Audible obsessed lifelong learner.
"Good Strategy / Bad Strategy" was the most interesting book on strategy I have read so far. Cuts through the leadership consult fluff speak that use template strategy that leads no where to actionable steps that drive visions to values to goals to strategy. The key according to the author is to start by determining what is going on and then building strategy around that reality based on where the company wants to go. The author's discussion on company's with hundreds of supposed strategies leading to stagnation via divide and conquer was very interesting. The author backs up his concepts with real life examples from the class room, corporate world and military campaigns.
Collins uses a similar comparison technique he used in his Built to Last, Good to Great, and How the Mighty Fall books however the focus is now comparison of companies during times of great turmoil. The discussion around how companies deal with good and bad luck and how the great companies are prepared ahead of time to gain from both good and bad luck was very eye opening idea. Very similar to the other books but still a very worthwhile read.
In Value, some career McKinsey management consultants share the cornerstones they see that business use to build value for their stock holders. They include Core of Value, Conservation of Value, Expectations Treadmill, and Best Owner. The authors do this by spending time describing how the markets work by discussion the different classes of investors and how they influence the markets. They then spend the rest of the book describing how the leaders of the company drive value by building on the cornerstones.