Topic The Street

  • Activist Letter to Shareholders – Example

    We are always intrigued taking a look at how an activist communicates to shareholders.  Here is another example.  They all seem to take the same form.  They use scare tactics.  They have all of the answers.  They know how to fix what needs fixing.  Always be prepared for activists if you are not performing with the industry or ROIC is down.

  • 2021 BlackRock/Fink Letter to CEO’s

    Starting in 2014, Larry Fink, CEO of BlackRock, has issued a letter to CEO’s of companies in the BlackRock portfolio.  These letters encourage strong vision, governance and long-term thinking.  Here is the 2021 version.

  • 2020 BlackRock/Fink Letter to CEO’s

    Starting in 2014, Larry Fink, CEO of BlackRock, has issued a letter to CEO’s of major companies in the BlackRock portfolio.  These letters encourage strong vision, governance and long-term thinking.  Here is the 2020 version.

  • 2019 BlackRock/Fink Letter to CEO’s

    Starting in 2014, Larry Fink, CEO of BlackRock, has issued a letter to CEO’s of major companies in the BlackRock portfolio.  These letters encourage strong vision, governance and long-term thinking.  Here is the 2019 version.

  • Business Update – COVID-19

    Here is a business update provided to address COVID-19.  A great example of transparency.

  • Business Roundtable article – NY Times – August 2019

    Here is the article from the NY Times on the Business Roundtable new thoughts on what should drive corporations.  Will see if the words become actions.  

  • Press Release – CEO Comment on Stock Volatility

    Here is a nice example of a press release issued where a CEO commented on stock price volatility.

  • Trading Halt on Stock

    Here is some color on when a stock will have a halt in trading.  Usually most are short (within 10 minutes), but some can last for days.

  • Open Letter to CEO from Investor

    Here is a cool open letter from an investor to Elon Musk, CEO of Tesla. The author is a very respected former sell-side tech analyst who was an early believer in Apple.  The letter is stern, but with professionalism.  How would you respond?  

  • 2018 BlackRock/Fink Letter to CEO’s

    Starting in 2014, Larry Fink, CEO of BlackRock, has issued a letter to CEO’s of major companies in the BlackRock portfolio.  These letters encourage strong vision, governance and long-term thinking.  Here is the 2018 version.