#13 The Contrarian
Behind the Balance Sheet
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The Chief Executives Add Colour to the Company Story
I used to go when i was a term mercury s. And each time i went, i came back thinking it was worth a couple more on the eprice earnings multiple than before i had gone because the chief executive was so good at spinning the story. So i am weary of but as you say, we don't, i don't run away from chief executives. They add a bit of colour to the story. I mean, in the in the up date to the book, i talk about a recent big mistake, which was with tesco. When terry leehe retired, the company was at the top of its game. The simon marks of markon spencer
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