Robert Roth Robert Roth

What’s in your letter?

Fluff is having a renaissance in shareholder letters these days. The ratio of meaningless words to meaningful information seems to be increasing…

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Robert Roth Robert Roth

The reimagined 10-k wrap — Is it right for you?

In The Medium Is the Massage (1967), Marshall McLuhan’s central idea was that the way information is delivered (the medium) shapes our perceptions of it. Though he primarily focused on electronic media, one of his observations has keen relevance to today’s 10-K wrap.

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