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Clearbridge on Sony $6758 JP
Thesis: Sony’s strategic focus on gaming and content, combined with attractive entry valuations, positions it well for strong recovery and long-term growth
(Extract from their Q3 letter) https://t.co/rdEPv2i8us
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Clearbridge on Sony $6758 JP
Thesis: Sony’s strategic focus on gaming and content, combined with attractive entry valuations, positions it well for strong recovery and long-term growth
(Extract from their Q3 letter) https://t.co/rdEPv2i8us
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Cooper Investors on HMC Capital $HMC AU
Thesis: HMC Capital's scalable growth strategy, diversified verticals, and strong management team position it as a high-potential, capital-light asset manager with a path to significant FUM expansion.
(Extract from their Q3 letter) https://t.co/I4xpnqwoGb
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Cooper Investors on HMC Capital $HMC AU
Thesis: HMC Capital's scalable growth strategy, diversified verticals, and strong management team position it as a high-potential, capital-light asset manager with a path to significant FUM expansion.
(Extract from their Q3 letter) https://t.co/I4xpnqwoGb
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Startup Archive
Jeff Bezos explains why product is more important than marketing in the Internet era
In this 2012 interview with Charlie Rose, Bezos points out that the Internet has made word-of-mouth more powerful than ever. This, he argues, has dramatic implications for business strategy:
“In the past, if you were making a product, the right business strategy was to put 70% of your attention, energy, and dollars into marketing the product and 30% into building a great product. So you could win with a mediocre product if you were a good enough marketer. And I think that is getting harder to do.”
He continues:
“The right way to respond to this if you’re a company is to say, I’m going to put the vast majority of my energy, attention, and dollars into building a great product or service. And put a smaller amount into shouting about it (marketing). Because I know if I build a great product or service, my customers will tell each other.”
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Jeff Bezos explains why product is more important than marketing in the Internet era
In this 2012 interview with Charlie Rose, Bezos points out that the Internet has made word-of-mouth more powerful than ever. This, he argues, has dramatic implications for business strategy:
“In the past, if you were making a product, the right business strategy was to put 70% of your attention, energy, and dollars into marketing the product and 30% into building a great product. So you could win with a mediocre product if you were a good enough marketer. And I think that is getting harder to do.”
He continues:
“The right way to respond to this if you’re a company is to say, I’m going to put the vast majority of my energy, attention, and dollars into building a great product or service. And put a smaller amount into shouting about it (marketing). Because I know if I build a great product or service, my customers will tell each other.”
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Wasatch GI on Shift4 Payments $FOUR US
Thesis: Shift4 Payments' comprehensive ecosystem and strong market positioning provide a unique advantage for capturing market share in the expanding payments industry.
(Extract from their Q3 letter) https://t.co/ZDmTqhgXaE
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Wasatch GI on Shift4 Payments $FOUR US
Thesis: Shift4 Payments' comprehensive ecosystem and strong market positioning provide a unique advantage for capturing market share in the expanding payments industry.
(Extract from their Q3 letter) https://t.co/ZDmTqhgXaE
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RT @Taralson: I’ve been shouting this into the void for years. The more online we get, the more we rely on trusted sources aka friends and family to help us make decisions.
The ~only~ way to scale consumer products is building great products and ensuring your customers know how much you truly care about them. Delight drives word of mouth which cuts through the noise and delivers growth.
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RT @Taralson: I’ve been shouting this into the void for years. The more online we get, the more we rely on trusted sources aka friends and family to help us make decisions.
The ~only~ way to scale consumer products is building great products and ensuring your customers know how much you truly care about them. Delight drives word of mouth which cuts through the noise and delivers growth.
Jeff Bezos explains why product is more important than marketing in the Internet era
In this 2012 interview with Charlie Rose, Bezos points out that the Internet has made word-of-mouth more powerful than ever. This, he argues, has dramatic implications for business strategy:
“In the past, if you were making a product, the right business strategy was to put 70% of your attention, energy, and dollars into marketing the product and 30% into building a great product. So you could win with a mediocre product if you were a good enough marketer. And I think that is getting harder to do.”
He continues:
“The right way to respond to this if you’re a company is to say, I’m going to put the vast majority of my energy, attention, and dollars into building a great product or service. And put a smaller amount into shouting about it (marketing). Because I know if I build a great product or service, my customers will tell each other.” tweet
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RT @foundertribune: "Why Training Is the Boss's Job" by Andy Grove https://t.co/5E7hqGf58v
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RT @foundertribune: "Why Training Is the Boss's Job" by Andy Grove https://t.co/5E7hqGf58v
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“When I first became a manager, I had mixed feelings about training... Then I read chapter 16 of Andy Grove’s management classic, High Output Management, titled “Why Training Is the Boss’s Job,” and it changed my career.”
- Ben Horowitz
Read the full chapter here 👇
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“When I first became a manager, I had mixed feelings about training... Then I read chapter 16 of Andy Grove’s management classic, High Output Management, titled “Why Training Is the Boss’s Job,” and it changed my career.”
- Ben Horowitz
Read the full chapter here 👇
Andy Grove is the former CEO of Intel. This essay is an abridged excerpt from chapter 16 of his management classic High Output Management.
Read the full chapter here: https://t.co/c8477OGctD tweet
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“Training is, quite simply, one of the highest-leverage activities a manager can perform. Consider for a moment the possibility of your putting on a series of four lectures for members of your department. Let’s count on three hours of preparation for each hour of course time—twelve hours of work in total. Say that you have ten students in your class. Next year they will work a total of about twenty thousand hours for your organization. If your training efforts result in a 1 percent improvement in your subordinates’ performance, your company will gain the equivalent of two hundred hours of work as the result of the expenditure of your twelve hours”
- Andy Grove
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“Training is, quite simply, one of the highest-leverage activities a manager can perform. Consider for a moment the possibility of your putting on a series of four lectures for members of your department. Let’s count on three hours of preparation for each hour of course time—twelve hours of work in total. Say that you have ten students in your class. Next year they will work a total of about twenty thousand hours for your organization. If your training efforts result in a 1 percent improvement in your subordinates’ performance, your company will gain the equivalent of two hundred hours of work as the result of the expenditure of your twelve hours”
- Andy Grove
"Why Training Is the Boss's Job" by Andy Grove https://t.co/5E7hqGf58v tweet
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Miller Value on Nabors $NBR US
Thesis: Nabors’ undervaluation, strong growth prospects, and substantial cash flow potential make it a compelling buy despite current market concerns
(Extract from their Q3 letter) https://t.co/hF11R4MEB5
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Miller Value on Nabors $NBR US
Thesis: Nabors’ undervaluation, strong growth prospects, and substantial cash flow potential make it a compelling buy despite current market concerns
(Extract from their Q3 letter) https://t.co/hF11R4MEB5
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