Category: Business Growth & Opportunities
Just Do It: Shoe Dog Shares Deep Stories of Business
Attending the Berkshire Hathaway annual meeting this past weekend reminded me of Buffett’s book recommendation of “Shoe Dog” by Nike’s Phil Knight a couple of years ago. “Phil is a very wise, intelligent, and competitive fellow who is also a gifted storyteller,” said Buffett. That… Continue reading
Investing Errors Come From Psychology, Not Information — Charlie Munger (2 of 2)
“A latticework of mental models” describes ways that Charlie Munger sees intelligence and wisdom. Mental models describe more than simple IQ, or Intelligence Quotient. Munger Avoids Investing Errors by Many Mental Models Munger believes a wise person is best served by 80 to 90 mental… Continue reading
Founder-Led Companies Return Three Times S&P 500 Average
A study in 2016 from Bain & Company shows that over the past 15 years “founder-led companies deliver shareholder returns that are three times higher than those of other S&P 500 companies.” Therefore, we at Greybull Stewardship focus on those founder-led, or founder-involved, companies. We… Continue reading
Culture Eats Strategy for Lunch
The massage school where I am a co-owner, the National Holistic Institute, recently had our annual all staff gathering in Northern California. It is a big investment, but also a critical culture investment to get everyone on the same page. In a school, the interactions… Continue reading
Cheers to the Greybull All-Star Management Teams and CEOs
I love the companies Greybull Stewardship has invested with and I love working with the all-star management teams running those businesses. As we turn the corner into 2016, those are my overwhelming thoughts and feelings. Greybull All-Star Management Teams Here are some of the reasons why:… Continue reading
Dodging Bullets Keys Investment Success
Great investors have skills to seize opportunities and get into good situations. Equally as important can be the skill at “scrambling out of bad situations,” as Charlie Munger would say, or “dodging bullets” as it sometimes feels when helping companies solve challenges. At the Berkshire meeting… Continue reading
Greybull Stewardship Makes Growth Investment in Onsource
My investment fund, Greybull Stewardship, has announced a growth investment in a unique platform that connects insurance companies with third-party vehicle and property photo inspections via smart phone apps. The company, Onsource (www.onsourceonline.com), has a network of over 14,000 independent photo inspectors. I am very excited to… Continue reading