HOME ABOUT FOCUS TEAM INVESTMENTS IDEAS & BOOKS CONTACT Ideas Our approach is characterized by continuous learning and hard work. Herein are a handful of Addresses, Audio/Video Presentations, Articles, Books and White Papers that we found thought provoking. How Hubert Joly Changed Best Buy Without Everyone Hating Him May 7, 2021 | Articles When I joined Best Buy BBY -0.25% on September 4, 2012, the mood was grim. The previous CEO had been fired, embroiled in a scandal, and the share price was plummeting… Read More The 10 most important things I’ve learned about trust over my 100 years January 26, 2021 | Articles Dec. 13 marks my turning 100 years young. I’ve learned much over that time, but looking back, I’m struck that there is one lesson I learned early and then relearned over and over: Trust is the coin… Read More How to Do What You Love October 9, 2020 | Articles To do something well you have to like it. That idea is not exactly novel. We’ve got it down to four words: “Do what you love.” But it’s not enough just to tell people that. Doing what you love is complicated. The very idea is foreign to what most of us learn as kids. When I was a kid, it seemed as if work and fun were opposites by definition… Read More How Will You Measure Your Life? April 27, 2020 | Articles Written by Clayton M. Christensen Before I published The Innovator’s Dilemma, I got a call from Andrew Grove, then the chairman of Intel. He had read one of my early papers about disruptive technology, and he asked if I could talk to his direct reports and explain my research and what it implied for Intel. … Read More Running A Successful Company: Ten Rules That Worked for Me September 24, 2019 | Articles Running A Successful Company: Ten Rules That Worked for Me From Sam Walton, Made in America, June 1992 This isn’t the first time that I’ve been asked to come up with a list of rules for success, but it is the first time I’ve actually sat down and done it. I’m glad I did because … Read More Stay in the Game June 24, 2019 | Articles Written by Drew Dickson, Albert Bridge Capital This is going to be an uncharacteristic departure for me. This story is deeply personal, for our family, and for our oldest son in particular. But it is a story he’s letting me tell, because it is a story he wants people to hear. My son Max was … Read More Perspective on US Fiscal Position November 29, 2018 | Articles America’s deteriorating public credit is the cold-button issue of the 2018 midterms. With rare bipartisanship, Democrats and Republicans compete to pretend that the country isn’t going broke. In 1992, the third-party presidential candidate Ross Perot likened the widening gap between federal receipts and federal spending to “the crazy aunt tucked away in the room upstairs nobody talks about.”… Read More Remember Me: Jocko Willink on Memorial Day 2018 July 9, 2018 | Audio / Video Jocko Willink is an acclaimed podcaster. This video uploaded for Memorial Day of 2018 reminds us all to remember those who have bravely and selflessly served our country… Watch Video On Effective Boards of Directors: Perspective from Mark Leonard of Constellation Software July 6, 2018 | Articles Our current policy is to invest all of our retained investor’s capital (and then some) when we think we can achieve our targeted hurdle rates. When we can’t find enough attractive investments, we plan to maintain our hurdle rates and build cash for as long as our shareholders and board will allow. We believe that … Read More Remembering A Hero: Welles Crowther July 6, 2018 | Articles Written by Peggy Noonan What do I think about when I think about that day? The firemen who climbed “the stairway to Heaven” with 50, 60 pounds of gear. The people who called from Windows on the World and said: “I just want you to know I love you.” The men on the plane who … Read More Speech by Dave Packard to HP Managers April 7, 2021 | Addresses I’m glad to have this opportunity to get together with you and discuss how each of us can do our job more efficiently because as the company grows l think this is going to be crucial in determining whether we are able to continue to grow and keep… Read More The Fringe Benefits of Failure, and the Importance of Imagination January 26, 2021 | Addresses President Faust, members of the Harvard Corporation and the Board of Overseers, members of the faculty, proud parents, and, above all, graduates. The first thing I would like to say is ‘thank you.’ Not only has Harvard… Read More “There Are No Shortcuts!”: QUITTERS, CAMPERS, & CLIMBERS October 9, 2020 | Articles Three individuals were standing at the base of a steep hill. Having just traveled a great distance, all three were extremely tired, but knew that they must ascend the hill if they were to reach their goal destination. “That’s a pretty steep hill we have to climb. I don’t know if I can make it… Read More It’s Time To Build April 27, 2020 | Articles Written by Marc Andreessen Every Western institution was unprepared for the coronavirus pandemic, despite many prior warnings. This monumental failure of institutional effectiveness will reverberate for the rest of the decade, but it’s not too early to ask why, and what we need to do about it. Many of us would like to pin the … Read More Lou Holtz’s 2015 Commencement Address at the Franciscan University of Steubenville August 7, 2019 | Addresses, Audio / Video Watch Video The Moral Peril of Meritocracy April 12, 2019 | Addresses Written by David Brooks Our individualistic culture inflames the ego and numbs the spirit. Failure teaches us who we are. Many of the people I admire lead lives that have a two-mountain shape. They got out of school, began their career, started a family and identified the mountain they thought they were meant to climb … Read More Lewis Grizzard: Great moments in a would-be father’s life October 22, 2018 | Articles To my son, if I ever have one: Kid, I am writing this on Sept. 3, 1984. I have just returned from Athens, where I spent Saturday watching the University of Georgia, your old dad’s alma mater, play football against Clemson. While the events of the day were still fresh on my mind, I wanted … Read More Real Vision Interview with Kiril Sokoloff July 9, 2018 | Audio / Video This video features an interview with Kiril Sokoloff, an investor who closely tracks advances in technology and both their current and future effects on world markets… Watch Video Berkshire Hathaway Shareholder Letters: 1977 to 2017 July 6, 2018 | Articles Since 1977, Berkshire Hathaway’s annual shareholders are candid and insightful glimpses into how the company sees the world and in turn makes investments… Read More Discipline, Leadership, and Overcoming: Tim Ferris with Jocko Willink July 6, 2018 | Audio / Video Tim Ferriss is a host of a popular podcast. In this week’s episode he interviews Jocko Willink on Discipline, Leadership and Overcoming. Listen to Audio The “Peanut Butter Manifesto” April 7, 2021 | Addresses Three and half years ago, I enthusiastically joined Yahoo ! The magnitude of the opportunity was only matched by the magnitude of the assets. And an amazing team has been responsible for rebuilding Yahoo!… Read More If— January 19, 2021 | Articles If you can keep your head when all about you, are losing theirs and blaming it on you, if you can trust yourself when all men doubt you, but make allowance for their doubting too; if you can wait and not be tired by waiting, or being lied about, don’t deal in lies, or being hated, don’t give way to hating… Read More Advice From Life’s Graying Edge on Finishing With No Regrets October 9, 2020 | Articles At 17, I wrote a speech titled, “When You Come to the End of Your Days, Will You Be Able to Write Your Own Epitaph?” It reflected the approach to life I adopted after my mother’s untimely death from cancer at age 49… Read More We Are What We Choose November 19, 2019 | Addresses Remarks by Jeff Bezos, as delivered to the Princeton University Class of 2010 Baccalaureate May 30, 2010 As a kid, I spent my summers with my grandparents on their ranch in Texas. I helped fix windmills, vaccinate cattle, and do other chores. We also watched soap operas every afternoon, especially “Days of our Lives.” My … Read More Imagining a World Without Growth August 7, 2019 | Articles Written by Eduardo Porter, The New York Times Could the world order survive without growing? It’s hard to imagine now, but humanity made do with little or no economic growth for thousands of years. In Byzantium and Egypt, income per capita at the end of the first millennium was lower than at the dawn of the Christian … Read More The University of Georgia’s Corsair Society March 25, 2019 | Articles Written by Lori Johnston (ABJ ’95 UGA) and Jeremy Bales (AB, ABJ ’01 UGA) and published in the December 2014 issue of GEORGIA MAGAZINE The Statue of Liberty looms in the distance through the floor-to-ceiling windows on the 27th floor of Citi’s Greenwich Street offices in the Tribeca neighborhood of Lower Manhattan. Bethany McCain (AB, … Read More Graduate Speaker Pete Davis at the Harvard University Commencement 2018 July 16, 2018 | Audio / Video This is the 2018 Harvard University Commencement Address by Pete Davis, a Candidate for Juris Doctor, on the importance of picking a path for your career, life, relationships or ethics, and sticking to that path to see it through… Watch Video William