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John Bragg: The Blueberry Billionaire

Oct 1, 2024 1h 30m 56 insights
From a tiny village, John Bragg quietly built an empire that controls half the world's wild blueberries and North America's largest private telecom network. In this rare interview, the famously private billionaire reveals how he defied conventional wisdom by transforming a small farm into two multi-billion-dollar giants. Discover the contrarian principles that helped Bragg dominate seemingly unrelated industries—from frozen foods to fiber optics—and build businesses designed to thrive for generations, not just quarters. Newsletter The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it’s completely free. Learn more and sign up at https://fs.blog/newsletter/ Upgrade If you want to hear my thoughts and reflections at the end of the episode, join our membership: ⁠⁠⁠⁠⁠⁠⁠https://fs.blog/membership/⁠⁠ and get your own private feed. Follow Me: Instagram: https://www.instagram.com/farnamstreet Linkedin: https://www.linkedin.com/in/shane-parrish-050a2183/
Actionable Insights

1. Maintain Unwavering Business Focus

Prioritize focus as a critical business principle, consistently working at your core objectives, as sustained effort and focus often lead to positive outcomes.

2. Stick to Your Core Competency

Focus on what you do well and expand on it, rather than diversifying into too many areas, as many people fail by overextending after initial success.

3. Avoid Over-Diversification

Resist the temptation to expand into too many different areas after achieving success in one, as this often leads to failure due to loss of focus.

4. Be Low-Cost, Top Quality

To succeed in a commodity business, strive to be both the lowest-cost producer and maintain the highest quality, as this combination creates a sustainable competitive advantage.

5. Prioritize Low-Cost Production

Strive to be a low-cost producer in any endeavor, as eliminating waste and maintaining cost efficiency is crucial for survival during difficult economic periods.

6. Quality Reduces Cost

Recognize that achieving top quality can often be cheaper in the long run by reducing waste, shrinkage, and re-work, leading to a better end product.

7. Cultivate Continuous Improvement

Foster a company culture dedicated to continuous improvement, constantly seeking ways to enhance processes in manufacturing, farming, or other operations each year.

8. Avoid Status Quo Complacency

Never be satisfied with the current state of affairs; always look for ways to improve and adapt to remain competitive.

9. Look to the Long-Term Horizon

Focus on long-term vision and future possibilities rather than immediate obstacles, as this perspective helps in finding the correct strategic path and avoiding short-term pitfalls.

10. Long-Term Acquisition Strategy

As a private company, be willing to pay top prices for acquisitions, even at the peak of a cycle, understanding that a longer payback period (e.g., 12 years instead of 10) is acceptable for long-term strategic assets.

11. Make Motherhood Decisions

Invest in significant long-term assets that may not have a quick payback but are crucial for the future efficiency, sustainability, and overall benefit of the business and community.

12. Secure Critical Resources

Proactively acquire essential resources, even at a premium, when they become available to secure your operational base and support future growth, recognizing that such opportunities are rare.

13. Master Your Own Destiny

Take control of critical aspects of your business, such as processing or distribution, to reduce vulnerability to external market fluctuations.

14. Balance Supply Control

Maintain a balanced approach to supply by growing a portion of your own product (e.g., half) and sourcing the rest from independent suppliers to mitigate risks from competition or supplier dependence.

15. Foster Community Relationships

Avoid monopolizing an industry and instead foster a healthy community of suppliers, as a strong ecosystem benefits everyone in the long run.

16. Share Knowledge for Ecosystem Growth

Share beneficial research and efficiency improvements with partners, like farmers, because their increased efficiency directly contributes to your own business’s sustainability.

17. Extend Seasonal Operations

Identify complementary products or services that can utilize existing infrastructure and personnel during off-peak seasons to maximize asset utilization and maintain a core workforce.

18. Match Competitor Standards

When entering a market with an established product, aim to replicate the competition’s product exactly, rather than trying to make it ‘better,’ to ensure an easy market entry and sales.

19. Preserve Key Relationships

Resolve minor issues discreetly and avoid frequently escalating problems to top partners, reserving direct appeals for critical situations to maintain strong, long-term relationships.

20. Honor Your Commitments

Always follow through on your promises and be punctual, as this builds a strong foundation of respect and reliability.

21. Aim for Fair Deals

Strive to create deals where both parties are satisfied, even if it’s not always achievable, as it’s a good objective for long-term relationships.

22. Develop Homegrown Leaders

Define success as the development of a strong, dedicated team, particularly by nurturing individuals from within the company who grow into leadership roles.

23. Focus on Value Creation

Adopt a philosophy of constantly seeking to add value, primarily by developing capable people who can then contribute value to the business and society.

24. Foster Open Idea Culture

Cultivate a culture where new ideas are openly discussed and negativity is quickly overcome, encouraging team members to contribute solutions rather than just pointing out difficulties.

25. Challenge for Solutions

When a task needs to be done, challenge your team to find solutions rather than dwelling on difficulties, assuming they are capable of figuring it out.

