Search results for Capital Discipline

Capital discipline will shape mining’s next winners

As mining companies benefit from strong commodity prices and robust cash flows, a familiar challenge is resurfacing: how to allocate capital at the top of the cycle. Rishal Mahara...

XLE since 2019: Capital discipline as the defining competitive advantage

(Oil & Gas 360) By Greg Barnett, MBA – For oil and gas investors, the defining feature of energy’s resurgence since […] The post XLE since 2019: Capital discipline as the defin...

OAG360 Past Prologue Series: Capital discipline is the new geology

(Oil & Gas 360) By Greg Barnett, MBA – (Part 2 of 6)- For most of the modern history of […]

Discipline at the point of dislocation

Zach Lewy (pictured), founder, chief executive and chief investment officer at Arrow Global, explains why operational edge, capital structure control and cycle awareness define suc...

F.N.B. Corporation: Disciplined Growth Makes Shares Attractive

Price Your Time: The Cost of Delay Discipline Most Product Teams Skip

Image Donald Reinertsen spent three decades studying product development economics. His conclusion, first published in "The Principles of Product D...

Scaling Through Discipline: Cash Flow Growth at Buckreef Gold in a Rising Gold Market

Historically, gold bull markets have encouraged aggressive capital spending and equity dilution across the sector. This time, however, a more disciplined approach is emerging and T...

David Einhorn signals caution as his hedge fund Greenlight prioritizes capital protection

"It probably won't surprise anyone that we are again putting capital preservation at the top of our priorities," Einhorn said in his latest investor letter.

'We don't throw good money after bad valuations'

Nippon India Mutual Fund’s Sailesh Raj Bhan explains how respecting valuations, choosing the right risks and staying disciplined can drive long-term returns in equity investing.