Gregory V. Milano
How to Reduce Investment Decision Complexity
Streamlined investment decision processes clarify the judgments required to make decisions and facilitate enhanced accountability.
How Corporations Subsidize the Federal Debt
The exploding federal debt motivated the Fed’s low interest rate and liquidity policies which, inadvertently, have penalized corporations.
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.