From 0 to 1

We spoke about these 3 books but it led to a wide-ranging conversation. From speaking about a 20yr unknown genius to discussing Munger's ideas, Steve Job's and Da Vinci's ideas, to Darwin's work. Link to Peniel's X

Today I'm joined by Sidecar Investor. We talked about his unique approach to investing and the impact an extraordinary operator can have on a business. I hope you enjoy it and I’d encourage you to rate the podcast if you do Sidecar's Twitter

I speak about this idea Charlie Munger had. After reading about some disciplines, I talk about biology, economics, and physics. Some of the people mentioned: Munger, Darwin, Hayek, Smith, Newton, Feynman, Gell-Mann, Maxwell & Faraday,

Today I’m joined by Dave Ahern, Co-host of The Investing for Beginners Podcast. We discussed business valuation, the importance of taking a simple approach and why investing is the perfect area for a curious mind. I hope you enjoy it and I’d encourage you to rate the podcast if you do. Dave's Twitter The Investing for Beginners Podcast

Antonio Linares is an investor and writer of Investment Ideas . In this conversation, we delved into his investment philosophy, his thinking process and explored interesting tangents. Link to Antonio's Twitter

In this episode, we break down The Innovator's Dilemma and all of its intricacies. Topics discussed: What is The Innovator's Dilemma. What is disruptive innovation. What causes good companies to fail. How was IBM's business disrupted by cloud computing. Why is Airbnb a disruptive technology but Uber is a sustaining one. Link to Eric's Twitter Link to Eric's blog/newsletter

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

What causes out-performance? The Innovator's Dilemma Apple's stance as of theory Tesla 'should' have failed Thoughts on the accounting system Why earnings are fundamentally flawed

The case for long term investing Clayton's theories to practice Business models Thoughts on growth investing