Entity Dossier
entity
Capital Cities/ABC
Strategic Concepts & Mechanics
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
"annual reports for his major holdings, including Coca-Cola, Capital Cities/ABC, American Express, and Gillette."
Source:The Education of a Value Investor
"At times, I suspect that he bought certain companies not just because these were great businesses, but because they were run by great people whom he wanted in this ecosystem—people like Thomas Murphy (who headed Capital Cities/ABC) and Rose Blumkin."
Source:The Education of a Value Investor