Investing Quote by Brad Stone

“If we can keep our competitors focused on us while we stay focused on the customer, ultimately we’ll turn out all right.” —Jeff Bezos”

— Jean-Paul Isson

I generally disagree with most of the very high margin opportunities. Why? Because it's a business strategy tradeoff: the lower the margin you take,…

— Vinod Khosla

“Bezos insisted the company needed to master anything that touched the hallowed customer experience, and he resisted any efforts to project profitability.”

— Brad Stone

“In contrast, a manufacturer will usually make better margins on its biggest products and be constantly looking to rationalise its tail of lower-volume lines.…

— Greg Thain

Our business is strong and enjoys high margins.

— Naveen Tewari

“High rivalry limits the profitability of an industry P.32”

— Michael E. Porter

“Competitive forces = the underlying drivers of profitability P.25”

— Michael E. Porter

Competition creates better products, alliances create better companies.

— Brian Graham

The overwhelming majority of people are comfortable with consensus, but successful investors tend to have a contrarian bent,

— Seth Klarman

“If you want to get to the truth about what makes us different, it’s this,” Bezos says, veering into a familiar Jeffism: “We are…

— Brad Stone

“Rivalry is especially destructive to profitability if it gravitates solely to price because price competition transfers profits directly from an industry to its customers.…

— Michael E. Porter

It's almost as if we have two lobes in our brain. There's the consumer and investor mode, and we're doing better and better at…

— Robert Reich