Behind the Balance Sheet cover image

#34 The Letter Reader

Behind the Balance Sheet

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Unlocking the Power of CEO and Investor Letters

Exploring the impact of CEO letters to shareholders, this chapter compares the contrasting quality of letters in Europe versus America, emphasizing the importance of CEO personality shining through for effective shareholder engagement. Additionally, it delves into the strategic nature of investor letters for fund managers, showcasing Warren Buffett's approach to attracting a targeted investor base through his letters. The chapter also details the process of organizing a symposium with Warren Buffett and the evolution of turning his personal letters into a successful academic publication and book.

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