Tom Spencer

MARCH 17, 2023

Michael Porter: Focus on creating value Professor Michael Porter, a leading authority on competitive strategy , has emphasised that the true measure of success for a company is not just its quarterly financial performance, but also how those results are attained. One example of Buffett’s approach is his investment in Coca-Cola.

Ethics 78

Ethics Financial Cash Flow Real Estate 78

Martinka Consulting

DECEMBER 12, 2019

This means expenses for: A CEO at fair market salary. About 15 years ago I started using the term “free cash flow,” which is pretty much the same as what’s above. Not to mention no management reports, no metrics, KPIs, etc. Anticipated capital expenditures. Operating interest (a working capital line of credit).

Cash Flow 40

Cash Flow Metrics Construction Financial 40

Harvard Business

APRIL 5, 2017

Similarly, considering greater accruals (which represent the difference between reported income and operating cash flows) to measure short-term orientation has its difficulties. It assumes that a smaller proportion of cash flows in earnings indicates a myopic firm. Are all share repurchases myopic?

Metrics 30

Metrics Study Cash Flow McKinsey 30

Harvard Business

JUNE 8, 2018

The market caps of just four companies, Apple, Alphabet, Amazon, and Microsoft, now exceed $3 trillion. Their combined assets of $944 billion are an order of magnitude lower than the combined assets of $7,700 billion of the largest 3,177 companies in 1986, when the aggregate market capitalization reached $3 trillion for the first time.

Financial 28

Financial Report Cash Flow Metrics 28

Martinka Consulting

FEBRUARY 5, 2020

Good employees are hard to find and often are not in the job market. Great employees with industry knowledge and experience are in the job market even less. In simple terms, if your primary motivation is acquiring a customer base, you are acquiring market share. The icing – the top three. The bigger you are…the better.

Cash Flow 40

Cash Flow Small Business Sports Talent 40

Harvard Business

FEBRUARY 16, 2017

The observation that many “unicorn” companies with no profits — and sometimes no revenues or even fully developed products — get valued so highly makes me skeptical of the idea that the capital market is systematically myopic. Some companies have great ideas, great management teams, and compelling strategies.

McKinsey 33

McKinsey Cash Flow Comparison Methodologies 33

MishTalk

NOVEMBER 25, 2013

Though I don’t believe that markets follow math, it’s striking how closely market action in recent years has followed a “log-periodic bubble” as described by Didier Sornette (see Increasingly Immediate Impulses to Buy the Dip ). I have been prepared to underperform for the fun of being proved right when markets crash.

Cash Flow 70

Cash Flow Trends Policies Marketing 70

Harvard Business

MAY 6, 2016

Four hundred seventy-one companies in the S&P 500 bought back stock last year, and 372 companies expanded their dividends — actions undertaken in spite of the need to invest heavily to keep up with global market changes. For example, one large technology company embraced a strategy to win through new digital businesses.

Cash Flow 28

Cash Flow Management Government Financial 28

Harvard Business

OCTOBER 21, 2016

Today’s executives are dealing with a complex and unprecedented brew of social, environmental, market, and technological trends. Yet executives are often reluctant to place sustainability core to their company’s business strategy in the mistaken belief that the costs outweigh the benefits.

Study 28

Study Efficiency Productivity Operations 28

Harvard Business

FEBRUARY 7, 2017

Among the firms we identified as focused on the long term, average revenue and earnings growth were 47% and 36% higher, respectively, by 2014, and market capitalization grew faster as well. After all, “short-termism” does not correspond to any single quantifiable metric. public market capitalization over this period.

Management 28

Management Metrics Financial Company 28

Harvard Business

JULY 13, 2016

Leaders… Make sure they have a market/service fit before investing in on-boarding customers. Identify the right metrics. In the digital membership economy, the metrics best apt to indicate success are more likely to be around member churn and engagement. No strategy is static. To serve as a marketing channel.

Cash Flow 28

Cash Flow Survey Metrics Accenture 28

Harvard Business

DECEMBER 19, 2017

They argue that the market has become saturated because of the barriers to entry are low (do we really need 53 subscription box companies offering sex products?), The majority of the disclosures they provided at the time were standard top-down metrics (e.g., grocery market were almost $800 billion, only 1.2%

Methodologies 28

Methodologies How To Metrics Sales 28