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Quality Shareholder: Lawrence Cunningham on Warren Buffett, Berkshire Hathaway and the QSs with Tobias Carlisle on The Acquirers Podcast

The Acquirers Podcast

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The Disadvantages of Glass Lewis and ESS

I think one of the difficulties with Glass Lewis and ESS is that they almost always support incumbent. There's not much of a, I don't know how much consideration they give of the activist sort of role. But there has been a slight increased propensity of those indexers and the advisors to break with management. So just ever so slightly, you're starting to see some indexers say, well, no, we're against this. It could be helpful to them to say, "Here's our standard matrix and we've had one person look at this"

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