Customer focus

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Asana's Q1 2026 Results Were Better Than They Looked
Seeking Alpha· 2025-07-07 07:58
I believe true value is from growth, not cigar butts. Time is investors' best friend. Evaluation matters but need to be viewed from a long-term perspective. Great businesses often offer tremendous value to society and are super durable. When your products and services are 10x better than others, you deserve to grow 10x (or people you to grow 10x) and stay dominant. Selection, convenience, and value are tremendous characteristics I am looking for. Durability is a great multiplier of value (I don't buy a cy ...
American Express Company (AXP) Bernstein 41st Annual Strategic Decisions Conference (Transcript)
Seeking Alpha· 2025-05-29 21:27
Group 1 - American Express is celebrating its 175th anniversary, highlighting its longevity and brand strength in the financial services industry [4]. - The company has evolved from a freight forwarding business to a financial services provider, emphasizing customer-focused innovation throughout its history [5]. Group 2 - Steve Squeri has been the CEO and Chairman of American Express since 2018 and has a 40-year tenure with the company [1][2]. - The conference featured a Q&A session where participants could submit and vote on questions for the CEO [3].
The Joint Corp. Has Shown Good Momentum For Future Returns (Rating Upgrade)
Seeking Alpha· 2025-04-29 11:50
Core Insights - True value in investments is derived from growth rather than short-term gains, emphasizing the importance of a long-term perspective [1] - Great businesses provide significant societal value and demonstrate durability, which is a key factor in their valuation [1] - Companies that offer products and services significantly superior to competitors are positioned for substantial growth [1] Business Characteristics - Selection, convenience, and value are critical attributes sought in businesses [1] - Durability acts as a multiplier for value, with a preference for non-cyclical businesses [1] - The ability to innovate and maintain competitive advantages through unique product features is essential [1] Revenue and Structure - Companies should aim to develop multiple revenue streams and possess anti-fragile business structures [1] - Complex operations can be advantageous, and resilience in the face of adversity is a valuable trait [1] - Uniqueness is identified as the primary driver of value [1] Cost and Investment Strategy - Low costs associated with maintaining existing business operations allow for high leverage in reinvestment and growth [1] - Minimal marketing expenditures are preferred, indicating a strong product-market fit [1] - Trust and network effects are important indicators of a company's durability [1] Management and Leadership - Effective management is crucial, with a preference for executives who have aligned interests and a strong focus on the business [1] - Companies led by seasoned CEOs, founders, or family businesses are favored [1] - A culture that empowers employees and attracts talent is indicative of a good business [1] Market Timing and Investment Philosophy - The best investment opportunities arise when negative news is already priced in, revealing true value [1] - Companies that can withstand layoffs and market downturns are seen as more valuable [1] - Price movements are influenced by expectations and surprises, with a focus on undervalued companies amidst negative sentiment [1]