1. Good To Great
Chapter One

2. “That’s what makes death so hard- unsatisfied curiosity.”
– Beryl Markham

3. Can a good company become a great company?
Built to Last
The challenge
Research

4. Undaunted Curiosity Phase 1 The search 11 good companies
15yrs cumulative stock returns at or below the general stock market.
One hit wonders, fifteen yrs isn’t just luck.

5. Phase 2
Compared to what?
What distinguished these good to great companies from the
Direct comparisons
Unsustained comparisons

6. How to make that comparison
Phase 3 and 4
Phase 3
Inside the black box
What's different??
Phase 4
Chaos to concept
Framework of buildup followed by break thru

7. Framework of concepts

8. Recap Good to Great How does this relate to this class?
Prequel to Built to Last
How does this relate to this class?