Business+ Looking back at the companies I’ve been most interested to invest in, I’ve found a pattern where I subconsciously favour businesses that are holding companies or have multiple, independent lines of business. Continue Reading →
Telegraphs One of the most important heuristics (and possibly mental model) that I’ve been learning to apply when looking for great investments (in product and business) is how the management telegraphs and frames their position and/or product. Continue Reading →
Revenue & Expenses One of the ways I intuitively infer if a company continues to grow well and potentially has some kind of scale economics is if the Gross Revenue is growing faster than the growth in the operating expenses side over any given period. Continue Reading →
Global Zeitgeist “It’s all about global scale.”John Malone, Chairperson of Liberty Media, on CNBC commenting on modern media companies like Netflix, HBO etc. Continue Reading →