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Investing in Software vs. Real Estate
Investing in mature software businesses is not too different from multi-family real estate
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Suthen Siva
1
Decentralized Conglomerates #101
Sharing a few essays by David Landry and my thoughts on decentralized conglomerates
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Suthen Siva
REQ Capital's Letter; Antiwork #125
Reflecting on a few interesting reads and listens over the past week
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Suthen Siva
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The End #156
Reflecting on a few interesting reads and listens over the past week
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Suthen Siva
Compounding #77
My views on compounding, a resource for investing frameworks and business models, how to beat the pandemic
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Suthen Siva
Roll Up to Win #92
A quick look into Canada's latest roll-up - DentalCorp ($DNTL)
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Suthen Siva
2
My Favorite Books #144
Reflecting on a few interesting reads and listens over the past week
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Suthen Siva
1
Healthcare Roll-Ups #145
Reflecting on a few interesting reads and listens over the past week
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Suthen Siva
Buffett; Tech & Inflation; IKEA #138
Reflecting on a few interesting reads and listens over the past week
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Suthen Siva
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
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Suthen Siva
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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
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Suthen Siva
My Top 10 Books #98
Sharing ten of my favorite books that have changed the way I think
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Suthen Siva
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