I. Core Principals
a. Postmodern Corporate Finance - Journal of Applied Corporate Finance
b. In Need of Internal Capitalism - Buona Fortuna!
c. An Internal Capitalism Checkup - Buona Fortuna!
d. Are Your Investors in for the Long Haul? - CFO.com
e. The Envelope, Please: The 2011 Capital Deployment Awards - CFO.com
f. A Fresh Look at the Required Return - Buona Fortuna!
III. Corporate Strategy - Managing and Growing the Business
a. Buy Low Sell High - Really! - Buona Fortuna!
b. Driving Growth with Finance - CFO Rising West
c. Who Says M&A Doesn't Create Value? - Buona Fortuna!
d. Want to be a Great Acquirer? Do More Deals - Buona Fortuna!
e. Is Corporate Divorce the Answer? - Buona Fortuna!
f. Are You Reinvesting Enough? - CFO.com
g. Is it Time to Breakup? - CFO.com
h. Too Big to Succeed? - CFO.com
i. Acquirer TSR Hinges on Economic Results - Buona Fortuna!
j. Are You Wasting Time on Poor Performers? - CFO.com
k. Do Acquisition Premiums Matter - CFO.com
l. How Corporate Diversity & Size Influence Spinoffs & Other Breakups - Journal of Applied Corporate Finance
m. Is Fear Dampening Corporate Performance? - CFO.com
n. How Good, Old-Fashioned Sales Growth Drives Value - CFO.com
o. Rx for Emerging-Market Investment: Lower Hurdle Rates for Growing Nations - CFO.com
p. The Case for Working Capital - TreasuryAndRisk.com
q. Can Operating Leases Be Strategic? - CFO.com
r. Consultants' Commentary: FX Trends - TreasuryAndRisk.com
s. Is Financial Leverage Good for Shareholders? - CFO.com
t. Why Isn't the Stock Market Higher? - CFO.com
u. The Unhealthy Fear Of Risk - CFO.com
v. Everything Must Earn An ROI - CFO.com
w. Why Some Stocks Perform Better Than Others - CFO.com
x. Depreciation Can Distort Returns - CFO.com
y. Who Cares About Quarterly EPS for Facebook - CFO.com
z. Clearing the Bar: Setting Hurdle Rates that Properly Encourage Growth – AFP
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1. Test Your Pricing Strategy, Sandy Reminds CFOs – CFO.com
2. Is Accounting Blocking R&D Investments? – CFO.com
3. The Case For Shareholder Value Focus – CFO.com
4. 2012 Capital Deployment Awards – CFO.com
5. The Sum Of All Investments – CFO.com
6. What Fortune Brands' bustup portends for investors – Crain’s
7. Are Your Growth Investments Effective? – CFO.com
8. Dead or Alive: Unwanted – The Deal Pipeline
IV. Capital Distribution Policy and Impact
a. Are Buybacks the Best We Can Do? - Buona Fortuna!
b. Is Cash Still King? - CFO.com
c. When do Dividends Really Matter? - CFO.com
d. What's Your Return on Buybacks? - CFO.com
e. Stock Buybacks: Buy high and sell low - Fortune
f. U.S. Companies wonder where to put all that cash - Crain's New York
g. Is Excess Cash a Problem? - CFO.com
h. How To Make Hay Out Of Buybacks - CFO.com
i. Why To Choose Growth Over Buybacks - CFO.com
j. A User’s Guide to Buyback ROI, Buyback Strategy, and Buyback Effectiveness – Buona Fortuna!
k. Advocates Overrating the Benefits of Buybacks – CFO.com
l. The Most and Least Effective Stock Buyback Programs – Institutional Investor
m. Buybacks Expected To Increase -NY Times
V. Industry Insights
a. Capital deployment in oil and gas: Are you reinvesting enough? - Oil & Gas Finance Journal
b. Chugging Along - How Transportation Uses Capital - CFO.com
c. Time for a New Shirt? - CFO.com
d. Growing Retailers Spark High Returns - CFO.com
e. For Consumer Products Makers, Sales Growth Spurs Share Prices - CFO.com
f. Why Are Wholesalers Protecting High Returns? - CFO.com
g. The Prescription for Pharma Is Revenue Growth - CFO.com
h. Should Medical Device Companies Make or Buy Their Growth? - CFO.com
i. Media Business: Adapt or Face Nightmare of Change - CFO.com