exists to highlight trading ideas based on Chiefist's proprietary database and analysis of management. You will find a fresh perspective with each issue of Chiefist Positions: a keen and unconventional approach to the analysis of management quality; a deep questioning of the conventional wisdom about teams' abilities and backgrounds; and — above all — a useful input into your investment due diligence.
We don’t just 'report' or 'observe' corporate management. We scrutinize management and take a stand on it. Will a CEO be able to lift performance after a disappointing start (e.g., Indra Nooyi at Pepsi
)? Can a team successfully lead their firms through a crisis (e.g., Micky Arison of Carnival Corp.
)? Will good times continue under new leadership (e.g., Ginny Rometty at IBM
)? Does an executive's background increase risk to the firm (e.g., Dov Charney at American Apparel
In short, we seek to make a judgment about and take a position on these leaders.
- Volume 2, Issue 5: March 8, 2012
Investors Need Better Ways to Assess Management Quality
Chiefist Exclusive: Interview with UTI's CEO, Kimberly McWaters
- Volume 1, Issue 19: December 15, 2011
Your Feedback Kindly Requested
Business Lessons from A Christmas Carol
Seeing Double at LCA-Vision
- Volume 1, Issue 15: October 20, 2011
Does the Captain Matter When Rising Tides Lift All Boats?
Universal Technical Institute: A Tortoise in a Field of Hares
- Volume 1, Issue 3: May 5, 2011
Valassis Communications: Leadership Intent on Bucking the Trend
Worst CEOs, 2001 to Present
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