Here's an overlooked qualitative measure that should be more central to an investment thesis...

|By:, SA News Editor

Here's an overlooked qualitative measure that should be more central to an investment thesis than almost anything else: Does the CEO really understand what the company does? "If a CEO has trouble communicating externally... the problem is magnified internally," Michael Dawson writes, buying Tibco Systems (TIBX +6.1%) after hearing the CEO's elevator pitch.