Ian Cassel replied to the topic What does an intelligent fanatic look like early? (Sports) in the forum Learning, Sharing & Teaching 1 day, 18 hours ago
Ironically, I’m presenting on the topic of What Does An Intelligent Fanatic Look Like? at the Indian Investing Conclave 2018. I’ll be talking a bit about my investing strategy, intelligent fanatics, and the qualitative art of investing in the right leaders. If anyone is interested in viewing my presentation you can register for the event here: https://indianinvestingconclave.com/iic
Ian Cassel started the topic Gustavus Swift – An Incredible Story of Overcoming Obstacles in the forum Perserverance 1 week, 5 days ago
Many have heard of business titans such as Cornelius Vanderbilt (Railroads), Andrew Carnegie (Steel), John D. Rockefeller (Oil), and John Pierpont Morgan (Financier). Far fewer have heard of Gustavus Franklin Swift, the meatpacking titan.
Enjoy this excerpt from our case study on Gustavus Swift.
Members can access the full case study [HERE]
Another great story about starting Virgin Airlines:
I was 28 years old, I was trying to get to the Virgin Islands, there was a gorgeous woman waiting for me. It was six in the evening, I hadn’t been home for three weeks, and the American Airlines decide that they’re going to bump the flight because they didn’t have enough…Read More
Ian Cassel started the topic Hilcorp Energy – Unlocking the Superpower of Incentives in the forum Incentives 2 weeks ago
For six years in a row, privately held Hilcorp Energy, has been named among the top 100 best places to work by Fortune magazine. It is the highest ranked oil and gas company by far on such lists. Founded in 1989, the company has over 1,800 employees and operates assets producing over 300,000 barrels of oil equivalent per day (boe/day).
1,160 employees were surveyed and 93% said the…Read More
In the video below, Sir Richard Branson, founder of Virgin Group, talks to President and COO of Goldman Sachs. My favorite part of the interview was the question and answer below. I shared it on twitter and Branson liked it as well.
Thanks for sharing Ian, hope this helps you
— Richard Branson (@richardbranson) May 3, 2018
Question: If you could go back to yourself as a 16 year old and give yourself one piece of…Read More
Ian Cassel started the topic A Forum On Leadership – A Conversation with Jeff Bezos Transcript in the forum Transcripts 3 weeks ago
This interview is excellent. Jeff Bezos, Chairman and CEO of Amazon, was the featured speaker at the April 20, 2018 Closing Conversation of the George W. Bush Presidential Center’s Forum on Leadership, in partnership with SMU. We have time stamped the different areas below and also attached a transcript.
0:00 – Introduction
6:42 – High share price whi…Read More
Sumantra Ghoshal (26 September 1948 – 3 March 2004) was an Indian scholar and educator who served as Professor of Strategic and International Management at the London Business School, and was the founding Dean of the Indian School of Business in Hyderabad.
This 8-minute clip of Professor Sumantra Ghoshal’s speech at the World Economic Forum is simply wonderful. His speech provides a…Read More
Ian Cassel replied to the topic Benchmark Capital – A Real Silicon Valley Partnership that Works in the forum Learning, Sharing & Teaching 3 weeks, 5 days ago
This a great interview with Andy Rachleff, one of the co-founders of Benchmark. He talks about the reasoning behind each partner being equal. I posted the transcript of this clip below the video.
Jason Calacanis: You got there at the right time, but at that time was the internet the reason you started Benchmark or was it just software and Silicon…Read More
88% of the companies on the Fortune 500 list in 1955 are now dead and buried.
So how can a company that traces its roots back to 1907 still be going strong today?
In 1966, Ron Wallace was hired to be a UPS delivery driver. He would then move up the corporate ladder occupying many leadership roles. He was the head of UPS North German district for six years and then president of…Read More
In the article, Kicked in the Ass with a Golden Horseshoe, I tell the entertaining and painful story of how Bernie Marcus, Arthur Blank, and Ken Langone came together to start Home Depot.
