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One Step Up #59
Portfolio Optimization, Semiconductors, Morgan Housel on How the World Works, Ignorance x Confidence + more
Apr 22, 2023
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Jay Mehta
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One Step Up #59
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Top 10 under 30
Fortune 40 under 40, here I come
Apr 14, 2023
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Jay Mehta
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Top 10 under 30
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April 2022
One Step Up #58
Formula 1 tech in everyday use, how to never get distracted, why SaaS is like Walmart, $POSH + more
Apr 4, 2022
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Jay Mehta
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One Step Up #58
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March 2022
One Step Up #57
The psychology of money, the case for always staying invested, building an invention machine, dealing with pressure, asking the right questions + more
Mar 27, 2022
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Jay Mehta
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One Step Up #57
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January 2022
One Step Up #56
The Diseases of More; Go Big, then Stop; Why Empire Building is Important; Morgan Housel's latest; The Bucket Theory of the Mind
Jan 23, 2022
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Jay Mehta
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One Step Up #56
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August 2021
One Step Up #55
This week, we look at learning "How to Think", Portfolio level P/E ratios, the Salesforce Playbook, Deal of the century - the story of Dell + more
Aug 14, 2021
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Jay Mehta
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One Step Up #54
This week, we look at LVMH: King of the Luxury Jungle, Amazon's power re: their logistics business, how someone can beat Amazon in e-commerce and the…
Aug 8, 2021
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Jay Mehta
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One Step Up #54
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One Step Up #53
This week, we look at Lego's turnaround, China-tech, Swedish Match AB, Etsy and building in-house ad-tech
Aug 4, 2021
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Jay Mehta
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One Step Up #53
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July 2021
One Step Up #52
This week, we look at Constellation Software (Org Design), Dollar Stores in the US, state of the Chinese tech-ecosystem, Newsletters and Principles of…
Jul 25, 2021
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Jay Mehta
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One Step Up #52
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One Step Up #51
This week, we look at Farfetch, Luxottica, Active vs. Lazy Thinking, in-stadia advertising, the semiconductor industry
Jul 11, 2021
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Jay Mehta
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One Step Up #51
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One Step Up #50
This week, we look at Dan Loeb, the latest generation of ultra-fast delivery ventures, the Metaverse, Mental Models + more
Jul 4, 2021
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Jay Mehta
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One Step Up #50
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June 2021
One Step Up #49
This week, we look at F1 & their strategy in the USA, the idea of buying shares in your favourite musician, the secondhand opp. in hard luxury, Tencent…
Jun 26, 2021
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Jay Mehta
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One Step Up #49
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