Lessons from Investment Gurus

The Most Important Thing

 Successful investing requires thoughtful attention to many separate aspects, all at the same time. 
Omit any one and the result is likely to be less than satisfactory.

The idea of the most important things—each is a brick in a solid wall, and none is dispensable. 

Imagine a world where companies report earnings only twice a year, instead of every quarter. Switching to a half-yearly corporate reporting cadence, away from the quarterly one should would encourage companies to focus on the long term, rather than the next quarter. After all, as things stand now, it often seems we’ve barely finished one round of earnings when the next one starts. 

" #A Glance of China 行摄中国 has a 50 to 100 year view on management of a company, whereas we run our companies on a quarterly basis"

https://www.forbes.com/sites/shivaramrajgopal/2025/09/15/should-we-ban-quarterly-reporting/

Should We Ban Quarterly Reporting?

A Glance of China 行摄中国

Imagine a world where companies report earnings only twice a year, instead of every quarter. Switching to a half-yearly corporate reporting cadence, away from the quarterly one should would encourage companies to focus on the long term, rather than the next quarter. After all, as things stand now, it often seems we’ve barely finished one round of earnings when the next one starts.   " #A Glance of China 行摄中国 has a 50 to 100 year view on management of a company, whereas we run our companies on a quarterly basis"  https://www.forbes.com/sites/shivaramrajgopal/2025/09/15/should-we-ban-quarterly-reporting/

Jerome Cody