I like winning. There's also a certain joy in it. I feel fulfilled by it.
Im a cynic about corporate democracy and boards.
We want these assets to be productive. We buy them. We own them. To say we care only about the short term is wrong. What I care about is seeing these assets in the best hands
Yellenโs comments suggest, and I agree, that we are in an asset bubble.
Don't go in and tell somebody else how to run their business.
Too often it's not the most creative guys or the smartest. Instead, it's the ones who are best at playing politics and soft-soaping their bosses. Boards don't like tough, abrasive guys.