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Planet MicroCap Podcast | MicroCap Investing Strategies

Interviewing Company CEOs: The Must-Ask Question Checklist Every Investor Needs with Gary Mishuris, Managing Partner and CIO at Silver Ring Value Partners

Aug 15, 2023
Gary Mishuris, Managing Partner and CIO at Silver Ring Value Partners, shares a checklist of must-ask questions for investors when interviewing company CEOs. He emphasizes the importance of establishing goals before speaking with management and constructing questions based on those goals. Topics covered include understanding CEO values, assessing competitive advantage and capital allocation, evaluating CEO beliefs through historical actions, and approaching conversations with management about concerns.
49:22

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Quick takeaways

  • Understanding the CEO's values and constructing questions around building a relationship can lead to fruitful interactions with management.
  • Focus on understanding the company's competitive advantage and long-term strategy for effective capital allocation.

Deep dives

Importance of Understanding CEO's Values and Culture

When engaging with a company's management, it is crucial to understand the CEO's values, the company's culture, and the intangible attributes of the team. This information goes beyond what is revealed in the numbers and financial reports and provides valuable insights into management's mindset and decision-making process.

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