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The Price of Trust

Estimated Reading Time: 10 minutes Beyond Guidance “Sunlight is said to be the best of disinfectants.” — Louis Brandeis In our white paper on owner operators, one of the most pronounced divergences between owner managed firms and their agent-managed peers…

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Paradox or Plurality?

This article is a deeper dive into one of the themes we introduced in our white paper this past summer. To read Owners Vs. Agents, please click here for access at the International Review of Financial Analysis. We have some surprising new…

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Penalizing Principals

Estimated Reading Time: 8 minutes This article is a deeper dive into one of the themes we introduced in our white paper this past summer. To read Owners Vs. Agents, please click here for access at the International Review of…

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Owners vs. Agents

Estimated Reading Time: 9 Minutes This article is the 6th and final article in a 6-part series examining how the drivers of value creation are the same as sustainability drivers. We outline these drivers in these 6 posts and show…

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Dual Daughters in Dual Classes

This article is part of a series on governance and references a white paper on Owner Operators that is undergoing peer review. To receive early access to that White Paper, please click here. Estimated Reading Time: 16 minutes The Catch-22…

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Builders vs. Guiders

This article is the final in a 6-part series examining how the drivers of value creation are the same as sustainability drivers. We outline these drivers in these 6 posts and show how recent ESG efforts to define business sustainability…

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The Responsibility of Freedom

Estimated Reading Time: 20 minutes Speed Read:  The ESG craze that is heading into bubble territory is well-intentioned and we welcome the effort, but is doomed to fail as a box-checking exercise. More Nikolas and Volkswagens will be created as…

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