Updates

  1. Person pages list letters, writing, profiles and links as sortable tables with filters, and show each person's companies as links; Fund letters show each letter's description in its own column.
  2. Experts show a checked job title and a short description of each person; 30 more people have photographs.
  3. Every company, fund, university and publication the experts work for has a page listing the people there.
  4. Fund letters show each letter's thesis and filter by it; 225 person pages list the essays, columns and newsletter issues the person wrote.
  5. Person pages list every essay and newsletter issue a person wrote, and their own books as a table in List view.
  6. Recommends shows the five largest kinds of book and the rest under More; browse pictures load sooner.
  7. Podcasts and talks link the original episode, filter by Audio and video or Press, and list each publisher once.
  8. Pages are wider, Recommends has List and Grid, and a filter clicked again turns off.
  9. Book cards sit in a ruled grid with Open Library and Goodreads links and each book's one-line note.
  10. Funds is now Investors; each investor's styles are buttons that filter the table.
  11. Podcasts and talks on a person's page filter by year and publisher and show as a list or a grid of pictures.
  12. Quotes show only people's own words: 472 summaries written by list sites are gone.
  13. Country pages open from Browse again, and every link on the shelf lands on a page.
  14. Subject and person pages show their sections as tabs, and each book appears once on a person's page.
  15. Book cards show the quote, who said it and the source; grids show five cards to a row.
  16. On a phone, a menu holds the sections, search, Updates, Feedback and dark mode.
  17. Feedback takes a screenshot of the page with no browser prompt, opens a screenshot full size when you click it, and clears itself once sent.
  18. Book cards are centred, search names the topic each book sits in, and any text cut short shows whole on hover.
  19. Search groups its results by kind: people, companies, geographies, subjects, topics, books, funds, fund letters and papers.
  20. The Books table lists who recommended each book by name, and the browser tab names the section you are in.
  21. Feedback can take a screenshot of the page, or one you paste or choose, and opens in the corner beside Updates.
  22. Each rail button reopens its section where you left it, and Browse, Table and People show on every book and subject page.
  23. Filters grey out choices that hold nothing instead of hiding them, and Books › People filters by authors or recommenders.
  24. Feedback takes a subject line and up to three screenshots.
  25. Biographies are grouped by the person they are about: 41 new pages, from Abraham Lincoln to Lee Kuan Yew.
  26. Sport splits into 23 sports, and Religion into one topic per faith.
  27. Book lists show as cards: the cover, one recommendation quote and every recommender by name.
  28. Seventeen subjects that had two or three pages under different names now have one page each.
  29. Every page lists its Experts as authors and recommenders, with a link to them on the Experts tab.
  30. Economics, Financial history, Financial panics and Accounting are subjects of their own, with one page per financial crisis.
  31. Book, person and subject pages open inside the app, so the tabs stay in view.
  32. 996 more book covers, and photographs or logos for 227 more people and companies.
  33. Books › Browse shows every subject as cards, and the rail holds Fund letters, Papers, Experts, Books and Funds.
  34. Every topic over 150 books splits into narrower topics, each with a page of its own.

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Michael Dell

Owns about 40% of Dell Technologies, one of the world's largest technology infrastructure companies; ran Dell as CEO from 1984 to 2004 before returning.

Dell Technologies

Direct from Dell explains the direct-sales and build-to-order model that let the company run on negative working capital and undercut reseller-based competitors on price - one of the clearest worked examples of a cash conversion cycle as a competitive weapon. Play Nice But Win covers the 2013 leveraged buyout that took Dell private, the proxy fight with Carl Icahn, and the EMC purchase and VMware tracking stock that followed.

2 books of their own · 2 biographies about them · 22 appearances

Start here

  1. Direct from DellMichael Dell, Catherine Fredman, 1999
  2. Play Nice But WinMichael Dell, 2021
Michael Dell, Catherine Fredman · 1999

Insider account of build-to-order, negative working capital and cutting the channel.

Recommended by: Mohnish Pabrai, Andrew Grove

Michael Dell · 2021

Dell's founder on the buyout, the Icahn fight and VMware

Direct from DellInsider account of build-to-order, negative working capital and cutting the channel.1999T3Mohnish Pabrai, Andrew Grove
Play Nice But WinDell's founder on the buyout, the Icahn fight and VMware2021T3Andrew Wilkinson, Bill Gates, Eric Schmidt and 6 others

Tags

dellemcvmwaresilver-lakecarl-icahntechnologyhardwareworking-capitalsupply-chainleveraged-buyoutsgoing-privatefounder-controlactivist-investors