Business Analysis Quotes

The strategy we've adopted precludes our following standard diversification dogma. Many pundits would therefore say the strategy must be riskier than that employed by more conventional investors. We disagree. We believe that a policy of portfolio concentration may well decrease risk if it raises, as it should, both the intensity with which an investor thinks about a business and the comfort-level he must feel with its economic characteristics before buying into it.

I believe business news is general news.

When I worked at Microsoft, I got to go and visit a bunch of different companies. Probably a hundred different companies a year. You'd see all the different ways they'd work. The guys who did Ventura Publisher one day, and then United Airlines the next. You'd see the 12 guys in Texas doing Doom, and then you'd go see Aetna Life Insurance.

You need a different checklist and different mental models for different companies.

I was a corporate hatchet man, and it's impossible for me to turn that off. It's this curse when I walk into businesses: 'That needs to be fixed, that needs to be fixed.'

My undergraduate degree is in business, so I'm trying to get a bit of a background before I go in.

...by regularly reading business newspaper and magazines I am exposed to an enormous amount of material at the micro level.. I find that what I see going on there pretty much informs me about what's happening at the macro level.

I have no use whatsoever for projections or forecasts. They create an illusion of apparent precision. The more meticulous they are, the more concerned you should be. We never look at projections, but we care very much about, and look very deeply at, track records. If a company has a lousy track record, but a very bright future, we will miss the opportunity.

The primary goal of management education was, as originally conceived, to impart knowledge that could be applied to a variety of real-world business situations.

You need to know exactly where you stand in a business at all times. Measure everything, because everything that is measured and watched improves.

I started trading stocks, options and futures while I was at UCLA, using my earnings from working summers at the old IBM plant on Cottle Road. I never lost interest in how companies work. It's fundamental to who I am.

In Joe Yorio you find a guy who's smarter at business than I am. I'm an entrepreneur and idea guy; he's a professional businessman.

I worked during summers on the foreign exchange desk as a dollar/yen broker for Noonan, Astley & Pierce. I used to write the chairman notes about how he could improve his business. And I met Bernie Cantor through this job.

Investors who find the best businesses to put their money behind are rewarded for their research.

If you look at the Company Register, maybe that's what we should say to that business consultant or analyst. If you look at the Company Register with the Department of Trade and Industry, one of the remarkable things that you will see over the last few years is, in fact, the growth of small and medium business, many of whom depend on these services to succeed.

We think of enterprise architecture as the process we use for fully describing and mapping business functionality and business requirements and relating them to information systems requirements.

Most regular, two-year MBA programs provide both experience and the capacity to link together the essential elements of management such as finance, marketing, organizational behavior, and operations.

I never took classic business classes in college, so I don't have the background that any of the people running large companies have.

Try as I might, I could not look at an overhead projection of a growth profit matrix and stay conscious.

We don't take a macro view... We'd look at every company to figure out if trade sanctions are helpful or hurtful.

There's always a knee-jerk reaction in our business to analyze and determine why something didn't work.

Did you ever hear of a kid playing accountant - even if they wanted to be one?

The wireless segment is approximately 50 percent of our business... we believe this is an industry-wide phenomenon and that we are, in fact, maintaining if not gaining market share.

My favorite magazine is the 'Harvard Business Review.' If someone sat across from me in a restaurant and didn't know me, that might surprise them.

I am a data hound and so I usually end up working on whatever things I can find good data on. The rise of Internet commerce completely altered the amount of information you could gather on company behavior so I naturally drifted toward it.