The Price of Time

The Price of Time

“Usury is defined as the charging of excessive interest. But no word exists to describe too little interest.”― From The Price of Time During the terrible inflation that gripped Germany in the 1920s, my grandfather was a resident at the hospital in Heidelberg. Every...
Presentation Myths and Misperceptions

Presentation Myths and Misperceptions

In This Issue: Three Myths | By the Book | Respect for Logic My job at Alpha Partners often combines creating content with coaching on the delivery of investment presentations. Content and delivery. Two sides of the very same coin, right? One would certainly think so....

Generalists Versus Specialists

In This Issue: Fox or Hedgehog? | The Private Equity View | Range The world we live in places a high value on focus, specialization and expertise. What then is one to make of investment companies that describe “generalist” research coverage as an advantage? This issue...

Excess Returns Archive

Excess Returns Archive Communicating with Clients Dear InvestorWhat Clients WantEscape from “The Land of Anecdote” Communicating with Distinction Quantity Over Quality?The Shape of Your PresentationSelling Through EducationWhy Brevity Wins BusinessWhat Clichés Say...