Alex WesternStewarding Growth AND ProfitsAnyone who ever took an introductory economics class might remember The Philips Curve, A.W. Philips’ concept that inflation and…Jan 23, 2020Jan 23, 2020
Alex WesternStanding Out in a Gold RushThe late Charles P. Kindleberger, author of the seminal book Manias, Panics, and Crashes, was called by The Economist, “the master of the…Jan 16, 2020Jan 16, 2020
Alex WesternWhy Customers-First? The Big Insight Behind the Focus ShiftPosted by Alex WesternJan 2, 2020Jan 2, 2020
Alex WesterninTrilogy HoldingsA Grand Experiment Redefines Customer SuccessAfter stinging rebukes from GE’s Jack Welch and other customers, our founder did a lot of reflecting. Surely there could not be long-term…Dec 26, 2019Dec 26, 2019
Alex WesternThe (Better) Alternative to Grow! Grow! Grow!If you’ve been following the themes in our posts, by now you are no doubt thinking: “these guys are beating a dead horse … and what is…Oct 29, 20181Oct 29, 20181
Alex WesternGrowth! Growth! Growth! Leads to Flop! Flop! Flop!Our previous post explored a powerful cautionary tale, PowerDrive’s demise. However, discerning readers clamor for more than one example…Oct 15, 2018Oct 15, 2018
Alex WesternSpeed Kills. 1st Lesson from a Growth-Obsessed Company | by Alex WesternMaybe 18 months ago, ESW Capital met an auto repair CRM company called PowerDrive. Its founder, Marco, is an excitable car enthusiast with…Oct 1, 2018Oct 1, 2018
Alex WesternToo Obsessed with Growth, Part 2Previously, we discussed how the distribution of investment returns and a VC’s approach to portfolio diversification creates a misalignment…Sep 17, 2018Sep 17, 2018
Alex WesterninTrilogy HoldingsToo Obsessed with Growth??!! This is What We Mean, Part 1After our first post, many thoughtful readers questioned our premise that the industry’s growth focus is excessive. They also asked why…Sep 4, 2018Sep 4, 2018