Gregory V. Milano
Partying Like It’s 1999
Warren Buffet holds more cash and has less debt at the top of the cycle so he can invest at the bottom. You should too.
Stop the Quarterly Madness!
Although it's better to beat consensus estimates than not, it's more important to improve earnings over the year-ago period.
‘Shareholder Value’ for Private Companies
Private companies may benefit even more from a shareholder value focus than publicly listed companies do.
Amazon: A Case Study in Tech Valuation
How can a company with such dismal net income performance demonstrate such stellar improvement in Residual Cash Earnings?
In Tech, One Measure Rises Above the Rest
Residual Cash Earnings is the only measure you'll need if you want to know how well both publicly and privately owned technology companies are doing.
In Tech, Return Measures are Better than Margins
Why do gross margin, operating profit margin, and EBITDA margin so poorly measure technology company performance?
In Tech, It’s How Well You Invest that Matters
What seems to matter most is not how much you invest but how well you invest.
Top 10 Bad Management Behaviors
Many companies’ processes for planning, decision making, and performance management encourage undesirable behavior by managers.
The Annual Budget May Be Past Its Useful Life
Most companies don't generate an adequate return on investment on their budgeting processes.
The Virtues of Fact-Based Decision Making
Using fact-based analysis even when the facts are hard to come by can keep companies from spending money wastefully on initiatives that don't make sense.
Does Asset Utilization Matter?
Companies are focusing on asset utilization to drive better share-price performance.