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ビル・アックマン氏の8つの投資基準
アクティビストとしても知られるPershing Squareのアックマン氏。
わずか8銘柄の超集中戦略で銘柄選定に使われるのは8つの基準だという。
1. シンプルで予測可能なビジネス
2. フリーキャッシュフロー創出力
3. 支配的企業
4. 高い参入障壁 https://t.co/BXok26cfHo
Andrew Lark
@kiwilark
Two big updates from Andy Jassy today:
- Taking a buzzsaw to middle management
- Return to Office 5 days a week
$AMZN has been dead money for 4 years. Time to crack some skulls https://t.co/1aligWMjW1
March 2012, Starbucks created the CDO role, reporting directly to CEO Howard Schultz and responsible for core digital businesses across Web, mobile, social media, card, loyalty, e-commerce, and Wi-Fi.
Ray Velez • Converge: Transforming Business at the Intersection of Marketing and Technology
Congratulations to @DescriptApp's new CEO, @burkenstocks!
And congratulations to me on my new role, executive chairman! If you haven't heard it, “executive” chairman is a title founders give themselves so they can still hang around the office and undermine their successor for a few years until they get listless and put... See more
Andrew Masonx.comJeffrey Cvitkovic
@cvitkovic
Theodor Ganzwohl
@t.farnsworth
