Lachlan MorganApr 20, 20214 minThe '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!...
Shaun TrewinSep 8, 20205 minZara'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 TrewinAug 28, 20209 minBuffettology notable pointsWe found this an exceptional look at Buffetts pattern recognition and investment process. Chapter # 13 - The theory of expanding...
Shaun TrewinAug 27, 20204 minBuilding IBM - The lesson of install baseAn exceptional insight into the power of the install base. Impact of Scale Customer deliveries of the CPC began in late 1949, at which...
Shaun TrewinAug 27, 20204 minFor God Country and Coca-ColaWe read this book to get an understanding of what makes the Coca-Cola brand so special, given its one of Berkshire Hathaways oldest...
Shaun TrewinAug 27, 202042 minRay 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...