July 13, 2014 4:40pm

 

“Clear and Present Dangers” have become a public metaphor with various applications; mine involves the factors and substantive issues that investors have a right to … know and interpret “evidence based facts” for their own use. It is also “my” version of questioning the multiple factors in a balanced approach to investing.

In “my” view, these “balance” factors are executive compensation as a percentage of operating expenses <specifically G&A> that should be related to share price history, market capitalization as well as insider holdings. I introduce a balancing test of an investment decision process!

There was also a movie with this title … where the main character was kept in the dark by colleagues. I hope to “illuminate” who’s getting what, sharing risks and being sold short.