Forbes contributors publish independent expert analyses and insights. #1 stock picker for 51 straight months on SumZero. AI is my edge. In addition to linking ROIC to executive compensation, both GNTX ...

Capital allocation is where and how CEOs use excess profits. Effective capital allocation increases a firm’s efficiency and maximizes profits for shareholders. Generating free cash flow is important ...

Forbes contributors publish independent expert analyses and insights. I am the Kester and Brynes Professor at Columbia Business School and a Chazen Senior Scholar at the Jerome A. Chazen Institute for ...

There has been more tinkering than usual, and the tinkering has been in a defensive direction. First, cash & cash equivalents increased from 17% to the target maximum of 20%. Part of the increase was ...