Sublime
An inspiration engine for ideas
Each quarter we try to study an admirable company and discuss it with our Operating Group managers and board members. We focus on high performance conglomerates that have demonstrated at least a decade of superior shareholder returns.
Ryan • Mark Leonard Letters
This month marks 40 years since Danaher was founded. And over those 40 years, Danaher has delivered total shareholder returns over 180,000% and is the only US publicly traded company that has outperformed the S&P 500 in every five year period.
Today, I wanted to share with you their very first shareholder letter.___LINE... See more
In the immortal words of Walter Paepcke, founder of the Container Corporation of America, “packages are not just commodities; they are communications .” 10
Places Journal
In it’s heyday, Goldman’s special situations group was the navy SEALs of money making. Today’s guest, Alan Waxman, used to run that group before leaving to build Sixth Street, now a $115b behemoth.
SSG heads were sometimes of the more brainy, nerdy variety. Not Waxman. He is a force of nature and energy who apparently w... See more
Patrick OShaughnessyx.com
The Man Who Broke Capitalism: How Jack Welch Gutted the Heartland and Crushed the Soul of Corporate America—and How to Undo His Legacy
amazon.com