Category Archives: Regression to the Mean / Base Rates

Kroger and Part 2 on the External View and Base Rates (Asia Tech Strategy – Podcast 111)

This week’s podcast is about the external view and the importance of base rates. Berkshire-invested Kroger supermarkets is a good example of a company that can really be viewed externally. You can listen to this podcast here or at iTunes and Google Podcasts. Here is my new book: Moats and Marathons (Part 1): How to Build and […]

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What Ant Financial Tells Us About the Future of Square. Plus, Why The External View Is So Hard in Digital. (Jeff’s Asia Tech Class – Podcast 61)

  This week’s podcast is on Ant Financial vs. Square. And has an introduction to the inside vs. outside view and base rates. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Key question: What will drive Square’s growth? Common metrics for base rates: Sales growth Gross profitability (gross profits […]