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Dual Daughters in Dual Classes

This article is part of a series on governance and references a white paper on Owner Operators that is undergoing peer review. To receive early access to that White Paper, please click here. Estimated Reading Time: 16 minutes The Catch-22…

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Builders vs. Guiders

This article is the final in a 6-part series examining how the drivers of value creation are the same as sustainability drivers. We outline these drivers in these 6 posts and show how recent ESG efforts to define business sustainability…

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The Responsibility of Freedom

Estimated Reading Time: 20 minutes Speed Read:  The ESG craze that is heading into bubble territory is well-intentioned and we welcome the effort, but is doomed to fail as a box-checking exercise. More Nikolas and Volkswagens will be created as…

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Merging Management & Ownership

In early December we had a lively chat with legendary Builder Sir Martin Sorrell of S4 Capital, which we've owned since March 2020. Almost as if he wanted to front-run our white paper on value creation coming out later this…

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