Category: Competitive Advantage & Differentiation
Honey, I Shrunk the Definition of “Long-Term Investing”
Defining Long Term Investing Three years is “long-term investing” according to a discussion I attended last week. The discussion was among a handful of family office investors who help manage money for Haim Saban (participated in sale of Fox Family to Walt Disney), Eric Schmidt… Continue reading
How much of a competitive advantage is employee longevity?
Labor Day Weekend Reading: On this Labor Day weekend, I read two articles that prompted me to think about employee longevity and how much of a competitive advantage it may be. Interestingly, both were articles about Berkshire Hathaway companies, See’s Candies in Fortune and the Nebraska Furniture Mart… Continue reading
“Strategy Follows Structure” — John Bogle on Investment Funds
Investment Fund Structures “You are what you eat” is the common phrase about nutrition. With investing, I think a corollary should be “you are where & how you get your capital”. This is particularly true with any type of investment fund as John Bogle, the… Continue reading
Elusive Moats of Competitive Advantage — Definition by Morningstar
Moats of Competitive Advantage Investors look for “moats” or competitive advantages that create more certainty and more growth in revenue and margins. In managing or investing in businesses, it is helpful to understand what moats other companies have been able to build and why. This… Continue reading
To Increase Your Personal and Business Prosperity: Exchange More
A Business and Personal Prosperity Secret? What is the secret to creating value in the world for yourself and others? Exchange is the best and shortest answer I would give today. Exchange, or the act of giving one thing and receiving another in return, creates prosperity. … Continue reading
Nature and the Great Outdoors: Important Aid to Business Owners
A Productivity “Exercise” for Business Owners A walk in nature is the most productive activity I do. It is so easy to forget this and forge ahead with work indoors, but each time I hike or walk (most often through the Marin Headlands or Mt… Continue reading
Business Moat – Assessing the Width (To Sell or Not To Sell)
Business Moat Assessing the strength of the moat around your business is the next post in the series, “To Sell Your Business or Not To Sell Your Business — That is the Question“. Simply put, the wider and stronger the moat around your business, the… Continue reading
Business Financial Models – Coca-Cola vs. Wine
As the next post in the series on a Perfect Business, Financially Speaking, I think an anecdote told by Donald Keough in his book “The Ten Commandments of Business Failure” conveys the advantages of having a good business financial model versus the alternative. Mr. Keough… Continue reading
Sign Up
RSS Feed