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The three questions Jeff Bezos considers when hiring someone:
1. Will you admire this person?
2. Will this person raise the average level of effectiveness of the group they’re entering?
3. Along what dimension might this person be a superstar?
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The three questions Jeff Bezos considers when hiring someone:
1. Will you admire this person?
2. Will this person raise the average level of effectiveness of the group they’re entering?
3. Along what dimension might this person be a superstar?
"Work Hard, Have Fun, Make History" by @JeffBezos https://t.co/Iq42ul2Z3o tweet
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Apple $AAPL business breakdown: a wonderful company with a high price tag 🏷️ https://t.co/Sh1vzXcck9
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Apple $AAPL business breakdown: a wonderful company with a high price tag 🏷️ https://t.co/Sh1vzXcck9
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Startup Archive
RT @ArthurMacwaters: Great wisdom here.
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RT @ArthurMacwaters: Great wisdom here.
The three questions Jeff Bezos considers when hiring someone:
1. Will you admire this person?
2. Will this person raise the average level of effectiveness of the group they’re entering?
3. Along what dimension might this person be a superstar? tweet
twitter.com
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Offshore
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Stock Analysis Compilation
Loomis Sayles on Arm Holdings $ARM US
Thesis: Arm’s royalty-driven growth, diversified market expansion, and undervalued position offer strong long-term revenue growth potential
(Extract from their Q3 letter) https://t.co/e2gpJFpGPo
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Loomis Sayles on Arm Holdings $ARM US
Thesis: Arm’s royalty-driven growth, diversified market expansion, and undervalued position offer strong long-term revenue growth potential
(Extract from their Q3 letter) https://t.co/e2gpJFpGPo
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Startup Archive
RT @ryolu_: Doer thinkers change the world.
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RT @ryolu_: Doer thinkers change the world.
Steve Jobs explains the importance of both thinking and doing
“The doers are the major thinkers. The people that really create the things that change this industry are both the thinker-doer in one person.”
This is applicable outside of tech too, and he uses Leonardo DaVinci as an example:
“Did Leonardo have a guy off to the side that was thinking five years into the future about what he would paint or the technology he would use to paint it? Of course not. Leonardo was the artist, but he also mixed his own paints. He also was a fairly good chemist. Knew about pigments. Knew about human anatomy. And combining all of those skills together—the art and the science, the thinking and the doing—is what resulted in the exceptional result… There is no difference in our industry. The people that have really made the contributions have been the thinkers and the doers.”
Jobs speculates that one of the reasons people might mix this up is because it’s easy to take credit for the thinking:
“It’s very easy for someone to say ‘I thought of this three years ago.’ But usually when you dig a little deeper you find that the people who really did it were also the people who worked through the hard intellectual problems.” tweet
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Artisan Partners on Polaris $PII US
Thesis: Polaris offers a compelling opportunity to buy a market leader in powersports vehicles at historically low valuations with strong capital discipline and shareholder returns
(Extract from their Q3 letter) https://t.co/m9C1DQPRpN
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Artisan Partners on Polaris $PII US
Thesis: Polaris offers a compelling opportunity to buy a market leader in powersports vehicles at historically low valuations with strong capital discipline and shareholder returns
(Extract from their Q3 letter) https://t.co/m9C1DQPRpN
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Startup Archive
Sequoia founder Don Valentine: “The art of storytelling is incredibly important”
“The art of storytelling is incredibly important. And many—maybe even most of the entrepreneurs who come to talk to us can’t tell the story. Learning to tell a story is incredibly important because that’s how the money works. The money flows as a function of the stories.”
The founder of Sequoia founder explains that the story is how you explain what you want to do, how long it’s going to take, who the competition is, and how much money you need.
a16z cofounder Ben Horowitz shared a similar view in a 2014 Forbes interview:
“Storytelling is the most underrated skill… Companies that don’t have a clearly articulated story don’t have a clear and well thought-out strategy. The company story is the company strategy.”
He continues:
“The story must explain at a fundamental level why you exist. Why does the world need your company? Why do we need to be doing what we’re doing and why is it important?… You can have a great product, but a compelling story puts the company into motion. If you don’t have a great story it’s hard to get people motivated to join you, to work on the product, and to get people to invest in the product.”
This is the job of the founder and CEO:
“The CEO must be the keeper of the story. The CEO is responsible for getting the story right, that it’s up to date, compelling, and can move the hearts of men and women. That’s the fundamental responsibility of the chief executive… The mistake people make is thinking the story is just about marketing. No, the story is the strategy. If you make your story better you make the strategy better.”
Video source: @StanfordGSB (2010)
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Sequoia founder Don Valentine: “The art of storytelling is incredibly important”
“The art of storytelling is incredibly important. And many—maybe even most of the entrepreneurs who come to talk to us can’t tell the story. Learning to tell a story is incredibly important because that’s how the money works. The money flows as a function of the stories.”
The founder of Sequoia founder explains that the story is how you explain what you want to do, how long it’s going to take, who the competition is, and how much money you need.
a16z cofounder Ben Horowitz shared a similar view in a 2014 Forbes interview:
“Storytelling is the most underrated skill… Companies that don’t have a clearly articulated story don’t have a clear and well thought-out strategy. The company story is the company strategy.”
He continues:
“The story must explain at a fundamental level why you exist. Why does the world need your company? Why do we need to be doing what we’re doing and why is it important?… You can have a great product, but a compelling story puts the company into motion. If you don’t have a great story it’s hard to get people motivated to join you, to work on the product, and to get people to invest in the product.”
This is the job of the founder and CEO:
“The CEO must be the keeper of the story. The CEO is responsible for getting the story right, that it’s up to date, compelling, and can move the hearts of men and women. That’s the fundamental responsibility of the chief executive… The mistake people make is thinking the story is just about marketing. No, the story is the strategy. If you make your story better you make the strategy better.”
Video source: @StanfordGSB (2010)
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Madison Funds on Graco $GGG US
Thesis: Graco’s premium products, exceptional margins, and underperformance-driven valuation present a solid entry into a durable industrial leader
(Extract from their Q3 letter) https://t.co/fQdFfkpqyd
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Madison Funds on Graco $GGG US
Thesis: Graco’s premium products, exceptional margins, and underperformance-driven valuation present a solid entry into a durable industrial leader
(Extract from their Q3 letter) https://t.co/fQdFfkpqyd
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Macquarie on Equinix $EQIX US
Thesis: Equinix’s strategic urban presence and rising data center demand cement its position as a key infrastructure growth player
(Extract from their Q3 letter) https://t.co/QqOJlXI3ug
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Macquarie on Equinix $EQIX US
Thesis: Equinix’s strategic urban presence and rising data center demand cement its position as a key infrastructure growth player
(Extract from their Q3 letter) https://t.co/QqOJlXI3ug
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