2min chapter

Value Investing with Legends cover image

Elizabeth Lilly - Embodying the Principles of Value Investing

Value Investing with Legends

CHAPTER

The Importance of Taking Management to Task

Beth: It's very important to basically take managers to task. If they told you last year they were going to x, y and c, and next year they havin't done it,. You can go back to them and tell them, lu you told me you were gong to do x,Y and see what happened. There are some companies in our portfolio where they get their margins up and then they're acquired. Some people would say to me, crocks, the footware company? I say, you can't believe that model. Just a few years ago, wand it was six dollars a share, and there was three dollars in cash on the round sheet.

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