Sublime
An inspiration engine for ideas
“We have a policy of keeping prices stable to protect our brand and to prevent a drop in prices for used cars. When demand goes down, we reduce production volume but don’t lower our prices.”
Hermann Simon • Confessions of the Pricing Man: How Price Affects Everything
“While our competitors are dropping standards, we will raise ours,” I said. “And we’ll hold firm on pricing.” The directive I gave to all our GMs was summed up in one phrase: “Control without compromise.”
Isadore Sharp • Four Seasons
This is Andrew "Boz" Bosworth's strategy memo on how FB should approach ads. Boz is a personal friend of Sriram and ex-colleague and this memo, sent in December 2012, showcases Bosworth's strategy skills.
Sriram Krishnan • Andrew Bosworth on FB ads
なんとなく3章までをまとめると
・割安小型(時価総額500億以下)成長株を買え
・割安の定義は低PERと高ネットキャッシュ比率
・PBRは見ても意味ない
・成長は社長で判断
・グロース市場は割高で最悪
・野村證券(笑)
・ソロスの出資面倒くさいから断った
・坂本龍馬を尊敬している人は意味不明
塩漬けマン@投機ブログx.com