Digesting Reads, 3

Update: 2023-10-15

Description

Tesla and how industries evolve

Meta facing the innovator's dilemma

Google bets as a hedge to disruption

First impression from François Rochon's letters

Business models

Vertical vs horizontal integration

Similarities between Zero to One and The Innovator's Dilemma

Comments

In Channel

Sidecar Investor - Partnering With Extraordinary Operators

2025-08-2059:47

Worldly Wisdom

2025-01-2649:20

Dave Ahern - Valuation, Simplicity, and Curiosity

2024-04-2601:39:32

Antonio Linares - Investing, Philosophy, and Deep Thinking

2024-04-0601:50:39

Eric Flaningam - The Innovator's Dilemma and Disruptive Innovation

2024-02-2601:56:52

Digesting Reads, 3

2023-10-1501:19:55

Digesting Reads, 2

2023-10-0701:40:28

Digesting Reads, 1

2023-10-0101:10:45

Digesting Reads, 3

2023-09-1755:43

Digesting Reads 2

2023-09-0231:59

Digesting Reads

2023-07-2431:47

My Encounter With Reality

2023-07-2013:40

Yearly Recap

2023-05-2423:25

Merry Christmas

2023-05-2023:39

Analyzing Capital Allocation Skills

2023-05-1723:28

Insights Upon Financial Statements

2023-05-1421:16

Balance Sheets

2023-05-1316:55

Cash Flow Statements

2023-05-1022:30

Visa Q2 'Detailed' Earnings Review

2023-05-0625:02

Tesla Q1 'Detailed' Earnings Review

2023-05-0532:29

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#box-pro-ellipsis-176058244152242{-webkit-line-clamp:2;}Digesting Reads, 3

Digesting Reads, 3

Giuliano Mana

Digesting Reads, 3