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Category: Economies of scale

Booking HoldingsPosted onMay 25, 2020May 25, 2020

Booking Holdings

Booking is the largest OTA (Online Travel Agency) globally. It also owns Priceline, Kayak, Agoda. Major Shareholders Shareholding is widely dispersed with the highest with…

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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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Charlie MungerPosted onNovember 13, 2018May 13, 2019

Speech by Charlie Munger – A lesson on elementary worldly wisdom as it relates to investment management and business

Anything by Charlie Munger is pure gold and this speech is no exception. It is phenomenal and full of wisdom. In the first part, Charlie…

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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

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