PRO TIP: When you’re doing DD, look for clues about the CEO’s management philosophy.

Culture starts at the top, and healthy cultures outperform.

Companies like $AAPL and $GOOG are 40% more productive, despite starting out with the same percentage of star players.

In case you’re wondering where the 40% came from, it’s a study from a few years ago by Bain & Company.

I fell down a rabbit hole about productivity. I apologize in advance for my new obsession. https://www.fastcompany.com/3068771/how-employees-at-apple-and-google-are-more-productive

I still think we don’t talk about company culture enough on Wall Street.

I want to own companies that trust their employees enough to treat them with dignity.

I also like to see an obsessive focus on the customer. I see that in $VEEV when they talk about product development.

I also see it in $ROKU, which I got shaken out of before trying it myself. (Big mistake. If possible always try the product.)

The little details during the initial install made me realize I missed out on a great company.

There’s a big difference between the least and most productive companies. The goal is to find the companies that are doing things differently.

Drowning your employees in meetings will never enhance productivity or engagement.