Paul Meisel

Have You Read Your Classic Buffett?

I think there may be a few more value investors than there were years ago.... but the increase is overwhelmed by the increase in daytraders, momentum traders, long/short hedgers.......

Value investing requires patience, which is in short supply.

Matching Management with Culture: How the Wrong CEO Can Ruin a Company

The would-be-Jack-Welsh GE alumni are experienced problems all over industry as they try to change company cultures in ways that just don't work for that company.

Contrast this with Berkshire and Masco -- they don't try to change companies, they buy companies that have success, and then water and fertilize.

The GE approach worked in a GE culture. Jac Nasser tried to do GE at Ford and damn near killed it.