In Part 1 of this 4-part series why once successful high-growth companies come off the rails, we looked at the issue of ‘Blinded By Success’; where companies are literally blinded by their current success to pivot in time to sustain high growth. There are three more tapes that get replayed again and again.   The narrative and plot is always the same, just the actors are different (well admittedly, we’ve even seen the same actors in a ...

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Since 2001 we’ve worked with over 200+ TMT clients globally on a myriad of growth related issues.  You could say we’ve been running in traffic a long time now.  Through our client work we get to see a lot; too much sometimes.  Negative growth, very high growth, and everything in between.  What’s the old saying?  You never want to see a butcher make sausage else you’d never eat it, right?  One of the benefits of ...

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When I meet a CEO for the first time, I often ask him or her a deceptively simple question 'who is your competition'?  More often than not I get one of two answers: (a) 'we don't have any competition', or (b) 'we primarily compete with competitor A, competitor B, competitor C and competitor D...' Both answers are shallow and short-sighted. Let's take the first response 'we don't have any competition'.  Trouble with this answer is I can ...

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Companies have been lectured to ad nauseam to 'listen to their customers'; rationale being that they will learn nuances about a variety of product issues and unmet needs that otherwise might not surface.  Others like Mark Cuban argue the opposite -- don't listen to your customers, under the belief that customers don't really know what they want, and if you listen to them and build what they want, you might make some fatal mistakes. Who's ...

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We have long believed at Milestone Group that investors are generally better off investing in the fastest growing companies in a given sector and that these companies generate better returns than their peers. We have decided to see if that’s actually true and measure correlations between revenue growth and valuation. We recently met with a leading venture capital firm. Interestingly, at the end of every quarter the partners look at year-over-year quarterly revenue growth for each ...

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