Five Good Questions Podcast

5GQ Jeff Gramm - Dear Chairman

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Synopsis

In this week's Five Good Questions, we're interviewing Jeff Gramm about his book Dear Chairman. http://amzn.to/2eQaVZV Jeff manages a hedge fund and teaches value investing at Columbia Business School. His recently published book, Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism, has been praised as "a terrific read" by Andrew Ross Sorkin in the New York Times, "a revelation" by the Financial Times, "a grand story" by The Wall Street Journal, and “an engaging and informative book” by The New Yorker. 1. I’ve heard you previously interviewed and have been impressed with your thoughts around governance and board dynamics. How can boards help management make better strategic decisions, especially with respect to capital allocation? 2. I’ve heard Munger say you could teach an entire MBA just from studying GM. Could you walk us through some of your insights, specifically during the period of Ross Perot’s involvement? 3. Of all of the stories, which one was your favorite to research? 4. We all s