Bernie and Arthur were ruthlessly fired by Sandy Sigiloff from running Handy Dan, a company they grew 4x over six years. Sandy not only wanted to fire them, but bury them in lawsuits and legal…Read More
Home Depot was co-founded by Bernie Marcus (visionary), Arthur Blank (operations/finance), and Pat Farrah (energy), and financed by Ken Langone. Home Depot is yet another example of how great ideas are born out of frustration not greed.
In 1972, Bernie Marcus would become CEO of Handy Dan Home Improvement stores. Arthur Blank would become CFO of Handy Dan in 1976. Albeit a…Read More
Ian Cassel started the topic Dr. Venkataswamy and Aravind Eye Care: The Power of Compassionate Constraints in the forum Dr. Govindappa Venkatasawamy 1 month ago
Enjoy this excerpt from our case study on Dr. V and Aravind Eye Care. Members can access the full case study [HERE]
Aren’t a member yet? [JOIN HERE]
“The reasonable man adapts himself to the world: the unreasonable one persists in trying to adapt the world to himself. Therefore all progress depends on the unreasonable man.” – GB Shaw
Aravind Eye Care (‘Aravind’…Read More
Ian Cassel started the topic Henry Kravis Discusses Founding KKR and the History of Private Equity in the forum Henry Kravis 1 month, 1 week ago
In 1976, Henry Kravis co-founded the private equity firm Kohlberg Kravis & Roberts (KKR) with his cousin, George Roberts, and Jerome Kohlberg. They were the early pioneers of the private equity industry and today KKR is a recognized leader having done 280 investments valued at over $540 billion. In October of 2009, KKR listed 30% of its shares (SYM: KKR), while the remainder is held…Read More
Ian Cassel started the topic Henry Kravis Founding KKR and History of Private Equity Presentation Transcript in the forum Transcripts 1 month, 1 week ago
In a recent post, Henry Kravis Discusses Founding KKR and the History of Private Equity, we showcased the presentation below. Below the video is an excerpt where he talks about the history of private equity. We’ve attached the full transcript below.
James Dyson, gives a Steve Jobs type presentation, on the their latest cordless vacuum technology. The company will not be putting any more R&D into machines that have a cord, including its own corded vacuums.
Ian Cassel replied to the topic What are your favorite autobiography and biography books? in the forum What Are Your Favorite Books? 1 month, 2 weeks ago
I recently finished reading, Pizza Tiger, an autobiography on Tom Monaghan the founder of Domino’s Pizza. I also wrote these two articles with snippets from the book:
Domino’s Pizza Founder Tom Monaghan’s Five Priorities for Success
The Founder of Domino’s Pizza Meets His Idol Ray Kroc
He founded Domino’s Pizza with his brother in 1960 and it took 15 years to really get it going. He al…Read More
Ian Cassel commented on the post, Letter to Members – Who Builds Moats? Intelligent Fanatics Do 1 month, 2 weeks ago
Thank you very much for the kind remarks. We are looking forward to publishing some case studies on some lesser known IFs in India. We appreciate the support.
Ian Cassel replied to the topic Online Course – Standing on the Shoulders of Giants in the forum Online Courses 1 month, 2 weeks ago
I want to thank all of you for your kind words and enthusiastic response towards this course. I had next to nothing to do with it. This was @seaniddings pitch and he hit it out of the park.
Ian Cassel started the topic The Founder of Domino's Pizza Meets His Idol Ray Kroc in the forum Tom Monaghan 1 month, 2 weeks ago
In the book, Pizza Tiger, Domino’s Pizza founder Tom Monaghan tells this great story about meeting his idol Ray Kroc.
Beginning in 1968, I tried to make appointments with Ray Kroc. His staff would always ask, “Why do you want to see him?” and I’d explain, “I feel that Domino’s is about fifteen years behind McDonald’s; we’re following the same path of development. Mc…Read More
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