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The Drucker Exercise in GMO Pepabo, Inc. 2017

Kenichi Takahashi
March 23, 2017
Business
3
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The Drucker Exercise in GMO Pepabo, Inc. 2017

Kenichi Takahashi

March 23, 2017
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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౴ͷهೖʙ෼ ੺৭ͷ෇ᝦʹʮ໊લʢ໊͋ͩʣʯΛॻ͖·͢ ྘৭ͷ෇ᝦʹʮಘҙͳ͜ͱɾڧΈʯΛ̏ͭ· Ͱॻ͖·͢ ੨৭ͷ෇ᝦʹʮνʔϜϝϯόʔ͸ࣗ෼ʹͲΜͳ ੒ՌΛظ଴͍ͯ͠Δ͔ʯΛ̏ͭ·Ͱॻ͖·͢ ԫ৭ͷ෇ᝦʹʮଞͷϝϯόʔʹظ଴͢Δ͜ͱ͸ Կ͔ʯΛਓʹ͖ͭ̏ͭ·Ͱॻ͖·͢

  17. ճ౴ͷൃදʙ෼ਓ ਓ໊͕લɾಘҙͳ͜ͱɾظ଴͞Ε͍ͯ Δ੒ՌΛషͬͯɺൃද͠·͢ ଞͷਓ͕ͦͷਓ΁ͷظ଴͢Δ͜ͱΛషͬ ͯɺൃද͠·͢ શһ෼܁Γฦ͠·͢

  18. ݁ՌΛ֬ೝʙ෼ ̍ਓͣͭషΒΕͨ෇ᝦΛΈͯɺؾʹͳͬ ͨͱ͜Ζ͕ͳ͍͔֬ೝ͠·͢ શһ෼܁Γฦ͠·͢ ͦͷଞʹΈΜͳͱ࿩͍ͨ͜͠ͱ͕ͳ͍ ͔֬ೝ͠·͢

  19. Ϋϩʔδϯάʙ෼ ̍ਓͣͭ΍ͬͯΈͨײ૝ΛҰݴͰݴ͍ ·͢ ΑΓΑ͍ϫʔΫγϣοϓͷͨΊʹΞϯ έʔτʹ͝ڠྗ͍ͩ͘͞ TMBDLͰ63-Λڞ༗͠·͢

  20. ͓͔ͭΕ͞ ·Ͱͨ͠

  21. ࢀߟจݙ ΞδϟΠϧαϜϥΠ IUUQCJUMZBHJMFTBNVSBJKB ΞϑΟ෇  5IF%SVDLFS&YFSDJTFc5IF"HJMF8BSSJPS IUUQTBHJMFXBSSJPSXPSEQSFTTDPN UIFESVDLFSFYFSDJTF ͭͷظ଴Ϛωδϝϯτ લฤ

    ʮ಺ଆͷظ଴ʯΛ͢Γ ߹ΘͤΔʮυϥοΧʔ෩ΤΫααΠζʯ 64"Α Γ c(VJME8PSLT#MPH IUUQCMPHHVJMEXPSLTKQ VMUJNBUFBHJMFTUPSJFT