The hottest Company strategy Substack posts right now

And their main takeaways
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Top Business Topics

"I'll Never Sell A Share"

TSOH Investment Research Service • 687 implied HN points • 05 Oct 23
💼 Business Retail Company strategy Expansion
  1. Costco's strategy of providing quality goods and services at low prices has contributed to its ongoing success and growth.
  2. The Executive Membership program at Costco, where members spend 3x more, has significantly impacted the company's revenue streams.
  3. Costco's focus on customer loyalty and satisfaction through programs like Executive Membership has created a positive cycle of increased spending and adoption.

How an acquisition fails

benn.substack • 711 implied HN points • 21 Jul 23
💼 Business Acquisitions Data products Tech industry Company strategy Market Trends
  1. Tech acquisitions can be risky due to various challenges like incompatible technology stacks and cultural differences.
  2. Strategic fit doesn't guarantee success in acquisitions, as seen in the example of Sisense buying Periscope.
  3. Future success in the modern data suite industry may depend on adapting to AI advancements and evolving customer needs.

A Future Without ULA?

Ill-Defined Space • 67 implied HN points • 18 Jan 24
💼 Business Space Exploration Competition Company strategy
  1. ULA's future is uncertain as it is up for sale and faces challenges from potential competitors.
  2. Vulcan's successful launch is a significant achievement for ULA, but uncertainties arise with Blue Origin's BE-4 engine supply.
  3. Potential acquisition by Blue Origin may bring more challenges than benefits, raising doubts about the survival of both companies.

Let’s Talk About Repricing Stock Options

Condensing the Cloud • 19 implied HN points • 09 Feb 24
💼 Business Stock Options Valuations Employee engagement Market Trends Company strategy
  1. Repricing employee stock options can be a way to boost employee morale and engagement during challenging times.
  2. Realigning incentives through option repricing can help retain top talent and attract new talent in a competitive job market.
  3. When considering repricing stock options, companies should focus on retaining trust, transparency, and fairness within the workforce.
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Interviewing Company CEOs: The Must-Ask Question Checklist Every Investor Needs

Behavioral Value Investor • 126 implied HN points • 30 Jul 23
💼 Business Investment Financial Analysis Company strategy Company Culture
  1. Prepare questions for a CEO interview to focus on 'what' and 'how' without being accusatory.
  2. Before interviewing a CEO, decide your goals such as learning, relationship building, or understanding culture.
  3. Topics to cover during a CEO interview include strategy, customers, economics, capital allocation, company culture, and CEO motivations.

Rivian: A Masterclass in Brand Narrative

The Intersection • 19 implied HN points • 20 Dec 21
💼 Business Company strategy Marketing Company growth Product Development
  1. Rivian's approach to brand narrative focuses on simplicity: Using just one word, 'Forever,' to convey an authentic purpose-led message.
  2. Rivian's success is tied to its futuristic promise, contrasting with traditional automakers like Toyota and VW who are valued based on their past success.
  3. Rivian prioritizes purpose over product by emphasizing experiences and emotions on its website, setting a unique tone for customer engagement.

The Middle Market, the Private Markets and Making the Case for Services Revenue

Bigfoot Capital • 1 HN point • 10 May 23
💼 Business Finance Investing Entrepreneurship Market Trends Company strategy
  1. Business labels can be limiting and should be flexible as companies evolve.
  2. Carta's Q1 2023 report shows an increase in down rounds, bridge rounds, and micro M&A activity in the private markets.
  3. Professional services revenue can be a profitable differentiator for SaaS companies, despite VC industry views.