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Category: Book Review

Book ReviewPosted onMay 13, 2019May 17, 2019

Zero to One by Peter Thiel

According to Peter Thiel, there are two kinds of strategies in business – one is copying what already works or horizontal / extensive progress. The…

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Book ReviewPosted onMay 13, 2019May 13, 2019

Superintelligence by Nick Bostrom

One day, machines will surpass humans in intelligence. The question is not if but when. Already we have machines which are more intelligent than humans…

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Book ReviewPosted onMarch 23, 2019May 6, 2019

When breath becomes air by Paul Kalanithi

What will we do if we had one year to live? Will we still continue with our day jobs? What changes will we make to…

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Book ReviewPosted onMarch 3, 2019March 3, 2019

Fearless: The Undaunted Courage and Ultimate Sacrifice of Navy SEAL Team SIX Operator Adam Brown

At the end of the movie Matrix, Neo says – “I’m going to tell these people what you don’t want them to see. I’m going…

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AutobiographyPosted onJanuary 6, 2019May 6, 2019

There is no such thing as a self-made man by P P Chhabria

Charlie Munger mentioned the qualities Warren Buffett looks for when hiring – “But other people interpret that to mean that if you take a pile…

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Book ReviewPosted onDecember 31, 2018December 31, 2018

The Inner game of tennis by Timothy Gallwey

This book was written in 1970s by Timothy Gallwey who at the time was a tennis coach and amateur tennis player. The book was written…

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Mental Models

  • Dominate a small market first
  • Dominate small market
  • Durability
  • Economies of scale
  • High return high reinvestment
  • High return low reinvestment
  • Monopoly
  • Network effects
  • Power law
  • Pricing power
  • Product market fit
  • Proprietary technology
  • Retail Finance Franchise
  • Surfing

Companies

  • Ambika Cotton
  • Bajaj Finance
  • Booking Holdings
  • Hawkins Cookers
  • Keywords Studios
  • Mahindra Holidays
  • Manappuram
  • Max Ventures
  • MCX
  • Muthoot
  • Narayana Hrudayalaya
  • Oberoi Realty
  • Sterlite

Industry

  • Banks / NBFIs
  • Exchanges
  • Gaming
  • OTA
  • Pawn shops
  • Real Estate

Book Review

  • Superintelligence by Nick Bostrom
  • There is no such thing as a self-made man by P P Chhabria
  • When breath becomes air by Paul Kalanithi
  • Zero to One by Peter Thiel

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