Entity Dossier
entity
Barron’s
Strategic Concepts & Mechanics
Signature MoveIverson: Four Layers Max, Then Stop Building Hierarchy
Cornerstone MoveIncentives as Architecture, Not Decoration
Strategic PatternStay Half a Step Ahead, Not a Mile
Capital StrategyCash Reinvested for Domination Not Dividends
Cornerstone MoveDominate One Small Thing Before Growing
Signature MoveSchwab: Split Half the Profit and Watch It Multiply
Risk DoctrineTen-Million-Dollar Education, Not Termination
Signature MoveLemann's 3G: Buy the Brewer, Install the Meritocracy
Signature MovePatterson: Educate the Customer Into Needing You
Cornerstone MoveDecentralize Everything Except Culture
Signature MovePrice: Lowest Price as Moral Crusade, Not Marketing Tactic
Risk DoctrineCalculated Bullets Before Cannonballs
Competitive AdvantageCulture as the Only Uncopiable Moat
Signature MoveKelleher: Distill Strategy to Doing, Not Planning
Cornerstone MovePromote From the Ranks, Never Import Generals
Identity & CulturePermanent Dissatisfaction as Fuel
Operating PrincipleStock Price Monitoring Discipline
Capital StrategyFee Structure as Values Expression
Signature MoveTwo-Year Minimum Hold Rule
Risk DoctrineManagement Personal Stress Assessment
Signature MoveInformation Sequencing Discipline
Decision FrameworkBridge as Investment Training
Identity & CultureInner Scorecard Over Outer Recognition
Decision FrameworkBehavioral Circuit Breakers
Signature MoveNetwork Building Through Giving First
Signature MoveHero Modeling as Learning Method
Signature MoveEnvironmental Design Over Willpower
Operating PrincipleGeographic Arbitrage for Mental Clarity
Strategic PatternEcosystem Win-Win Analysis
Primary Evidence
"David Alan Evans, “Send in the Clones,” Barron’s, September 5, 1983."
Source:Intelligent Fanatics Project
"Wall Street Journal, the Financial Times, the Economist, Barron’s, Fortune, Bloomberg Businessweek, and Forbes, along with more abstruse publications like American Banker and the International Railway Journal."
Source:The Education of a Value Investor