. via @WSJeurope #corpgov…
Apple app store billings now bigger than Hollywood box office takings. via @asymco (hat tip: @ritholtz).
Michael Pettis on #China: Inverted balance sheets and doubling the financial bet. via @TalkMarkets… $$
Major challenges likely to affect organisations and their directors in 2015. via @DeloitteSA #corpgov
Boards need foreigners & internationalists as companies strive to act both globally and locally. via @FT #corpgov…
Investment Postcards Daily is out. Sign up now. $$ Stories via @ritholtz @ReformedBroker @hmeisler @EconUS
Shiller: What good are economists? via @ProSyn
BEST ON SNB: What really happened at the SNB yesterday - one person's take.… $$ Flipboard:
Why stocks are falling. Just brilliant! via
Where would be best place to be born? Have we drawn short stick in SA? via @ECONdailycharts…
Speculators are the shortest Swiss franc (against the USD) since June 2013. Painful! via @zerohedge $$
Not knowing the difference between change and transformation keeps holding us back. via @HarvardBiz #corpgov…
Food for thought: Yesterday’s gone - year-end capital markets commentary & expectations. via @RA_Insights. $$ …
Swatch CEO Hayek: "Words fail me! Today's SNB action is a tsunami for the export industry & for tourism, & finally for the entire country."
Moral dilemmas in the workplace - why blow the whistle? via @DeloitteSA #corpgov… Flipboard:
The capabilities your organization needs to sustain innovation. via @HarvardBiz #corpgov…
Personal and home security on list of benefits provided to Fortune 100 CEOs. via @equilarinc #corpgov…
UK watchdog to focus on company culture and behaviour. via @dinamedland #corpgov… Flipboard:
Bank of America strikes deal to avoid activist resolution on chairman role. via @Reuters #corpgov…
Are changes in store for women in the boardroom? via @WSJ #corpgov… Flipboard:
Yield curve inversion possible? Five "sure things" for 2015? via @MishGEA… $$ Flipboard:
Double standard holding women back from top business jobs, Pew Survey finds. via @WSJ #corpgov…
The threat to shareholders and the economy from activist hedge funds. via @HardvardCorpGov #corpgov $$
Kaletsky: A new ceiling for oil prices at $50? via @ProSyn $$
Investment Postcards Daily is out! Sign up for updates. $$
From MIT Sloan: Collaboration and leadership for sustainability. via @mitsmr #corpgov
Ackman, Icahn and their fellow activist investors are not going away, by @foxjust… via @BV #corpgov
Investment Postcards now on Flipboard: E-paper version: $$
There is no effective fiduciary duty to maximize profits. via Prof @JamesYKwak. #corpgov