Netflix Management ·Netflix ·21 APR 2014
Pick Your Fight: Beat Each Rival On A Different Edge
When you face two different types of competitors, you need two different weapons — not one slogan that pretends to work against both.
Topic
Finance
Capital allocation, margins, and the numbers leaders defend.
11 letters · most recent first
Reed Hastings & Netflix Management ·Netflix ·16 JUL 2020
Tell investors bad news before they ask for it
The best leaders don't hide a slowdown behind a great quarter — they name it, explain it, and move on to what comes next.
Ted Sarandos & Greg Peters & Spence Neumann & Spencer Wang ·Netflix ·18 OCT 2023
How Netflix Turned Content Spending Into a Profit Machine
When your cost structure and your competitive moat are the same thing, spending more is actually the safest move you can make.
Andy Jassy ·Amazon ·11 APR 2024
How Amazon Turned a Loss Year Into a Cash Machine
When growth slows, the winners are the ones who quietly fix the cost base while everyone else is panicking.
Andy Jassy ·Amazon ·10 APR 2025
Asking 'Why Not?' as a Growth Engine
The biggest businesses don't start with answers — they start with a stubborn refusal to accept the current customer experience as final.
Warren Buffett ·Berkshire Hathaway ·1 MAR 2010
Hold Expensive Cash So You Can Be the Buyer in a Crisis
Liquidity is a strategic weapon disguised as a boring balance sheet item — its real return shows up only when everyone else runs out.
Kate Plikus ·Microsoft ·2 OCT 2018
Why Scale Is The Real Moat In Ad Auctions
In ad markets, scale isn't just an advantage — it's the price of admission to compete at all.
Jeff Shardell ·Google ·4 JUN 2007
Price Your Distribution Power Honestly
When a partner asks for the same price on a worse deal, the right answer starts with naming what you're actually buying.
Michael Murphy ·Google ·17 MAR 2020
When to Pay Less and Still Keep the Shelf Space
Sometimes the smartest negotiation move is paying your partners less — if you can redirect that money to win the customers who matter most.
Prabhakar Raghavan ·Google ·1 JAN 2019
Price Against the Market, Not Just the Customer
If your pricing model only has two players in it, you've already mispriced — the third player is the door your customer can walk through.
Jonathan Bellack ·Google ·10 MAY 2018
Owning the Pipe Is Worth More Than Renting It
Every dollar that flows through someone else's exchange is a dollar where you don't set the toll — and Bellack's math shows just how big that toll can be.