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Business Models

94 posts in this category

2022 (1 posts)

2022 Key insights from Singapore Tech EcoSystem

2021 (12 posts)

Building a sales organization
Brad Feld on validating your startup idea
Peter Thiel Lecture on Startup Strategy
Insight on discussion with Tiffine
Single man flying suites: The future is here
Founder University day 2021 May 4th
Advice from Johnson on fund raising
An evening of insights with the Hutters
Paid acquisition strategy review
Advise from Casey Winters on SEO metric tracking for startups
Observations at the heart of Permian basin
Observed second and third order impact of GameStop frenzy on market stability

2020 (12 posts)

Psychology of money by Morgan Housel
Observations of a trucker from the trucking community
Weapons of Math destruction by Cathy O'Neil
Different by Youngme Moon
Predator's Ball by Connie Bruck
Liar's poker by Micheal Lewis
King Icahn, biography of a renegade capitalist by Mark Stevens
Observations on our news reporting system as well as investment bank forecasting.
Chat with Johnson and Dad on CoronaVirus and crisis investing
Federal reserve rate cuts
Thoughts on Fake News
Book summary: What it takes, Stephen Schwarzman

2019 (66 posts)

Book summary: Buffett the making of an American capitalist by Roger Lowenstein
Analysis of MeetUp.com’s penetration into Japan and relevant mobile behavior on crowded trains
Learnings on the auto industry in Japan
Examples of various networks failing at scale
Crypto-currency exchanges
Microsoft university penetration strategy
NYMT rotation from agency RMBS to CMBS
General thoughts on Mark Zuckerberg’s warning of the internet’s role in Authoritarianism displacing Democracy
A simple framework to identify areas of innovation
An unchanging constant as the source of trust
Observed unwinding of credit in the market
Oil's relationship with the macro economic environment
List of companies that have been heavily punished by macro economic trends to consider for purchase
Thoughts on excessive use of leverage
Launch Scale conference with Jason Calcanis Day 2
Chat with Punit
Launch Scale conference with Jason Calcanis Day 1
LA trip to visit Johnson
Chats with Ilya on hedge funds
Chat with Yi
Patagonia’s brilliantly executed brand positioning
Key insights from mooncake festival at house of Jerry and Liza
David Letterman interview with Barack Obama
The American Factory
Key insights from weekend with Jerry, Liza, Ada and Dan
Book summary: The Asian Financial Crisis by Shalendra Sharma
Afternoon with Tomasso on the limitations of Artificial intelligence's application
Book summary: The Savings and Loan Crisis - Lessons from a regulatory failure
Why banks are trading at or below net book value
Book summary: Barbarians at the gate by Bryan Burrough and John Helyar
Key lessons from When Genius Failed by Roger Lowenstein
Federal Chairman Jerome Powell on 0.25% interest rate cuts
Manias, Panics and Crashes - balance of trade mechanism
Book summary - The Bank Credit Analysis Handbook by Jonathan Golin and Philippe Delhaise
Thoughts on avoiding the greater fool theory
Learnings on enterprise sales - SVB and SalesForce workshop
Insights from dinner with Brian and Jason
Insights from Josh
Book summary AI super-powers, China, silicon valley and the new world order by Kai Fu Lee
How banks and the Federal reserve / central bank works
ETFs disrupts hedge funds and democratizes playing field for individuals while driving demand for alternate data
Mark Zuckerberg chats with Yuval Noah Harrai on the Future of AI
Trends associated with GetData.IO
Analysis of the Facebook Libra Token
Book summary - Range
Book summary: Everybody lies by Seth Stephens-Davidowitz
Insights from dinner with Josh
Book summary: The essential Drucker
Insights from Klaren’s birthday
Insights from dinner with Yuan
Tesla autonomy
Blitzscaling with Microsoft
Societal comparison between our current day and age versus the era of communism's rise
Book summary: The Nature of Technology
Insights from lunch with Manish and Ketan
Insights from the week
Insights on managing Big Data from meet up with Dean and Ved
Insights from house party at Qyunh's
Book Summary: Lost and Founder
Book Summary: Contagious
Reflections on organizational observations
Key take aways from Trust me I am lying
Key take aways from the Blockchain revolution
Key take aways from Exit Strategies for Entrepreneurs and Angel Investors
Key take way from the Truth Machine, Michael J.Casey
Navigating the trough of sorrow

2018 (3 posts)

Take away from Johnson on wealth
Analysis of Saudi Arabia's revenue model disruption and technology trends within Jordan
Israel Hostels network - acquisition and engagement loops