Turning Stones Blog

In Search of Quality


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Conversations with a fresh perspective on issues faced by companies and investors – ranging from risks and opportunities, to bottom-up insights from our deep, investigative research, and views on ESG.

BLOGS

06.26.2019 by Sudhir Roc-Sennett

Controlling the Darkside of Network Effects

Dominant technology companies protected by awesome ‘network effects’ can benefit society and investors. But monopoly control of communications or private information can have unexpected consequences for users. How bad it can get depends on who’s running the company and who runs the regulators. What is ‘network effect’ and how can it be controlled?

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BLOGS

06.03.2019 by Sudhir Roc-Sennett

More China and The Herd

China’s ambitions being challenged is creating significant uncertainty. Alongside this, MSCI and FTSE appear to be stumbling over each other to add China weight to their indices. The potential to reshape the benchmarks has significance – for both active and passive investors. Is the herd being led down a dark alley?

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BLOGS

05.13.2019 by Sudhir Roc-Sennett

Is The Boss Worth $20 Million?

While a big payday for a CEO is not headline material anymore, it still makes most people queasy. When a CEO earns $20 million in one year, it would take someone making $100,000 a year more than four lifetimes to earn the same amount. Balance matters.

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