Contrarians in the office

Welcome to system 2. 
We may see leaves moving but we can not see the change in our core markets. Our ability to fit in, being complacent and friendly, generally make us useless as management team members or as corporate board directors..
Capital markets We may see leaves moving but we can not see the change in our core markets. Our ability to fit in, being complacent and friendly, generally make us useless as management team members or as corporate board directors.

Corporate reputation and stakeholder perception

Corporate governance When studying market value movements over time, and trying to comprehend why certain companies have a low current market value as compared to their current earnings, reputations plays an important role.

Newsletter - May 2016

Newsletter Welcome to a newsletter from EQapital.
Credit Suisse made a smart recruitment. 
The assumptions about what the market wants have been given far to much room during the 30 years leading potentially good companies astray - away from investments and into the swamp of short-term profits..

Credit Suisse entering investment banking of the 21st century

Corporate governance The assumptions about what the market wants have been given far to much room during the 30 years leading potentially good companies astray - away from investments and into the swamp of short-term profits.
A matter of survival. 
People in finance like to flatter themselves by trying to keep equity markets in a black box, dressing in pinstriped suits and throwing financial terminology around them..

There is no better branding than the financial

Capital markets People in finance like to flatter themselves by trying to keep equity markets in a black box, dressing in pinstriped suits and throwing financial terminology around them.
It must be air. 
Maybe there is a lot of oxygen inside the bubble? In spite of the historical boom and bust of property and equity markets, people that are inside the bubble loose all sense of reality and view friendly advisors as antagonists..

The weird thing about bubbles - you can’t look out

Capital markets Maybe there is a lot of oxygen inside the bubble? In spite of the historical boom and bust of property and equity markets, people that are inside the bubble loose all sense of reality and view friendly advisors as antagonists.
The same goes for companies. 
This is a warped quote from Winston Churchill and from a speech the Prime minister made in the House of Commons. In the event, Churchill mentioned buildings and how we in the end are shaped by the quality of the buildings we occupy..

We shape our companies, and afterwards, our companies shape us

Corporate governance This is a warped quote from Winston Churchill and from a speech the Prime minister made in the House of Commons. In the event, Churchill mentioned buildings and how we in the end are shaped by the quality of the buildings we occupy.
Decisions are not rational. 
...is the three most valuable assets you can’t get your arms round. A great fact of life is that non-financial people have far to much respect for the black box, the secret ingredients, that capital markets people have build around their daily activities..

Reputation, reputation and reputation...

Corporate governance ...is the three most valuable assets you can’t get your arms round. A great fact of life is that non-financial people have far to much respect for the black box, the secret ingredients, that capital markets people have build around their daily activities.
Level two chaotic system. 
How we wish that we could understand capital markets. Then it would make sense to do all the things we currently are doing, like make short-term forecasts on equity markets and certain equities..

Activists turning chaos into predictions

Capital markets How we wish that we could understand capital markets. Then it would make sense to do all the things we currently are doing, like make short-term forecasts on equity markets and certain equities.
There is no business like engagement business. 
This pharma company is not different from other companies but it may have gone public to early; did not make it over the critical hurdle; the share price fell apart a few months after the final road show..

When cruising in the 21st century...

Capital markets This pharma company is not different from other companies but it may have gone public to early; did not make it over the critical hurdle; the share price fell apart a few months after the final road show.

 

EQapital.com

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