The book this episode covers
Estée
Estée Lauder · Reading rank 23 · in 7 other episodes
David urges listeners to study Estée Lauder and read her biography.
Dedicated episode · Explicit praise · Founder theme · Reread language
Books David recommends along the way
The Bugatti Story
L'Ébé Bugatti · Reading rank 106 · in 6 other episodes
David uses Bugatti’s at-cost replacement-part offer alongside Fastenal and Sam Walton to explain how exceptional service develops customer loyalty.
Cross-episode reference · Founder theme
Running Down a Dream, How to Succeed and Thrive in a Career You Love
Bill Gurley · Watch & Listen · in 21 other episodes
David calls Bill Gurley's talk one of his favorite talks on YouTube.
Explicit praise · Founder theme
Also mentioned
Jeff Bezos' Shareholder Letters
Jeff Bezos · Reading rank 4 · in 32 other episodes
David quotes a Bezos shareholder letter describing the cost-improvement/lower-price/growth loop.
Founder theme
Money Masters of Our Time
John Train · Reading rank 472
David draws on a Buffett quote from Money Masters of Our Time to illustrate that cost discipline underlies other competitive advantages.
Founder theme
Each note is a short paraphrase of why David brings the book up. Book pages show every piece of evidence and its review status. How ranking works