Tag Archives: Investment
Investment Strategy – Sell Fixed Income
Pension Funds Buying Fixed Income As investors and business owners, it is problematic to make decisions for the future with too much of an emphasis on the past. In reading a recent issue of Grant’s Interest Rate Observer, they mentioned an eye-popping statistic from the… Continue reading
Thoughts on the Berkshire Hathaway Meeting 2012
The Berkshire Hathaway Annual Meeting Below are a few words of advice from Warren Buffett and Charlie Munger yesterday at the Berkshire Hathaway annual meeting. Business owners and investors should make a point to attend a Berkshire annual meeting sometime. There are not that many… Continue reading
Enlightenment about Investor Alignment
Obtaining alignment among the various parts of a company, particularly between company founders and investors, is a never-ending topic. Two items have caught my eye this month that relate to this issue and may help spread some enlightened thinking about investor alignment. First, Fred Wilson, a… Continue reading
Company Founder Regrets Sale to Traditional Private Equity
Be careful to whom you sell your company, said the founder of Jimmy Choo footwear, Tamara Mellon. In the Financial Times, Mellon was quoted, “What happens in private equity is they come in and they say we’re going to be a great partner. We want… Continue reading
Facebook Governance and ISS — I Support Zuckerberg
For each unique company and unique situation, I believe they should utilize business structures, financing strategies, and all other tools that help them keep their company unique. For this reason, I cheer on Mark Zuckerberg and Facebook for their ability to utilize unique investment terms… Continue reading
Construct a Perfect Business, Financially Speaking
Designing the financial model (in a real-world sense, not a spreadsheet sense) of your business is worth every minute that you can dedicate to it. We should craft the financial model of our business with as much care as a fine architect and craftsman would… Continue reading
C Corporation Business Owners are at Risk of Losing Millions
I lost huge money early in my career in not electing to switch my company from a Corporation to an S Corporation. I don’t want you to make the same mistake. Each year, the owners of C Corporations have an opportunity to switch their tax… Continue reading
Tax-Free Entities Supported by Greybull Stewardship
Are you still paying two-levels of tax on the income from your business? If your company is a profitable, cash-generating business, it is a large advantage to be organized as a flow-through entity for tax purposes (S Corporation or Limited Liability Company). As most of… Continue reading
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