Happy to report that our 2025 Fortuna Advisors Value Leadership Report has been published!
Let me know if you would like to see a tearsheet on how your company or any other company in the study looks through our value-based lens.
https://t.co/g5bblcZ20D
It was my pleasure to welcome my good friend Brian Tomlinson to join me on the 25th episode of the Create More Value podcast! While ESG may have taken a hit in the last few years, there’s no doubt that sustainability has a positive impact on shareholder value.
Our new podcast, "Create More Value," is out! Thank you Paul Clancy, my first guest. Watch in full
· Apple Podcasts: https://t.co/BlNGQnxWOU
· YouTube (w/Video): https://t.co/vgxsUnyABb
Throwback Tuesday: To Win at Work, Pretend you Own the Company
Thank you to @MaureenMetcalf at the Innovative Leadership Institute for having me on this podcast last August and for posting this video clip!
#curingcorporateshortte…https://t.co/OsraEYpEN2 https://t.co/dhqpcSjUjI
What's your return on Buybacks? How do you compare them to other uses of capital for, say, investing organically and acquisitively in the business?
It's quite shocking how little focus is given to Buyback ROI and the huge impact of buyback timing. Co…https://t.co/5Hp1wbHpNg
It is my pleasure to announce that Ramesh Karnani has joined Fortuna Advisors LLC as a Senior Advisor, and who along with me and my fellow partners, will work actively with our clients’ senior management and investors to grow and manage shareholder value-…https://t.co/eDElHViuoj
Is it ever good to have higher working capital? Many say no, but the correct answer is undoubtedly "yes!" There should be an ongoing tradeoff between the capital invested in working capital and the level profits.
Read more in my…https://t.co/9w43sS0dnZ https://t.co/8nNd2i3yPX
SAVE THE BUYBACK, SAVE JOBS
But alas, buyback misconceptions abound...
"Besides failing to note how such payouts increase capital productivity, the senators miss their critical economic function of recycling “excess capital” from…https://t.co/JIMjiwvs2B https://t.co/jlRVxdbbmb
Economic Profit as the Ultimate Performance Measure
In a recent study my colleagues and I identified over 30 public companies that use EP in incentive plans. These EP companies outperformed their peers on total shareholder return…https://t.co/eHa4ha71oa https://t.co/TUQmGUNCPm
What a great experience!
14 years ago today, John Cryan, Frank Hopson, Jeff Routh and I met in our new offices in NY for our first meeting as Fortuna Advisors. We intended it to be March 1, but it snowed so we delayed a day. Thank you to the three of t…https://t.co/u4ljFtuHQx
Any asset, tangible or intangible, creates value for the business owning the asset when it earns adequate returns on the investment it took to buy or build the asset. As Michael Porter and others have taught us, the ability to earn and sustain high return…https://t.co/UITN7KbuWX
What's your return on buybacks? How do government taxes affect this means of returning capital to shareholders?
Thanks to @vincerCFO at CFO for quoting our work on buybacks!
#buyback#buybackroi https://t.co/26dqSWRg4C
This integration of brand and finance data is the most important innovation I have been involved with in my career and every branded consumer company should consider using an approach like this to improve the line-of-sight on value creation in order to im…https://t.co/MK6I7kNQMs
2022 was a tough year in the stock market, but the companies in the top quartile over the last five years were still outstanding! Thanks to @csm1976, Michael Chew and Brian Harte for producing a great value leadership report, full of insights on what it…https://t.co/NVlhfPsioe