Category Archives: Strategy and the Big Picture

Objective, long-term, strategic, macro view

Is the price really right?

“Dear Stan, Our company is a relative newcomer to our industry, although the founders are the same people who created the industry thirty odd years ago. The founders decided to re-enter the market with a competitive offering based on superior … Continue reading

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A lesson in business evolution

One of the benefits of living longer is you get to see patterns that you couldn’t have seen in less time, because the pattern frequency was on a time scale longer than your span on the planet to that point.  … Continue reading

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Long-term investing: the next 10 minutes…

It used to be that “institutional” investors were the paragons of long-term investing.  The entities included in that title ranged from pension funds (defined benefit), to custodians and money managers of 401(k) plans (defined contribution), to insurance companies and others.  … Continue reading

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The 83 secret steps to success

Before you complain about false advertising, let me assure you that there are not eighty-three steps to entrepreneurial success.  But if I was a relatively famous individual, and I published a book with this title, you might be tempted to … Continue reading

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