威廉·桑代剋
巴菲特、比爾·阿剋曼盛贊的投資精英。老牌PE鬍薩托尼剋閤夥公司(Housatonic Partners)創始人。
斯坦福商學院信托基金受托人、大西洋學院信托基金主席。美國煤炭巨頭康索爾能源(Consol Energy)董事長以及多傢知名上市企業董事。
哈佛商學院、斯坦福商學院特約講師。
This title includes the stories of eight extraordinary CEOs, who ignored or defied the conventional wisdom of their time and applied a common set of principles to achieve remarkable and enduring success. It's time to redefine the CEO success story. Ask most people what describes an effective CEO, and you'll get a pretty consistent answer-"a seasoned manager with deep industry expertise". Magnify that through today's celebrity - saturated lens, and someone like former GE head Jack Welch becomes the poster child for CEO success: seasoned, but also charismatic, cutting-edge, and "Wall-Street" savvy. But is this the blueprint we should be following? Not necessarily. The performance of Welch and other high-profile CEOs doesn't come close to the achievements of the CEOs profiled in "The Outsiders". Meet eight iconoclastic leaders who helmed firms where returns on average outperformed the S&P 500 by over 20 times. You may not know some of their names (Henry Singleton, Bill Anders, Tom Murphy) - but you will recognize many of their companies (General Cinema, Ralston Purina, The Washington Post Company, and Berkshire Hathaway). In this book, you'll learn the consistent and rational traits that helped these select leaders achieve that exceptional performance. Humble, unassuming, and often frugal, these "outsiders" shunned "Wall Street" and the press and shied away from hot management trends. Instead, they honed specific (and less sexy) characteristics including: a laser-sharp focus on per share value rather than sales or earnings; an exceptional talent for allocating capital and human resources; the belief that cash flow, not reported earnings, determines a company's long-term value; and, a penchant for giving local managers autonomy to release entrepreneurial energy. Drawing on extensive research, Will Thorndike tells many of these leaders' stories for the first time - and extracts lessons for those of you hoping to lead your company to exceptional returns today.
發表於2025-03-26
The Outsiders 2025 pdf epub mobi 電子書 下載
《商界局外人》是張化橋推薦的一本書,真的挺好,讓人耳目一新。 按書上說,企業CEO有兩種功能,一種是管理,另一種是資本配置。主流管理著作基本都是著重於強調管理能力,而這本《商界局外人》則是把重心放在CEO的資本配置能力上。 這書的內容說穿瞭就是最樸素的商業原理,...
評分 評分 評分 評分最近在看港股時發現瞭幾個煙蒂股: 東方電氣,市值不到120億,賬上現金類資産扣掉有息負債300多億,每年利潤10億齣頭。 中國機械工程,市值不到120億,賬上現金類資産扣掉有息負債210多億,每年利潤20億齣頭。 慶鈴汽車,市值40億,賬上現金類資産扣掉有息負債50多億,每年利潤...
圖書標籤: 投資 商業 巴菲特 經濟學 英文原版 management 金融 VC
巴菲特還真是另類啊
評分一章章讀下來發現全是common到不行的common sense,這也許就是這8個Outsider對資本主義秩序最大的貢獻 :)
評分有點擔心這些人是不是選擇上有幸存者偏差。他們都是成功的做瞭比較大規模並購並且成功的。這和上課學的小步(profit from the core)慢走有不少區彆。除此之外的故事似乎都還不錯。
評分讀前麵兩章+最後兩章足夠瞭。現在讀來,再看看Valeant的故事,Outsider CEO不是那麼容易的。
評分本書講瞭幾個被稱為“outsider”的CEO的故事,被巴菲特等多位投資大亨推薦,讀來的確獲益不少。“真正”(本書定義,我基本贊同,仁者見仁)成功的CEO以股東利益最大化為己任,因而目標是最大化每股的錶現而非公司的規模,他們可能不(往往不)那麼擅長或在意管理,而極其擅長做資産配置,從如何融資到如何投資,有洞見有眼光有膽識的CEO能夠不拘一格地處置公司現金收益,低調行事不露鋒芒堅持己見,創造穩健增長的每股現金流,從而給股東大而持久的迴報。
The Outsiders 2025 pdf epub mobi 電子書 下載