Focus on one core business. I felt these could be seen as case studies of Blue ocean strategy
Management qualities, good leadership
Focus
Efficient capital allocation, ROCE
5 years cash flow
I see this book as a good guide to find companies to invest.
The author mentioned IBAS(Innovation, Brands and Reputation, Architecture, Strategic Assets) so many times that I need to read that book by John Kay
— Jan 15, 2026 06:24AM
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