Purpose: This paper profiles the leadership and Financial Strategy principles of Henry E. Singleton, Ph.D., the late founder, Chairman and CEO of Teledyne Corporation. Design/methodology/approach: The main sources of this paper are a private study prepared by Leon G. Cooperman, founder, Chairman...

Purpose: The books, "The Innovator’s Dilemma" and "Fooled by Randomness" were best-sellers, and both books’ authors rightly have legions of followers. Nevertheless, the dynamics each author analyzed so well continue to plague many executives. Why? Is there some way to close the analytical...

This paper profiles what I believe are core value investing general principles. In my work as a corporate financial and strategic advisor, I have observed a need for such an exposition because core value investing theory is not well understood by many corporate executives. Two anecdotal examples...

Today's executive faces a number of potential threats and opportunities which, in many ways, will help to determine who the corporate winners and losers will be in the coming years. Sixteen years ago, the United States government faced a number of threats following the tragic September 11th...

“Rationality” is a term that comes up often during investment conversations, and yet it has not been definitively defined. For example, economists and investors each use and define the term rationality differently. The objective of this note is to profile three general definitions of the...

Purpose of this paper: This paper profiles how ample cash holdings can serve as a competitive advantage by first mitigating the risk of becoming a forced seller during periods of distress, and then positioning a firm to take strategic advantage of forced selling and other forms of...

This paper is a compilation of two articles that were written on the subject of catastrophe bond valuation (Part 1 of the paper) and tail risk hedging (Part 2 of the paper) from a value investing perspective. The paper presents a practical introduction to these topics that was written to the...