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Sunday, March 31, 2019

Stanford GSB CEO interviews

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Dara Khosrowshahi, Uber I am short term impatient and long term patient. If there is an idea that takes a week or a month or if somethi...

Hottest S1 fillings of 2019

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Lyft S1 Pinterest S1 S1 fillings are great read to understand how these companies are doing and to also evaluate your current set of ...

Top investment reads

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Classics Jeff Bezos's letter to investors Warren Buffet's letter to investors Ray Dalio's - how the economic machine works ...

Asset Relativity (Bay area housing vs Tech stock Index)

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Last week a16z released a very interesting article on the correlation between bay area housing prices and high flyers of the last deca...

Memos : Famous critical points in businesses

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This post contains a list of critical points that different companies and their CEOs faced in their history : Microsoft Roadkill on the i...

Network effects and social networks

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In the last post, we studied what network effects are and how it works for Uber. In this post, we will look at another way of thinking abou...

Top 5 must read Venture Capital (vc) and tech investing blogs

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Andresson Horowitz - a16z Benedict Evans My personal favourite is Ben Thompson's stratechery Paul Graham's essays  - co-found...

What is network effects and how does it apply to Uber

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One of the fundamental investment mental models in silicon valley and for evaluating startup investments is network effects. What is netw...