-
0 Welcome Video
00:00
-
1 Introduction
00:00
-
2 Evaluating Management
00:00
-
2 Evaluating Management
00:00
-
3 Amazon 2019-Shareholder-Letter
00:00
-
3 Constellation
00:00
-
3 Dimon
00:00
-
3 Exor
00:00
-
3 Google
00:00
-
3 Leucadia
00:00
-
3 Markel
00:00
-
3 Next 2020 results release
00:00
-
3 Shareholder Letters
00:00
-
4 Capital Allocation -Lessons from Business Leader Henry Singleton – MOI
00:00
-
4 Capital Allocation
00:00
-
4 Mauboussin on Capital Allocation
00:00
-
5 20140609_The Life Fantastic_ Michael Saylor’s All Expense Paic W
00:00
-
5 Management Incentives
00:00
-
5 Management Incentives
00:00
-
5 MBA Myth and Cult of CEO
00:00
-
6 Board Composition
00:00
-
6 whyceosfail
00:00
-
6 wsj.com-New Thinking Emerges on Optimal Tenure for a CEO
00:00
-
7 edentreeim.com-On the road how meeting with companies can unlock hidden alpha
00:00
-
7 Introduction
00:00
-
7 Meeting management Why fund managers should act like the dumbest people in the room
00:00
-
7 Meeting Management
00:00
-
8 Management Turnover
00:00
-
9 Family Owned Businesses
00:00
-
9 Family Owned Businesses
00:00
-
9 hbr.org-Founder-Led Companies Outperform the Rest Heres Why (1)
00:00
-
9 Owner_Op_Paper Horizon Kinetics
00:00
-
9 the-cs-family-1000-in-2018-en
00:00
-
9 Top 750 Family Businesses
00:00
-
9 ubs-billionaires-insights-2019
00:00
-
9 ubs-billionaires-report-2020-UBS
00:00
-
10 20200105_stagnant wages are stirring populist anger and making “
00:00
-
10 bcg.com-How CEOs Keep Agile Transformations Moving
00:00
-
10 bcg.com-New Logic of Competition Winning the 20s (1)
00:00
-
10 bcg.com-The Five Traits of Transformative CEOs
00:00
-
10 Business Strategy_ A Framework For Growing Any Business Eli Goldratt OPT
00:00
-
10 hbr.org-The Case for Investing More in People
00:00
-
10 ifm.eng.cam.ac.uk-Porters Generic Competitive Strategies ways of competing
00:00
-
10 McKinsey – Navigagting a World of disruption
00:00
-
10 McKinsey – Superstar Companies
00:00
-
10 Porters Five Forces
00:00
-
10 Strategy
00:00
-
10 Strategy
00:00
-
10 traviswiedower.com-What Makes a Great Business
00:00
-
10 truthonthemarket.com-This Too Shall Pass Unassailable Monopolies That Were in Hindsight Eminently Assailable
00:00
-
11 BIC marcel-bich-letter-to-shareholders-1973
00:00
-
11 Bill Gates writing about the Internet in 1995
00:00
-
11 Good Acquisitions
00:00
-
11 Howard Schulz Starbucks memo
00:00
-
12 Bad Acquisitions
00:00
-
12 Barry Diller on Netflix – Recode
00:00
-
12 Dollar General _MY FATHER’S BUSINESS
00:00
-
12 Teledyne – leon-cooperman-value-investing-congress-henry-singleton
00:00
-
12 The McDonalds Story 20161121_Smithsonian.com
00:00
-
13 B6 Management and Strategy Slide Pack
00:00
-
13 Conclusions
00:00
-
14 Wrap-up Video
00:00
-
15 Additional Resources
00:00
-
15 Ask Art_ What Was Danaher Like In the Early Days of Lean_
00:00
-
15 coda.io-FOUR MYTHS OF BUNDLING – Copy
00:00
-
15 management at stripe
00:00
-
15 netinterest.substack.com-Inside the Mind of Jamie Dimon
00:00
-
15 next.substack.com-CEO Superpowers – Next Thesis
00:00
-
16 Module Conclusions
00:00