1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
Canadian Value
Canadian Value
Articles (4610) 

David Winters Presentation - Coca-Cola's Big Grab: Enriching Management, Shortchanging Shareholders

April 08, 2014 | About:

David Winters (Trades, Portfolio) strongly disagrees with the employee share compensation plan recently proposed by Coca-Cola (NYSE:KO).

He has been aggressively spreading the word with the hope of banding shareholders together to kill the proposal.

Winters has now released a 37-minute presentation on the matter:

About the author:

Canadian Value
http://valueinvestorcanada.blogspot.com/

Rating: 0.0/5 (0 votes)

Comments

AlbertaSunwapta
AlbertaSunwapta - 2 years ago

Also worth reading...

Coca Cola Misfires on Share Repurchase Rationale | The Rational Walk

excerpt:

"...One can fairly debate the pros and cons of providing management with equity compensation and whether the much hoped for “alignment of incentives” is actually created through grants of stock options and restricted stock. However, the idea that shareholders are “protected” in any way merely because the company has a stock repurchase program that “offsets dilution” makes no sense whatsoever. ..."

"We do not necessarily expect Ms. Bowden, who is presumably trained as a lawyer, to be well versed in the finer points of capital allocation but we hope that Coca Cola’s senior management and board of directors would immediately recognize the fallacy of her logic with respect to..."

http://www.rationalwalk.com/?p=13571

Please leave your comment:


GuruFocus Mobile App


User Generated Screeners


MariocabReinvestment Moats
Tauphipi5/25/2016
lane1020NCAV-Australia/NZ
LMANLEYBEST II
LMANLEYDeep Value Quality
sphillips60565Small/Mid Cap Banks
harrisgreg07Low-PS-Short-Ratio-Predictabil
av_ranjhaMoat
chrispageROC 10yr new FCF filter
MTNestActive filters 052516

Select portfolio(s):

  • Loading...

Why you are interested?

Your selection and notes will be stored in your portfolio.

Login to add portfolio
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK