18min chapter

Invest Like the Best with Patrick O'Shaughnessy cover image

A Conversation with Charlie Munger & John Collison - [Invest Like the Best, REPLAY]

Invest Like the Best with Patrick O'Shaughnessy

CHAPTER

The Rise and Fall of Intel: Lessons in Leadership and Investment

This chapter explores the trajectory of Intel, focusing on how their emphasis on Wall Street's image contributed to their decline amidst fierce competition. It critiques leadership styles, particularly Jack Welch's at GE, and examines contemporary investment strategies, highlighting the pitfalls of prioritizing short-term gains. Additionally, the discussion touches on the importance of trust in corporate culture and the need for a disciplined approach to investment management.

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