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  company
 
  our views
  Value Creation Derives from Differentiation
  The Growth-Return Tradeoff
  Portfolio Strategy – The Right Strategy at the Right Level
  Measurement Errors – The  Problem with Front-Loaded Cost
  Understanding Investors Expectations is Critical
  Important to Plan With Cycles
  Creating Value Through Capital Deployment
 

Incorporating M&A as
a Strategic Tool

  Targeting the Right
Investors Counts
  Focus and Discipline from
Internal Capitalism
   
 
 
   
   
  our views
 
 
Value Creation Derives from Differentiation
 
 

The ability to create value is ever changing based on shifts in competition and, similarly, investor expectations change rapidly too.

 
     
 
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