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Tren Griffin
@trengriffin
, 9 tweets, 2 min read Read on Twitter
1/ "Brilliance can’t be taught, but the operational stuff can be. Do you have operational instincts? Who cares? If you work with me for six months, I can give you enough prowess and process to be able to go run something, and do something with it.” Bill Campbell (AKA "coach").
2/“You need a leader. You have to go out and recruit the best person you can who knows how to create an innovation culture. Give that person license to hire. Get yourself some teams. Recruit people who have the ‘DNA’ that you want.” Coach Campbell
3/ “He or she doesn’t need to be personally the most innovative person, but he or she needs to know how to foster innovation. It is all about people. If you have the right people, you will end up with the right culture.” Coach Campbell
4/ “If you don’t have the right product and you don’t time it right, you are going to fail. Great product and great people is the whole answer. Growth is the goal and it comes through having innovation. Empowered engineers are the single most important thing.” Coach Campbell
5/ "I want salespeople who use a quantitative process and say, ‘Let me tell you what our stuff does and let me tell you based on our work what this can do for you regarding your productivity.'” Coach Campbell
6/ “Blue suit, white shirt, red tie. Unfortunately, these people all failed miserably as CEOs because they didn’t know the product and they didn’t understand the technology; all they could do was sell.” Coach Campbell
7/ “I don’t get involved unless the founder is passionate and wants to create something durable. I am an operating guy. I help founders think about what their business should look like, how they should organize it, and how to think about management.” Coach Campbell
8/ I have not read this book yet, but the topic is a great one. Drops April 16. "Trillion Dollar Coach: The Leadership Playbook of Silicon Valley's Bill Campbell" amazon.com/Trillion-Dolla… I have a chapter on Coach Campbell in my most recent book.
9/ People like Steve Jobs of Apple, Jeff Bezos of Amazon, and Larry Page of Google have all been coached by Bill Campbell at one point.

Bill Gurley: “When you have Bill coaching the entrepreneurs, it’s like having extra wildcards in a game of five-card draw.”
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Tren Griffin
@trengriffin
Quiz: "Qualcomm stock jumped > 23% on the settlement Tuesday and another 12% Wednesday."

Does QCOM's significant ROIC/cost of capital spread” explain the magnitude the jump in the stock price?

Is this a double edge sword in that a reduction in growth would be as impactful?
Additional Quiz Questions: Was my picking MoviePass as a case study on my 26IQ blog intended to starkly show that not all revenue growth creates value? google.com/amp/s/variety.…

Can the adverse financial impact of customer churn be nonlinear, and if so, why?
"It’s easy to grow sales and acquire subscribers with a negative variable margin." @d_mccar

"It is critical to bundle all future variable costs of supporting the customer in order to fairly estimate the future contribution." Bill Gurley
Read 3 tweets
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Tren Griffin
@trengriffin
1/ "In a business with a large spread between return on invested capital and cost of capital, rapid growth adds lots of value. For large negative spreads, growth subtracts a lot of value. Whether growth is good or bad is contingent on incremental return." d2wsh2n0xua73e.cloudfront.net/wp-content/upl…
2/ Miller:Modigliani: "The essence of ‘growth' is not expansion, but the existence of opportunities to invest significant quantities of funds at > the cost of capital."

Buffett: "Growth creates value only when a business can invest at incremental returns > its cost of capital.
3/ Mauboussin: "Growth is an amplifier, and it’s impact grows as the ROIC - cost of capital spread widens (above or below zero). At zero spread, growth has no impact.
It’s not margin that matters but ROIC (these are related, of course)."
Read 3 tweets
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Tren Griffin
@trengriffin
One of the stories Mauboussin told was about his role in the book "The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success." He started out covering businesses Ralston Purina which was run by Bill Stiritz who is one of the featured CEOs.
Tom Murphy of Capital Cities, Henry Singleton of Teledyne, Bill Anders of General Dynamics, John Malone of TCI, Katharine Graham of The Washington Post, Dick Smith of General Cinema, and Warren Buffett are the CEOs the author Thorndike decided to write about in The Outsiders.
"Managers and investors have different hurdles. Management tries to achieve returns above the cost of capital. Investors try to anticipate changes in market expectations correctly. Although their objectives are different, investors can use the same strategic tools." Mauboussin
Read 3 tweets

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Krish Ashok
@krishashok
Six months ago, I would not have believed that one could turn a terrace into an akshayapaathram of fruits, herbs &vegetables just using pots, grow bags, cocopeat, sand & cow dung. The seeds largely come from the TN government’s “roof top garden” initiative tnhorticulture.tn.gov.in/horti/do-it-yo…
Of course, with about 350 days of sunshine, chillies are a no brainer. in retrospect, one plant is enough since it’s pretty productive
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✡️ Josh Shahryar ☪️
@JShahryar
It's late night and I'm in a mood, it's as good as a time as any to talk about my weight loss adventure. Hopefully, some of you might find something relatable in this. At worst, you'll have a laugh. But I gotta say some things I been keeping inside.
I was a pretty healthy kid. I don't know if I can call myself chubby, but when I was little, I definitely had those cheeks that aunties cannot stop squeezing. As you can see in these pictures, kinda standard issue really.
Weight was NEVER an issue where I grew up. Part of it was that very few people were not skinny or on the skinny side (I grew up as a refugee around other refugee kids, where food was a luxury). Part of it was also the culture. Being fat was a sign of wealth. It wasn't all bad.
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southpaw
@nycsouthpaw
Mueller's team is now about to--or at least has prepared to--engage in a criminal litigation through trial w/ Stone. That alone is a months-long process, and it should lead us to reevaluate the sources who said they were writing a report and getting ready to turn the lights off.
I ran this analysis by Peter Carr to see if he agreed. "I’ll decline to weigh in on that at this time," he says.
I think @normative has this right. nytimes.com/2019/01/26/opi…
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Joe Jeffries
@_joejeffries
Six months ago, a dear friend was reaching the end of the line. Her only hope was an organ transplant, but she was too weak to get on the waiting list – let alone survive the 7-hour operation. We knew every day we had with her was a gift.
On a grey day in August, I took my mum up to North London to see her. Mum is a retired NHS nurse and spent most of her career in end-of-life care. She's seen it all. And she knew right away that our friend was in a bad way.
I sat in silence as Mum talked to her about care plans, hospice and respite care, and all the other morbid practicalities you hope you'll never have to discuss with someone you love. I knew things were bleak but this was the first time it'd all felt so real and irreversible.
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Mistress Matisse
@mistressmatisse
I have to say that, as bad as the situation is for sex workers right now, I have never seen so much positive journalism about us in mainstream media as I have the last few years, and it’s giving me tiny shreds of hope to cling to.
For perspective: I’ve seen more positive articles about sex work in the last six months then I did the entire first 15 years I was a sex worker. I really cannot emphasize how dramatically this has changed.
Media is not in and of itself a changing of norms or changing of the laws, but simply knowing that there is an issue here and it has a NAME is important.
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Depl-Orange-able
@LynwoodTalks
'Enough, or too much...'

This is too good not to read. And retweet. ~ O

@CEGrotius (full text, links below)
frontpagemag.com/fpm/271558/chr…
'Christine Ford, the brave new hero to feminists, expects America to believe she needed a second front door for her Palo Alto home because, more than three decades after Judge Brett Kavanaugh allegedly tried to rape her, she was still feeling “claustrophobic.”
'Although, as she said, the two front doors are not, alas, “aesthetically pleasing,” at least the professor felt as safe as any snowflake college student with her coloring books and Play-Doh.'
Read 115 tweets

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