Monthly Archives: September 2019
. . .death has several definitions. When it applies to a person, it means the end of life. When it applies to a company or industry, it means the end of growth. Derek Thompson – The Atlantic
The fact that brilliant minds like Stanley Druckenmiller are unable to find a rhythm is a good sign for the retail investors? I did not see it that way. An interesting perspective.
Our ability to endure was going to be solely tied to our ability to transform ourselves. Bob Iger, CEO Disney With Netflix becoming the death star of TV, it needs to be seen whether Disney can put up a fight with its content and create another revenue stream and also stay relevant in the marketplace. […]
Business is part of the community. So when it takes a stand and attaches itself to a particular cause, its OK. What matters is, have they thought it carefully? A lot is at stake, brand value, profits, purpose; they all can be affected if you do not think through. Second-order thinking, scenario tests, etc. need […]
While Mr. Bogle may have been cheap in the transactions of daily life, he was remarkably generous in a grand way. A leader whose words matched his actions. A man with a deep voice and even deeper morals. Jack, you will be missed.
Finished reading the first book of 2019. I got to know about this on Meb Faber’s podcast. The book was one of Tom Barton’s recommendation. (Link to the episode) The book was in the long list of 180 books. The reason to bump it up the queue was a family friend who happens to be a […]
A long read, but here are the inspiring words which feature at the very last. . . .if the cosmic dice rolled in your favor, how should you feel? Modest pride in one’s hard work is no vice, but boastful arrogance at one’s good fortune is no virtue. Cultivate gratitude.
When greed of investors overcomes the sustainability of business built on new technology. “Start-up fratricide” – the lemminglike drive of the venture community to create copies of a ‘hit’ company. Brook Byers, Kleiner Perkins Caufield & Byers Start-up fratricide isn’t exclusive to biotech. The same thing happened in the late 1970s around the disk drive […]
A dear friend of mine asked me this question, “why do you read so much”? He believes reading is consumption. I agree, to an extent. Whether reading is consumption or learning is dependent on the content and the object of the reader itself. Instead of consumption, he wants me to focus on output. I agree with […]