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The '7 Powers' of business success - from one of NetFlix's early investors.
I recently read the Hamilton Hemler’s ‘7 Powers’ it is a book that has been recommended to me by a number of investors and rightfully so!...

Lachlan Morgan
Apr 20, 20214 min read


Zara's Secret for Fast Fashion
This book has been an exceptional case study and exploration of the competitive advantage of fast fashion - on the surface it seems easy...

Shaun Trewin
Sep 8, 20205 min read


Buffettology notable points
We found this an exceptional look at Buffetts pattern recognition and investment process. Chapter # 13 - The theory of expanding...

Shaun Trewin
Aug 28, 20209 min read


Building IBM - The lesson of install base
An exceptional insight into the power of the install base. Impact of Scale Customer deliveries of the CPC began in late 1949, at which...

Shaun Trewin
Aug 27, 20204 min read


For God Country and Coca-Cola
We read this book to get an understanding of what makes the Coca-Cola brand so special, given its one of Berkshire Hathaways oldest...

Shaun Trewin
Aug 27, 20204 min read


Ray Dalios Study of Big Debt Crises
We believe Ray Dalio to be one of the most believable sources for global macro thinking. This was such an important book that we all read...

Shaun Trewin
Aug 27, 202042 min read


The Ultimate Quality Compounder - 100Baggers
100 Baggers – Stocks that return 100-1 and how to find them Since reading this exceptional book we have developed a friendship with Chris...

Shaun Trewin
Aug 27, 20205 min read
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