Perpetual Learning

Perpetual Learning

Home
Archive
About
Investing in Software vs. Real Estate
Investing in mature software businesses is not too different from multi-family real estate
Mar 22, 2021 • 
Suthen Siva
11

Share this post

Perpetual Learning
Perpetual Learning
Investing in Software vs. Real Estate
1
Decentralized Conglomerates #101
Sharing a few essays by David Landry and my thoughts on decentralized conglomerates
Aug 2, 2021 • 
Suthen Siva
3

Share this post

Perpetual Learning
Perpetual Learning
Decentralized Conglomerates #101
REQ Capital's Letter; Antiwork #125
Reflecting on a few interesting reads and listens over the past week
Jan 17, 2022 • 
Suthen Siva
2

Share this post

Perpetual Learning
Perpetual Learning
REQ Capital's Letter; Antiwork #125
1
The End #156
Reflecting on a few interesting reads and listens over the past week
Aug 15, 2022 • 
Suthen Siva
3

Share this post

Perpetual Learning
Perpetual Learning
The End #156
Compounding #77
My views on compounding, a resource for investing frameworks and business models, how to beat the pandemic
Feb 15, 2021 • 
Suthen Siva
4

Share this post

Perpetual Learning
Perpetual Learning
Compounding #77
Roll Up to Win #92
A quick look into Canada's latest roll-up - DentalCorp ($DNTL)
May 31, 2021 • 
Suthen Siva
3

Share this post

Perpetual Learning
Perpetual Learning
Roll Up to Win #92
2
My Favorite Books #144
Reflecting on a few interesting reads and listens over the past week
May 30, 2022 • 
Suthen Siva
2

Share this post

Perpetual Learning
Perpetual Learning
My Favorite Books #144
1
Healthcare Roll-Ups #145
Reflecting on a few interesting reads and listens over the past week
Jun 6, 2022 • 
Suthen Siva
2

Share this post

Perpetual Learning
Perpetual Learning
Healthcare Roll-Ups #145
Buffett; Tech & Inflation; IKEA #138
Reflecting on a few interesting reads and listens over the past week
Apr 18, 2022 • 
Suthen Siva
2

Share this post

Perpetual Learning
Perpetual Learning
Buffett; Tech & Inflation; IKEA #138
A Lesson on Inflation by Warren Buffett #84
Key lessons include understanding the impact that inflation can have on returns, the Investor's Misery index, businesses that do well with inflation
Apr 5, 2021 • 
Suthen Siva
2

Share this post

Perpetual Learning
Perpetual Learning
A Lesson on Inflation by Warren Buffett #84
1
The Cadence; Tech-Enabled Companies #95
A Review of David Sacks' posts on operating cadence for SaaS companies and the challenges with tech-enabled companies
Jun 21, 2021 • 
Suthen Siva
4

Share this post

Perpetual Learning
Perpetual Learning
The Cadence; Tech-Enabled Companies #95
My Top 10 Books #98
Sharing ten of my favorite books that have changed the way I think
Jul 12, 2021 • 
Suthen Siva
2

Share this post

Perpetual Learning
Perpetual Learning
My Top 10 Books #98
2
© 2025 Suthen Siva
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share