I define culture as the set of unspoken assumptions that guides behavior. Whether it intends to or not, every company has a culture. However, not every culture, even ones underpinned by values that make the world a better place, confers competitive advantage. From the perspective of value creation, the question is not so much is […]
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[AEP.V] Atlas Engineered Products
[AEP.V] Atlas Engineered Products
(taking a break from building products after this. Up next: a 2-parter on Wise)In part [...]
Continue reading →[BLDR] Builders FirstSource
Building materials: part 3a (BLDR, AEP.V)
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Continue reading →[AZEK] Azek [TREX] Trex
Building materials: part 2b (TREX, AZEK)
Related posts:Building materials: part 1Building materials: part 2a (LPX, JHX)Next month, I’ll conclude this series [...]
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Building materials: part 2a (LPX, JHX)
Related post: Building materials: Part 1In the 1967 film The Graduate, a young Dustin Hoffman [...]
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Building materials: part 1
Many of the companies I discuss on this blog are not just good businesses, but [...]
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