WEEKLY THOUGHTS

Here is something that caught our eye this week: Love The Way You Lie We have spent a lot of time lately professionalizing, standardizing, and automating (where possible) our internal financial reporting.  This process has led to an ongoing conversation about how best to track results across the portfolio.  For instance, to get a sense of true earnings power, should we exclude gains or losses on the sale of assets?  How should we handle changes in accounting policy (ie. cash to accrual payroll expense recognition) that artificially reduce net income in the period the adjustment is made?  Should we exclude one-time expenses?  If