The Drucker Exercise in GMO Pepabo, Inc. 2017

Transcript

1. ظ଴Λ͢Γ߹ΘͤͯΑΓڧ͍νʔϜʹ GMO Pepabo, Inc. TAKAHASHI Kenichi υϥοΧʔ෩ΤΫααΠζ
   ϖύϘΤσΟγϣϯ ೥൛
2. ΞδΣϯμ ϫʔΫγϣοϓͷ໨తͱഎܠ
   υϥοΧʔ෩ΤΫααΠζͷ঺հ
   ϫʔΫγϣοϓ
3. ϫʔΫγϣοϓͷ
   ໨తͱഎܠ
4. ಘҙͳ͜ͱɾ௅ઓ͍ͨ͜͠ͱɾظ଴ͷ͢Εҧ͍ "͞Μɺ͋Μͳ͜ͱ ಘҙͩͬͨΜͩ #Λ৳͹ͯ͘͠ΕΔͱ
 ͍͍Μ͚ͩͲͳ "ʹ͍͕ͭͯΜ͹Ζ͏ ԿΛظ଴ ͞ΕͯΔΜ
   ͩΖ͏ $͞Μಘҙͦ͏͔ͩΒ
   ͓ئ͍͠Α͏ ຊ౰͸ผ ͷ͜ͱ΍Γ͚ͨͲ
   ͠ΐ͏͕ͳ͍ͳ
5. ϫʔΫγϣοϓͷ໨త ϝϯόʔͷεΩϧΛ໌จԽ͢Δ͜ͱͰ νʔϜͷྗΛ೺Ѳ͢Δ
   ϝϯόʔͷಘҙͳྖҬΛ஌Δ͜ͱͰνʔ ϜͷྗΛ࠷େݶҾ͖ग़͢
   ظ଴ΛࡲΓ߹ͤΔ͜ͱͰԁ׈ͳҙࢥૄ ௨ͱνʔϜͷ੒௕Λଅ͢
6. υϥοΧʔ෩
   ΤΫααΠζͷ঺հ
7. υϥοΧʔ෩ΤΫααΠζͷྺ࢙ ΞδϟΠϧαϜϥΠͷஶऀɺδϣφα ϯɾϥεϚηϯ໊͕෇͚ͨνʔϜϏϧ σΟϯάʹ໾ཱͭϫʔΫγϣοϓ
   ࠃ಺Ͱ͸ΪϧυϫʔΫεͷதଜ༸͞Μ ͕6"4΍σϒαϛؔ੢Ͱ঺հ
8. ͭͷखڧ͍࣭໰ ࣗ෼͸Կ͕ಘҙͳͷ͔
   ࣗ෼͸Ͳ͏͍͏;͏ʹ࢓ࣄΛ͢Δ͔
   ࣗ෼͕େ੾ʹࢥ͏Ձ஋͸ͳʹ͔
   νʔϜϝϯόʔ͸ࣗ෼ʹͲΜͳ੒ՌΛ ظ଴͍ͯ͠Δ͔
9. υϥοΧʔ෩ΤΫααΠζ
   ϖύϘΤσΟγϣϯͷ঺հ
10. ϖύϘΤσΟγϣϯͷྺ࢙ ϕʔε͸LFODIBO͕લ৬࣌୅ʹ΍ͬ ͍ͯͨ΋ͷ
    &$৽ΧΰνʔϜͷνʔϜϏϧσΟϯ άͰॳΊͯಋೖ
    ϖύϘͰͷνʔϜϏϧσΟϯάͷख๏ ͱͯ͠ఆண͢Δ
11. ಘҙͳ͜ͱΛ஌Γɺظ଴Λ͢Γ߹ΘͤΔ "͞Μɺ͋Μͳ͜ͱ ಘҙͩͬͨΜͩ #Λ৳͹ͯ͘͠ΕΔͱ
 ͍͍Μ͚ͩͲͳ "ʹ͍͕ͭͯΜ͹Ζ͏ ԿΛظ଴ ͞ΕͯΔΜ
    ͩΖ͏ $͞Μಘҙͦ͏͔ͩΒ
