Tag: Investing Checklist

Book Notes – Quality investing : owning the best companies for the long term

This is one of the best books for both new and seasoned investors to get their hands on. I did an earlier post on this book, you can read it here

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Below are my full notes
Building Blocks to look for in a company for Quality Investing
  1. Capital Allocation
  2. Return on Capital
  3. Multiple Sources of Growth
  4. Good Management
  5. Industry Structure
  6. Customer Benefits
  7. Competitive Advantages
Established Patterns to look for in companies
  1. Recurring Revenue
  2. Friendly Middlemen
  3. Toll Roads
  4. Low Price – Plus
  5. Pricing power
  6. Brand Strength
  7. Innovation Dependence
  8. Forward Integrators
  9. Market Share gainers
  10. Global capabilities and leadership
  11. Corporate Culture
  12. Cost to Replicate
More info here – link
Learnings
“Yhprum’s Law ,”  This is opposite of Murphy’s law which means “Everything that
… Read the rest

Understanding business Models

Over last few weeks, I have started reading an excellent book on business models – Business Model Generations – A handbook for Visionaries, Game Changers and Challengers – This book is must read for all buddying investors

The book is logically structured right from providing canvas for depicting business models of the company then moving on to patterns, design and strategy

BM-1

I will do few posts on the book as there is enormous ground to be covered, In this post focus would be on what authors call as building business model canvas using key nine building blocks

A business model describes the rationale of how an organization creates, delivers and captures value

There are nine building blocks of a business model – While at first I found this to be another fuzzy MBA thing which has lot of academic value but no practical value 🙂

However once I started practising it and drew the canvas of a business which I thought I knew, I realised that there were quite a few areas of business were I had little or no knowledge, This was truly an humbling experience

Let’s first understand what are the key nine building blocks (Note most is … Read the rest