26. Empower Local Talent

Trust and empower your local team to solve problems, fostering a culture of hard work, civility, and respect, rather than always seeking external expertise.

27. Cultivate Patience in Team Building

Exercise significant patience when developing a team, especially with local talent who may initially lack experience, allowing them time to grow into capable leaders.

28. Prioritize Job Satisfaction

Seek roles that offer high job satisfaction, a civil work environment, and collaborative colleagues, as these factors can be more valuable than just a higher salary.

29. Clearly Define Compensation Structure

Be upfront with potential employees about the compensation structure in a family company, emphasizing good pay and a comfortable work environment while clearly stating that equity is not available.

30. Consider Private Company Advantages

Recognize that operating as a private company can offer advantages such as lower overhead costs, faster decision-making, and a lower public profile, reducing scrutiny from government and competitors.

31. Streamline Acquired Companies

After acquiring a company, integrate it by eliminating redundant overhead like separate head offices and accounting departments to achieve significant efficiencies.

32. Maintain a Low Public Profile

Avoid plastering your family name on businesses to reduce the burden of a high public profile on family members, allowing them more freedom and privacy.

33. Delegate Operations, Monitor Investments

As a leader, delegate day-to-day operations to professionals while shifting focus to strategic investment decisions and maintaining a monitoring role over the businesses.

34. Stay Proactively Informed

Maintain a high level of upfront information about operations to anticipate and address problems early, aiming to operate without surprises.

35. Utilize Board as Listening Post

Actively use board members as listening posts and sources of diverse perspectives, recognizing that a well-structured private company board can enhance decision-making without causing delays.

36. Leverage Board for Discipline

Utilize a private company board to instill discipline and professionalism within the management team, as the need to present and answer questions encourages higher standards.

37. Avoid Surprising the Board

For significant decisions, inform and prime the board in advance, aiming to operate without surprises to maintain trust and facilitate smoother governance.

38. Focus on Cash Generation

Prioritize monitoring the amount of cash a business generates, including through depreciation, to assess its ability to service debt and fund future acquisitions or investments.

39. Optimize Free Cash Flow

Continuously measure and optimize free cash flow to strategically pay down debt or invest in high-quality assets like stocks.

40. Practice Long-Term Investing

Adopt a long-term investment strategy, buying good, solid investments and holding them for many years (e.g., 10 years) rather than engaging in frequent trading.

41. Seek Modest, Reliable Returns

Aim for modest but consistent returns (e.g., 10-12%) from good, solid investments that are expected to grow steadily, rather than chasing high-flying, speculative gains.

42. Hold Quality Stocks Long-Term

When investing, hold onto good quality stocks even if they appear overvalued, as they are expected to grow over time, and avoid trying to time the market or pick high-flyers.

43. Capitalize on Low Interest Rates

Seize opportunities during periods of exceptionally low interest rates to borrow funds cheaply and invest in assets with higher, stable dividend yields for a favorable return.

44. Use Buffett as a Benchmark

Apply Warren Buffett’s investment and business principles as a simple benchmark for decision-making, using ‘What would Warren do?’ as a quick test.

45. Apply Consistent Business Principles

Use the same fundamental principles for both operating your business and making investment decisions, as this consistency enhances performance in both areas.

46. Build Foundation for Late Success

Focus on building a strong foundation of assets, land, factories, and skilled people in earlier career stages, understanding that significant financial equity often materializes later in life (e.g., after 60).

47. Embrace Entrepreneurial Work Ethic

Understand and embrace that successful entrepreneurs often work 70 hours a week, not just 50, as a fundamental commitment to their ventures.

48. Continuous Learning & Work Ethic

Maintain a habit of continuous learning by reading about business and investments every night, demonstrating a sustained work ethic.

49. Separate Work and Home Life

Actively separate work discussions from home life to maintain a healthy personal and family environment.

50. Value Asking Questions

Prioritize asking questions over having all the answers, as it demonstrates a willingness to learn and understand, which is more beneficial than feigning omniscience.

51. Persevere Through Cycles

In unpredictable industries like farming, consistently apply necessary inputs, execute tasks professionally and on time, and persevere through market cycles, hoping for favorable conditions.

52. Build Resilience in Tough Times

Recognize that successfully navigating and surviving challenging economic conditions (e.g., high interest rates) builds resilience and positions the business for stronger future performance.

53. Persevere Against Roadblocks

Acknowledge that obstacles and individuals attempting to impede progress are a constant reality in business, and cultivate the resilience to work through them.

54. Diversify Geographic Risk

Operate in multiple distinct microclimates or regions to diversify risk and mitigate the impact of localized adverse conditions, such as weather.

55. Maintain Lean Head Office

Operate with a very small head office to efficiently manage multiple operating companies and a significant investment portfolio.

56. Insight 56

Be aware that regulations often lack common sense and can be a source of frustration, as civil servants may prioritize strict adherence over practical solutions.