Another Think Coming
Another Think Coming
Thoughts on Tech, Media, Investing, Product
Skip to content
  • About Me

software

There are 6 posts filed in software (this is page 1 of 1).

Mark Leonard does it again…

Long-time readers would know that I’ve been a fan of Mark H.

Finding the “Best” Software Companies

Perhaps there many ways to compare the best and I attempted to build on Kai Wu / Sparkline Capital’s analysis on the human side of disruption.

Continue Reading →
in Berkshire Hathaway, Constellation Software, cost of goods sold, gross profit, people operations, Slack, software, Starbucks, Tesla, Unity Software | 252 Words

3 Best Reads of this Week

Please bear with me this week.

Continue Reading →
in Constellation Software, cost of capital, Mark Leonard, rate of return, software | 214 Words

Love Letter

One hallmark of great business leadership and investment thinking is clear writing.

Continue Reading →
in business strategy, capital allocation, Charlie Munger, conglomerates, Constellation Software, management, Mark Leonard, metacognition, On Writing, roll-ups, shareholder letters, software, Stocks, Warren Buffett | 648 Words 3 Webmentions

How I Invest

Inspired by Josh Brown’s collection of essays from notable people in finance, How I Invest My Money, as well as other of DIY personal finance bloggers out there, I’d also like to showcase how I invest.

Continue Reading →
in Business, career, Charlie Munger, markets, power law, SaaS, shareholder, software, stock market, Stocks | 645 Words 1 Webmention

Network Effects: Study 1

A few years ago, I’ve started seriously studying network effects.

Continue Reading →
in Business, Investing, software, stock market, Stocks | 126 Words

Topics

10k Alchemy Amazon Behavorial Psychology Berkshire Hathaway Best Reads Business business models business strategy career Charlie Munger Chris Mayer compounding Constellation Software entropy Film Focused Compounding Food geoff gannon growth Health houseplants Human Factors Investing Jeff Bezos life Marketing Marketplaces Mark Leonard Morgan Housel Nicholas Sleep On Writing Product Management Psychology Rory Sutherland SaaS Scale Economics Shared software stock market Stocks Stories Topicus.com Warren Buffett Wellness Whole-Food, Plant-Based
Independent Publisher empowered by WordPress