My Current Reads: May'24
- Book: Framing business uncertainty by Sajal Kapoor - It describes the framework of transilience and antifragility amid unpredicatability, volatility and limpiness in Life Sciences
- Article: Mostly Borrowed Ideas' deep dive on the semiconductor industry (Paywall) - It is one of the most lucid deep dives for an industry which is extremely complicated due to its technical jargons but can be explored for a lot of potential investments as it has multiple companies with decent valuations and the value chain is primarily oligopolistic/monopolistic
- Book: The Tao of Charlie Munger by David Clark - This is a great collection of relevant ideas across business and life in general
