Read 31 business books this year. Three changed a decision I actually made. The other 28 were comfort food. The honest ratio is the whole review.
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Conviction is overrated; sizing is everything. You can be right twice in a row and still get wiped if you bet like you are certain. The people who last are not the ones with the best calls — they are the ones who never bet the firm on any single one.
The supply chain is the story the glossy left out. Restraint is the real flex now. Everyone competing to be loud made quiet the only interesting position left.
The shift in coverage from celebrate-the-disruptor to audit-the-disruptor is the healthiest thing to happen to business media in a decade. The adoration years handed us covers that aged, quietly, into indictments.