Scott Davis & Rob Wertheimer - Lessons from the Industrial Titans - [Invest Like the Best, EP.324] | Invest Like the Best with Patrick O'Shaughnessy

This podcast episode delves into lessons learned from industrial titans, exploring common pitfalls leading to company failures and emphasizes the significance of business systems and culture for achieving excellence with Danaher's system as an example. It highlights the creation of value in lower growth environments and implementing strategies for sustainable growth using case studies. The discussion also focuses on making timely investments and strong shareholder relationships, navigating business model transitions, and applying lessons from industrial companies for success.

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Scott Davis & Rob Wertheimer - Lessons from the Industrial Titans - [Invest Like the Best, EP.324]

Invest Like the Best with Patrick O'Shaughnessy

Lessons from Industrial Titans for the Technology Sector

The Perils of Arrogance: How Companies Self-Destruct

The Key to Corporate Longevity: Establishing a Business System

The Danaher Business System: A Focus on Common Sense and Average Performers

The Importance of Business Systems and Culture in Driving Excellence and Success

Evaluating the Effectiveness of a Company's Business System

Value Creation in a Lower Growth Environment: Lessons from Mature Companies

Sustainable Value Creation in a Lower Revenue Growth Environment: Lessons from Successful Companies

Growth Capex, R&D, and the Challenges of Innovation

Solving Today's Problems: The Key to Industrial Success

Navigating Technological Disruption: Lessons from PACCAR and Danaher

Navigating Business Model Transitions: Lessons from Industrial Companies

Lessons from the Titans: Uncovering the Secrets of Sustainable Success

Overcoming Incompetence: Kindness and Support in the Workplace

Scott Davis & Rob Wertheimer - Lessons from the Industrial Titans - [Invest Like the Best, EP.324]

Invest Like the Best with Patrick O'Shaughnessy

00:00Lessons from Industrial Titans for the Technology Sector

Lessons from Industrial Titans for the Technology Sector

05:38The Perils of Arrogance: How Companies Self-Destruct

The Perils of Arrogance: How Companies Self-Destruct

10:51The Key to Corporate Longevity: Establishing a Business System

The Key to Corporate Longevity: Establishing a Business System

16:35The Danaher Business System: A Focus on Common Sense and Average Performers

The Danaher Business System: A Focus on Common Sense and Average Performers

20:57The Importance of Business Systems and Culture in Driving Excellence and Success

The Importance of Business Systems and Culture in Driving Excellence and Success

24:04Evaluating the Effectiveness of a Company's Business System

Evaluating the Effectiveness of a Company's Business System

28:20Value Creation in a Lower Growth Environment: Lessons from Mature Companies

Value Creation in a Lower Growth Environment: Lessons from Mature Companies

33:05Sustainable Value Creation in a Lower Revenue Growth Environment: Lessons from Successful Companies

Sustainable Value Creation in a Lower Revenue Growth Environment: Lessons from Successful Companies

37:26Growth Capex, R&D, and the Challenges of Innovation

Growth Capex, R&D, and the Challenges of Innovation

42:38Solving Today's Problems: The Key to Industrial Success

Solving Today's Problems: The Key to Industrial Success

48:18Navigating Technological Disruption: Lessons from PACCAR and Danaher

Navigating Technological Disruption: Lessons from PACCAR and Danaher

54:16Navigating Business Model Transitions: Lessons from Industrial Companies

Navigating Business Model Transitions: Lessons from Industrial Companies

59:17Lessons from the Titans: Uncovering the Secrets of Sustainable Success

Lessons from the Titans: Uncovering the Secrets of Sustainable Success

1:04:49Overcoming Incompetence: Kindness and Support in the Workplace

Overcoming Incompetence: Kindness and Support in the Workplace