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A podcast about investing in people. Every Monday to Friday, I share what I’ve learned from studying people and companies by exploring the link between human performance and investing. With...
August 10, 2020: Starting with questioning the basics of small-cap, illiquid companies to Value vs. Growth, diversification and the concept...
August 7, 2020: Learning from a series of episodes from the Tech Buzz China Podcast to learn about Tencent, BABA, Meituan Dianping and Byted...
August 6, 2020: One-Sentence Summary: It’s the one book everyone in the world should read, especially those in positions of power. It will m...
August 5, 2020: Learning about the perspective of value and growth investing through James Anderson’s 5 part series comparing the teachings...
August 3, 2020: Discovering James Anderson, Joint Manager of Scottish Mortgage Investment Trust at Baillie Gifford. Looking into the approac...
July 30/31: A series of learnings over the last few days. A focus on breadth over depth from personal finance, traveling opportunity for Can...
July 29, 2020: Learning from Buffett's and Munger’s Q&A on management and culture with snippets on mistakes and businesses. Core to the lear...
July 28, 2020: Short learning episode from Tim Ferriss’ interview with Brad Feld. Key learnings for me were on the idea of “Topaphillia” in...
July 27, 2020: Thinking through the relationship of management and business model in creating upside potential and downside protection for v...
July 20, 2020: Learning about, the newly IPO’d insurance company, Lemonade’s foray into pet insurance as a possible irrational competitor; M...
July 17, 2020: A series of learnings from various sources/methods. Learning about the Indonesian e-Commerce landscape and its dominant Tokop...
July 16, 2020: Pulling out nuggets from reading through HEICO’s shareholder letters from 2011 - 2019. HEICO’s known as a popular “compounder...
July 14/15, 2020: Looking into the company on a mission to unleash the potential of every team. Sharing high level thoughts on the culture,...
July 13, 2020: One-Sentence Summary: As the coach to the CEO/Founder of many world-changing companies, the book can be summarized by the int...
July 10, 2020: Summarizing learnings from three particular podcast series. First is the organization model of NBA vs. MLB and how a revenue-...
July 9, 2020: A day of podcast marathons and two took up significant mindspace for me. One was on learning about bundling from Shishir Mehro...
July 8, 2020: First look at Roku (ROKU). Learning about streaming platforms, the business model, market dynamics and my concerns with the bu...
July 7, 2020: High level look at the food delivery market with my ramblings, thoughts from reviewing my notes on Nomad Investment’s Nick Sle...
July 6, 2020: One-Sentence Summary: A thought-provoking book on the value of radical self-inquiry for a person but also the organization he...
July 3, 2020: One-Sentence Summary: The story of an industrial conglomerate in Brazil with a leader using his uncommon sense to create an un...
July 2, 2020: One-Sentence Summary: The story of an industrial conglomerate in Brazil with a leader using his uncommon sense to create an un...
June 30, 2020: First look at Alphabet. Splitting the research into multiple parts. Continuing from yesterday, in this episode I’ll look into...
June 29, 2020: First look at Alphabet. Splitting the research into multiple parts. Today I look into some elements that make GOOG "not a con...
June 26, 2020: An interview with Katie Wyka, Performance Coach at Clio. Learning about Clio’s culture/values, Katie’s role in talent acceler...
June 24+25, 2020: One-Sentence Summary - A challenging set of essays that genuinely makes you “think” as it outlays the value of independent...
June 23, 2020: Talking through an essay I wrote on "How to Read a Book Every 2 Weeks”. Going over my system currently (my best one yet) and...
June 22, 2020: One-Sentence Summary: A fictional tale that masterfully incorporates various mental models on the singular focus of embarking...
June 19, 2020: A narration of incoherent thoughts I had trying to grapple with why ROIC matters, its relationship with valuation (i.e. IRR)...
June 18, 2020: A curiosity-driven adventure took me down the rabbit hole of learning about Peter Diamandis’ 29 Laws and Maria Popova’s essay...
June 17, 2020: Talking about a position I took that accounted for 40% of my portfolio and one I exited with losing 15% of my net worth. A re...
June 16, 2020: A first look at Pinterest, company living on making inspirations come true, and the world of digital advertising. I’m not a P...
June 15, 2020: One-Sentence Summary: Probably one of the best books on the psychology of happiness and how we fool ourselves. Find detailed...
June 12, 2020: Learnings inspired by listening to Invest Like The Best podcast episodes with Sarah Tavel of Benchmark and Jeff Lawson of Twi...
June 11, 2020: A first pass look at Wix, a cloud-based website design and hosting platform. A company "founded on the belief that the Intern...
June 10, 2020: Learning about Open Source with LEGOs, Illinois Tool Works’ decentralized business model, a Canadian box company that rewards...
June 9, 2020: One-Sentence Summary: An excellent overview of building a framework to achieve peak performance in sports and life through the...
June 8, 2020: One-Sentence Summary: It’s the book to read when you feel resistance, envy, failure, and anger at the world because the proble...
June 5, 2020: A medley of learnings from the Invest Like The Best podcasts’ interviews with Ben Thompson of Stratechery and Bill Gurley of B...
June 4, 2020: A first look at Lululemon through its 2019 annual report, proxy statement and articles into the company’s culture and history....
June 3, 2020: Sharing learnings from Money Compound Fund’s 2019 Q3 Letter by Michael Shearn. Michael wrote the Investment Checklist but his...
June 2, 2020: Looking at Workday, the HR & Finance ERP provider, using Phil Fisher’s 15 point investment checklist. A first pass of the comp...
June 1, 2020: One-sentence summary on the Art of Learning: Learning bottom-up tactics/strategies for optimal performance from a chess grandm...
May 29, 2020: I spend most of the day learning about calisthenics training and trying to incorporate powerlifting program disciplines into....
May 28, 2020: Learning about Spotify’s Culture from Corporate Rebel’s 2-part report, learning to cold brew coffee at home from Starbucks, ex...
May 27, 2020: Investment research on Spotify using Phil Fisher’s 15 point checklist as a foundation. Information obtained from reading the 2...
May 26, 2020: Research into Atlassian using Phil Fisher’s 15 point investment checklist. This was a first-take of the company after reading...
May 25, 2020: A hodge podge of learnings on - Rule of 240 from Focused Compounding, Occam’s Razor and Charlie Munger, High Inflation Investi...
2020-05-22: Today’s episode is a conversation with Francois Le Nguyen, General Manager of Entrepreneur First (EF). We start out by learning...
May 21, 2020: Learnings from writing an investment research report for Morningstar. A financial data platform that’s ingrained with a cultur...
May 20, 2020: A hodge podge of learnings today. All breadth and no depth. Talking about Constellation’s exciting acquisition of Topics start...