Tag Archives: Differentiation

Investment Returns of Venture Capital vs Greybull Stewardship

Investment returns in venture capital as an asset class have not been good for a long time.  To me, that result is somewhat predictable.  Great investment returns are not going to come from anything where you have to swing for the fences with every investment… Continue reading

Should CEO’s, Business Owners, Founders Focus Inside or Outside?

Founders, CEO’s, and business owners need to be skilled at knowing how to balance many competing ideas, priorities, initiatives, and more.  We explored this idea in the post the Art of Balance that listed 20 continuums that founders, CEO’s, and business owners must balance constantly. How much to focus… Continue reading

Five Forces by Michael Porter — Fundamentals Through Graphics

Five Forces of Competition The five forces of competition concept is one of the most influential in modern business.  It was developed by Michael Porter of the Harvard Business School.  Like all good frameworks, it takes something complicated and provides a simple, shorthand method to… Continue reading

Restricted Stock Good Alternative to Stock Options — Employee Ownership (a series)

Providing employees an opportunity to have ownership in your company can be a great tool to get alignment with the employees.  Restricted stock is one other tool to reach the Holy Grail of having employees who think like owners [December 9, 2012].  As I wrote… Continue reading

Art of Balance — the Key to Business & Management Success

Balance is key to success, particularly for business owners and leaders who think about an entire organization.  This means: a) the ability to decide where and when to focus on multiple continuums, b) the ability to execute those decisions, and c) the ability to know when to reassess (a… Continue reading

Founder & VC Misalignment More Often Than Thought

The misalignment between vc’s and founders is painfully obvious from the quotes below from the IPO S-1 filing of Applied Medical Corp. (Dan Primack of Fortune did the reporting and should get the credit).  First is the company stating why they are going public (bold emphasis mine). … Continue reading

You Are What You Eat (or Where You Get Your Investment)

“Tell me what you eat, and I will tell you what you are,” said French lawyer and epicure Jean Anthelme Brillat-Savarin.  Similarly, tell me where you got the investment for your business and I will tell you what is in store for your business. Each… Continue reading

Optimal Owner for a School — Not Private Equity or Wall Street

The School Business Finding a perfect match between a business and an owner is not easy.  This hit home to me last week at a gathering for private post-secondary schools in California where I heard an owner of a private, post-secondary school describe an epiphany… Continue reading

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

“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