Deresiewicz’s 2009 Solitude and Leadership Address at West Point July 6, 2018 | Addresses The lecture below was delivered to the plebe class at the United States Military Academy at West Point in October 2009.My title must seem like a contradiction. What can solitude have to do with leadership? Solitude means being alone, and leadership necessitates the presence of others—the people you’re leading. When we think about leadership in … Read More Tim Ferris’ Interview with General Stanley McChrystal July 6, 2018 | Audio / Video Tim Ferriss is a host of a popular podcast. In this week’s episode he interviews General Stanley McChrystal… Listen to Audio The University of Georgia: Enhanced Cybersecurity through Strategic Partnerships (White Paper) July 6, 2018 | White Papers Introduction The University of Georgia is uniquely positioned to significantly enhance education and workforce development, new discovery and statewide knowledge transfer to benefit the State of Georgia and our partners in cybersecurity and defense. The Athens campus of the state’s most comprehensive institution of higher learning is in close geographic proximity to Ft. Gordon, and UGA … Read More Establishing a Baseline of Global Climate Facts: Understanding the Scale and Source of Contributions March 2, 2021 | Addresses Good morning. Thank you for the opportunity to testify before this Committee. I’m a Senior Fellow at the Manhattan Institute where I focus on science, technology, and energy issues. I am also a Faculty Fellow at the McCormick School of Engineering… Read More Life Expectancy vs. Health Expenditure January 14, 2021 | Articles The Road to Self Renewal July 28, 2020 | Addresses This is a speech by John Gardner delivered in 1990 to McKinsey & Company: I’m going to talk about “Self-Renewal.” One of your most fundamental tasks is the renewal of the organizations you serve, and that usually includes persuading the top officers to accomplish a certain amount of self-renewal. But to help you think about others … Read More When Great Trees Fall October 18, 2019 | Addresses Written by Maya Angelou When great trees fall, rocks on distant hills shudder, lions hunker down in tall grasses, and even elephants lumber after safety. When great trees fall in forests, small things recoil into silence, their senses eroded beyond fear. When great souls die, the air around us becomes light, rare, sterile. We breathe, … Read More Price Changes August 7, 2019 | Articles Hard Choices: The Importance of Thoughtful Deliberation – And its Implications for the Future of Capitalism January 23, 2019 | Addresses A speech written and delivered by Seth Klarman before Harvard Business School students and alumni at the opening of Klarman Hall I suspect there’s a great deal that most of us can agree on about capitalism. The free enterprise system, of which HBS is an essential part, has lifted billions of people around the world out of … Read More Winning the Battle In Space by Dr. Michael Griffin July 11, 2018 | Articles Written by Michael Griffin In April 2011, an Ariane 5 rocket hurled the “New Dawn” communications satellite into geostationary Earth orbit some 36,000 kilometers above the Earth. The $250 million satellite successfully released a set of pins that had held its primary antenna in a folded configuration during launch; however, the antenna did not unfold. Hobbled … Read More Memos from Howard Marks of Oaktree Capital July 6, 2018 | Articles Since 1990, Oaktree Capital’s Howard Marks has been routinely publishing memos to memorialize lessons he has learned, insights he has had, and effects of current events on the markets. His memos provide unique clarity into the world around us as it relates to financial markets and the investments we make… Read More The Five Experiments: Perspective from Fernando del Pino July 6, 2018 | Articles By Fernando del Pino December 2015 When I was kindly invited by our founder to make a presentation in our first meeting, I thought it would be interesting to bring out some global views on what I believe is a multi- generational decline of the Western civilization rather than talking about the very interesting but … Read More Jocko Willink’s Interview with Colonel William Reeder, US Army Pilot, Vietnam POW July 6, 2018 | Audio / Video Jocko Willink hosts his own podcast. View his channel by clicking View his channel by clicking here… Listen to Audio Page 1 of 212» Battle Investment Group, LLC is a private investment management firm focused on the North American defense, government, aerospace, telecommunications, and industrial markets. Disclaimer Terms and Conditions of Use Online Privacy Policy © 2021 Battle Investment Group, LLC all rights reserved.