Scale by Geoffrey West really blew me away. I certainly don’t want to spoil it, but there are a few key ratios that apply to many things in life, and the author does an incredible job unpacking them. I’ve already made a note to re-read this in about six months.
We would like to know what non-fiction books you’ve been reading and enjoying. Please provide a quick summary of the book and perhaps a couple interesting lessons or stories you learned that you think others would find valuable.
I’ll get us started.
When I was younger I was terribly shy. Socially awkward was an understatement. I had always wanted to get around this weakness. My r…Read More
Ian Cassel started the topic Chuck Bundrant Promoting from Within and Leading by Example in the forum Chuck Bundrant 15 hours, 52 minutes ago
“Bundrant’s strength was his ability to attract the right people, listen to them, and invest in their ideas.” – Paul Padgett, President of Trident Seafoods
Trident’s Akutan processing plant is the largest fish-processing plant in North America, and it can process more than 3 million pounds of Alaskan pollock each day.
The amazing part of the story is the guy running the facil…Read More
Ian Cassel started the topic Marc Andreessen on Warren Buffett and Betting On Change in the forum Marc Andreessen 1 day, 16 hours ago
In a recent article I wrote on MicroCapClub, I talk about studying ALL of the greats of investing, not just the best investors in your niche of investing. This is something I put into practice a few years ago and it greatly enhanced my investing strategy. Microcaps are predominantly small emerging companies that just so happen to be publicly traded. It’s silly to think I can’t learn thi…Read More
I hope I am not too late for the introduction.
I am Ankit Kanodia from Gandhinagar, Gujarat (India). I grew up in a small town of Raniganj, West Bengal (India).
Very early in my life I got interested in reading books and writing prose and poetries. While my choice of books and the quality of writing was nothing great to speak off, but when I look back, it was a great start…Read More
1. Warren Buffett Letters (not exactly a book but a must for any serious investor )
2. Common Stock Uncommon Profits
3. The Most Important Thing
4. Little Book that Builds Wealth
5. 100 to 1 in Stock Market
There are many more but these are the best.
I have attached my notes on Buffett Letters which I keep revising every now and then
We would like to know what your favorite books are on investing.
I’ll get us started.
A couple years ago I asked Sanjay Bakshi which four books he would recommend to a teenager that might have a limited financial background. These were the four books he recommended:
The Accounting Game is written in a way t…Read More
Very glad to be here. I am based in Bangalore, India and currently work in an IT MNC. My investing journey just started in 2014. I must say I have had beginners luck since then. I love to read about business models, people who run and them and the landscape they are in. I am hard-wired to look for a business which has strong growth coupled with positive or neutral sectoral developments.…Read More
Ian Cassel started the topic What are your favorite autobiography and biography books? in the forum What Are Your Favorite Books? 3 days, 5 hours ago
We would like to know what biographies and autobiographies you’ve been reading and enjoying. Please provide a quick summary of the book and perhaps a couple interesting lessons or stories you learned that you think others would find valuable.
I’ll get us started.
I recently finished reading a biography or collection of stories on the intelligent fanatic, Chuck Bun…Read More
Ian Cassel started the topic Founder Chuck Bundrant Explains the Trident Seafoods Inflection Point in the forum Chuck Bundrant 3 days, 12 hours ago
Chuck Bundrant is the owner of Trident Seafoods, the largest vertically integrated seafood company in North America. In, The Fallacy of Instant Success, I wrote about how long it took some intelligent fanatics to reach their inflection point. Chuck Bundrant founded Trident Seafoods in 1973, but it would take 16 more years to truly hit the inflection point. Let me tell you the…Read More
My name is Gaurav . I have recently moved to US and now I am living in Hartford. I am 27 years old working as Software Engineer.
I was introduced to investment world by MoneyLife network in Mumbai. There I had attended seminars on various topics by luminaries like Deba Basu , Dr Malik , Vijay Kedia , founders of screener.in website. I consider myself lucky as I could start In…Read More
AEther replied to the topic Do you know of any relatively unknown Intelligent Fanatics? in the forum Learning, Sharing & Teaching 4 days ago
Here is an old article (2012) about James Mwangi from Equity Bank in Kenya. It gives good background about the man although Equity Bank is now multiples larger than what it was in 2012.
I see convergence and divergence. Some societies value openness, free minds, and liberty. Others, not so much. Not sure we’re converging, social media notwithstanding.
I want to thank everyone for continuing to share your backgrounds. It’s exciting to see the eclectic mixture amongst the membership. A forum is only as good as its active members so I would encourage everyone to continue to share on this thread and comment on any post you can add insight and value to.
Ian Cassel replied to the topic Do you know of any relatively unknown Intelligent Fanatics? in the forum Learning, Sharing & Teaching 4 days, 11 hours ago
What a fascinating place to study and invest. Have you read any good articles on books one the Aftican IF’s you mentioned?
AEther replied to the topic Do you know of any relatively unknown Intelligent Fanatics? in the forum Learning, Sharing & Teaching 4 days, 18 hours ago
I focus exclusive on investing in the best of the best businesses in Sub-Saharan Africa so will limit my inputs to this region.
Here is a couple of IFs managing / founded listed companies I have come across:
Jannie Mouton – PSG Group – South Africa (now chairman with son being CEO)
Koos Bekker – Naspers – South Africa (now chairman)
Adrian Gore – Discovery Health – South Africa
I am Saurabh Ahuja, born and brought up (Schooling, College, Job) in Delhi, India for first 33 years of my life and around 1.5 years back i relocated to Seattle and living in Bellevue Area with my wife, Shweta and 5 year old Prisha.
I am a Software Engineer by Profession and work for Amazon.
I am a fitness enthusiast by heart, mind, body and soul. I have done Ironman twice, june 2017 in…Read More
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