Part 9/13:
The conversation examines global differences in reporting cycles. In Europe and South Africa, companies often report semi-annually or yearly, which encourages longer-term thinking among investors. Conversely, the U.S. relies heavily on quarterly reports, which may foster short-termism. Goldberg advocates for a shift towards real-time reporting—immediately updating investors about material events, changes in circumstances, and strategic shifts.
This approach could reduce the tendency for short-term speculation and promote a more stable, innovation-focused investment environment. However, concerns about competitive disadvantages remain, as real-time disclosures could reveal sensitive strategic data.