Money and Finance
From Capital Account (this excerpt was written in September of 1994):
- Links
Sanjay Bakshi on Nestlé India and thinking about whether or not the Maggi noodles issue has created a buying opportunity (LINK) Focus on the Key Variables of an Investment (LINK) How Innovation is Affecting Market Valuations (LINK) Car Wars: In-depth...
- Earnings And Revenues...
From Capital Account, and written in November 1999. I think it is also a lesson that repeats itself over time, and it reminded me of Graham and Dodd on the ‘Relation of the Future to Investment and Speculation’:Coincident with the migration toward...
- Peter Thiel On Network Effects
From Zero to One: Network effects can be powerful, but you'll never reap them unless your product is valuable to its very first users when the network is necessarily small....Paradoxically, then, network effects businesses must start with especially...
- Jony Ive Interview
Found via the Corner of Berkshire & Fairfax. Q: What are your goals when setting out to build a new product? A: Our goals are very simple - to design and make better products. If we can’t make something that is better, we won’t do it. Q: Why has...
- Comex 2014 ; The Wealth Of Singaporeans & The Ugly Side Of Some Singaporeans
SO, I have just completed Day 3 of the longest 4 days of my life. Hours and hours of standing on your feet, talking for half an hour straight to customers who ask merely for the sake of asking without any intention to purchase whatsoever. It's frustrating....
Money and Finance
Shortening product lives...
From Capital Account (this excerpt was written in September of 1994):
..shortening product lives are rarely caught by reported earnings. Indeed, the appearance of rising profits from a new product may be more than offset by a reduced product life. Technology investors in the early 1980s paid dearly to learn this lesson.
- Links
Sanjay Bakshi on Nestlé India and thinking about whether or not the Maggi noodles issue has created a buying opportunity (LINK) Focus on the Key Variables of an Investment (LINK) How Innovation is Affecting Market Valuations (LINK) Car Wars: In-depth...
- Earnings And Revenues...
From Capital Account, and written in November 1999. I think it is also a lesson that repeats itself over time, and it reminded me of Graham and Dodd on the ‘Relation of the Future to Investment and Speculation’:Coincident with the migration toward...
- Peter Thiel On Network Effects
From Zero to One: Network effects can be powerful, but you'll never reap them unless your product is valuable to its very first users when the network is necessarily small....Paradoxically, then, network effects businesses must start with especially...
- Jony Ive Interview
Found via the Corner of Berkshire & Fairfax. Q: What are your goals when setting out to build a new product? A: Our goals are very simple - to design and make better products. If we can’t make something that is better, we won’t do it. Q: Why has...
- Comex 2014 ; The Wealth Of Singaporeans & The Ugly Side Of Some Singaporeans
SO, I have just completed Day 3 of the longest 4 days of my life. Hours and hours of standing on your feet, talking for half an hour straight to customers who ask merely for the sake of asking without any intention to purchase whatsoever. It's frustrating....