Daniel Bakalarz
@danielbakalarz
Investor at https://unisonam.com
unisonam.comDaniel Bakalarz
This, says Porter, is competitive convergence. Over time, rivals begin to look alike as one difference after another erodes. Customers are left with nothing but price as the basis for their choices.
Joan Magretta • Understanding Michael Porter: The Essential Guide to Competition and Strategy
You can pretty much, I think, get an organization and a team through almost any challenge as long as you can maintain good cohesion.
Mark Zuckerberg • The Tim Ferriss Show Transcripts: Mark Zuckerberg on Long-Term Strategy, Business and Parenting Principles, Personal Energy Management, Building the Metaverse, Seeking Awe, the Role of Religion, Solving Deep Technical Challenges (e.g., AR), and More (#582)
A Lesson On Elementary, Worldly Wisdom As It Relates To Investment Management & Business – Charles Munger, USC Business School, 1994
Charlie Mungerstrongfitlibrary.com1. Live in the Future, which is basically about the world is moving towards being distributed first.
Mark Zuckerberg • The Tim Ferriss Show Transcripts: Mark Zuckerberg on Long-Term Strategy, Business and Parenting Principles, Personal Energy Management, Building the Metaverse, Seeking Awe, the Role of Religion, Solving Deep Technical Challenges (e.g., AR), and More (#582)
To the extent that size mattered at all, it might be more accurate to say that GM was too big to succeed.
Joan Magretta • Understanding Michael Porter: The Essential Guide to Competition and Strategy
When the price of astock can be influenced by a “herd” on Wall Street with prices set at the margin by the most emotional person, or the greediest person, or the most depressed person, it is hard to argue that the market always prices rationally. In fact, market prices are frequently nonsensical.
Warren Buffett • The Superinvestors of Graham-and-Doddsville
“You have to either panic early or double down late,”
Gavin Baker • Security Error | Columbia Business School
In other words, new social networks start up and there are all these people who were not influencers on any of the existing networks that get hundreds of thousands of followers just because they were first to switch. This is why every generation wants a new social network. Status becomes ossified on these big social networks. And there's const... See more
Gavin Baker • Security Error | Columbia Business School
I believe in investment hypotheses. A hypothesis is a falsifiable statement and is used by the scientific community.