Tag: Leadership

Decentralized Operating Models Will Always Win the Day Over Centralized Counterparts

Decentralized Operating Models Will Always Win the Day Over Centralized Counterparts

Yesterday Expedia (ticker: EXPE) announced that its CEO and CFO had resigned effective immediately. The reason? A disagreement in strategy with Chairman Barry Diller. Expedia's former CEO and CFO had pursued a corporate reorganization to "streamline operations" to "drive innovation at scale." Our observation - certainly insofar as the Technology industry is concerned - is … Continue reading Decentralized Operating Models Will Always Win the Day Over Centralized Counterparts

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CEOs – The Most Undervalued Investment Variable

CEOs – The Most Undervalued Investment Variable

We are sometimes critical of CEO compensation packages, yet we are first to admit that CEOs have an outsized influence on the future prospects of companies large and small. This is particularly true of fast-moving industries such as technology where having the correct CEO in place may mean catching the latest technology wave - cloud, … Continue reading CEOs – The Most Undervalued Investment Variable

Three Essential Leadership Qualities<span class="badge-status" style="background:red">Premium</span> 

Three Essential Leadership QualitiesPremium 

The three Leadership qualities that matter most (CEO or otherwise): 1.) Have a Point-of-View: It is essential to have a point-of-view. Right or wrong time will tell. For example, if a Board of Directors is looking to fill a CEO role, a CEO candidate ought to have a point-of-view in terms of a broad strategy … Continue reading Three Essential Leadership QualitiesPremium 

The Road Less Traveled: Opportunity Cost and Shareholder Activism<span class="badge-status" style="background:red">Premium</span> 

The Road Less Traveled: Opportunity Cost and Shareholder ActivismPremium 

Opportunity Cost for Active Managers Is High Institutional investors typically contemplate opportunity cost within the context of portfolio returns, individual stock returns and ROIC. What however is the opportunity cost associated with pursuing a broken business model versus correcting course? The capital markets are filled with smart people and smart machines. It is more difficult than ever … Continue reading The Road Less Traveled: Opportunity Cost and Shareholder ActivismPremium 

Founder CEOs: Creators vs. Builders

Founder CEOs: Creators vs. Builders

Every founder CEO begins as a “creator”. Not every founder CEO graduates from “creator” to “builder”.  Creators eventually self-implode (Elon Musk, Tesla and Travis Kalanick, Uber) whereas other founders are able to scale over the long-term. For example, Microsoft founder Bill Gates and Amazon’s Jeff Bezos are builders (We provide a list of Builder CEOs … Continue reading Founder CEOs: Creators vs. Builders

Successful CEOs Share These Six Attributes (hint: Communication is Key)

Successful CEOs Share These Six Attributes (hint: Communication is Key)

Successful CEOs possess each of the attributes described below. This is an unscientific analysis based upon my prior experience covering and acquiring companies (equity research analyst; M&A executive) as well as my current role as founder of CEORater. It is important to recognize that while these attributes are qualitative in nature they do impact the … Continue reading Successful CEOs Share These Six Attributes (hint: Communication is Key)

Centralized Operating Models Don’t Work. Even for The Narcissist CEO.<span class="badge-status" style="background:red">Premium</span> 

Centralized Operating Models Don’t Work. Even for The Narcissist CEO.Premium 

To Centralize is to Oppress This article focuses on centralized business models and why they don't work. Ben is our anti-hero who learns this lesson the hard way. We Detest Centralized Business Models for Several Reasons: 1.) The centralized model assumes that corporate headquarters knows best. Could there be a more arrogant assumption? For any … Continue reading Centralized Operating Models Don’t Work. Even for The Narcissist CEO.Premium 

Ferruccio Lamborghini – A Leadership Model Built On Trust & Creativity

Ferruccio Lamborghini – A Leadership Model Built On Trust & Creativity

Ferruccio Lamborghini For the Lamborghini Countach - the successor to the revolutionary Miura (our header image) - Ferruccio Lamborghini chose three of Lamborghini's best and brightest. Then he did something revolutionary - he left them alone. Openness and Adaptability Elements of Lamborghini's leadership style - openness and creativity - are congruent with our recent CEO … Continue reading Ferruccio Lamborghini – A Leadership Model Built On Trust & Creativity

Movement & The Entrepreneur: A Conversation with Greg Walls of PE28

Often the best advice one could give an entrepreneur is to "just do it". "It" could be an idea/project/NewCo or it could be a discreet task. As entrepreneurs our business is our baby. As such, we want perfection. Perfection - while a noble aspiration - is not practical. Entrepreneurs must take action with imperfect information … Continue reading Movement & The Entrepreneur: A Conversation with Greg Walls of PE28