    ͓ئ͍͠Α͏ ຊ౰͸ผ ͷ͜ͱ΍Γ͚ͨͲ
    ͠ΐ͏͕ͳ͍ͳ ͓ޓ͍ͷ͜ͱΛΘ͔ͬ ͍ͯΔͭ΋Γʹͳͬ ͍ͯΔ ΍Γ͍ͨ͜ͱͱظ଴ ͞ΕͯΔ͜ͱ͕ͣΕ ͍ͯΔ
    ѨჴͷݺٵΛظ଴͠ ͍͗ͯ͢Δ
12. ϖύϘΤσΟγϣϯͷ࣭໰ ࣗ෼͸Կ͕ಘҙͳͷ͔
    νʔϜϝϯόʔ͸ࣗ෼ʹͲΜͳ੒ՌΛ ظ଴͍ͯ͠Δ͔
    ଞͷϝϯόʔʹظ଴͢Δ͜ͱ͸ͳʹ͔
    ϝϯόʔશһ෼Λॻ͘
13. ϫʔΫγϣοϓ
14. ϫʔΫγϣοϓͷྲྀΕ ໨తͷ֬ೝ
    ෼
    ճ౴ͷهೖ
    ʙ෼
    ճ౴ͷൃද ʙ෼ਓ
    ݁ՌΛ֬ೝ ෼
    Ϋϩʔδϯά ෼
15. ϫʔΫγϣοϓͷ໨త ϝϯόʔͷεΩϧΛ໌จԽ͢Δ͜ͱͰ νʔϜͷྗΛ೺Ѳ͢Δ
    ϝϯόʔͷಘҙͳྖҬΛ஌Δ͜ͱͰνʔ ϜͷྗΛ࠷େݶҾ͖ग़͢
    ظ଴ΛࡲΓ߹ͤΔ͜ͱͰԁ׈ͳҙࢥૄ ௨ͱνʔϜͷ੒௕Λଅ͢
16. ճ౴ͷهೖ
    ʙ෼ ੺৭ͷ෇ᝦʹʮ໊લʢ໊͋ͩʣʯΛॻ͖·͢
    ྘৭ͷ෇ᝦʹʮಘҙͳ͜ͱɾڧΈʯΛ̏ͭ· Ͱॻ͖·͢
    ੨৭ͷ෇ᝦʹʮνʔϜϝϯόʔ͸ࣗ෼ʹͲΜͳ ੒ՌΛظ଴͍ͯ͠Δ͔ʯΛ̏ͭ·Ͱॻ͖·͢
    ԫ৭ͷ෇ᝦʹʮଞͷϝϯόʔʹظ଴͢Δ͜ͱ͸ Կ͔ʯΛਓʹ͖ͭ̏ͭ·Ͱॻ͖·͢
17. ճ౴ͷൃද
    ʙ෼ਓ ਓ໊͕લɾಘҙͳ͜ͱɾظ଴͞Ε͍ͯ Δ੒ՌΛషͬͯɺൃද͠·͢
    ଞͷਓ͕ͦͷਓ΁ͷظ଴͢Δ͜ͱΛషͬ ͯɺൃද͠·͢
    શһ෼܁Γฦ͠·͢
18. ݁ՌΛ֬ೝ
    ʙ෼ ̍ਓͣͭషΒΕͨ෇ᝦΛΈͯɺؾʹͳͬ ͨͱ͜Ζ͕ͳ͍͔֬ೝ͠·͢
    શһ෼܁Γฦ͠·͢
    ͦͷଞʹΈΜͳͱ࿩͍ͨ͜͠ͱ͕ͳ͍ ͔֬ೝ͠·͢
19. Ϋϩʔδϯά
    ʙ෼ ̍ਓͣͭ΍ͬͯΈͨײ૝ΛҰݴͰݴ͍ ·͢
    ΑΓΑ͍ϫʔΫγϣοϓͷͨΊʹΞϯ έʔτʹ͝ڠྗ͍ͩ͘͞
    TMBDLͰ63-Λڞ༗͠·͢
20. ͓͔ͭΕ͞ ·Ͱͨ͠
21. ࢀߟจݙ ΞδϟΠϧαϜϥΠ
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