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Capital Employed
We've made it past the 7,000 subscriber mark 🎂
Thanks for all your support! https://t.co/ux9NAj6Z9k
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We've made it past the 7,000 subscriber mark 🎂
Thanks for all your support! https://t.co/ux9NAj6Z9k
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Startup Archive
Eric Schmidt on how he uses 5-year plans to predict if a startup can become a $100 billion company
“If you went to business school, you would’ve been taught: build a great product, organize a sales force, charge a fair price, make the customer happy.”
But, as the former CEO of Google explains, that strategy is insufficiently scalable in the Internet era:
“It’ll produce a reasonable business, but it’s not going to produce a huge business. It’s just too hard to hire all of those salespeople, work with every customer, and so forth. You have to have a more clever strategy.”
Eric continues:
“All of the really big companies have invented a new way to access information or a new way to do something [and didn’t require a large salesforce].”
Eric argues that lots of the startup ideas he hears are good, but not good enough. He tells these founders to do a plan over the next five years and map your growth rate. Then try to figure out what a more scalable strategy might be.
For example, if you’re building an app that you want to charge $10 for, Eric would ask:
“Why can’t you give the app away for free and then upsell the users?”
Another way to use a five-year plan to determine if your company can be a $100 billion company is to ask yourself what the big platforms will be five years from now and make sure your company is aligned with those platforms.
In this interview from 2016, he predicts Android, iOS, and machine learning are the platforms he’d want to be aligned with over the next five years.
Video source: @StartupGrind (2016)
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Eric Schmidt on how he uses 5-year plans to predict if a startup can become a $100 billion company
“If you went to business school, you would’ve been taught: build a great product, organize a sales force, charge a fair price, make the customer happy.”
But, as the former CEO of Google explains, that strategy is insufficiently scalable in the Internet era:
“It’ll produce a reasonable business, but it’s not going to produce a huge business. It’s just too hard to hire all of those salespeople, work with every customer, and so forth. You have to have a more clever strategy.”
Eric continues:
“All of the really big companies have invented a new way to access information or a new way to do something [and didn’t require a large salesforce].”
Eric argues that lots of the startup ideas he hears are good, but not good enough. He tells these founders to do a plan over the next five years and map your growth rate. Then try to figure out what a more scalable strategy might be.
For example, if you’re building an app that you want to charge $10 for, Eric would ask:
“Why can’t you give the app away for free and then upsell the users?”
Another way to use a five-year plan to determine if your company can be a $100 billion company is to ask yourself what the big platforms will be five years from now and make sure your company is aligned with those platforms.
In this interview from 2016, he predicts Android, iOS, and machine learning are the platforms he’d want to be aligned with over the next five years.
Video source: @StartupGrind (2016)
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Stock Analysis Compilation
Alger on Celsius $CELH US
Thesis: Celsius’s potential for market share gains in the energy and soft drink sectors remains robust, despite short-term headwinds from industry inventory adjustments.
(Extract from their Q3 letter) https://t.co/6FgEMEjDfD
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Alger on Celsius $CELH US
Thesis: Celsius’s potential for market share gains in the energy and soft drink sectors remains robust, despite short-term headwinds from industry inventory adjustments.
(Extract from their Q3 letter) https://t.co/6FgEMEjDfD
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Stock Analysis Compilation
Hedge funds' best ideas #16 is in your inbox 🔥
(link below)
Including links to the Q3 letters from Appalaches Capital / Aristotle / Clearbridge / Heartland Advisors / Infuse AM / Kingdom Capital Advisors / O'Keefe Stevens / Palm Harbour Capital / Patient Capital Management / Pernas Research / Platinium / Plural Investing / Sandon Capital / Timesquare CM
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Hedge funds' best ideas #16 is in your inbox 🔥
(link below)
Including links to the Q3 letters from Appalaches Capital / Aristotle / Clearbridge / Heartland Advisors / Infuse AM / Kingdom Capital Advisors / O'Keefe Stevens / Palm Harbour Capital / Patient Capital Management / Pernas Research / Platinium / Plural Investing / Sandon Capital / Timesquare CM
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Quiver Quantitative
🚨 Donald Trump's net worth has fallen by $1.2 billion so far today, per our estimates.
Trump Media stock, $DJT, has dropped 20%.
That is over 4 Pelosis of net worth. https://t.co/xtiQ3JoLnL
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🚨 Donald Trump's net worth has fallen by $1.2 billion so far today, per our estimates.
Trump Media stock, $DJT, has dropped 20%.
That is over 4 Pelosis of net worth. https://t.co/xtiQ3JoLnL
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Value Spotlight (Andrew Sather)
Using ROIC to find Yellow Flags (Tutorial): https://t.co/HM58FsHryg
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Using ROIC to find Yellow Flags (Tutorial): https://t.co/HM58FsHryg
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Value Spotlight (Andrew Sather)
Using ROIC to find Yellow Flags (Tutorial): https://t.co/QFqYZiX580
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Using ROIC to find Yellow Flags (Tutorial): https://t.co/QFqYZiX580
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Offshore
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Value Spotlight (Andrew Sather)
Using ROIC to find Yellow Flags (Tutorial): https://t.co/YURshdzXy5
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Using ROIC to find Yellow Flags (Tutorial): https://t.co/YURshdzXy5
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Offshore
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Value Spotlight (Andrew Sather)
Using ROIC to find Yellow Flags (Tutorial): https://t.co/HNqFTXEl6d
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Using ROIC to find Yellow Flags (Tutorial): https://t.co/HNqFTXEl6d
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