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Some good pointers on management of businesses:
1. The Moat and the Management are part of the valuation process, in that they enter into our thinking as to the degree of certainty that we attribute to the stream of cash.
2. Trust in Management:? Prefer MGT which keeps learnings as they grow. Good management creates OPTIONALITY
3. Product, MGT, and market should be given equal weighting
4. Culture trumps everything else in the long term
5. One thing we found repeatedly over 50 years of experience is that ultimately people run and build businesses. And if you're with the right people and the right teams and the right cultures, the surprises, the inevitable surprises, tend to be good ones. And if you're with the wrong people they tend to be bad ones.
6. Maximum Money when Market Perception of Management or company changes
7. Success patterns in a startup: Remarkable people on a mission that is not widely recognized by others.
1. The Moat and the Management are part of the valuation process, in that they enter into our thinking as to the degree of certainty that we attribute to the stream of cash.
2. Trust in Management:? Prefer MGT which keeps learnings as they grow. Good management creates OPTIONALITY
3. Product, MGT, and market should be given equal weighting
4. Culture trumps everything else in the long term
5. One thing we found repeatedly over 50 years of experience is that ultimately people run and build businesses. And if you're with the right people and the right teams and the right cultures, the surprises, the inevitable surprises, tend to be good ones. And if you're with the wrong people they tend to be bad ones.
6. Maximum Money when Market Perception of Management or company changes
7. Success patterns in a startup: Remarkable people on a mission that is not widely recognized by others.