3 Best Reads of This Week “One way to get a sense of the value capture ability of a marketplace is by measuring its take rate. 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 →
3 Best Reads of this Week Added this new format with my favourite quote from each article. Continue Reading →
3 Best Reads of This Week Learning from Nicholas Sleep (Investment Masters Class) How to Disrupt Network Effects (Breadcrumb.vc, Sameer Singh) Strategy in a Post-Fixed Costs Economy (aperture.co, Ben Robinson) Continue Reading →
Healthy Return + Good Growth = Compounder While I’m still reading and listening to as many investing mental models as I can, the one thing that I’ve learned that has reshaped my thinking of great companies is their ability to have a healthy return with the ability to grow incrementally. Continue Reading →
“I skate to where the puck is going” I’m not a sports fan, but I do think that Wayne Gretzky’s quote has a lot of resonance with my way of thinking and investing. Continue Reading →
How to Spend It Even before the pandemic and when times were good, most free financial planning and money articles focusses so much on how much to save, where to invest it and so on and so forth. Continue Reading →
Li Lu’s Case Studies in Becoming “Fabulously Rich” (2006) Li Lu of course is made more famous by Charlie Munger. Continue Reading →