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fundingsecured

@deucetrade

global small cap stocks, searching for inflection points (in the arena)

Göteborg, Sverige 가입일 Kasım 2019
1.6K 팔로잉1.5K 팔로워
고정된 트윗
fundingsecured
fundingsecured@deucetrade·
Samling av trådar om aktier/sektorer
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Quartr
Quartr@Quartr_App·
Quartr AI chat. Now on mobile.
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Quartr
Quartr@Quartr_App·
Want to work at the intersection of video storytelling and company research? This is a once-in-a-lifetime chance to build a new format from scratch and dive deeper into businesses than most ever will. Do your life's work. Link below.
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Quartr
Quartr@Quartr_App·
A couple of weeks ago, we traveled deep into the forests of Sweden to visit Norma, the historic ammunition manufacturer and subsidiary of Beretta Holding.
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fundingsecured
fundingsecured@deucetrade·
Kings on the Catwalk: The LVMH Affair Riktigt bra genomgång av mergern mellan Louis Vuitton och Moët-Hennessy, och hur Arnault till slut tog makten över bolaget. Rek! 8.6/10
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Quartr
Quartr@Quartr_App·
Ingvar Kamprad was the perfect example of founder mode. Until his final years, he regularly toured IKEA stores around the world. Here's what a typical visit could look like (which could easily last 12 hours): 5:45 am → Arrives before opening → Crawls into the container or trailer to inspect how well it's loaded → Makes sure the drivers get a cup of coffee → Reviews warehouse ergonomics and working conditions, safety first! 7:00 am → Checks the entrance: is it welcoming? → Do customers get a personal greeting from a human? → Signage must be clear, one strong message → Can every customer absorb it at a glance? → Are prices visible? "A product without a price is always wrong at IKEA" 9:00 am → Deep dive into the showrooms (he could stay 3–4 hours here) → Imagines walking through with his wife, Margaretha → Sees a product: can you grab it right there and then? Add-on sales matter! → Offers feedback on visual merchandising → Obsesses over price points → "Is it cheap enough?" 1:00 pm → Heads to the food court: "You can't shop on an empty stomach" → Is the kitchen ready? Can we keep the hot dogs flowing? → Is there a microwave for heating baby food? → Bar seating, regular, or round tables, what works best? → And crucially: how many sprinkle flavors on the ice cream? (Correct answer: one!) 4:00-6:00 pm → Talks to customers at the exit → "What stupidities did we do?" → Asks staff: "What problems do you have?" → Checks the bistro by the checkout: those €0.50 hot dogs should be flying out with super efficiency Here's an example of how notes from his memos could look after a store visit: "I saw at least 15 of them showcased in prime selling spots. Christmas trees. I have nothing against Christmas trees, but why the hell aren't we selling them! Where are our business instincts? Several trees were even decorated with items we do sell, without prices. There was also no lighting placed near the trees. I think everyone responsible has reason to be ashamed!" It might seem like Kamprad was too caught up in the nitty-gritty, but he explained it like this: "I've never been particularly interested in things that run smoothly, I simply thank the people behind them for doing a great job. It doesn't capture my attention, because it works. But when I realize something could be improved, a wave of inexplicable worry washes over me. Is the concept at risk? Are we veering off track?"
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Quartr
Quartr@Quartr_App·
What does Upchart do?
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Quartr
Quartr@Quartr_App·
To honor one of our true heroes, we’ve created this lasting landmark to celebrate his legacy of clear thinking, ethical behavior, and lifelong learning. Designed to endure for decades and located in the very town where his wisdom took root, we hope this mural becomes a place of reflection and admiration. Thanks for everything, Charlie.
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Quartr
Quartr@Quartr_App·
A mind worth remembering. Downtown Omaha. 1102 Douglas Street. See you there.
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Quartr
Quartr@Quartr_App·
A couple of weeks ago, we had the rare privilege of visiting $ASML's headquarters in Veldhoven, Netherlands. The scale, the complexity, the ambition – it was impossible not to walk away inspired. Here's our takeaways from the trip:
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fundingsecured
fundingsecured@deucetrade·
”Taylor Swift Adjusted Revenue”
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fundingsecured
fundingsecured@deucetrade·
Intern utbildningsbok från IKEA (1984) Inga fina värdeord eller onödigt fluff, utan 80 sidor om var IKEA kommer ifrån som mynnar ut i företagets idé och den kultur de ville bygga. En masterclass i storytelling.
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Quartr
Quartr@Quartr_App·
This week marks our 50th Edge issue. The feedback we've received so far is incredible. For a "newsletter", Edge is far from news. We focus on business storytelling and qualitative insights. We go against the grain with long-form content in a short-form obsessed world. If you could choose a topic for one of the upcoming cover stories, what would it be?
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Quartr
Quartr@Quartr_App·
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fundingsecured
fundingsecured@deucetrade·
”Vi ska inte lägga texten på badkaret då?”
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