Top 5
The Almanack of Naval Ravikant
The Psychology of Money
The Wealth of common sense
Masterclass with super investors
100 Baggers
Which are the books in your re-read list?
— Investment Books (@InvestmentBook1) October 8, 2021
Mine as Follows \U0001f447
The Psychology of Money
The Wealth of common sense
100 Baggers
Once upon a wall street
Masterclass with super investors
Atomic Habits
Richer, Wiser, Happier
More from Conviction | Patience
#SeQuent_2 was my 3rd and final warning ⚠️
Long story short :: If you follow someone - make sure you do actually 'follow' ...
When the focus is on capability, terminal value and ESOPs - reported earnings recovery would have to wait. No science. No commerce. Pure basics 😏
Long story short :: If you follow someone - make sure you do actually 'follow' ...
When the focus is on capability, terminal value and ESOPs - reported earnings recovery would have to wait. No science. No commerce. Pure basics 😏
Stock traded at 336.50 on 29 June. #Oversmart money was looking at limit-up closing followed by a next day gap up opening to make an annualized CAGR of 5000%
— Conviction | Patience (@unseenvalue) June 30, 2021
Animal spirits! - Lag Gaye \U0001f606 https://t.co/Cew044YHmK
When we put a high multiple to sales, the most important thing to worry about is - what could disrupt those cash flows. A lower multiple to sales (like a 1x or 2x) justifies Yo-Yo cyclicality and 10x sales implies relatively stable gross margins, cash flow and business economics.
It's amazing \U0001f60a 25% NP
— Avinash (@Aviral_Bharat) February 17, 2022
$8b revenue
$2b Profit
$92b MCap
At 11 times revenue, it seems to be cheap compared to\U0001f609
More from Bookstoread
All the books (50 books) I read this year and a one-line review on them!
A Mega thread!
My last thread for 2021 🧵
#Books #Reading
Let's get started 👇
A few years back, I used to read articles which used to say a CEO read 40 books this year and I always thought how?
It's all about consistently reading a few pages every day!
2020- I read 15-25 pages(not every day) - I read 34 books in 2020
2021- I read 25-35 pages every night before sleeping and 100-150 pages every weekend
Ok, now let’s go through those 50 books 👇
1/n
Shoe Dog by Phil Knight
Nike started off by importing high-quality, low-cost running shoes from Japan
What’s shocking is the number of times the business came to an end but came out stronger every time!
Never Giving up – The one key lesson from the book!{{ img:6c137d }}
2/n
Ankur Warikoo's 6 Ebooks
Failure Resume
Mistakes I made with my money
mistakes I made in my 30s
Leadership
Time Management
Mistakes I made in my 20s
Read here - https://t.co/utSzYtS3CV
PS - He is someone I follow very closely, I learn a lot from his content!
@warikoo
Not just the above but his threads, videos, newsletters and podcasts are also amazing!
His new book ‘Do Epic shit’ is out, I would strongly recommend you to order that. I have done that already on Day 1 and I am starting my 2022 with that book 😊
A Mega thread!
My last thread for 2021 🧵
#Books #Reading
Let's get started 👇
A few years back, I used to read articles which used to say a CEO read 40 books this year and I always thought how?
It's all about consistently reading a few pages every day!
2020- I read 15-25 pages(not every day) - I read 34 books in 2020
2021- I read 25-35 pages every night before sleeping and 100-150 pages every weekend
Ok, now let’s go through those 50 books 👇
1/n
Shoe Dog by Phil Knight
Nike started off by importing high-quality, low-cost running shoes from Japan
What’s shocking is the number of times the business came to an end but came out stronger every time!
Never Giving up – The one key lesson from the book!{{ img:6c137d }}

2/n
Ankur Warikoo's 6 Ebooks
Failure Resume
Mistakes I made with my money
mistakes I made in my 30s
Leadership
Time Management
Mistakes I made in my 20s
Read here - https://t.co/utSzYtS3CV
PS - He is someone I follow very closely, I learn a lot from his content!
@warikoo

Not just the above but his threads, videos, newsletters and podcasts are also amazing!
His new book ‘Do Epic shit’ is out, I would strongly recommend you to order that. I have done that already on Day 1 and I am starting my 2022 with that book 😊
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BREAKING: @CommonsCMS @DamianCollins just released previously sealed #Six4Three @Facebook documents:
Some random interesting tidbits:
1) Zuck approves shutting down platform API access for Twitter's when Vine is released #competition
2) Facebook engineered ways to access user's call history w/o alerting users:
Team considered access to call history considered 'high PR risk' but 'growth team will charge ahead'. @Facebook created upgrade path to access data w/o subjecting users to Android permissions dialogue.
3) The above also confirms @kashhill and other's suspicion that call history was used to improve PYMK (People You May Know) suggestions and newsfeed rankings.
4) Docs also shed more light into @dseetharaman's story on @Facebook monitoring users' @Onavo VPN activity to determine what competitors to mimic or acquire in 2013.
https://t.co/PwiRIL3v9x
Some random interesting tidbits:
1) Zuck approves shutting down platform API access for Twitter's when Vine is released #competition

2) Facebook engineered ways to access user's call history w/o alerting users:
Team considered access to call history considered 'high PR risk' but 'growth team will charge ahead'. @Facebook created upgrade path to access data w/o subjecting users to Android permissions dialogue.

3) The above also confirms @kashhill and other's suspicion that call history was used to improve PYMK (People You May Know) suggestions and newsfeed rankings.
4) Docs also shed more light into @dseetharaman's story on @Facebook monitoring users' @Onavo VPN activity to determine what competitors to mimic or acquire in 2013.
https://t.co/PwiRIL3v9x
