Archive - Outliers

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 •

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. There are much more founder-led companies in the…

Jul 4, 2022 •

March 2022

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 •

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 •

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 •

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 •

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 •

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 •

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 •

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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