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Scott Hendrickson - An Unmasking of Quality

Value Investing with Legends

CHAPTER

Are You Assessing How a Manager Can Impact the Business Going Forward?

R&D is a tough one. It's really hard to draw a direct parallel between what is the R&D and what is the consequential result in sales. As you get higher up, the hardest one to analyze for us is cost of goods sold. And then we get to all those things on the SG&A line that we discussed before. Oftentimes it's incentive too. We had one instance where the salespeople were purely top line incentivized and taking negative margin business so they could benefit themselves.

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