Every serious investor I follow on socials say management quality is one of the most important factors, and Warren Buffett talks about it constantly. Though when I sit down to actually assess a management team, I have almost no idea what I am looking for. I read the CEO letters, I listen to earnings calls, but I do not have a framework for distinguishing a genuinely great operator from someone who just sounds impressive on a call. What signals do you actually use or look for? Capital allocation history? Insider ownership? How they handled a down cycle? Whether they have been honest about mistakes? I feel like this is one of those things experienced investors just know but nobody actually writes down in a usable way.

    How much weight do you actually give to management quality when picking a stock, and how do you even evaluate it?
    byu/Minimum_Pear9193 ininvesting



    Posted by Minimum_Pear9193

    1 Comment

    1. AnonymousTimewaster on

      Given the difference between Chapek running Disney and Iger running Disney, it’s something I’ve started taking into much more consideration.

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