There are 7 posts filed in Nicholas Sleep (this is page 1 of 1).
Margins, 2 Ways
There are Only ‘X’ Ways…
Maybe the business world is deceivingly complex yet simple or maybe my cognitive load cannot bear more than a list greater than 2 or 3 in it, but either way, these legendary thinkers sure make it easy for us to remember what they said.
I Need to Invest Money.
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.
“What doesn’t kill you makes you stronger.”Friedrich Nietzsche “And if at first you don’t succeed,Dust yourself off and try again,You can dust it off and try again.”Try Again by Aaliyah featuring Timbaland Another useful mental model that I’ve put into my investing toolbox, is looking for products/businesses that have survived near-death experiences.
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)