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Scott Hendrickson - An Unmasking of Quality

Value Investing with Legends

NOTE

Understanding the Mosaic theory and evaluating new CEOs for investment purposes

In order to understand the new CEO, we use the Mosaic theory approach. We consider how they handle various challenges, such as disposing of unprofitable divisions and addressing bloated costs. We also assess their integrity by looking at factors such as whether colleagues would work with them again and if they would trust them with their children. Additionally, we analyze the industry and competitors to understand key differences in areas such as SG&A, salaries, and real estate costs. Through this analysis, we determine if the CEO has the ability to successfully lead a turnaround.

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