Kisor’s Reviews > The Unusual Billionaires > Status Update

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