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Strategy

63 posts in this category

2021 (4 posts)

Peter Thiel Lecture on Startup Strategy
Balancing features on between power users and general masses
An evening of insights with the Hutters
Paid acquisition strategy review

2020 (13 posts)

Technical analysis for dummies by Barbara Rockefeller
Thoughts on the nature of framing
Predator's Ball by Connie Bruck
Liar's poker by Micheal Lewis
King Icahn, biography of a renegade capitalist by Mark Stevens
The AI economy, Roger Bootle
Thoughts on the Corona Virus stock market crash
Federal reserve rate cuts
Conversations with Garis
Book summary: What it takes, Stephen Schwarzman
The alchemy of finance by Georgo Soros
Chat with Joe and his dad
Dinner with Mansu

2019 (45 posts)

Book summary: Buffett the making of an American capitalist by Roger Lowenstein
Book summary: The dollar crisis
Eric Li on the new world order proposed by China
Investment Biker, Jim Rogers
Federal Reserve chairman testifies before Congress 20191113
On China, Henry Kissinger
Microsoft university penetration strategy
General thoughts on Mark Zuckerberg’s warning of the internet’s role in Authoritarianism displacing Democracy
Growth Leaders Cocktail Hour & Modern CMO Panel
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
Observations on how public opinion is shaped in the US
Thoughts on excessive use of leverage
Chat with Punit
Book summary: The perfect weapon by David Sanger
Fluid dynamics within the markets
Chats with Ilya on hedge funds
Evening out watching Rambo, last blood
Chat with Yi
Patagonia’s brilliantly executed brand positioning
Key insights from weekend with Jerry, Liza, Ada and Dan
Book summary: Barbarians at the gate by Bryan Burrough and John Helyar
Thoughts on avoiding the greater fool theory
Learnings on enterprise sales - SVB and SalesForce workshop
Book summary AI super-powers, China, silicon valley and the new world order by Kai Fu Lee
Thoughts on systemic risk
Mark Zuckerberg chats with Yuval Noah Harrai on the Future of AI
Trends associated with GetData.IO
Reflections on the subject of economics
Guo Jia’s Ten Advantage Framework
Key takeaway from Great Again by Donald Trump
Insights from dinner with Josh
Book summary: The essential Drucker
Insights from Klaren’s birthday
Blitzscaling with Microsoft
Insights from lunch with Manish and Ketan
Book summary: George Orwell's 1984
Book summary: Your First 100
Book summary: Thinking in Bets
Book Summary: Lost and Founder
Key take aways from Trust me I am lying
Reflections on maximizing output with limited resources
Navigating the trough of sorrow

2018 (1 posts)

Key aways from Anabasis, Xenophon