Investopedia: A Refreshing Reminder Of What Matters In Investing

For the most part, investors would do well to take anything that the management of a publicly-traded company has to say with a grain (or two) of salt. After all, CEOs are evaluated in large part on the price of the stock, and keeping investors enthusiastic and positive is a larger part of the job description than most would care to admit.

That said, every once in a while investors can find straight-shooting companies that offer insights that go beyond the fundamentals of the particular company in question. Berkshire Hathaway CEO Warren Buffett's annual letters to shareholders are rightly famous for their far-reaching discussions of management and investment philosophy, and the CEOs of other companies including Coca-Cola, General Electric and JPMorgan often pen high-quality letters as well.

A few months ago, however, I read a presentation from a small company, Contango Oil & Gas, that I found refreshing and well worth reading for most investors. At a minimum, it's a valuable reminder of what investors ought to hold as important when approaching long-term investments.

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http://www.investopedia.com/articles/basics/12/what-matters-in-investing.asp