Tag Archives: Differentiation
“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
Economies of Scale — Fundamentals Through Graphics
The Experience Curve Revisiting fundamental business concepts is helpful. Old concepts often have new meaning when viewed after new experiences. Or, as we say at the school where I am a co-owner, “See it with today’s eyes and hear it with today’s ears.” One important,… 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
Enemies of Effective Company Cultures — Ideas from James Heskett
Effective Company Cultures are Vital Building effective company cultures are vital, particularly in success over a long-term and in the creation of longstanding, defensible moats of competitive advantage. I enjoy writing about company cultures because they are so important to a company’s success, but also… Continue reading
Company Culture a Superman-Strong Competitive Advantage
In a very difficult environment for small vocational schools recently, the National Holistic Institute, one of the best massage schools in the country where I am a co-owner, is surviving and thriving. A key reason behind the organization’s success is its unique, palpable company culture… 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
Facebook Governance and ISS — I Support Zuckerberg
For each unique company and unique situation, I believe they should utilize business structures, financing strategies, and all other tools that help them keep their company unique. For this reason, I cheer on Mark Zuckerberg and Facebook for their ability to utilize unique investment terms… Continue reading
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