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Many thanks to Plank and Ramridge for their contributions in a recent post which prompted me to create this post. It has been suggested that when buying stock of a particular company you are effectively betting on their management. The purpose of this post is for readers to suggest particular executives/CEOs who appear to have a reputation and track record for success in their particular…



Firtashia's Latest Comments

Share Whisperer - fair comment, and it was Peter Lynch who said - "Go for a business any idiot can run, because sooner or later, any idiot probably is going to run it". For cyclical companies- not necessarily bad companies- I would say that management expertise plays a major part in getting companies to survive through the hard times. For example, Tony Pidgley's Berkeley Group…

Hi mmarkkj777, appreciate the feedback. I've edited the article as per your comments.

Thought I'd provide an update on this thread, based on my observations/experiences over the last couple of years. I'd like to add Greg Fitzgerald (Galliford Try (LON:GFRD),  Bovis Homes (LON:BVS) ), Andrew Brode (RWS Holdings (LON:RWS),  Learning Technologies (LON:LTG) ) Charles Skinner & Alex Dacre (Restore (LON:RST),  Marlowe (LON:MRL) ) to my list, whilst applying red flags to companies where the likes of Rob Terry…

Thanks both, appreciate the comments. I can't see a lot in it between the two TBH but the reason I edge towards Hollywood Bowl (LON:BOWL) is the fact that it appears to be subject to earnings upgrade revisions (whereas Ten Entertainment (LON:TEG) does not appear to be) and also that I prefer to value a company on trailing earnings as opposed to earnings yet to…

With respect to Revolution Bars (LON:RBG) I'm as cynical as Graham, having been stung by it already last year. A lot of companies are pure plays on commodities or forex, the direction of which I personally find impossible to predict. If the authors of today's update are to be believed, the fortunes of this company appear to be a play on the British weather, (not…


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