Archive - Outliers

How to spot CEO arrogance/overconfidence

“We spend tremendous effort looking for signs of arrogance; it’s the most common attribute of failure, even rising above complacency, and those who…

Sep 15, 2024 •

September 2022

Excellent crisis communication at Twilio

Recent letter from Twilio founder Jeff Lawson is a good example of crisis communication and behavior I would expect to see from a true leader.

Sep 19, 2022 •

August 2022

Darcy Davenport, CEO of BellRing Brands (NYSE:BRBR)

One of my ongoing research projects has been to identify outstanding business leaders BEFORE they are recognized as “outstanding” by mainstream…

Aug 1, 2022 •

July 2022

$ALGT 2021 shareholder letter

This is probably the shortest post I will ever write here but I would like you to read this phenomenal shareholder letter from Maurice Gallagher, CEO of…

Jul 14, 2022 •

Shareholder letters from CEOs of founder-led companies

2021 shareholder letters from 70 US founder-led companies across various industries and market caps.

Jul 4, 2022 •

March 2022

This post is not about outstanding business leaders.

Mar 10, 2022 •

January 2022

Satya Nadella - CEO of Microsoft

Nadella is arguably one of the best business leaders in technology industry.

Jan 29, 2022 •

December 2021

Do not underestimate Twitter’s new CEO Parag Agrawal

I’ve been following Twitter for some time and while I’m a power user of the service, I’ve been less optimistic on the stock and the business.

Dec 3, 2021 •

May 2021

Lisa Su - CEO of AMD (Part 1)

Lisa Su is one of my favourite professional top managers.

May 13, 2021 •

Shareholder letters: Nvidia, Twilio, MarketAxess, Texas Roadhouse

May 4, 2021 •

April 2021

Shareholder letters: Amazon, Tradeweb, Pulte Group

Amazon.com (AMZN)

Apr 19, 2021 •

Shareholder letters: Pfizer

This week I’ll discuss only one letter – from Pfizer’s CEO Dr.

Apr 5, 2021 •

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