westCoast studio
Strategic Programs,
Business innovation going forward
Scale
For sophisticated, experienced parties only
Consumer facing, ‘4-dimensional’, as it were, game-winning programs that endure – not fads; hard-wired, interfaced, interacting with real world assets c/with positive feedback loops.
40+ years experience in the trenches intellectualizing multiple customer facing endeavours with medium scale staff experience.
Forward Looking – no AI
Internally self-financed deals
With assistance from:
Peter Drucker Management by Objectives – our version
Distilling a (long term) winning edge
Objective – a complex of elements in the marketplace going forward – category reidentification, category dominance, moat
Plan – winning formulas c/w moats
Method – address execution, people, management material
Measurement – what and how to measure
Growth – levels I, II, III
big – $2.0 B – $20 B
vbig – $20 B – $100 B
vvbig – $100 B +
small – $1.0 B – $2 B
small fry – singular points of interest. !$100mm value
All programs referenced below are yet to be engaged
Consumer facing
random order
Water – Consumer facing, recurring, compelling – vvbig
Electronics
Video games, self-defining – vbig
specialty website for business – vvbig
New Harry Potter, structural inc merchandise – vvvbig
Heart Fund – grows to vbig
Ancillary
Whole Foods – reorg – dominant positioning – vvbig
Revenue +25%
Free cash Flow +100%
Fitness /health dimensional formula – structural, proprietary information
Fox Corporation – capture and own the most topical word of our times – similar to rum and coke,
Secondly – reorient; broaden, deepen
Holt’s – reorient, add dimension
Strategic Food and Bev
Gin, complex, moat – big
Birra – big
Cdn champion beer – big
Cdn stylized whiskey – s, winner
Vodka – ‘Belvedere’ – any premium brand – big
Johnny Walker – orient and reorient – revenue +25%, free cash flow +100%
protein – big
‘crude oil’ – small but big
new coffee – vvbig
water /veggies – large scale, .gov w/ outfrastructure (new word)
“If you drive your car through the rear-view mirror you will crash” — GY
Edmonton – vbig
Philadelphia – singualr identity
Cincinatti – long term identity
Community League – overarching non-political political – vbig
The Education system – good, exponential complexities
Interest rate theory – correct alternative, money basis theory
MMT – correctly done – we’ll do a short paper
veggies /water – reprise
Blackberry – 25% of the market – vv
belts – big
art, antiques – sf
RE – Olympic ROIC, RORC, ROTC
Polo Club vvbig
Urban complex Club living – big
office x XY vbig
medical x 4-6 big
single lot – vbig
“Vanc” waterfront big
Fashion center vvbig
Specialized – specific glamour element – vvbig
Housing,, w/Xium Capital Strategies – N.A. reach
Lance – stylized, topical, vvv
ericaa – upscale econo, vv
‘downsizing – specific program vvv
transportaiton vv
rental – x 4 vvv
‘Hollywood” v
Resto – all vbig – reinforcing complex revenue
small x 4 – each vbig – small window startup – small cash. $1B+ each
Hornby model –
bake theory – vvbig
burger – thoroughly dimensional
big 4 food group regional – ave
DQ – moat, sales 25+%, FCF +100%
Panera – small point leads to big – revenue streams
Vegetarian –
Coffee shops x 3 – different, seriously involved programs
Pizza – yes, there is big room to innovate, room to dominate
J P Morgan Chase – dominant to the future dimension
Autos – correct analysis but complex. However, is the future
Others surely have considered pretty well every dimension (do they actually see?) – can only go in this direction
“VPs are yesterday’s man. Don’t rock the boat, paychecks, hide in the middle somewhere, try to get out alive. Not invented here.”
Sporting game theory
-Hockey – 2 guys understand
-Chess – one GM knows
-how to hit a big league baseball (you have it backwards)
-how to hit a golf ball
New golf equipment – big, for golf
Killer Golf Course – real sense of excitement, worldwide talking points, dimension
Committees are not easy to deal with because there are always people on them who will be happy to advance their cause at the expense of someone else, grab a promotion and arrive at the finish line – where we are just at the starting line. Those people were at the finish line before starting – finished before they started.
Things must be done with love of truth and humanity, as opposed to self-love. Love yourself, careful not to fall in love with yourself. Eh.
FEES
$0 if you don’t utilize the programs
$0 also if you do. Pay out of a portion of the win – some cash + PIK, options
Communication via Schrodinger’s cat. Your lawyer, our lawyer, + lawyer in the middle
Drop us a line, we’ll give you a ring.
Thinking Required
(Grant’s IRO)