• Blog
  • Essential Reading
  • Company notes
  • Book Review

Reflections on Investing

Skip to content
Menu
  • About
  • Contact

Category: When breath becomes air by Paul Kalanithi

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…

Read More

Subscribe to Blog via Email

Receive notifications of new posts by email.

Join 127 other subscribers

Mental Models

  • Dominate a small market first
  • Economies of scale
  • High return high reinvestment
  • High return low reinvestment
  • Monopoly
  • Network effects
  • Power law
  • Pricing power
  • Product market fit
  • 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

Follow me on Twitter

My Tweets
© Copyright 2020 – Reflections on Investing
Allium Theme by TemplateLens ⋅ Powered by Powered by WordPress.com.