corporate culture

also referred to as: corporate cultures

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Sep 6, 2021 by Mike Tian · across every show →

Everything said about corporate culture, oldest first

Sep 6, 2021 neutral
Insight
Tian: Detecting corporate culture breakdown in real time is incredibly difficult.
“How do you recognize in real time when a culture is perhaps breaking down a bit, and that's actually causing a problem longer term for the business? That is actually an even harder problem than recognizing a great culture in the first place, because when you'r…”
Mike Tian Sep 6, 2021 ▶ 48:52 Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212)
Dec 4, 2023
Insight
Tangen: CEOs prefer discussing corporate culture over quarterly performance
“They don't like to sit there and talk about the next quarter. They couldn't give it to us. They're not interested in it. They think it's a waste of the time. They think you are a boring guy. They want to talk about corporate culture. They want to talk about wh…”
Nicolai Tangen Dec 4, 2023 ▶ 17:37 Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund (EP.354)
Feb 5, 2024 positive
Insight
Ayer: Understanding corporate culture boosts investment decision batting averages over time
“If you understand a company's culture, you can overlay that culture onto each of those judgment calls over a period of time. So maybe that boosts your batting average by a few percentage points, but that can compound significantly over time.”
Sanjay Ayer Feb 5, 2024 ▶ 20:55 Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
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