Krapdivad Posted April 12, 2021 Share Posted April 12, 2021 Li Lu's recent fireside chat with Bruce Greenwald had so much great stuff packed into it. https://www.youtube.com/watch?app=desktop&v=FiHrWy2jGbA&feature=youtu.be One thing that Li Lu recommended was that we devote as much time as possible reading up on the history of businesses, and the great businessmen in the past. The more you study companies, the better your judgement becomes about companies. Books that came to my mind were - Titan about John D Rockefeller - Good to Great - Shoe Dog (Nike) - My Father's Business (Dollar General) - In Sam We Trust (Walmart) - The Ride of a Lifetime (Disney) A bunch of these have been on my reading list. Do you guys have any recommendations on any books that enrich our understanding of businesses from the past? Link to comment Share on other sites More sharing options...
tay9 Posted April 12, 2021 Share Posted April 12, 2021 Business Adventures Link to comment Share on other sites More sharing options...
Krapdivad Posted April 12, 2021 Author Share Posted April 12, 2021 Put together a little list with some summaries I found online https://docs.google.com/spreadsheets/d/1eKDLCbkaV7-btd1Pklup14QxERO1ZDTOLIjimCJnKI8/edit?usp=sharing Link to comment Share on other sites More sharing options...
Morgan Posted April 12, 2021 Share Posted April 12, 2021 22 hours ago, Krapdivad said: Li Lu's recent fireside chat with Bruce Greenwald had so much great stuff packed into it. https://www.youtube.com/watch?app=desktop&v=FiHrWy2jGbA&feature=youtu.be One thing that Li Lu recommended was that we devote as much time as possible reading up on the history of businesses, and the great businessmen in the past. The more you study companies, the better your judgement becomes about companies. Books that came to my mind were - Titan about John D Rockefeller - Good to Great - Shoe Dog (Nike) - My Father's Business (Dollar General) - In Sam We Trust (Walmart) - The Ride of a Lifetime (Disney) A bunch of these have been on my reading list. Do you guys have any recommendations on any books that enrich our understanding of businesses from the past? I enjoyed the transcription of the talk as well. I really enjoy basically anything Bruce Greenwald and Li Lu write or say. The Dollar General book is a new one for me, but I’ve read the others. Lots of good info in them. Titan is very good (every Chernow book I’ve read has been excellent). Another interesting, and perhaps more of an opposite view is Ida Tarbell’s, The History of The Standard Oil Company. Link to comment Share on other sites More sharing options...
hasilp89 Posted April 13, 2021 Share Posted April 13, 2021 Plain talk - ken iverson - nucor - decentralized operations brings out the best in people Link to comment Share on other sites More sharing options...
Morgan Posted April 13, 2021 Share Posted April 13, 2021 3 hours ago, hasilp89 said: Plain talk - ken iverson - nucor - decentralized operations brings out the best in people Another excellent one! Link to comment Share on other sites More sharing options...
netnet Posted April 27, 2021 Share Posted April 27, 2021 What is the url for the transcript of the Li Lu/Greenwald talk? Thanks. Link to comment Share on other sites More sharing options...
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