We spend a lot of time thinking about the relationship between growth and value at Bailador. Here are some high-level numbers from two well-known companies that have about the same value. Show More
founders
I’m about to be somewhat facetious. Imagine two children each setting up their own lemonade stand. One is meticulous, works hard at bringing in customers and making the best darn lemonade he can. He soon has a slew of happy little customers. Sure, he starts to struggle when the crowds... Show More
Research shows that founder-led companies outperform. While that might not be surprising given the recent share price performance of US tech titans such as Amazon, Alphabet, Netflix and Facebook, which are led by their founders, research shows that this phenomenon isn’t limited to the technology sector (see charts below). Show More
