Investing Between the Lines: How to Make Smarter Decisions By Decoding CEO Communications

by Rittenhouse, L.J.

• ISBN13: 9780071714075
• ISBN10: 0071714073
• Edition: 1st
• Format: Hardcover
• Copyright: 2013-01-08
• Publisher: McGraw Hill

Summary

A groundbreaking system for measuring organizational trustworthiness to determine investment potential In Investing Between the Lines, CEO communications expert, L. J. Rittenhouse offers a proven methodology for accurately analyzing the worthiness of an investment: Reading corporate "fog," i.e., shareholder letters, and other corporate correspondence. Based on a model that's made believers of Warren Buffet and Jack Welch, Rittenhouse looks at the "fog" of 100 Fortune 500 companies-and then overlays these "Fog rankings" on the stock's price performance. It's a system that made Rittenhouse one of the very first to predict the Lehman Bros. implosion, and other financia disasters-and that will arm investors with the skills and knowledge to unearth hidden risks in their portfolios and pick potential winners. L. J. Rittenhouseis president of Rittenhouse Rankings Inc, a CEO strategic and investor relations company that annually conducts a benchmark survey of CEO candor and stock price performance

Table of Contents

PART ONE: THE CEO CANDOR CRISIS; Chapter One: CEO Candor and Trust: The Candor (or Bafflegab/ BS) Pandemic; Chapter Two: Winners and Losers in the Battle of Corporate Heavyweights: Pepsico vs. Coke/ HP vs. Dell/ Lowe's and Home Depot; Chapter Three: How to Measure Candor: Counting Words and Promises; PART TWO: BUSINESS BALANCE – A CLUE TO BUSINESS SUCCESS Chapter Four: Capital Stewardship: Great CEOs Seek Cash-ability; Chapter Five: Strategy: Great CEOs Respect the Limits of Corporate Strategy; Chapter Six: Accountability: Great CEOs Do What They Say and Say What They See; Chapter Seven: Vision: Great CEOs Avoid Platitudes and Traffic in Purpose and Creativity; Chapter Eight; Leadership: Great CEOs are Actors, Teachers and Skeptics; Chapter Nine: Corporate Stakeholders: Great CEOs Nurture Relationships with Candor; Chapter Ten: (In this chapter, readers will learn how to spot corporate fog, a measure of the absence of Candor.) PART THREE: CLUES TO DELUSIONS THAT DESTROY INVESTOR WEALTH; Chapter Eleven Candor in Companies Too Big to Fail; Chapter Twelve: Assessing CEO Succession Success and Good Governance; Chapter Thirteen: The Ultimate Competitive Advantage: A Berkshire Hathaway Secret; Chapter Fourteen: Candor Clues to Sustainability You Can Trust;