Oakhall Reading List

By Griff | This is the way we think about stuff at Oakhall

Apple's New Thing (iPod)

Mp3 Player

Important Changes in Revenue and Profitability Definitions for SaaS Companies

Starting in January, public software companies will report their financials using ASC 606. Normally, accounting changes are not that interesting, but …

SaaS

Beginner’s guide to solving problems with Applied AI

<b>Key Takeaways:</b><p>It’s straightforward to spot practical applications of AI use cases<p>There’s three steps: Identify the behaviour, identify the input, and …

Machine Learning

The 10 Things I’d Tell My Younger CEO Self to Do Better Next Time

What are the Top 10 things I’d tell myself to do better, if I could go back in time?<p>My top list:<p><b>Slow down big decisions — when you aren’t sure.</b> You …

Startups

Marc Andreessen: "Darwin has kicked in"

After more than a decade in London, Danny Fortson returns to Silicon Valley to meet the techies trying to change the world - and make loads of money …

Marc Andreessen

Growth Hacking, 2017 Style: How Slack Did It

Back in 2010, Sean Ellis and Andrew Chen popularized the term “growth hacker” to describe a hybrid coder and marketer who eschewed traditional …

Marketing

Reading This Won’t Make Your Corporation More Innovative

Corporate innovation and strategy groups waste too much time on analysis and Powerpoint and not enough time actually doing.<p>By Anand Sanwal …

Innovation

Corporate Gibberish Generator on AndrewDavidson.com

Think super-mega-mega-macro-web-enabled.<p><b>At Oakhall, we have come to know how to transition wirelessly.</b> It comes off as marvelous, but it's accurate! …

ActionScript

The Thrill of Losing Money by Investing in a Manhattan Restaurant

If you live in New York City long enough and appear to be successfully employed in an industry that Bernie Sanders dislikes, you will be asked at some point to do three things: sponsor a table at a vanity fund-raiser, become a “producer” of a Broadway play, and invest in a restaurant. I had no …

Barbra Streisand

The Power of Precision Writing - Why Brevity is Important

Have you ever noticed how certain writers have an unparalleledmastery of the English language.<p>In every sentencetheycraft, they never waste words, and …

Writing

The return of the stock picker

Next January the Omaha branch of Girls Inc, a venerable charity dedicated to helping young women across the US, will receive a $1m cheque in the mail …

Finance

Google CFO Pichette’s ‘I quit’ note is a classic in a dodgy genre

When Patrick Pichette last week posted a letter on Google+ to say that he was resigning as the company’s chief financial officer to go backpacking …

Middle Age

Investment banks to clash over Mifid II rules on free research

, and Katie Martin<p>Some of the world’s biggest investment banks are on a collision course about how to distribute their economic and fixed income …

Banking

Procter & Gamble/Peltz: hit the deck

A common complaint levelled at management consultants is that they abscond as soon as the presentations are over, leaving the heavy lifting to …

Procter & Gamble

Have equity income funds had their day?

In the 1950s, the point of investing was simple. It was, says John Littlewood in his book, <i>The Stock Market: 50 Years of Capitalism at Work</i>, “to …

Investing

How to apply Marimekko to data

The most sinister feature on a chart is often an innocent-looking asterisk. Pointing the reader to an innocuous footnote can be a symptom that all is …

Data Visualization

Venture Capital Funnel Shows Odds of Becoming a Unicorn Are Less than 1%

The venture capital funnel highlights the natural selection inherent in the venture capital process.<p>Anecdotally, it’s known that most startups fail. …

Venture Capital

US share buyback plan approvals plunge

, and in New York<p>US corporate boardrooms’ approval of share buyback plans has fallen to its lowest level since 2012, signalling that the stock …

Markets

Memos from Howard Marks

“There They Go Again . . . Again” of July 26 has generated the most response in the 28 years I’ve been writing memos, with comments coming from …

Finance

How I lost my 25-year battle against corporate claptrap

For nearly a quarter of a century, I have been writing columns telling business people to stop talking rot. For the same amount of time they have …

Estée Lauder

Comment on CB Insights Presents: Corporate Innovation Theatre In 8 Acts by Daniel Rosen

You forgot the denouement moment when the corporation starts an early-stage, corporate VC practice (because…why not?), and of course the final act …

Profit

Blackstone’s struggle to win over investors

It has been a decade since Stephen Schwarzman listed Blackstone, his private equity firm, on the New York Stock Exchange. By most measures, the past …

Finance

What China Reveals About the Future of Shopping

RELATED EXPERTISERetail, Globalization, Consumer Products<p>The New Retail: Lessons from China for the West<p>By , , , , , and<p>Featured Content<p>The Chinese …

China

On Growing: 7 Lessons from the Story of WeChat

Founders are increasingly pointing to Asia when asked for an example of a product they aspire to create, and WeChat is very often that aspirational …

China

EX-99.1

Management

Comment on PSA: Email Introduction Etiquette – Always Always Always Use the Double Opt-In Intro by Gr8Dad

What a wimp.Disagree with your catagorization as lazy and disrespecful. I’d catagorize the double blind approach to a simple introduction as …

Owe

Great Groveling, Guys: Counting All the Ways Analysts Fawn Over Management

Analysts said 'congratulations' on earnings calls 11,831 times in a decade<p>The phrase “Great quarter, guys” has been uttered by analysts so often on earnings conference calls that it’s become a standing joke on Wall Street. There’s even a Twitter account, with a skeptical take on earnings news, …

Markets

US share buybacks punch below their weight

President Donald Trump wants corporate America to invest more in factories, but since the financial crisis more companies have preferred to hoover up …

Investing