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Investing in Software vs. Real Estate
Investing in mature software businesses is not too different from multi-family real estate
Mar 22, 2021
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Suthen Siva
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Investing in Software vs. Real Estate
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Decentralized Conglomerates #101
Sharing a few essays by David Landry and my thoughts on decentralized conglomerates
Aug 2, 2021
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Suthen Siva
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Decentralized Conglomerates #101
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REQ Capital's Letter; Antiwork #125
Reflecting on a few interesting reads and listens over the past week
Jan 17, 2022
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Suthen Siva
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REQ Capital's Letter; Antiwork #125
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The End #156
Reflecting on a few interesting reads and listens over the past week
Aug 15, 2022
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Suthen Siva
3
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The End #156
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Compounding #77
My views on compounding, a resource for investing frameworks and business models, how to beat the pandemic
Feb 15, 2021
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Suthen Siva
4
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Compounding #77
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Roll Up to Win #92
A quick look into Canada's latest roll-up - DentalCorp ($DNTL)
May 31, 2021
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Suthen Siva
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Roll Up to Win #92
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My Favorite Books #144
Reflecting on a few interesting reads and listens over the past week
May 30, 2022
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Suthen Siva
2
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My Favorite Books #144
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Healthcare Roll-Ups #145
Reflecting on a few interesting reads and listens over the past week
Jun 6, 2022
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Suthen Siva
2
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Healthcare Roll-Ups #145
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Buffett; Tech & Inflation; IKEA #138
Reflecting on a few interesting reads and listens over the past week
Apr 18, 2022
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Suthen Siva
2
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Buffett; Tech & Inflation; IKEA #138
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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
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Suthen Siva
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A Lesson on Inflation by Warren Buffett #84
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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
Jun 21, 2021
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Suthen Siva
4
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The Cadence; Tech-Enabled Companies #95
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My Top 10 Books #98
Sharing ten of my favorite books that have changed the way I think
Jul 12, 2021
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Suthen Siva
2
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My Top 10 Books #98
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