The Onveston Letter (@onveston): "I’m suprised that James Montier gets rarely mentioned here. He developed a great accounting ratio, the C-Score that determines if a company is “cooking the books”."

I’m suprised that James Montier gets rarely mentioned here.

He developed a great accounting ratio, the C-Score that determines if a company is “cooking the books”.

Process not outcomes: gambling, sport and investment.

A great piece from the very underrated James Montier.

Will be discussing process and outcome in great detail in the coming weeks. Keep your eyes out.

In the meantime, this is a great read.

Apr 4

6:58 PM