Sinewave Securities

Originally what was designated to be an article which eventually got transformed into a small book. It emerged from the wildfire of 2008 GFC where majority of the markets crumbled. Stocks like Lehman Brothers collapsed into bankruptcy after 158 years of growth and success. Fannie Mae and Freddie Mac, crippled, succumbed to government conservatorship. Merrill Lynch, the symbol of bullish America, capitulated to a takeover bid. From “Good to Great” to “How does the Mighty Fall” - Principles in Good to Great were derived primarily from studying specific periods in history when the good-to-great companies showed a substantial transformation into an era of superior performance that lasted fifteen years. The research did not attempt to predict which companies would remain great after their fifteen-year run. Indeed, as this work shows, even the mightiest of companies can self-destruct. Collins uses data and collects a pack of about 11 companies- A&P, Addressograph, Ames Department Sto...

Jim Collins, Stanford graduate, after 5 year long research brings to us Good to Great –Why some companies make the leap and others don’t. Getting inspiration from Bill Meeham’s challenge to picking up 11 amidst 1435 companies, Collins decipher the formula from being good to great in step by step manner. The chapters takes up the case studies from each of 11 selected companies namely Abbott, Circuit City, Fannie Mae, Gillette, Kimberly Clark, Kroger, Nucor, Philip Morris, Pitney Bowes, Walgreens and Wells Fargo. The book lays down everything possible to decipher the greatness out of these selected companies, right from there selection process to performance over last 15 years and a common pattern found among all. Chapter One - Good is the enemy of the Great - This lays down the overview of the book, the purpose, process and pattern found in great companies. It summaries the entire book in less than 15 pages and guides about the concepts or ideas of convergence among great companies...