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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. It also…
Sep 19, 2022
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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
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Darcy Davenport, CEO of BellRing Brands (NYSE:BRBR)
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July 2022
$ALGT 2021 shareholder letter
This is probably the shortest post I will ever write here but I would like you to read this phenomenal shareholder letter from Maurice Gallagher, CEO of…
Jul 14, 2022
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$ALGT 2021 shareholder letter
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Shareholder letters from CEOs of founder-led companies
2021 shareholder letters from 70 US founder-led companies across various industries and market caps. There are much more founder-led companies in the…
Jul 4, 2022
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Shareholder letters from CEOs of founder-led companies
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March 2022
War
This post is not about outstanding business leaders. It’s about something completely different – the war, that started in Ukraine on 24th February 2022…
Mar 10, 2022
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War
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January 2022
Satya Nadella - CEO of Microsoft
Nadella is arguably one of the best business leaders in technology industry. The main reason is a widely successful turnaround of Microsoft that he…
Jan 29, 2022
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Satya Nadella - CEO of Microsoft
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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. My biggest…
Dec 3, 2021
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Do not underestimate Twitter’s new CEO Parag Agrawal
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May 2021
Lisa Su - CEO of AMD (Part 1)
Lisa Su is one of my favourite professional top managers. Since she was appointed a CEO of AMD in late 2014, she rapidly turned around a struggling…
May 13, 2021
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Lisa Su - CEO of AMD (Part 1)
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Shareholder letters: Nvidia, Twilio, MarketAxess, Texas Roadhouse
Nvidia (NVDA) It will be hard to find more exciting letter this year than Nvidia’s. It’s founder and CEO Jensen Huang has put his company on top of AI…
May 4, 2021
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Shareholder letters: Nvidia, Twilio, MarketAxess, Texas Roadhouse
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April 2021
Shareholder letters: Amazon, Tradeweb, Pulte Group
Amazon.com (AMZN) In his last shareholder letter as a CEO Jeff Bezos included a passage from Richard Dawkins’ book The Blind Watchmaker: “Staving off…
Apr 19, 2021
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Shareholder letters: Amazon, Tradeweb, Pulte Group
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Shareholder letters: Pfizer
This week I’ll discuss only one letter – from Pfizer’s CEO Dr. Albert Bourla. The reason I decided to focus on Pfizer’s letter is because it’s head and…
Apr 5, 2021
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Shareholder letters: Pfizer
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March 2021
Shareholder letters: Cognex, RH, Intuitive Surgical, Edwards Lifesciences
Cognex (CGNX) Cognex publishes entertaining and informative letters styled as a magazine. Here is the title page of the latest letter for example: Some…
Mar 29, 2021
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Shareholder letters: Cognex, RH, Intuitive Surgical, Edwards Lifesciences
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