Welch vs Bezos – Ep 142

During his tenure, Jack Welch built GE into an earnings estimates-beating-machine. There's just one problem with that: it leads to extreme short-termism, and ultimately the misallocation of capital. Contrast this with Jeff Bezos' approach of...

During his tenure, Jack Welch built GE into an earnings estimates-beating-machine. There’s just one problem with that: it leads to extreme short-termism, and ultimately the misallocation of capital. Contrast this with Jeff Bezos’ approach of maximizing long-term free cash flow, disregarding the current quarter. Which business do you want to invest in?

You can read this article online here: https://contrarianedge.com/welch-vs-bezos/

 

Related Articles

The Magnificent 7 and the Dangers of Market Hype – Ep 224

Despite the S&P 500 showing gains in the mid-teens, the average stock on the market is either up slightly or flat for the year. Most of the gains in the index came from the Magnificent 7 stocks, which constitute 35% of the index!  The...

What Makes for a Great Investor? – Conversations with Vitaliy – Ep 47

📩 Join 89,000+ readers on my weekly email newsletter:   📚 Get my books: Soul in the Game - The Little Book of Sideways Markets -   Active Value Investing -   WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management...

The Right Way To Think – Conversations with Vitaliy – Ep 46

📩 Join 88,000+ readers on my weekly email newsletter:   📚 Get my books: Soul in the Game - The Little Book of Sideways Markets -   Active Value Investing -   WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management...

Benefits of Travel- Conversations with Vitaliy – Ep 45

📩 Join 88,000+ readers on my weekly email newsletter:   📚 Get my books: Soul in the Game - The Little Book of Sideways Markets -   Active Value Investing -   WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management...