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
💥💥Das dürfte schon jetzt die Rede des Jahres sein:
Theodor Weimer, CEO der deutschen Börse AG, erklärt den Habeck'schen Irrweg für komplett gescheitert und fordert die deutschen Unternehmer zur offenen Revolte gegen die Regierung heraus. https://t.co/f99ZRQN5jV
TheRealTom™ - Trusted Flaggerx.com
Interesting to see the concept of EVA (Economic Value Added) in a compensation structure.
Atlas Copco's $ATCO.B CEO is compensated based on how much value the company creates, not how high its returns are. No wonder the management team is careful selecting its target markets. https://t.co/LR1jTztyRV
Today, we break down AMETEK, an industrial conglomerate that makes highly engineered, mission critical products.
Think electrical connectors for submarines, solar x-ray monitors for NASA rockets, and wires for controlling commercial airplanes.
AMETEK is one of eight companies that Mark Leona... See more
Das Kabinett steht – was die Wirtschaft für die Standort-Rettung erwartet
Neue Minister: Was die Wirtschaft jetzt für die Standort-Rettung erwartet - WELT
Morrison moved to managing director, while Roche remained executive director, focused on fostering the strategic growth of the business through acquisitions and emerging opportunities.
Verne Harnish • Scaling Up : How a Few Companies Make It...and Why the Rest Don't (Rockefeller Habits 2.0)
Akre Fund's Nov '23 investor call had a great deep dive on $AMT. John Neff: "The cell tower business remains one of the best businesses we've ever encountered."
Chris Cerrone's replacement analysts (Andrew and Trey) also answered some questions on $BN $KKR $CSU.TO $ROP $TOI.V $KMX
Realized ... See more