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Being able to predict a leader’s behavior, situational performance, ability to motivate staff, and ethical compass can only improve investing success.  Are you sick and tired of hotshot CEOs who end up ruining a company and its stock price?  Are you sick and tired of losing your investment?

Nothing makes for a worse day than a 20% decline. Get insights, analyze, and predict behavioral patterns for a company’s leaders.  Know how the company will perform. A company’s success isn’t just about financials and strategies.  Instead, it is about how they think and behave. If you want an edge in investing, here is your chance.

Understanding how a CEO’s personality impacts company performance cannot be overstated. It’s not just about the bottom line—it’s also about the people who help achieve it. -Colby Howard

Leaders influence all factors affecting stock price.

Transaction leaders excel in transactional business, while transformational leaders thrive in innovative organizations.  Aggressive and combative leaders may experience quick returns, but foster a toxic work environment.  Charismatic leaders improve morale and motivate staff, while neurotic leaders diminish morale and impede productivity.  Leaders shape a company’s culture, influence stakeholders, and affect a company strategically and financially.  Knowing the leader is …

Charlie’s Almanack LLC Case Study

A lot of investors lost money in Boeing because they did not know how Dave Calhoun would lead the company. Boeing is a blue-chip company known globally for aerospace innovation and design, and it is the maker of 42% of commercial airliners and 90% of cargo planes. After multiple crashes of the 737MAX, Boeing replaced their CEO in 2020 with Dave Calhoun. Calhoun, a Jack Welsh protégé from GE, brought instant credibility and assured shareholders that Boeing’s problems would be behind them.

Calhoun did increase Boeing’s stock price for a bit, but Calhoun’s personality and leadership style became too much, and Boeing is suffering. His tenure is marked with deception and quality issues after a door blew out during a flight.  Yet, Calhoun managed to triple his salary to $61M while the employees received about 3% in wage increases. 

Could these problems be predicted? YES! Calhoun may have had a brilliant career, but he is the wrong fit for Boeing. Selfish and arrogant, he ignored quality for growth and personal gain. He views employees as tools and objects to obtain his goals. He was a poor choice for Boeing, and now Boeing is paying for the decision.

An investment of $1000 in Boeing on January 1, 2024, would be worth $770, while the same investment into Bombardier, a Boeing competitor, would be worth $1,790 – a $1020 difference. The economy and the airline industry were not factors in the performance. Instead, it was the difference in leadership. Thus, knowing the leaders is knowing the future of the company.

How to use Charlie’s Almanack

Buy and hold, short, or get aggressive with options.  Charlie’s Almanack provides the insights to win in your preferred investment approach.  See who the winners and losers are, identify a toxic leader before everyone else, and compare your favorite investments to identify the biggest gains. 

We're emphasizing the knowable by predicting how certain people and companies will swim against the current. We're not predicting the fluctuation in the current.
Charlie Munger

Charlie’s Almanack is in pre-release with exclusive access to a few early users. To gain access, we require you to help us improve the product and share your impressions. This exclusive access means you have valuable insight others don’t.

Executive Profile

Predict the person, and you predict the company. Our executive analysis provides a comprehensive assessment to make your own predictions. Additionally, we provide detailed investment strategies to help guide your evaluations. Don’t invest based just on historical performance. Instead, better predict how the stock will do in the future.

Industry Comparisons

See companies side-by-side to evaluate opportunities. Certain sectors have higher growth potential than others, but knowing which company to invest requires knowing how the company will position itself to win. Our industry comparisons highlight the likely winners so you make better investment decisions.

Event Alerts

Timing is everything, and knowing how current events and situations will affect a company is vital. Don’t wait to see what happens, our alerts model the likely outcomes so you can invest with confidence or sell before taking a loss. The key is having up-to-date information with recommendations.

Charlie’s Almanack Features

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Predict Stock Movements with Executive Personality Insights

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