Matthew Giampetroni
@matthewgiampetroni
Matthew Giampetroni
@matthewgiampetroni
The primary job of senior management is to create value over the long term.
Great capital allocators always have a sense of the difference between price and value in all of their businesses. And, as important, they are willing to act to build value when those gaps become large enough to overcome frictions such as taxes and fees.
Most people are rather confident of their ability to recognize bullshit and to avoid being taken in by it
You can’t charge a premium price for giving people what they expect, and you won’t ever have break-out products that way—the kinds of products that people line up around the block for.
narratives and
The job of being a curator becomes more important as abundance and variety increase