We believe an accurate assessment of management’s capabilities should rely less on what they say and focus instead on what they have done and continue to do ... READ MORE +
Why do we focus on Free Cash Flow?
It's the lifeblood of a business. Here's how it affects a company's value. Ask UsRecent Insights
- Jan 25, 2021
- Olstein Notes
Before making a decision to invest, it is imperative to look for specific financial, competitive and structural characteristics that signal that the problems are temporary. READ MORE +
- Jan 24, 2021
- Olstein Alerts
It is an investment analyst's job to determine the economic realism of management's assumptions and to eliminate management biases by making the appropriate adjustments to reported earnings data. READ MORE +
- Jan 23, 2021
- Olstein Alerts
A careful reading of the letter not only focuses on what management chooses to emphasize but also what management chooses to omit or minimize. READ MORE +
- Mar 13, 2018
- Olstein Alerts
Only traders and speculators should be concerned about short-term stock price movements measured in months, days, or hours. READ MORE +
- Mar 13, 2018
- Olstein Alerts
Comparing depreciation schedules to economic reality is a must for any investor when analyzing financial statements. READ MORE +
- Mar 13, 2018
- Olstein Alerts
As a result of this emphasis on avoiding short-term volatility, investors have become more focused on short-term price movements. READ MORE +
- Nov 1, 2017
- Olstein Notes
We read for "heat," looking for subtle phrases or trigger words that, in our experience, may signal a significant change in an industry or company that could unlock or create significant long-term value for shareholders. READ MORE +