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Posted onMay 9, 2017 318 × 159

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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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