Tag Archives: Constraints

The Goal – Chapter 09

Posted on September 11, 2018 by

Chapter 9 returns us to the factory as Rogo tries to uncover what is going on in his plant. Highlights “Tell him absolutely not,” I say. Late is better than wrong. Late can be forgiven – wrong is never forgotten. … Continue reading →

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The Goal – Chapter 05

Posted on September 7, 2018 by

“They’re out there renting warehouses to store all the crap they’re buying so cost-effectively.”  Continue reading →

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$TSLA’s Race Against Constraints

Posted on March 29, 2018 by

GP’s with a name portfolio company are coy with their humblebrag as they pitch new limited partners.  This isn’t the kid down the street who puts his Bo Jackson rookie card at the front of his card collection.  This is … Continue reading →

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