[mitchell360]

I totally agree with this notion about "timing." MICHAEL RAYNOR has some good research in The Strategy Paradox. One of his central points is that all of the behaviors that create "knock it out of the park" success are the same behaviors that create bankruptcies. He uses the classic example re: Apple, but also provides many others.

http://cdn.dupress.com/wp-content/uploads/2012/08/US_deloitt...