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Investing Between the Lines: How to Make Smarter Investment Decisions by Decoding CEO Communications

L. J. Rittenhouse

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Founder connections

  • Warren BuffettRecommendation
    Buffett recommended Investing Between the Lines alongside Jack Bogle’s The Clash of the Cultures in Berkshire Hathaway’s 2012 shareholder letter, released in 2013.
    Source

Summary

L. J. Rittenhouse examines what a company’s communications reveal about its leadership and culture. She offers a method for reading shareholder letters, annual reports and earnings calls, separating concrete information from jargon and vague claims. Her approach considers capital stewardship, accountability and the relationship between what executives say and how a business performs.

  • SourceInvesting Between the Lines — licensed McGraw Hill description on Google Books · Publisher description and Contents; exact ISBN 9780071714075

Why read it Our view

Read it to review what your own company tells investors and other stakeholders. Rittenhouse’s method offers prompts for replacing vague claims with facts, explaining capital decisions and making accountability clear.